- Santander US (Los Angeles, CA)
- …Lodging This program will provide the skills and experience to become a thoughtful, strategic advisor . You'll learn the nature of client service and how we build ... teamwork and partnership is critical to deliver the best solution for our clients. You will be partnered with...another company, investment bankers provide innovative and creative financial solutions for all clients' needs. Our bankers are focused… more
- WTW (San Francisco, CA)
- …new business + Materially growing Health and Benefits revenue through: + Anticipating client needs and cross-selling new solutions to current clients + Serving ... **The Role** Serve as the strategic partner and trusted advisor to clients in the design and management of...as the Health and Benefits expert in new client pursuits by crafting solutions to meet… more
- City National Bank (San Francisco, CA)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...to understand their specific goals and objectives to provide solutions to meet their needs. * Participate in and/or… more
- Eliassen Group (Huntington Beach, CA)
- …enterprise-level implementations, provide technical expertise, and serve as a trusted advisor to clients. In addition to onboarding, training, and customer success ... internal teams (Data, Documents, Support, Product) to ensure seamless migration of client data and workflows. + Deliver tailored training via Zoom, documentation,… more
- Guidehouse (Sacramento, CA)
- …security markets. With high-quality standards and a relentless pursuit of client success, Guidehouse's more than 18,000 employees collaborate with leaders to ... + Prepare and/or coordinate complex written presentation materials + Develop solutions based on an understanding of strategy, operations and management within… more
- City National Bank (Solana Beach, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure… more
- City National Bank (Solana Beach, CA)
- …clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation ... needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on… more
- Kyndryl (Sacramento, CA)
- …experience functions across the enterprise. + Build and maintain deep relationships with client CXOs, becoming the 'go-to' trusted advisor to senior executives ... C-suite, spanning the intersection between complex Business and IT customer solutions , transformations that impact across the entire customer Eco-system. This role… more
- Publicis Groupe (San Francisco, CA)
- …about the best practices of yesterday, we are discovering and defining innovative solutions for tomorrow. We do that by moving fast, breaking rules, rebuilding ... systems, generating solutions and taking performance to its limits -- then...cross-vertical book of business, focused on performance marketing, developing client and platform relationships, and isn't afraid to be… more
- Pacific Program Management (Los Angeles, CA)
- … client engagements and identifying new opportunities through trusted advisor relationships. The role spans the full workplace planning lifecycle-from early ... Job Summary The Workplace Strategy Lead will expand Cresa's Workplace Solutions presence by delivering regionally based expertise aligned with the national… more
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