- CoStar Realty Information, Inc. (Los Angeles, CA)
- …includes digital advertising, social and reputation management, and market analytic solutions which delivers innovative tools for our customers. As an Apartments.com ... the Multifamily industry. Through engaging sales presentations and in-person client visits, you will advise and sell clients marketing... visits, you will advise and sell clients marketing solutions that enable them to achieve their goals. You… more
- US Bank (Rancho Cucamonga, CA)
- …cultivate and manage new and existing relationships with business clients. + Recommend financial solutions based on each client 's unique goals and needs. + Be ... the primary advisor for our business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess… more
- Eliassen Group (Sacramento, CA)
- …+ Description + Recommended Jobs **Description:** **100% Remote** Our client has an amazing opportunity for a Kyriba Product Manager, ... them with Treasury and Finance transformation goals. _Due to client requirement, applicants must be willing and able to...status, risks, and dependencies. + Operate as a trusted advisor and embedded team member under Divya Kalra's leadership.… more
- Citizens (Irvine, CA)
- …expanding Commercial Banking West Coast region. The role sits within the Treasury Solutions group with the broad objective to drive revenue growth by optimizing ... to identify new prospects and calling plans. + Act as a Trusted Advisor to clients through direct engagement; understand their needs and design appropriate liquidity… more
- Deloitte (San Jose, CA)
- …resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful ... design and implementation of SAP Cash Management and Treasury Management solutions , including transaction management, hedge accounting, and liquidity planning. +… more
- Jacobs (Los Angeles, CA)
- …Client management skills: business and analytical skills, business partnership, client advisory, responsiveness, solutions orientation * Additional skills: ... solve problems and shape the next generation of innovative solutions . Reinventing tomorrow is our promise and an invitation...counsel to operations and sales, acting as a legal advisor and business partner to Jacobs' business operations and… more
- SCI Shared Resources, LLC (San Jose, CA)
- …possibilities of joining a Great Place to Work! Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter ... and timely manner. Follow-up and generation of referrals from client families are integral to success and to establish...an understanding of each family's unique needs and offers solutions that provide value to them + Stays in… more
- Pearl Interactive Network (Sacramento, CA)
- …programs and operations. Ensures adherence to master plans and schedules, develops solutions to program problems, and directs work of incumbents assigned to program ... are completed on time and within budget. Acts as advisor to program team regarding projects, tasks, and operations....Pearl programs and projects by working directly with the client and Pearl team during all phases of implementation… more
- Deloitte (Los Angeles, CA)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
- Palo Alto Networks (San Francisco, CA)
- …direction of the practice, building the business and becoming a strategic advisor to our customers. The role requires deep cybersecurity subject matter expertise ... our North America incident response team in providing world-class reactive cybersecurity solutions to Unit 42 clients across a wide array of industries, geographies,… more
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