- Cushman & Wakefield (San Jose, CA)
- …California market, including business development, business operations, financial management, client relations, and project operations. This role is responsible for ... planning and budgeting within Northern California. + Act as the trusted business advisor and strategic partner by the clients both internally and externally. + Lead… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... relationships. Participates in call preparation. + Serves as the trusted advisor the clients and prospects. Establishes strong credibility with internal and… more
- Deloitte (San Jose, CA)
- …regulation related to federal credits & incentives, as well as implement client outreach strategies. Responsibilities will include: + Managing federal credits and ... and eligibility requirements + Maintain and develop strong internal and client relationships + Leveraging your extensive technical skills developed through your… more
- Pegasystems (Sacramento, CA)
- …world's largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + ... and product knowledge to share insights about how a client can maximize license to drive business benefits +...BPA, DPA, RPA, CRM and Case Management enterprise software solutions + Experience working with large partner organizations +… more
- Deloitte (Costa Mesa, CA)
- …projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax ... days per week + 3+ years experience providing tax planning services or preparing client work papers and income tax returns + Bachelors degree in accounting, finance… more
- Deloitte (Los Angeles, CA)
- …and regulation related to sustainability and ESG, as well as implement client outreach strategies. Responsibilities: + Manage and facilitate Federal C&I engagements ... benefit and eligibility requirements + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more
- US Bank (Los Angeles, CA)
- …a high-level of payment authority. + Provides in-depth product expertise as an advisor to both internal and external clients and their agents. + Troubleshoots and ... oversight. + Works with high touch clients and sales staff to provide solutions to complex issues that are escalated. Applies in-depth knowledge of rules governing… more
- SCI Shared Resources, LLC (Bonita, CA)
- …the possibilities of joining a Great Place to Work! The Pre-Planning Advisor Restricted (PPAR) is a self-starter expected to achieve their quota (pacesetter) ... 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
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? This position is responsible for business and Client On-Boarding. Partners with Business Development to ensure the new account onboarding ... file handoff with Trust Administration and provides ongoing relationship management with advisor and maintain exemplary service levels. Ensure new files are set up… more
- AECOM (San Francisco, CA)
- …activities in accordance with approved standards consistent with the expectations of client and presiding agencies. The Transit Facility Program Manager develops and ... and contract technical and compliance activities. This position functions as a key advisor to the Program Director to ensure minimal delay and interruption with the… more