- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L....FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- City National Bank (Los Angeles, CA)
- … Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. Provide ... training for Financial Advisors, Investment Relationship Officers, Assistant Investment...authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established… more
- City National Bank (Newport Beach, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their...processes * Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and… more
- Sharecare (Sacramento, CA)
- …term revenue streams. The right candidate will have excellent client management and relationship building skills. The Provider Sales Manager will serve as a trusted ... advisor and subject matter expert on Provider Solutions related...Solutions related solutions and have a strong background in relationship and solution selling in a consultative sales environment.… more
- City National Bank (San Jose, CA)
- …COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops business...informed at all times. * Perception as a trusted advisor by both the staff and the client. *… more
- Amazon (San Francisco, CA)
- …and deliver measurable business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail & CPG customers, representing AWS ... Act as a technical Executive Sponsor and trusted CxO-level advisor -helping leading brands accelerate their adoption of Generative and...Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of… more
- SAP (Palo Alto, CA)
- …accountability and is the overall Account Owner serving as a trusted advisor by building strategic business relationships with senior customer executives. This role ... customer success focus with empathy for customers and ability to earn trusted advisor status. + Sales skills to engage with customers during select and identify… more
- Warner Bros. Discovery (Burbank, CA)
- …editing tools, etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier performance, and ... WBD's evolving production technology landscape by: + Acts as a strategic advisor and liaison across Legal, Finance, Security, Global Content Operations, and… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... challenges. This role blends technical expertise, business acumen, and relationship -building to cultivate new business, expand existing accounts, and position… more
- Comerica (San Mateo, CA)
- …lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build ... rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following best… more