- BMO Financial Group (San Francisco, CA)
- …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... corporate/commercial lending, syndications. + Independently, easily able to analyze financial , business and industry information to determine appropriate capital… more
- CBRE (Sacramento, CA)
- …Head of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within ... Data Centre Solutions. Foster the relationship with key clients within our existing MA portfolio...people strategy. * Development of projects in line with financial plans for revenue and profit delivery. * Manage… more
- Amazon (Irvine, CA)
- Description Equal parts advisor and operating partner, Amazon's team of Business Coaches assist and guide our Delivery Service Partner (DSP) business owners as they ... You will provide support for owners by removing obstacles and improving financial , operational, and safety outcomes across the network. You'll also collaborate with… more
- BMO Financial Group (San Diego, CA)
- …the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports ... and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides...to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- Amazon (Santa Clara, CA)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Drive strategic sales opportunities from inception… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals ... is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. WHAT WILL YOU DO? ... and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- Amazon (Palo Alto, CA)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... Cultivate strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Shape the evolution of platform service… more
- Capital One (Sacramento, CA)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your… more
- BeOne Medicines (San Mateo, CA)
- …Reporting to the GTS Chief of Staff, this role serves as a trusted advisor to GTS leadership, driving financial management, procurement, and vendor governance to ... alignment with enterprise objectives. This leader will shape and drive financial , procurement, and operational strategies that enhance the efficiency, transparency,… more