- Confluent (Sacramento, CA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... for operating and maturing their Confluent subscription. You will also utilize relationship management skills & industry experience to guide the customer on how… more
- Amazon (Santa Monica, CA)
- …technical excellence when building scalable architectures. - Be a passionate communicator, advisor , and advocate for the Customer. - Demonstrate a deep understanding ... feedback and influence product development, direction, and evolution. - Be proactive relationship building on partnerships and initiatives. About the team Buy with… more
- Amazon (East Palo Alto, CA)
- …will build technical relationships with customers of all sizes and operate as their trusted advisor , ensuring they get the most out of the cloud at every stage of ... their journey. You will manage the overall technical relationship between AWS and our customers, making recommendations on...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Bank of America (San Francisco, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Los Angeles, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- KeyBank (San Francisco, CA)
- …& Apparel sector to generate industry insights. * Act as a trusted advisor to clients and prospective clients through relationship development, industry ... Consumer & Retail Group. * Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. * Analyzing the financial … more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will… more
- Fiserv (San Francisco, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover's cutting-edge solutions to merchants, sparking success… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more