- City National Bank (San Francisco, CA)
- …documentation, processing money movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against ... resources of one of the largest and most respected financial firms in the world. Our small size and...small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all… more
- Capital One (Sacramento, CA)
- …compliance information. + Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on their ... security and technology conversations, shaping best practices and positioning our solutions as industry-leading. + Go-to-Market & Sales Acceleration: Bridge the gap… more
- WKND Digital (CA)
- …we're not just another agency-we're shaping a tech-driven future where AI-powered solutions revolutionize how brands acquire and retain customers. As a subsidiary of ... high-performing ad campaigns and creative iterations to AI-driven marketing solutions , we're laser-focused on delivering strategies that surpass expectations and… more
- Capital One (Sacramento, CA)
- …great customer experiences. Business Cards and Payments is one of the fastest growing financial products in the industry. A key part to its success over the course ... small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits...coordinating client appreciation activities + Resolve issues and provide solutions to clients in a timely manner + Monitor… more
- BlackRock (San Francisco, CA)
- …Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a ... overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full… more
- World Wide Technology (San Francisco, CA)
- …through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology ... solutions provider leading the AI and Digital Revolution. WWT...relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment… more
- Oracle (Sacramento, CA)
- …to influence product direction, work with top engineers, and build cloud solutions that power the growth of dynamic companies worldwide. If you're passionate ... you will play a pivotal role designing, implementing, and delivering innovative cloud solutions for some of Oracle's largest and most strategic customers. You will… more
- JPMorgan Chase (San Francisco, CA)
- …This position is not eligible for sponsorship** JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... The Global Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business… more
- CBRE (Fremont, CA)
- …act as a trusted advisor to the business leaders. Review the portfolio's financial life to help clients identify what future goals should be. Create and manage ... - Oregon - United States of America Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility...of their assets. This job is part of the Financial Strategy and Operations job function. They are responsible… more
- ADP (Long Beach, CA)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more