- Citigroup (Palo Alto, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Develop… more
- CBRE (Sacramento, CA)
- …with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + Develop and maintain a robust ... Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with CBRE professionals… more
- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Charles Schwab (Sacramento, CA)
- …the status quo " and transform the finance industry together. Schwab Advisor Services, the industry leader of custodial, operational, trading, product, and ... technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as a Relationship Manager. Our… more
- Oracle (Sacramento, CA)
- …while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership leading an ... overall offerings) using KPIs, and goal setting + Understand and influence investment decisions through detailed financial analysis + Drive overall gross margin… more
- Oracle (Sacramento, CA)
- …economics while rapidly scaling. In this role you will be a key business advisor to the product and engineering organization with end-to-end product ownership as a ... overall offerings) using KPIs, and goal setting. + Understand and influence investment decisions through detailed financial analysis. + Drive overall gross margin… more
- Oracle (Sacramento, CA)
- …firms. The ideal candidate will have a strong understanding of PE investment strategies, excellent relationship-building skills, and a proven track record of ... pipeline activity, and client feedback to optimize strategies. Understand PE firms' investment strategies and value-creation goals to tailor sales pitches. Act as a… more
- Bank of America (Walnut Creek, CA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more