- NTT America, Inc. (Sacramento, CA)
- …Relationship Management:** + Take full ownership of accounts, overseeing the sales of SAP cloud subscriptions, consulting engagements, managed services support ... growth, and demonstrate your ability to be a trusted advisor . + Gain in-depth knowledge of each customer's technology...+ **Demand Generation, Pipeline, and Opportunity Management:** + Manage sales pipeline from Lead to Close, be accountable for… 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
- Principal Financial Group (Los Angeles, CA)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... (strong preference for fully licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or… more
- LinkedIn (San Francisco, CA)
- …within our Enterprise segment. You will identify, qualify, and capture new sales opportunities. You will have a solid understanding of the industry, collaborate ... internally, be a strategic advisor to your clients, and... to your clients, and consistently deliver against your sales targets. **Responsibilities: ** + Understand customer's business and… more
- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Microsoft Corporation (San Francisco, CA)
- …Sciences, or related field AND 7+ years relevant work experience (eg, investment banking, consulting, finance, corporate strategy, sales , venture capital, legal, ... Sciences, or related field AND 5+ years relevant work experience (eg, investment banking, consulting, finance, corporate strategy, sales , venture capital, legal,… more
- Wells Fargo (Beverly Hills, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales , service, and operational related activities ... 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… more
- Anywhere Real Estate (San Francisco, CA)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Bank of America (Newport Beach, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- BMO Financial Group (Los Angeles, CA)
- …an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including ... Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy...expert on relevant regulations and policies. + Advises on sales strategy based on a deep understanding of the… more