- Capital One (San Francisco, CA)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... of contact at Capital One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention, growth...clients with key focus on retention, growth and risk management + Analyze the company's total business spend to… more
- CBRE (San Jose, CA)
- …focused on portfolio oversight, client development, team performance, and financial management . It is not a day-to-day project manager role. The Head of Projects ... consistency, and professional growth. Oversee financial performance for the project portfolio , including forecasting, reporting, margin management , and backlog… more
- JPMorgan Chase (Palo Alto, CA)
- …clients with clear guidance and transparency on the process + Act as a trusted advisor to your respective portfolio for any Letter of Credit situations that ... the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you...will team up with our Commercial bankers on relationship management and product delivery activities for our Standby Letter… more
- Gilead Sciences, Inc. (Foster City, CA)
- …partnerships across Development, IT and other functions and elevate Quality as a trusted advisor . The ideal candidate will have a strong point of view and be able ... PDM, Commercial, and IT + Lead and facilitate change management strategy and activities related to strategy and process...key consideration in technology initiatives, serving as a trusted advisor to IT and business stakeholders Advise and support… more
- JPMorgan Chase (Palo Alto, CA)
- …and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management , compliance and various other business units throughout ... you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- BMO Financial Group (San Lorenzo, CA)
- …and investment management - required. + In-depth knowledge of client portfolio management . + Technical proficiency gained through education and/or business ... Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …internal functions including client services, trading, billing, performance, and portfolio management . + Manage key administrative responsibilities: scheduling, ... and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now...clients; work within custodial platforms, CRM systems, and APX portfolio management tools. + Support account maintenance,… more
- MongoDB (San Francisco, CA)
- …innovative partnerships specialist to drive ISV (Independent Software Vendor) partner management and success within MongoDB's growing partner ecosystem. ISVs are ... Area in California. **What You'll Do** + ISV Partner Management : Serve as the primary relationship owner for a...: Serve as the primary relationship owner for a portfolio of strategic ISV partners. Build deep relationships with… more
- AbbVie (Irvine, CA)
- …to analyze, interpret and present data to Pipeline Governance and senior management . + Strategic advisor to cross-functional teams (eg, Global Commercial ... and eye care - and products and services in our Allergan Aesthetics portfolio . For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie… more
- CommScope, Inc. (CA)
- …rich AI/ML Analytics software, secure policy user/device onboarding software, and broad portfolio of network management and control all redefine what's possible ... and influencing, technical management of the account, and is the trusted advisor . The Systems Engineer works as a team, along with a Territory Account Manager(s)… more