- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... management both internally and with clients. A Senior Wealth Advisor may manage clients linked...rapport via phone, webinar, and in person. + Strong product knowledge and problem-solving skills. + Excellent verbal and… more
- SAP (Palo Alto, CA)
- …skill growth, great benefits, and a team that wants you to grow and succeed. ** Senior Solution Advisor - SAP Finance, BRIM or CPQ Domain Expert** **Location:** ... SAP office. SAP, a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to… more
- City National Bank (Los Angeles, CA)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line ... with PBB colleagues to set strategies and provide wealth management services across the full product spectrum. * Analyze financial needs of clients and monitor… more
- US Bank (Irvine, CA)
- …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor Partner have... strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
- Bank of America (Woodland Hills, CA)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor Topanga Canyon Woodland Hills, California **To proceed...priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet… more
- SAP (Palo Alto, CA)
- …strategic goals. + Serve as the voice of the customer and sales liaison to Product Management , Product Development, and Product Strategy. + Support ... that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region...and other content. + Support sales opportunities that require senior executive engagement to support the sales cycle. +… more
- NTT DATA North America (San Francisco, CA)
- …apply now. We are currently seeking a Digital Architect Pre Sales Lead Advisor to join our team in San Francisco, California (US-CA), United States (US). ... ** Senior SAP Pre-Sales Solution Architect** At NTT DATA Services,...strategies, and solutions. + Development of customer relationships, SAP Product teams + Drive sales opportunities from initiation to… more
- CenterWell (Sacramento, CA)
- **Become a part of our caring community and help us put health first** The Advisor of Strategy Advancement will play a pivotal role in advancing the strategic vision ... complex care initiatives to drive quality and cost improvement for high-risk senior populations in full risk Medicare arrangements. This individual will help assess… more
- Fiserv (San Francisco, CA)
- …incidents, interface with development, operations, and support teams and engage with senior management for escalation purposes both internally and externally on ... on a global scale, come make a difference at Fiserv. **Job Title** Client Support Advisor **What does a successful Client Support Advisor do at Fiserv?** As a… more
- BMO Financial Group (Los Angeles, CA)
- …products and services. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship manager. + Determines… more