- PNC (Los Angeles, CA)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... group by applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external client interaction, or supporting internal… more
- Atria Wealth Solutions (Dublin, CA)
- …coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating ... and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training content for branch teams and vet content with… more
- Kyndryl (Sacramento, CA)
- …industries. The Applications Consultant serves as a thought leader, trusted advisor , and bridge between business objectives and technology enablement, providing ... Record, Imaging, Medical Device Integrations, Contact Centers, Claims, Provider, Sales , cloud-based solutions), emerging technologies (eg, AI/ML, automation, analytics),… more
- Palo Alto Networks (Santa Clara, CA)
- …both internal and external stakeholders. You will collaborate cross-functionally with sales , product, marketing, and service innovation teams to scale Unit 42's ... SaaS, and hybrid environments + Serve as the executive sponsor, strategic advisor and delivery lead for complex client engagements, guiding secure cloud architecture… more
- Palo Alto Networks (CA)
- …influence both internal and external stakeholders. You will work cross-functionally with sales , product, service innovation and marketing teams to evolve and scale ... intelligence, and customer feedback + Serve as the executive sponsor, strategic advisor and delivery lead for complex, high-impact SOC engagements, ensuring delivery… more
- City National Bank (San Francisco, CA)
- …in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the objective of ... abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new… more
- Bank of America (El Cerrito, CA)
- …requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In ... lieu of one year of sales experience, has previously held the role of Relationship...has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Amazon (San Francisco, CA)
- …implementing tailored cloud solutions. You'll be a key player in the sales process, providing technical expertise and guidance throughout the customer's cloud ... maximize CBOs. As a PCA you are a trusted advisor to our customers, providing guidance on industry trends,...(CBOs) - Providing technical guidance and best practices during pre- sales and implementation phases - Collaborating with Account Managers… more
- City National Bank (Beverly Hills, CA)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- Palo Alto Networks (Santa Clara, CA)
- …service domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience ... Precision AI) into consulting engagements where applicable + Engage in a pre- sales capacity with client prospects, uncovering cybersecurity pain points across SOC… more