- SAP (San Francisco, CA)
- …and meet their strategic objectives using SAP solutions . As a part of the sales team, a Solution Advisor is the "subject matter expert" responsible for ... the functional and technical knowledge within the sales cycle. A Solution Advisor ...+ Receive on-the-job training under the mentorship of a senior Solution Advisor colleague while… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- JPMorgan Chase (Temecula, CA)
- As a Senior Home Lending Advisor , you take your clients on a first-class journey to home ownership and deliver strong sales results. **Job Profile:** Join ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home...skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- M&T Bank (Los Angeles, CA)
- …opportunities are in pipeline and moving through sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review ... of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals,...the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell… more
- Amazon (San Francisco, CA)
- …build and lead v-teams of cross functional teams including Business Development, Sales , Partners, Solution Architecture, and Professional Services to deliver ... proven programs and the deep experience and capability across our Solution Architects, Partners, Professional Services, and Business Development team. In this… more
- Bank of America (Alhambra, CA)
- …Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial ... Credit Solutions Advisor - Valley and Almasor...achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- Bank of America (Irvine, CA)
- …and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: ... sales management in executing sale force growth plans and support effective Advisor recruiting strategies. + Sales Supervision: Administer superior sales … more
- BMO Financial Group (Los Angeles, CA)
- … in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, ... lead relationship manager. + Determines client needs and provides solutions though the sales of managed products...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders… more
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