- James Perse Los Angeles (San Diego, CA)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR RETAIL CLIENT ADVISOR FOR OUR SAN DIEGO LOCATION OBJECTIVE OF THE POSITION The Senior Retail Client ... standards, and operational standards. In the absence of Store Management, the Senior Retail Client Advisor is charged with overseeing all aspects of the… more
- NTT America, Inc. (Sacramento, CA)
- … and prospect situations that positions the sales team member as an expert client advisor . Success will require the ability to link company offerings, including ... with them and to be seen as a trusted advisor . + Sales solution skills. The knowledge of the...contact platform. **Your day at NTT DATA** As a Senior Client Manager at NTT DATA, you… more
- M&T Bank (Los Angeles, CA)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- NTT DATA North America (San Francisco, CA)
- …on S/4HANA, SAP ECC, and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution ... are currently seeking a Digital Architect Pre Sales Lead Advisor to join our team in San Francisco, California...team in San Francisco, California (US-CA), United States (US). ** Senior SAP Pre-Sales Solution Architect** At NTT DATA Services,… more
- Charles Schwab (San Diego, CA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager, Sr . Wealth Advisor , you will work with clients ... Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group...and values your contributions, consider a career as a Sr . Manager, Sr . Wealth Advisor .… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array… more
- BMO Financial Group (San Francisco, CA)
- …throughout the team. + Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and ... + Acts as the key sales contact with the client to gather the required detailed information necessary to...the team in pre-sales such as pitch preparation and client research and preparation of prospect and client… more
- The Cigna Group (Walnut Creek, CA)
- …achievement of our Enterprise goals improving affordability and customer health outcomes, client growth and retention, and network performance. + **OVERVIEW:** + The ... including prospective review, request for proposal, finalist meeting and new client onboarding. + Supports achievement of business persistency targets including… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …dynamic multi-family office headquartered in San Francisco is seeking a highly motivated and Sr . Client Service Associate to join its team. This firm specializes ... Execute client requests with accuracy and efficiency. + Collaborate with senior leadership on firm-wide initiatives and customized client strategies. + Build… more
- Bank of America (Newport Beach, CA)
- Sr . Relationship Manager - Commercial Real Estate -...to being the primary bank advocate and key financial advisor for the client , the SCM is ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/ Sr -Relationship-Manager Commercial-Real-Estate Newport-Beach\_25023488) **Job Description:** At Bank of America,… more