- DataVisor (Mountain View, CA)
- …open, positive, collaborative, and results-driven. Come join us! Position Overview As a Senior Technical Account Manager (TAM), you will manage a portfolio of ... relationships and establish yourself as a trusted technical advisor and solution partner for the key leaders within...dive discussions in late stage pre-sales calls + Understand client use cases and define plans to achieve success… more
- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Los Angeles, California San Diego, California San Jose, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Citigroup (San Francisco, CA)
- The Investment Banking Senior Analyst is an intermediate level position primarily responsible for assisting clients in raising funds in the capital markets, as well ... of this role is to act as a strategic advisor to our clients by formulating investment strategies and...for organizing and analyzing sophisticated financial data used in client proposals and strategic plans + Prepare written recommendations,… more
- DataVisor (Mountain View, CA)
- …open, positive, collaborative, and results-driven. Come join us! Position Overview: As a Senior Customer Success Manager (CSM), you will serve as a strategic partner ... + Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption, and long-term… more
- IBM (San Francisco, CA)
- …of IBMers. We are a team of deep product experts, ensuring exceptional client experiences, with a focus on delivery, excellence, and obsession over customer ... you will be expected to: * Serve as Trusted Advisor : You will act as a trusted advisor to aligned accounts, technical teams, and business stakeholders throughout… more
- Citizens (Irvine, CA)
- …to identify new prospects and calling plans. + Act as a Trusted Advisor to clients through direct engagement; understand their needs and design appropriate liquidity ... Leaders on market & industry trends, product enhancements, and client issues. + Partner with Division Executives to align...Work with Liquidity Product, Liquidity Pricing & Analytics, and client services teams to respond to customer inquiries and… more
- Olympus Corporation of the Americas (San Jose, CA)
- …Responsible for using HR expertise to provide support and leadership to assigned client groups. Will develop and execute strategic plans and initiatives based on ... and linking the business strategies to talent implications. + Serves as an advisor working closely with leadership team to provide coaching, talent development and… more
- Comerica (San Jose, CA)
- …Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by ... customer segments. Partner with Relationship Managers to develop new business. Provide client retention support to RMs for clients through servicing support of… more
- Ketchum (San Francisco, CA)
- …platforms (TikTok, Instagram, YouTube, Reddit, etc.). + Serve as a trusted client advisor and primary contact, delivering strategic counsel and ... through training, coaching, and scalable processes. + Represent Ketchum in client presentations, industry events, and thought leadership content. + Champion SEO… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...by serving as a resource speaker for related activities. Client Management Determine client needs by meeting… more