- Bank of America (Los Angeles, CA)
- …the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor ... discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and...Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in… more
- Wells Fargo (Los Angeles, CA)
- …immediate lending opportunities to accelerate integration. + Act as a strategic advisor to senior leadership, contributing insights and recommendations that ... financial growth initiatives. + Drive complex business development strategies, leveraging market trends and advisor feedback to inform territory planning… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Microsoft Corporation (Mountain View, CA)
- …you will help set the vision for AI Workforce solutions, leveraging market intelligence and analytics to identify opportunities, forecast trends, and align ... You will mentor and lead a team that engages in engaging senior stakeholders and decision makers, deepening relationships and driving high-value opportunities. This… more
- Bank of America (Walnut Creek, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships.… more
- Microsoft Corporation (San Jose, CA)
- …Microsoft resources to drive new opportunities, demand generation, Microsoft's market share, digital transformation, and the mapping of industry/business scenarios ... the strategic value of Microsoft solutions. Acts as a trusted technology advisor both internally and externally to integrate Microsoft technology in the customer's… more
- Bank of America (San Francisco, CA)
- …execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and ... manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development… more
- Norstella (Sacramento, CA)
- …Panalgo's RWE platform, IHD, among our clients. You'll act as a trusted advisor to senior -level stakeholders, understanding their complex needs, and helping them ... our mission is simple: to help our clients bring life-saving therapies to market quicker-and help patients in need. Founded in 2022, but with history going… more
- Paychex (San Francisco, CA)
- …the prospect universe for the purpose of closing new sales. Leverage the Go-to- Market Sales Strategy to identify customers' needs and present the Paychex solution to ... preference on in person or virtual interaction to increase revenue and market share. + Schedules appointments and visiting potential and current referral sources,… more
- Copeland (Sacramento, CA)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... industry associations + Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers + Build relationships with decision makers to… more