- BMO Financial Group (San Francisco, CA)
- …that collaborate across functional and operating groups to create the highest value for all stakeholders. + Attracts, retains, and enables the career development ... gaps, issues and best practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. +… more
- SMBC (Los Angeles, CA)
- …with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager engages in executive-level client contacts to assess ... exceeding $50 million. **PRINCIPAL DUTIES AND RESPONSIBILITIES:** Serves as the trusted advisor to clients, functions as the Middle Market client " expert "… more
- Wells Fargo (Monterey, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow ... objectives, and represent the company externally; serve as an expert advisor to leadership, represent the company...come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity… more
- SAP (Newport Beach, CA)
- …an in-depth understanding of specific SAP solutions, relative to functionality, business value , competitive positioning in the market, and in relation to SAP's full ... the complexities within the buying cycle, lead with consultative solution / advisor demeanor when navigating customer conversation. The Sr. SAP Cloud ERP Sales… more
- Wells Fargo (Pasadena, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (San Diego, CA)
- …At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more
- JPMorgan Chase (San Francisco, CA)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter... initiatives and updates + Become a subject matter expert on the Practice Management tools, products and capabilities… more
- Bank of America (Walnut Creek, CA)
- …At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth ... through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- The Cigna Group (Sacramento, CA)
- **Role Summary:** As part of Cigna Pharmacy Management, the Pharmacy Account Management Advisor serves as the primary pharmacy benefits subject matter expert ... functions. **The primary roles of the Pharmacy Account Management Advisor are:** + Retain assigned book of business in...management programs and solutions that align to Cigna's overall value proposition of lowering total health cost. + Uncover… more
- Kyndryl (Sacramento, CA)
- …skills to assess client needs; design tailored solutions and deliver strategic value across diverse industries. The Applications Consultant serves as a thought ... leader, trusted advisor , and bridge between business objectives and technology enablement,...+ Lead discovery sessions and requirements gathering workshops, leveraging expert facilitation techniques to elicit needs, pain points, and… more