Client Advisor Jobs in Lafayette, CA

The Enterprise Architecture - Sr Advisor I at Fiserv is responsible for leading the DevOps team and implementing best practices across the organization. This role involves overseeing the design and en...

As a Consultant in the Healthcare Industry Group at Alvarez & Marsal, you will work closely with healthcare clients on complex assignments, providing practical solutions and adding value. This role in...

Chime is seeking a Sr. Equity Plan Administrator to manage the day-to-day activities of its equity incentive programs, utilizing Morgan Stanley Shareworks for administration and reporting. The role in...

The Senior Consultant in Healthcare Services - IT will work closely with healthcare clients to identify and implement technology and operational improvements that drive financial and operational perfo...

The Account Manager, Wealth Management Advisory is responsible for supporting and servicing client relationships by coordinating the administration of complex fiduciary and investment management accou...

The Investment Analyst will support the financial analysis and operations of Ballast Investments' portfolio, focusing on budgeting, reporting, and project management. The role involves collaborating w...

The Director of ECE Advisory Services will lead the development and implementation of advisory, research, and consulting services focused on early care and education facilities and operations. This ro...

The Investment Counselor at Citi Wealth is responsible for establishing and managing investment relationships with ultra-high-net-worth clients, providing tailored investment advice and solutions. Thi...

The Investment Counselor at Citi Wealth is responsible for establishing and managing investment relationships with ultra-high-net-worth clients, providing tailored investment advice and solutions. Thi...

The Business Development role in the RIA Channel involves cultivating and closing business with prospective customers and strategic partners in the financial advisory space. The position requires a st...

The Client Relationship Manager VP is responsible for building and maintaining long-term relationships with clients by understanding their business objectives and providing tailored financial solution...

The Client Relations Manager is responsible for managing high-profile accounts, ensuring customer satisfaction, and coordinating activities between customers and internal teams. This role involves gro...

Archer is an aerospace company based in San Jose, California building an all-electric vertical takeoff and landing aircraft with a mission to advance the benefits of sustainable air mobility. We are d...

We are seeking a highly experienced Sr. Architect with expertise in JDE solutions, particularly in Financial Management, Procurement, Supply Chain Management, and Quality Control Management. The ideal...

We are seeking a highly experienced Sr. Architect with extensive knowledge in JDE E1 solutions, specifically in Financial Management, Material Planning, Shop Floor Management, and Product Data Managem...

We are seeking a highly experienced Sr. Architect with extensive knowledge in JDE systems, specifically in Supply Chain and Sales Order Management. The role involves leading the design and implementat...

The Senior Business Advisor (Analytics) will provide strategic guidance to senior management on operations and initiatives, utilizing expertise in data and analytics to enhance decision-making process...

Block is seeking a Lending Regulatory Counsel with expertise in commercial lending and consumer loan products. The role involves providing legal and regulatory advice, conducting licensing research, a...

The Analyst, Complex Securities role involves valuing financial derivatives and complex corporate securities using advanced quantitative techniques. The position requires strong analytical skills and...

Direct Counsel is seeking a Corporate Associate to join an Emerging Companies & Growth Practice with an Amlaw 100 firm. The ideal candidate will work with innovative and high-growth businesses, focusi...

The Account Manager at Bridge is responsible for driving revenue growth and expanding relationships with key customers. This role involves developing sales strategies, managing the full sales cycle, a...

The Enterprise Account Executive at Crusoe will lead efforts to acquire key enterprise accounts in the AI/ML cloud infrastructure market, focusing on driving growth through high-value deals and long-t...

The Enterprise Account Executive at Crusoe will lead efforts to acquire key enterprise accounts in the AI/ML cloud infrastructure market, focusing on driving growth through high-value deals and long-t...

Direct Counsel is seeking a Counsel for the Pensions, Benefits & Investments Group with 4-7 years of experience. The role involves managing multiple projects, providing expert legal counsel, and colla...

The Head of 1LOD Client Due Diligence is responsible for building and managing a team that performs due diligence for commercial clients, ensuring compliance with financial regulations and safeguardin...