Client Advisor Jobs in Lafayette, CA

Hill Physicians is seeking a Financial Analyst to join their Financial Analysis team, playing a crucial role in managing projects that impact financial performance. The ideal candidate will possess st...

The Client Relationship Executive will drive growth for the Value 360 Advisory practice, focusing on middle-market to upper-market companies. Responsibilities include leading the sales process, buildi...

The Sr. Account Executive for Private Equity at Carta will be responsible for driving revenue through strategic outbound prospecting and managing the entire sales lifecycle from lead generation to clo...

The Business Development Representative at Compass is responsible for generating new business opportunities and building the sales pipeline through various outreach methods. This role involves collabo...

Wealthfront is seeking a senior licensed mortgage loan originator to enhance their mortgage lending operations. The role involves providing exceptional client service, guiding clients through the mort...

Databricks is seeking a Senior Counsel to join their Legal team, focusing on M&A matters and strategic initiatives. The role involves leading legal aspects of global M&A transactions, providing expert...

Databricks is seeking a Senior Counsel to join their Legal team, focusing on M&A matters and strategic initiatives. The role involves leading legal aspects of global M&A transactions, providing expert...

The Transaction Advisory Manager at Withum will manage and execute financial diligence project work, coordinating with client management and conducting analyses of target financial data. This role inv...

The Client Manager, Commercial Lines role involves processing applications, policies, and endorsements, assisting clients with policy coverage, and conducting renewal processes. The position requires...

The Commissions Analyst will lead the implementation and management of global sales compensation plans, ensuring accurate calculation of commissions payouts and compliance with company policies. This...

The Business Sales Representative - Solutions Advisor at ADT is responsible for promoting and selling innovative automation and smart security products to businesses. This role involves building relat...

The Senior Employee Relations Advisor will support a positive and compliant work environment by providing advice on serious employee relations matters, conducting internal investigations, and ensuring...

The Vice President, Client Advisor at Whittier Trust is responsible for providing exceptional client service and customized investment solutions for high-net-worth individuals and their families. This...

The Client Executive for Strategic Accounts at Wells Fargo will lead and manage the relationship and team for the Wells Fargo account, focusing on achieving sales quotas and developing new business op...

The Corporate Development Director at Archer will play a pivotal role in shaping the company's growth strategy by identifying and executing strategic opportunities. This position involves collaboratio...

The Director - Public/Private Transaction Leader is responsible for overseeing client service operations within assigned business units, ensuring alignment with strategic goals and compliance with leg...

The Pricing Advisor will serve as a trusted strategic advisor to clients, focusing on pricing optimization and market trends. This role involves building client relationships, translating analytics in...

The Pricing Advisor will serve as a trusted strategic advisor to clients, focusing on pricing optimization and market trends. This role involves building client relationships, translating analytics in...

The Pricing Advisor will serve as a trusted strategic advisor to clients, focusing on pricing optimization and market trends. This role involves building client relationships, translating analytics in...

The Account Executive is responsible for selling all products and services offered in the C1 portfolio, consistently meeting assigned targets while seeking growth opportunities with existing and new c...

The role of Senior Deals and Product Counsel at Commure + Athelas involves supporting the clinical sales team in negotiating and closing deals for AI-first healthtech products. The position requires d...

The Transaction Advisory Services Manager is responsible for managing financial, accounting, and operational due diligence engagements. This role involves planning and overseeing the due diligence pro...

The Analyst, Commercial Real Estate Loan Origination role at SitusAMC is an entry-level position for individuals with 0-2 years of relevant experience. The position involves supporting the loan origin...

The Transaction Advisory Services Manager is responsible for overseeing financial, accounting, and operational due diligence engagements. This role involves analyzing financial results, managing clien...

Dealpath is seeking an Enterprise Account Executive to sell its SaaS platform to institutional investment management firms, focusing on the C-Suite in the Commercial Real Estate sector. The role invol...