Client Advisor Jobs in Oakland, CA

The Customer Account Executive at Ironclad will manage a book of business to drive expansion and retention by identifying customer needs and positioning solutions. This role involves executing a strat...

Elevate your career with a dynamic role where you manage technical design elements for commercial projects, driving solutions from concept through construction while mentoring junior staff in a collab...

Accelerate growth through strategic partnerships in the IMO channel by driving sales, enhancing market presence, and delivering innovative solutions tailored to the needs of Broker Dealers and Indepen...

Join a team that's dedicated to driving sales success through data analysis and insights. You will manage reporting, pricing strategies, and collaborate with cross-functional teams to enhance decision...

Analyze conflicts of interest to ensure compliance and facilitate smooth operations within the New Business Conflicts Clearance team. Collaborate with attorneys and staff to maintain accurate records...

Shape the future of Enterprise sales by driving revenue growth through strategic account management and customer relationships, leveraging your expertise to exceed targets and pioneer innovative solut...

Shape the future of disability assessments through comprehensive medical reviews and collaboration with case managers and healthcare providers, ensuring optimal treatment outcomes for claimants while...

Lead the charge in consulting solutions development, guiding sales teams and architects to deliver high standards while driving new business and customer engagement through expert proposal support and...

Accelerate progress at business analysis with leadership in requirements gathering, process development, and mentoring. Drive project management initiatives, ensuring alignment with business goals and...

Champion the growth of major OEM accounts by building strong relationships and delivering customer satisfaction through strategic solutions and effective communication, managing commercial disputes an...

Drive customer success by enabling smooth transitions to operational efficiency. Collaborate with clients to implement best practices across clinical data management and analytics, ensuring optimal us...

Manage client relationships and daily operations for Global Capital Markets accounts, ensuring compliance and exceptional service. Collaborate with internal and external partners to drive sustainable...

Take ownership of collaborative delivery projects, supporting Senior Owner's Advisors. Act as a liaison, ensuring alignment with owners' goals while managing procurement, risk, and compliance througho...

Take ownership of project delivery support by collaborating with diverse stakeholders, assisting with procurement activities and ensuring compliance with project objectives. Enhance your skills in pro...

Elevate your career as you deliver due diligence and transaction advisory services, collaborating with partners and clients across diverse industries to meet complex financial needs and drive exceptio...

Join a team that's driving user adoption and enhancing clinical systems. Leverage your expertise in business analysis, stakeholder engagement, and change management to create impactful user materials...

Unlock potential by driving B2B sales in startup banking, establishing client relationships, and promoting innovative financial solutions to mid-market clients while collaborating across teams to enha...

Join a dynamic team as a corporate attorney, tackling diverse legal needs, including SEC filings and M&A support, while thriving in a fast-paced, growth-focused environment...

Grow your career with impactful solutions as you develop and manage comprehensive commercial credit portfolios for automotive dealers, driving growth through relationship management and tailored finan...

Shape the future of crop insurance by developing strategic relationships and driving profitable growth through extensive networking and insights. Collaborate effectively across teams while ensuring co...

Drive corporate legal excellence by supporting SEC filings, governance, M&A, and compliance in a high-growth environment. Embrace diverse challenges and contribute to a dynamic team in a fast-paced se...

The Business Development Lead / Sales position is a key Business Development role within Regional Market Unit responsible for executing regional business development strategies to acquire target clien...

Elevate your career by leading real estate transaction strategies, negotiating complex deals, and managing diverse client needs. Collaborate across teams to enhance service delivery and achieve optima...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Transform user experiences as a Senior Full-Stack Engineer. Lead projects end-to-end, bridging backend systems with intuitive front-end interfaces. Collaborate within a dynamic team to drive impactful...