Client Advisor Jobs in San Jose, CA

Unlock potential by leading institutional sales across diverse asset classes. Drive fundraising efforts by building and managing key relationships on the West Coast while collaborating with internal t...

Lead cross-functional privacy initiatives that ensure compliance with global laws while fostering a culture of privacy and security. Collaborate with product, engineering, and legal teams to integrate...

Champion strategic growth by engaging top-tier accounts, navigating complex sales processes, and securing high-value deals. Build executive relationships and leverage insights to drive success across...

Shape regulatory strategy and readiness as you monitor key developments, analyze impacts, and support examinations for an efficient compliance process. Translate complex regulations into actionable in...

Engage with Managed Services clients to drive retention, enhance service adoption, and foster long-term relationships, acting as a trusted advisor to ensure alignment with client objectives and operat...

Champion our North American financial advisory practice by managing complex transactions, mentoring teams, and delivering exceptional client service. Drive strategic growth and elevate Agentis’s posit...

Elevate your career by fostering relationships with high-value clients to drive sales growth. This role involves strategic account management, contract negotiations, and collaboration with teams to ac...

Lead the charge in enhancing client experience through data analysis, strategic support, and operational efficiency while collaborating with a dynamic management team in private wealth management to d...

Engage in strategic partnership development by cultivating executive-level relationships, driving revenue growth through partnerships, and aligning solutions with partner goals to achieve sales object...

Shape the future of property care operations by advising on product strategy, spearheading market development, and enhancing customer success initiatives. Leverage deep industry expertise to drive imp...

Drive the strategic evolution and governance of equity compensation programs in a dynamic private equity context. Lead vendor management, execute precise equity agreements, and ensure compliance while...

Reimagine your career by leading the renewal process for top legal software products, enhancing customer relations and operational efficiency with cross-functional collaboration to drive strategic gro...

Take ownership of delivering specialized trust services to high-profile institutional clients. Build strong relationships and lead account onboarding while ensuring compliance and high-quality service...

Empower financial professionals by providing expert guidance on advanced sales strategies, including estate planning, taxation, and business succession. Collaborate across teams to drive growth and en...

Shape the future of sales engagement by driving revenue growth through a consultative approach. Manage full sales cycles across diverse customer segments, leveraging technical expertise to deliver tai...

Accelerate growth by driving new logo acquisition in mid-market accounts, managing the full sales cycle. Thrive in a dynamic environment focused on precision, continuous improvement, and effective col...

Join a team that's focused on acquiring new Mid-Market accounts by managing the complete sales cycle, driving pipeline generation, and closing deals. Thrive in a documentation-first, async-friendly en...

Join a team that drives strategic growth within top health systems, managing complex relationships and fostering long-term value. You'll navigate stakeholder dynamics, lead expansion efforts, and orch...

Unlock potential by leading commercial legal strategy for infrastructure transactions, partnering with cross-functional teams to negotiate complex agreements and manage risks, while shaping the future...

Develop and execute strategic account plans to drive revenue growth in small to mid-sized corporate accounts. Collaborate with cross-functional teams to tailor solutions, manage the sales cycle, and b...

Shape impactful product strategies that enhance the financial advisor experience. Collaborate across teams to streamline workflows and improve productivity while focusing on exceptional client outcome...

Shape impactful employee solutions by engaging mid-sized businesses to enhance their employee experience with tailored SaaS platforms. Leverage consultative selling for meaningful client partnerships...

Champion innovation by driving enterprise sales of energy management and IoT solutions. Engage with national accounts to solidify client relationships and achieve revenue growth through comprehensive...

Join a dynamic team to lead innovative fundraising strategies, strengthen donor relationships, and enhance organizational impact through research and community outreach, driving CGRS’s mission to supp...

Drive operational excellence by delivering insights and strategic planning. Partner with leadership to tackle complex datasets, shape business strategies, and influence decision-making across global t...