Client Advisor Jobs in San Jose, CA

Engage with institutional clients to promote wealth management services. Drive business growth through strategic partnerships and community outreach while ensuring seamless client transitions for acqu...

Engage clients by analyzing requirements, delivering tailored Salesforce solutions, and leading end-to-end implementations across multiple clouds. Collaborate with cross-functional teams to optimize p...

Join a team that's driving innovation by delivering tailored Salesforce solutions, optimizing client business processes, and enhancing operational efficiency through expert configuration, testing, and...

Optimize and modernize Salesforce capabilities to enhance government operations. Collaborate with stakeholders to ensure efficient configuration, development, and deployment of solutions while ensurin...

Lead the M&A practice by driving transactions, fostering client relationships, and innovating practices in AI-enabled deal work. Shape the future of legal services as a key partner with the autonomy t...

Shape the future of corporate law by managing diverse transactions and advising clients directly. Contribute significantly in a hands-on role, collaborating with partners and taking charge of M&A, com...

Lead and execute impactful regional marketing strategies to engage key thought leaders and enhance local presence in hematology/oncology, fostering collaboration across teams to drive commercial succe...

Grow your career with a dynamic role leading customer acquisition in GenAI Safety Services. Own the full sales cycle, engage with senior stakeholders, and position strategic AI solutions to drive impa...

Champion the underwriting process by assessing risks, determining terms, and ensuring profitability while meeting customer needs. Leverage financial acumen and communication skills to drive strategic...

Grow your career with a role focused on innovative partnerships to expand Medicare broker channels, enhance enrollments, and drive strategic market growth through collaboration and relationship manage...

Discover an engaging role in private markets investment, supporting documentation and legal processes. Join a collaborative team to drive investment execution and compliance while enhancing your exper...

Join a team that's evolving global equity programs, ensuring compliance and scalability while enhancing participant experiences. Play a pivotal role in administration and process improvement within a...

Join a team that's driving impactful cancer screening solutions. In this field-based role, you'll build relationships with healthcare providers to promote innovative cancer detection technologies, inf...

Join a team that's driving project success by managing real estate initiatives from inception to completion, ensuring alignment with client objectives and enhancing organizational effectiveness throug...

Drive impactful solutions as a trusted advisor, leading technical discovery and scaling customer successes while collaborating across teams to enhance value realization in complex sales cycles...

Engage with healthcare providers to enhance access and outcomes for innovative therapies while driving strategic account growth and nurturing key relationships in a complex healthcare environment...

Drive remediation projects for compliance with SOC 2, ITGC, and emerging regulations. Collaborate with cross-functional teams to ensure project execution, stakeholder reporting, and enhance GRC proces...

Engage with customers as a Finance Enterprise consultant, implementing complex projects and ensuring high satisfaction. Collaborate with Finance and HR teams, leveraging expertise to drive successful...

Transform customer experiences by leveraging Naviline expertise for successful software implementations, ensuring high satisfaction levels through effective communication, strong relationships, and a...

Engage with executives to deliver personalized financial planning and benefits education. Collaborate with consultants to deepen relationships, implement strategies, and drive business development ini...

Deliver impactful investment analysis and AI-driven insights to enhance financial decisions in biotech. Collaborate with cross-functional teams to build predictive models and optimize investment strat...

Transform your career by owning the entire sales cycle; build and manage a robust pipeline, leverage customer insights, and drive results in a dynamic environment. Collaborate closely with a small tea...

Lead customer engagement and relationship management to optimize affluent banking solutions. Drive growth and retention by delivering tailored financial strategies. Collaborate with a dynamic team to...

Take ownership of affluent customer relationships by crafting personalized banking solutions. Drive growth through proactive engagement and seamless collaboration with internal partners, ensuring clie...

Unlock external resource potential by managing partnerships for project delivery, enhancing operational efficiency, and fostering collaboration across teams to support business growth and capacity nee...