Client Advisor Jobs in Walnut Creek, CA

Lead our sales initiatives by building relationships with key decision makers, executing strategic sales plans, and exceeding quotas in the SaaS/Security/DevOps sector. Collaborate with teams to enhan...

Join a dynamic team to drive client engagement and sales in wealth management. Leverage your financial expertise to build relationships, tailor solutions, and enhance client experiences in a fast-pace...

Advance your career by providing expert due diligence and advisory services to diverse clients in the health care sector. Collaborate closely with partners and lead impactful financial analyses to enh...

Optimize client relationships and drive growth strategies while collaborating cross-functionally to enhance adoption of innovative solutions. Lead efforts to ensure client satisfaction and retention...

Advance your career by managing a portfolio of loans to ensure compliance with insurance obligations and investor requirements while collaborating with borrowers and agents to mitigate risks and enhan...

Join a dynamic team to drive business growth in Public Safety across 7 states, engaging with various stakeholders and managing the full sales cycle. Leverage your solution expertise to enhance emergen...

Drive strategic growth as you build relationships with C-level executives, lead complex sales cycles, and exceed quotas in selling enterprise-level SaaS solutions to $20bn+ clients while managing a de...

Drive the success of auto lending customer service by fostering relationships, achieving sales targets, and enhancing client satisfaction in your designated area. Leverage your experience to promote p...

Join a team that's redefining enterprise sales in innovative software. Drive full sales cycles, influence GTM strategy, and impact our trajectory with your consultative approach and technical expertis...

Engage with high-value law firms to drive strategic sales growth. Leverage AI solutions and consultative techniques to cultivate executive relationships and close complex deals, contributing to long-t...

Elevate our legal framework as the first in-house attorney, driving strategic partnerships and negotiating significant deals while collaborating with teams across the organization to shape the future...

Join a team that's driving partnership success to accelerate revenue growth. As a key player, you'll connect Sales and Partnerships, enabling co-sell strategies and ecosystem management to maximize bu...

Drive compliance success by maintaining Information Barriers, monitoring Watch and Restricted Lists, and ensuring adherence to securities laws to prevent misuse of non-public information across busine...

Manage cross-functional AI governance initiatives, ensuring effective coordination and timely decisions for AI adoption. Drive risk management and policy development while enhancing stakeholder engage...

Empower client relationships and lead strategic account management. Drive creative solutions in a fast-paced environment while nurturing collaboration across teams. Ensure timely delivery and meet bud...

Shape the future of financial crime prevention by driving sales of AI solutions to major banks and fintechs. Collaborate with executives to navigate complex sales cycles while expanding our footprint...

Drive client satisfaction by enhancing relationships, managing operations, and coaching teams in a fast-paced environment. Collaborate across departments to ensure high-quality service delivery and ac...

Shape the future of healthcare workforce solutions by navigating complex sales cycles and architecting tailored programs that transform talent pipelines for health systems. Engage with executives and...

Lead the execution of Workplace Office Space Fit-Out projects, ensuring design integration and adherence to standards. Collaborate with clients and teams to manage construction activities, budgets, an...

Join a team that's redefining partner integration delivery by managing end-to-end project management for live implementations. Drive successful integrations by analyzing requirements, facilitating com...

Grow your career as you drive financial excellence and operational efficiency. Collaborate with leadership to enhance decision-making, streamline invoicing, and optimize payment workflows. Your expert...

Design and develop AI-driven applications and automation solutions. Collaborate with engineers and stakeholders to deliver scalable systems, enhance efficiency, and implement cutting-edge technologies...

Drive the development of innovative AI applications and automation solutions by collaborating with cross-functional teams to deliver scalable software that enhances business operations and user produc...

Drive your career forward by providing tailored financial solutions to customers. Use your expertise in investment vehicles to guide clients toward their financial goals while leveraging industry-lead...

Champion enterprise growth by managing key client relationships, driving retention and revenue expansion. Leverage insights to create strategies, foster collaboration, and enhance client value through...