Cost Engineer Jobs in Sunnyvale, CA

Join a dynamic team dedicated to delivering personalized investment advice while nurturing client relationships through effective communication and financial planning. Thrive in a supportive environme...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Contribute to investment strategy and client engagement as a key partner, driving collaboration and innovation within a dynamic, high-growth environment. Leverage expertise to enhance messaging and su...

Grow your career with a dynamic team supporting institutional investment strategies and driving client engagement to enhance business development and asset retention through collaboration and relation...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Empower success by managing client service teams and delivering operational support. Facilitate client relationships, execute timely requests, and contribute to wealth management strategies in a dynam...

Join a team that enhances client relationships by providing tailored risk management strategies. Engage with complex clients to develop innovative solutions, ensuring their insurance needs are met whi...

Lead the charge in managing a diverse portfolio of middle market credits, ensuring credit risk is mitigated while delivering exceptional service to clients. Drive growth initiatives and mentor junior...

Empower clients by leading a dedicated advisory team focused on personalized financial strategies and exceptional client experiences that foster long-term relationships and drive asset growth...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Help us shape futures by empowering clients through personalized financial planning, while building your own practice in a supportive, growth-focused environment. Drive success with comprehensive trai...

Champion seamless learning experiences in Wealth Management by designing impactful training programs, advocating for process enhancement, and fostering AI tool adoption for advisors and client service...

Support growth by collaborating with Private Bankers to deliver optimal cash management and lending solutions, enhancing client services and executing marketing strategies within a vibrant team enviro...

The Regional Director, Alternatives will be responsible for generating investment sales to financial advisors across various wealth platforms in the West Coast region. This role requires a strong back...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Engage clients by developing tailored investment strategies and maintaining relationships. Collaborate with a Financial Advisor team to assess needs and provide comprehensive wealth management service...

Champion growth by owning the sales cycle, leveraging AI in marketing, and advising eCommerce clients on maximizing profitability through innovative solutions and collaboration across teams...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Engage with clients to align their financial goals with tailored strategies. Collaborate within a team to deliver innovative investment solutions, maintaining high levels of service while driving busi...

Partner with us to enhance client engagements through strategic financial advice, relationship management, and project coordination. Serve as a key resource in delivering insights and solutions that a...

Join a collaborative team as you manage client relationships, provide tailored investment guidance, and deliver holistic financial planning. Shape your career in a relationship-driven environment focu...

Engage with high-net-worth clients as a trusted advisor, providing tailored financial planning and investment strategies. Lead a dedicated team to enhance client relationships and deliver impactful fi...

Engage with high-net-worth clients as a trusted advisor, leading a dedicated team to provide tailored financial guidance. Develop strong relationships while enhancing client experiences and managing c...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Engage with high-net-worth clients as a trusted advisor to deliver tailored financial strategies, ensuring a first-class client experience while collaborating with dedicated teams to optimize assets a...