Cost Engineer Jobs in Sunnyvale, CA

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...

Join a team that's focused on building and nurturing high net worth client relationships, driving growth through expert wealth management strategies, and collaborating with a diverse group of banking...

Elevate your career by managing complex investment activities for high net worth clients. Collaborate with a dynamic team to develop personalized strategies and achieve exceptional growth in a support...

Transform client relationships through effective management of trust and estate planning, ensuring compliance with legal standards while driving new business development and fostering collaboration ac...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Join a team that's committed to delivering outstanding client service while managing account operations seamlessly. Collaborate with diverse stakeholders to ensure accuracy in portfolio management and...

Join our team to enhance client relationships by providing exceptional operational support and service. Leverage your expertise to assist Wealth Advisors and maintain high-net-worth client accounts, e...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

The Sr. Portfolio Advisor manages a portfolio of major fee revenue producing personal investment accounts for ultra-high net worth clients, requiring a high level of technical expertise. This role inv...

Play a key role in managing sophisticated wealth management accounts by delivering tailored fiduciary advice, conducting in-depth client analyses, and fostering professional partnerships to enhance cl...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Transform the landscape of private markets by building strategic relationships with RIAs, driving platform adoption, and enhancing investment service offerings through innovative solutions and a consu...

Lead the charge in expanding our institutional client base across the Central and Western US. Engage in high-level relationship management, driving growth and promoting our investment strategies to ke...

Unlock potential by leading client service operations, enhancing onboarding, and cultivating strong relationships. Collaborate to streamline processes and mentor junior associates, driving excellence...

Drive client success by leading high-net-worth advisory teams with tailored financial strategies. Cultivate strong relationships through a client-first approach, delivering exceptional service and col...

Optimize client support as a strategic administrative partner, managing logistics, scheduling, and project coordination to empower a high-performing financial services team focused on exceptional clie...

Build lasting client relationships while providing tailored financial planning and advice. Leverage in-house experts and advanced technology to deliver comprehensive solutions that meet unique client...

Empower clients as a Personal CFO, guiding comprehensive wealth management strategies and leveraging resources to meet their unique financial goals, while leading a dedicated team to ensure exceptiona...

Help us empower clients by leading tailored financial strategies for high-net-worth households. Collaborate with a dedicated team to enhance client experience and grow relationships through proactive...

Tackle client service with analytical and operational support for portfolio management. Elevate client relationships while managing complex administrative tasks for institutional and trust portfolios...

Drive business growth by leveraging your insurance sales expertise to achieve success in new client acquisitions and renewals, while collaborating with internal teams to ensure exceptional service and...

Partner with us to enhance client relationships by delivering exceptional banking solutions, leading a dynamic team, and driving business growth through effective collaboration and innovative client s...

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...