Pacific Rim Relationship Manager - Strategic Accounts
$69k - $127.8kBank of Montreal
The Bank of Montreal is searching for a skilled Commercial Sales professional in San Ramon, California. This role focuses on fostering key client relationships, driving revenue growth, and structuring tailored financial solutions while ensuring compliance and risk management. Candidates should have over 5 years of relevant experience, preferably in banking, and hold a Bachelor’s degree in Business Administration, Finance, or Accounting. The position offers a competitive salary range of $69,000 to $127,800, along with attractive benefits including health insurance and retirement savings plans. #J-18808-Ljbffr Bank of Montreal
$69k - $127.8k
Hispanic Alliance for Career Enhancement seeks an experienced relationship manager in San Ramon, California. The role focuses on securing credit approvals, optimizing revenue, and providing support for various sales activities. Ideal candidates have 5+ years in a corporate...Suggested$69k - $127.8k
...information. Coordinates cash management product implementations to... ...actionable insights for strategic decisions. Analyzes internal... ...maintains strong long‑term relationships with the bank's high‑value... .... Broader work or accountabilities may be assigned as needed....SuggestedPart timeWork experience placementLocal area- Position: Manager, Strategic Accounts - Foodservice Location: San Leandro, CA Torani is seeking a Manager of Strategic Accounts to support and grow relationships with our Key Growth Partners while identifying and cultivating new strategic partnerships. As we expand our...SuggestedMonday to FridayAfternoon shift
- A major financial institution in Castro Valley is looking for a Business Relationship Manager Senior to manage a large portfolio of profitable business clients. The role focuses on deposit acquisition, client retention, and providing financial advice with a strong emphasis...Suggested
$50 - $85 per hour
A leading professional services firm in Walnut Creek, CA is seeking an experienced Accounting Consultant (Engagement Director). This role involves designing accounting processes and engaging with clients in various industries. Candidates should have significant experience...SuggestedHourly payFlexible hours$65k - $90k
Mutual of America Financial Group is hiring a Client Relationship Manager to strengthen existing client relationships in the Walnut Creek area. The CRM will be essential in managing group retirement plans, ensuring compliance, and preparing meeting materials. The ideal...$65.3k - $104.3k
City National Bank, located in Pleasanton, California, seeks a Relationship Manager I to acquire and deepen relationships with small business and personal clients. The candidate will develop a business development plan, provide tailored financial advice, and actively collaborate...Full time$50 - $85 per hour
Accounting Consultant - Engagement Director page is loaded## Accounting Consultant - Engagement Directorlocations: Walnut Creek, CA: San... ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.).* Design/improve accounting...Hourly payWork experience placementInterim roleFlexible hours- A leading benefits brokerage in California is seeking a Client Manager II to anticipate client needs and manage their benefit programs. The role involves developing marketing strategies, managing client timelines, and negotiating with carriers. The ideal candidate should...
$228k - $285k
...Finance organization ~ Directly manage leaders of FP&A & Operations, Accounting, Procurement & ComplianceClarify... ..., talent, and external advisor relationships that enable clean audits and... ...investor-ready financials. Provide strategic leadership over the integrated...$96.8k - $154.1k
...join our team. As a B2B Sales Account Executive – Mobility , you... ...sales calls, networking, and relationship building. By uncovering... ...that can benefit customers. Strategic Initiatives: Design and implement... ...and services. Sales Funnel Management: Proficiency in managing sales...Base plus commissionTemporary workWork at officeLocal areaRelocation package$30 per hour
Enterprise in San Ramon, CA is looking for an Accountant to execute accounting procedures, prepare financial statements, and perform audits. This position offers a clear career path with training and development opportunities leading to roles such as Controller/VP of Finance...Work at office$60k - $128k
Marsh McLennan is seeking a Client Manager in Walnut Creek, California. The role involves advising clients, overseeing new business presentations, and analyzing benefit plans. Candidates should have a strong understanding of health insurance benefits, excellent communication...$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which...Hourly payContract workFor contractorsWork experience placementRemote work- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide... ...remote position requires candidates in Pacific or Mountain time zones. The ideal... ...related tasks. Key responsibilities include managing workflows, ensuring timely policy...Remote jobWork at office
$75k - $120k
...Customer Success Manager Irvine, CA, San Ramon, CA As a Customer... ...Success Manager you will be accountable for managing the customer... ...for the overall service relationship. You will promote the continuous... ...Establish a trusted, strategic partner relationship with each...Local areaNight shift- ...of planning, design, implementation and management of securing data. Our approach is... ...and security product solutions to named accounts within a given geographic territory. They... ...Managed Security Services Build strong relationships with security technology partners and...Local area
- ...) Full time. Must be available to work Pacific Standard Time (PST). Location: Remote Start... ...in auditing, financial and project accounting, advanced Excel skills, and hands‑on experience... ...Vantagepoint. Proven leadership in managing and mentoring finance teams is essential...Full timeImmediate startRemote workShift work
- A leading off-price retail chain in California seeks a Senior Manager for its Corporate FP&A team. Responsibilities include driving financial planning and annual budgeting processes while mentoring junior analysts. Candidates should possess a Bachelor's degree in Finance...
- ...Excellence, Value. Founded in 1997, our success is built on our relationships with our clients and our ability to deliver real value. ITCO... ...with little value. The ITCO team works directly with the hiring manager to understand requirements so we can deliver a consultant that...For contractorsFor subcontractor
- Randalls is seeking an Account Manager Level 3 to deliver exceptional client experiences. This role involves strategic upsell opportunities and ensuring seamless execution of programming, while acting as a primary contact for clients. The ideal candidate has over 6 years...
- ...implementing tax planning opportunities Managing multiple engagements concurrently with... ...Following: Bachelor's degree in accounting and CPA license, JD or a Master of... ...develop and maintain outstanding client relationships Ability to manage multiple engagements...Local area
$120k - $150k
...Tax Manager (Hybrid) Pleasanton, CA, United States About... ...3 Best Firms to Work For by Accounting Today. Position Description... ...actively contributing to client relationship development and firm... ...consider candidates in the Pacific and Central time zones for fully...Work at officeLocal areaImmediate startRemote work- ...This leadership role provides strategic tax advisory services, technical review, engagement management, and team development while... ...planning within a public accounting environment. Responsibilities... .... Develop trusted client relationships and identify opportunities...Private practiceLocal area
- A leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least...Flexible hours
$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local area- ...talent & project solutions services Use a relationship-based sales approach to establish long-term relationships with IT Hiring Managers through weekly client meetings (lunches,... ...sales revenue by prospecting new accounts through LinkedIn, cold calling, ZoomInfo,...Work at officeWork from homeNight shift
$88.8k - $165.6k
...through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of... ...regularly handles non‑routine situations. Broader work or accountabilities may be assigned as needed. Qualifications Typically...Part timeLocal area$272k - $353k
PriMed Management Consulting Services, Inc. is seeking a Senior Medical Director - Network Performance responsible for clinical oversight and management of network performance. This role involves collaboration with multiple teams to ensure compliant utilization management...- Marriott San Ramon is looking for an individual to assist the Front Office Manager in efficient hotel operations. The role involves greeting guests warmly, ensuring a pleasant check-in process, and managing cash transactions at the front desk. The ideal candidate should...
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