Strategic Wealth Advisor & Relationship Manager
$68k - $135kDormont Manufacturing Co
Dormont Manufacturing Co is seeking an Investment Consultant - Relationship Manager in San Francisco, California. This role involves developing and maintaining client relationships, providing strategic investment consulting, and collaborating with financial advisors to help clients achieve their financial goals. The ideal candidate will hold a bachelor’s degree or similar certification, possess active Series 7 and 63 registrations, and have a minimum of 5 years of business experience. The position offers a competitive salary between $68,000 and $135,000 per year. #J-18808-Ljbffr Dormont Manufacturing Co
$182k - $304k
...role requires a minimum of 8 years in client management and a strong background in the manufacturing industry... .... Responsibilities include developing client relationships, managing a sales team with $25M TCV, and creating strategic solutions. The compensation for this remote...SuggestedRemote job- ...Executive - New Account Acquisition & Strategic Partnerships About Loti AI, Inc Our names... ...models, and expand executive relationships. Who You Are Hunter, not a farmer. Your... ...of it all! Background in digital rights management, AI ethics, deepfake policy, or platform...SuggestedContract work
- ...Strategic Customer Success Manager Team: Sales Prolific Prolific is not just another player in the AI space... ...and value realization as a trusted advisor for AI research, program management... ..., and cultivating executive relationships/sponsorship Strong business acumen...SuggestedWork at officeRemote work
$120k - $150k
...’s connect. Role Tread's founding team has personally built and managed our most important customer relationships. As we scale, that's not sustainable — and this role exists to change it. As our Strategic Customer Success Manager, you'll step into those relationships and...SuggestedFor contractors- Salesforce is seeking a Customer Success Manager in San Francisco, CA. This role is pivotal in helping... ...platform. The CSM will be responsible for strategic advisory, customer accountability, and cultivating strong relationships at all levels. A minimum of 3 years in...Suggested
- ...to drive growth in the Bay Area. In this pivotal role, you will manage a client portfolio, formulate growth plans, and maintain client... ...role is essential for fostering partnerships and delivering strategic value in a competitive market. #J-18808-Ljbffr Prolifics Corporation...
- ...Strategic Customer Success Manager Watershed is on a mission to turn sustainability data into a lever for business transformation. Our customers... ..., growth, and impact. Build trusted executive relationships, showing how sustainability data drives strategy. Lead...Work at officeRemote work
$150k - $180k
...Your Impact: How You'll Help Us Heal a Broken System This is a rare opportunity to join a small but mighty team in a broad Strategic Finance role. Verse and our team is focused on making it easier for patients to go home from the hospital and recover at home. You...Work at office$170k - $269k
Boehringer Ingelheim is seeking a Key Account Manager (KAM) in San Francisco to create and maintain B2B relationships within healthcare systems. The KAM will play a strategic role in managing accounts and enhancing our value proposition through effective communication...- Youradv is seeking a Key Account Manager II in San Francisco, CA, responsible for meeting sales quotas and managing client relationships. This remote position demands strong sales acumen and strategic planning skills. The successful candidate will own client relationships...Remote job
$140k - $170k
Danaher Corporation is seeking a Key Account Manager to manage and grow strategically important accounts. The role requires at least 10 years of strategic... ...complex deal execution, and establishing executive relationships. A Bachelor’s degree in a scientific background is...- Advantech USA is seeking a Key Account Manager to lead strategic sales initiatives focused on Robotics, AGV, and Automation. This role emphasizes building relationships with key accounts and understanding customer engineering requirements. The ideal candidate will have...
$116k - $122k
...Financial Analyst to join our Finance team in San Francisco, California. This role involves developing financial forecasts, supporting strategic business decisions, and collaborating with stakeholders across the organization. The ideal candidate will have FP&A experience,...- Socure is hiring a financial analyst in San Francisco to oversee expense budgeting, forecasting, and strategic planning. In this role, you will drive key financial analyses, optimize performance, and partner with department leaders on annual budgeting. We're seeking candidates...Remote job
$116k - $122k
...seeking a Financial Analyst to join its Finance team in San Francisco. In this hybrid role, you will drive financial forecasts, support strategic business decisions, and collaborate with key stakeholders. Candidates should have a solid background in FP&A or corporate finance,...- ...professional to lead financial planning and reporting. You will support decision-making for senior leadership, with a focus on providing strategic insights aligned with business goals. The ideal candidate has over 5 years of FP&A experience, strong analytical skills, and...
- ...seeking a Financial and Resource Analyst in San Francisco to lead operational expenditure management and insights delivery. You will leverage analytical skills to provide strategic recommendations and manage cross-functional collaborations. The ideal candidate will have...
- Strategic Partnerships & Customer Success Manager At Dynamo AI, we help enterprises deploy AI systems that are reliable... ...partnerships, enterprise relationship management, and AI deployment success... ...relationships and acting as a trusted advisor Are comfortable managing both...
$263.33k - $291.67k
...Partnerships team is seeking a highly accomplished, sharp, strategic leader to join as a Lead Global Account Executive. This... ...Global Account Executive, you will be responsible for managing and expanding relationships, building new commercial partnerships and renegotiating...Full timeFlexible hours$150k - $225k
...execution of a variety of complex transactions, offering the chance to work closely with senior professionals and deliver high-quality strategic advice to clients. The ideal candidate will have 3-5 years of experience in investment banking, strong financial analysis skills,...$130k - $155k
A leading investment platform for rental properties is seeking a Strategic Finance and Corporate Development Associate in San Francisco. This role involves supporting strategic planning, M&A, and financial analysis. Candidates should have a degree in Business or Finance...$132.89k - $166.11k
A leading financial technology company in San Francisco is looking for an Enterprise Customer Success Manager to serve as a strategic advisor to its largest clients. This role requires 4+ years of customer-facing experience, particularly in managing global enterprise accounts...Remote work$72.72k - $103.8k
...Strategic Account Veterinary Relationship Manager Covetrus is a global animal-health technology and services leader dedicated to empowering veterinary practice... ...and specialty services. The VRM acts as a trusted advisor and primary liaison for assigned accounts,...Contract workTemporary workFlexible hoursNight shift- Billables Incorporated in San Francisco is seeking a Customer Success Manager to own strategic client relationships within the legal industry. This role involves managing the full customer lifecycle, from onboarding to renewal, while leveraging AI tools to enhance effectiveness...
- Dormont Manufacturing Co is seeking a Strategic Customer Success Manager to work with frontier AI model creators. In this role, you'll ensure the success of customers' research initiatives through Prolific's human data offerings. Applicants should have over 6 years of...Remote job
$180k - $240k
...differentiates products and models. Our Strategic Sales and Success team works with... ...value realization as a trusted advisor for AI research, program management, and business stakeholders. You... ..., and cultivating executive relationships/sponsorship Strong business acumen...Full time- GoodData is seeking a Strategic Account Manager in San Francisco to drive value for key enterprise customers. This role involves collaboration across departments and requires strong relationship-building and analytical skills. Ideal candidates have over 5 years of experience...
- Socure is seeking a Senior Strategic Customer Success Manager in San Francisco, California. This role focuses on building trusted relationships with enterprise customers in the Big Tech/AI... ..., acting as a strategic partner and advisor. Your duties will include leading success...
- ...itself — keep reading. As an Senior Strategic Customer Success Manager, Big Tech/AI you will be the strategic partner and trusted advisor for our most valuable enterprise customers... ...Partnership & Advocacy Build trusted relationships with executives and operational...
- A financial technology startup is seeking a Customer Success Manager to build and manage relationships with approximately 300 strategic accounts. You will be responsible for teaching customer relationship excellence and creating a playbook for service. The ideal candidate...Flexible hours
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