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Morgan Stanley
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Walnut Creek, California
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POSITION SUMMARY:
The Group Director is a critical member of the Financial Advisor / Private Wealth Advisor team. This role helps shape the vision of client service and business management for the
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Stryker
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Walnut Creek, California
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, and committed to building strong relationships as a trusted advisor to our clients.
**Required ... implement solutions, particularly when it comes to managing client cases and competing priorities
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Accenture
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Walnut Creek, California
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, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These ... solutions that help organizations transform faster and become more resilient. Underpinned by technology
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Stantec
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WALNUT CREEK, California
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provide direct supervision; act as an advisor and may become actively involved, as required, to meet ... relevant jurisdictions
Proficient in AutoCAD and any other relevant design software
Proficient in
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Raymond James Financial, Inc.
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Walnut Creek, California
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Creates and maintains records and files utilizing Client Relationship Management (CRM) software ... terminology.
Skill in
Client Relationship Management (CRM) software, or similar contact management
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Accenture
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Walnut Creek, California
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, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These ... assets and solutions that help organizations transform faster and become more resilient. Underpinned by
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Accenture
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Walnut Creek, California
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of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X ... sourcing strategies across Technology spend areas including: Cloud, Infrastructure, Software, Technology
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Moss Adams LLP
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Walnut Creek, California
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enhances their return. These business advisors specialize in solutions that span cost segregation studies ...
Proficiency in Microsoft Office software
Willingness and ability to travel up to 20%
Here, you
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Accenture
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Walnut Creek, California
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Supporting new and existing engagements by:
Architecting complex product and IT solutions based on ... & cost;
Ideating, Designing & Supervising the implementation of Technology solutions
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