Trusted Advisor Jobs in San Francisco, CA
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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.
Pharmacy Technician
Company: CVS Health
Location: San Clemente, CA
Posted Jan 21, 2025
CVS Health emphasizes its commitment to human-centric health care, guided by a single purpose: 'Bringing our heart to every moment of your health.' The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.
Merrill Financial Solutions Advisor - San Francisco Market
Company: Bank of America
Location: San Francisco, CA
Posted Jan 21, 2025
Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients for investment strategies, and building a sustainable book of business. The successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. The role requires Series 7 & 66 licenses, at least two years of financial service industry experience, and strong relationship-building skills. Benefits include a competitive salary, incentive opportunities, and comprehensive benefits package.
Area Vice President, Sales - MuleSoft Communications, Media, Technology
Company: Salesforce
Location: San Francisco, CA
Posted Jan 21, 2025
Salesforce, a leading company in CRM and AI, is seeking an Area Vice President (AVP), Sales - Communications, Media, Technology (CMT) for North America. The role involves leading a growing sales organization, setting and executing an aggressive customer acquisition strategy, maintaining key customer relationships, and providing detailed sales forecasting. The ideal candidate should have 2nd or 3rd line leadership experience, 10+ years in software sales, preferably in IT-centric solutions, and a strong track record in recruiting, developing, and retaining a high-performing sales organization. Experience selling to the Communications, Media, and Technology industries is highly preferred.
Director, Data Analytics
Company: GoodRx
Location: San Francisco, CA / Remote
Posted Jan 21, 2025
GoodRx, a leading prescription savings platform in the U.S., is seeking a Director of Data Analytics - Subscriptions. This role involves strategic leadership to drive growth and engagement for subscription products, leading a high-performing analytics team, and leveraging data to optimize customer journey and inform product strategies. The ideal candidate should have extensive experience in subscription analytics, proficiency in SQL, Python, R, or similar tools, and strong communication skills. The role offers significant impact on customer engagement and scaling the subscription business, with competitive compensation and benefits.
Senior Banking Advisor - PNC Private Bank
Company: PNC
Location: Los Angeles, CA
Posted Jan 21, 2025
Account Manager - Local Government (Texas)
Company: Esri
Location: San Antonio, TX
Posted Jan 21, 2025
Senior Underwriting Officer, Middle Markets Construction
Company: Liberty Mutual Insurance
Location: Orange, CA
Posted Jan 21, 2025
Liberty Mutual offers a competitive salary for the Senior Underwriting Officer role in Middle Market Construction, with opportunities for growth and progression. The role involves providing technical underwriting assistance, serving as a point of contact for underwriting teams, and ensuring alignment between Primary and Excess Casualty placements. Key responsibilities include expert technical underwriting, interacting with field underwriters and UW managers, monitoring underwriting decision frameworks, and driving UW technical excellence. The ideal candidate should possess expert-level knowledge of coverage forms, exclusions, and exposure, along with advanced knowledge of the Construction industry and insurance operations.
Aerospace Defense Presales Solution Consultant
Company: Siemens Digital Industries Software
Location: Fremont, CA / Remote
Posted Jan 21, 2025
People Systems Lead
Company: BlackLine
Location: Pleasanton, CA
Posted Jan 21, 2025
BlackLine, a leading provider of cloud software automating and controlling the financial close process, is seeking a Principal, Business Systems Analyst. The role involves leading Workday solutions implementation, managing end-to-end projects, and collaborating with cross-functional teams. The ideal candidate should have extensive Workday experience, strong project management skills, and a deep understanding of HR systems. BlackLine offers a culture that encourages innovation, continuous learning, and diversity, with a competitive salary range of USD $139,000.00 - USD $173,000.00.
Regional Manager SLF - Inside
Company: Thomson Reuters
Location: Los Angeles, CA
Posted Jan 21, 2025
The Regional Sales Manager (RSM) in the Legal, Small Law segment is tasked with leading a team of Sales Executives (SE) to drive revenue growth through customer acquisition, upselling, and retention. The RSM is responsible for meeting and exceeding sales targets, increasing market share, and ensuring the team is effectively trained and motivated. Key responsibilities include consistent sales quota attainment, staff coaching, recruitment, report generation, and maintaining high ethical standards. The ideal candidate holds a bachelor's degree, has 4+ years in sales or account management, and demonstrates leadership, coaching, and forecasting skills. Benefits include comprehensive wellbeing programs, a flexible work environment, and opportunities for professional growth.
Financial Solutions Advisor- Consumer Investments- Saratoga, Santa Cruz, Monterey Areas
Company: Bank of America
Location: Santa Cruz, CA
Posted Jan 21, 2025
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients, building financial plans, and recommending brokerage products. Key responsibilities include applying for and maintaining required licenses, such as Series 7 & 66, and complying with SAFE Act registration requirements. The ideal candidate should have 1-3 years of experience in the investments or financial services industry, strong communication skills, and the ability to work in a fast-paced environment. The position offers a salary range of $70,000.00 - $80,000.00 annually, with incentive eligibility and a comprehensive benefits package.