56 client solutions jobs at 33 companies in Surprise, AZ
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Manager Premier Client Solutions Sales
Phoenix, Arizona, United States
OnsiteFull Time
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
6+ YOE6+ years in financial services relationship management or 10+ years with HS diploma; coaching and sales management experience; preferred Series 6, 63 and state life insurance licenses; knowledge of retail banking products and structured sales process.
MicroAge: Provides comprehensive managed IT services and technology solutions.
3+ YOEMust reside in Greater Phoenix; 3+ years in Storage/Backup or Cloud IaaS and 3+ years selling/consulting in technical B2B services; presales experience, technical certifications, travel availability, and ability to articulate solutions to clients.
AV Concepts: Provides event production and audiovisual staging for corporate events.
5+ YOE5+ years in AV sales/support or project management, proficiency in Vectorworks and IntelliEvent, deep AV technical knowledge, budget and project management, strong client communication.
Dallas or Houston or Portland or Tempe or Raleigh or Durham or Boston
HybridFull Time
TransPerfect: Provides global language services and localization technology solutions.
2+ YOEBachelor's degree (or equivalent),2-3 years client-facing experience,project implementation and troubleshooting skills,project management,excellent English communication,experience with language technology and CMS/eCommerce platforms.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66 acceptable), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience, high school diploma/GED, strong client communication and regulatory diligence.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
1+ YOEHigh school diploma required; bachelor's preferred. 1 year inside sales and 2 years sales experience preferred. Strong sales, communication, CRM, and lead-generation skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESeries 7 required (Series 66 or equivalent; 66 must be obtained within 90 days if not held), SAFE Act registration, 1 year experience, strong computer and communication skills, client-focused and compliant.
Advisory Director Client Relationship Executive – Cyber & Risk
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Charlotte or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$190k-$300k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in advisory/consulting sales or enterprise transformation; proven C-suite relationship building, commercial acumen, pursuit leadership, solution architecture; Bachelor’s required, MBA preferred; travel up to ~25%.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEAssociate degree or equivalent and typically 3+ years of related experience or product knowledge; strong communication, accuracy, critical thinking, customer support, and relationship management skills.
Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
Director of Annuity Solutions - $125-150K Base Salary Plus Bonus
Scottsdale, Arizona, United States
$125k-$150k/yrOnsiteFull Time
Trajan Wealth: Provides wealth management, investment, and tax planning services.
5+ YOESeries 65 or 66 and Life & Annuity license, bachelor's or equivalent, 5+ years client-facing advisory/annuity experience, clean BrokerCheck, Salesforce and Microsoft Office proficiency, strong communication and revenue track record.
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$63k-$219k/yrHybridFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
4+ YOE4+ years client-facing technical experience; 4+ years architecting UKG/ADP solutions; 2+ years in cloud modernization or data/AI initiatives; pre-sales, solution design, POCs, stakeholder management; Bachelor’s degree or equivalent experience.
Vendor Business Manager II - - Client and End Point Solutions
Buffalo or Irvine or Scottsdale or Miami
$106k-$179k/yrHybridFull Time
Ingram MicroNYSE: INGM: Distributes information technology products and provides supply chain solutions.
8+ YOEEight+ years of business/marketing/vendor management experience; MBA preferred; travel willingness; strong strategic and financial skills; Big 4 experience a plus.
Lockton: Provides insurance brokerage and global risk management solutions.
2+ YOEBachelor's degree or equivalent, typically 2+ years client services experience, employee benefits experience, strong Microsoft Office skills, excellent communication, ability to travel and work outside normal hours.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Lockton: Provides global insurance brokerage and risk management consulting services.
2+ YOEBachelor's or equivalent experience, 2+ years client services experience in employee benefits, strong Microsoft Office skills, verbal communication, regulatory knowledge, ability to travel and work outside normal hours.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Partner Solution Lead - Anthropic AI Solutions - West Region (Principal or Senior Principal)
Denver or Los Angeles or Phoenix or San Francisco or Seattle
$157k-$258k/yrOnsiteFull Time
Slalom: Provides business and technology consulting and software engineering services.
7+ YOE7+ years consulting or client-facing technical experience; experience designing and delivering LLM/AI solutions (Claude, OpenAI GPT); experience with MCP, Claude Code/Cowork, agentic workflows, RAG; ability to support revenue targets and lead technical discovery.
Claude, Claude Code, Cowork, Claude Skills, Claude API, OpenAI GPT, Model Context Protocol (MCP), Retrieval-augmented generation (RAG)
Financial Consultant (Financial Solutions Branch) - Phoenix, AZ
Phoenix, Arizona, United States
$70k-$90k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOEActive FINRA Series 7 and state securities license (Series 66/63/65), life & health insurance license; strong client relationship, advisory, and communication skills; technology proficiency; 5+ years financial experience preferred.
Insight EnterprisesNasdaq: NSIT: Sells computer hardware, software, and managed IT services globally.
8+ YOERequires 8+ years in infrastructure architecture, consulting, or solution design; expertise in cloud, data center, storage, virtualization, or disaster recovery; and pre-sales, SOW, client engagement, and technical leadership experience.
InsightNasdaq: NSIT: Global provider of IT consulting and technology solutions.
8+ YOERequires 8+ years in infrastructure architecture, consulting, or solution design; expertise in cloud, data center, storage, virtualization, or disaster recovery; and pre-sales, client engagement, SOW, and enterprise consulting experience.