Account CTO Lambda IncAccount CTOSan Francisco, CAOur investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove. Have 6+ years of experience working directly with C-suite executives and senior leadership teams in advisory or consultative capacities.
Account CTO LambdaAccount CTOSan Francisco, CaliforniaOur investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove. Have experience with storage architectures including distributed file systems, object storage, high-performance parallel file systems, and NVMe-based solutions.
Service Advisor Oakland Harley-DavidsonService AdvisorOakland, CATake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Service Advisor California Automotive Retailing GroupService AdvisorPleasanton, CaliforniaTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Service Advisor Stevens Creek Chevrolet Stevens Creek ChevroletService Advisor Stevens Creek ChevroletSan Jose, CaliforniaTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Service Advisor Fremont FordService AdvisorNewark, CaliforniaTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. The position may also pay commission compensation based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.
Capital Projects Technical Senior Consultant - Procore Deloitte Touche Tohmatsu LtdCapital Projects Technical Senior Consultant - ProcoreSan Jose, CA$110,700–$218,300 / yearFrom strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.
Global Field CTO Cornelis NetworksGlobal Field CTOSan Jose, CARemoteThe Global Field CTO will work directly with executive leadership, product management, engineering, strategic customers, and ecosystem partners to help define the future of AI networking infrastructure. It is a market-shaping position for an experienced technology leader who can influence customer strategy, represent Cornelis Networks in the industry, and help guide the future direction of our products and solutions.
Senior/Staff Technical Recruiter SkydioSenior/Staff Technical RecruiterSan Mateo, California$145,000–$227,000 / yearDeep expertise building high talent density teams in one or more of the following areas: Software (Cloud, Mobile, Infrastructure), Autonomy (Computer Vision, Deep Learning, Planning & Controls), Hardware (Mechanical & Electrical Design), Hardware Operations (Manufacturing, Supply Chain). The Skydio team combines deep expertise in artificial intelligence, best-in-class hardware and software product development, operational excellence, and customer obsession to empower a broader, more diverse audience of drone users, from utility inspectors to first responders , soldiers in battlefield scenarios , and beyond .
Technical Account Manager ChipAgentsTechnical Account ManagerSan Jose, CaliforniaAs a Technical Account Manager (TAM) you will own relationships with our highest-value prospects and customers (>$1 M ARR each), driving new sales and multi-year expansions. Cross-Functional Leadership: Orchestrate deal teams with Solutions Engineering, Product, Legal, and Exec staff to remove friction and exceed customer expectations.
Technical Director Environmental Engineer WSP Global IncTechnical Director Environmental EngineerOakland, CA$180,000–$270,000 / yearWSP is looking for a Vice President, Environmental Remediation Engineer for our California offices (Oakland, Rancho Cordova, Roseville, Petaluma, San Jose, Fresno, Costa Mesa, and San Diego) with experience in consulting, selling, managing, designing and implementing Environmental Multi-media Remediation programs for a variety of clients in the Industrial, Government, Energy, Oil & Gas and Transportation sectors. WSP's Oakland office provides a broad range of services in engineering and environmental sciences including environmental assessment and remediation, water/wastewater engineering, water resources, environmental compliance, geotechnical design, stormwater infrastructure design, materials testing, and decision analysis.
Senior/Staff Technical Recruiter Skydio, Inc.Senior/Staff Technical RecruiterSan Mateo, CA$145,000–$227,000 / yearWhat makes you a good fit: Deep expertise building high talent density teams in one or more of the following areas: Software (Cloud, Mobile, Infrastructure), Autonomy (Computer Vision, Deep Learning, Planning & Controls), Hardware (Mechanical & Electrical Design), Hardware Operations (Manufacturing, Supply Chain). The Skydio team combines deep expertise in artificial intelligence, best-in-class hardware and software product development, operational excellence, and customer obsession to empower a broader, more diverse audience of drone users, from utility inspectors to first responders, soldiers in battlefield scenarios, and beyond.
Technical Project/Program Management III Applied Materials IncTechnical Project/Program Management IIISanta Clara, CA$110,500–$152,000 / yearThis position focuses on research, development, and engineering within the Metal Deposition Products (MDP) and Atomic Layer Deposition (ALD) Service Business Unit (SBU), supporting Applied Materials' global customer base in the semiconductor industry. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor.
Technical Program Manager, Supplier Engineering & Quality Applied Materials IncTechnical Program Manager, Supplier Engineering & QualitySanta Clara, CA$116,000–$159,500 / yearIf you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members.
Sr, Director - Technical Project / Program Management Applied Materials IncSr, Director - Technical Project / Program ManagementSanta Clara, CA$192,000–$264,000 / yearLeads a business unit, department or sub-function generally through multiple levels of managers of diverse activities; develops and executes business unit, department or sub-functional strategy to achieve key business objectives. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor.
Instrument Technical Sales Specialist (TSS-I), Mid-Atlantic Becton Dickinson Medical DevicesInstrument Technical Sales Specialist (TSS-I), Mid-AtlanticMilpitas, CaliforniaRemoteWaters collaborates with analytical laboratories around the world to advance the release of effective, high-quality medicines, assure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combatting growing antibiotic resistance. As part of the Waters Biosciences division, drive instrument revenue growth by providing technical leadership across the sales cycle—supporting opportunity qualification, shaping solution strategy, and delivering compelling technical engagement that differentiates Waters in the market.
Sr Application Engineer Architect - Technical Field Operations Cadence Design Systems IncSr Application Engineer Architect - Technical Field OperationsSan Jose, CA$187,600–$348,400 / yearThis role demands exceptional technical depth, proven leadership, and the ability to align cross-functional teams toward delivering advanced design solutions for leading semiconductor companies. The Sr Application Engineer Architect will serve as a senior technical leader within Cadence's North America Field Applications Team, driving strategic customer engagements and influencing next-generation EDA & Agentic-AI solutions.
Founding Technical Recruiter Navigate AIFounding Technical RecruiterSan Francisco, CaliforniaIf you’re excited about building teams from first principles, partnering closely with our exec team, and helping shape how AI shows up in the real world—we’d love to work with you. We’ve partnered with some of the largest construction companies in the U.S. and have access to cutting-edge AI platforms—but the real challenge (and opportunity) is turning that into products people actually use every day in the field.
HVAC Equipment Service Technical Tradesman (Union) Johnson ControlsHVAC Equipment Service Technical Tradesman (Union)San Leandro, CaliforniaTradesman shall perform mechanical installations and drive results, mentored by your peers and all other work coming under the labor agreement assigned by the Employer, limited only by their capabilities as determined by the Employer, at the respective apprentice rate of pay, and shall perform all assigned work under the direction of the Employer. Johnson Controls the leading Building Technology OEM for Healthcare, Manufacturing, Higher Education, K12 and Commercial Real Estate is seeking skilled HVAC Tradesmen to join our growing business.
Financial Analyst, Technical Infrastructure GoogleFinancial Analyst, Technical InfrastructureSunnyvale, CAThe Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
NewPrincipal Technical Recruiter Astera Labs IncPrincipal Technical RecruiterSan Jose, CA$166,500–$185,000 / yearAs a Principal Technical Recruiter, you will own full-cycle recruiting for highly specialized hardware and semiconductor roles, partnering directly with engineering leaders to build the teams designing purpose-built connectivity solutions for the world''s most demanding AI workloads. Astera Labs' Intelligent Connectivity Platform integrates CXL, Ethernet, NVLink, PCIe, and UALink semiconductor-based technologies with the company's COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up, and scale-out connectivity.
Industry Advisor - Customer Transformation Tata Consultancy Services LtdIndustry Advisor - Customer TransformationSan Ramon, CA$200,000–$250,000 / yearTeam Leadership: Experience leading matrixed, cross-functional global teams of data scientists, enterprise. Transformation Track Record: Success leading at least three large-scale, multi-year utility CX transformation.
Technical Enablement Architect Palo Alto Networks IncTechnical Enablement ArchitectCA$186,000–$255,000 / yearPartnering closely with Product Management, Engineering, Technical Marketing, and GTM leadership, you will translate complex technologies into scalable programs that accelerate field readiness, product adoption, and technical success. 7+ years of experience in a customer-facing, technical, or enablement-focused role such as Systems Engineering, Solution Architecture, Professional Services, Technical Marketing with expertise in Network Security and SASE technologies.
Product & Technical Co-Founder (Cpto) - AI Compliance Platform FutureSightProduct & Technical Co-Founder (Cpto) - AI Compliance PlatformSan Francisco, CAProduct Build — Ship a marketing review prototype into production with a design partner early adopter, then deliver communications surveillance, trading oversight, audit-ready logs and reporting; release GA v1 covering all core modules except regulatory filings within 9 months, and expand into regulatory filings and enterprise integrations through 18 months. In return for that level of commitment, you receive founder-level equity, founder-level authority with co-decision rights on product, technology, hiring, fundraising, and strategy, a board or board-observer seat as appropriate to the cap table and stage, and a genuine partnership with the CEO on every material decision.
ServiceNow Technical Architect Accenture PlcServiceNow Technical ArchitectMountain View, CADemonstrated ability to influence and consult (providing options with pros, cons and risks) while providing thought leadership to sponsors/stakeholders in solving governance, program/project management, business process and/or technical problems. Accentures ServiceNow practice can help any organization determine how to best respond to changing business needs and coordinate services across the enterprise for greater speed, agility and efficiency, all delivered at scale.
Technical Customer Success Manager OpalTechnical Customer Success ManagerSan Francisco, CAGuide customers from onboarding to advocacy: you'll manage strategic relationships across our diverse customer base, from Fortune 500 enterprises to cutting-edge AI startups like Runway and Perplexity, serving as their trusted advisor on access management and security. You Might Be a Fit If You: You've been in the trenches, know what great looks like, and lead with customer empathy: you bring 6+ years in customer success, account management, or solutions engineering, with a track record of driving real outcomes at scale.
Junior Owners Advisor Brown and Caldwell IncJunior Owners AdvisorSan Francisco, CA$71,000–$96,000 / yearAt Senior Owner's Advisor direction, this role will help Owner's selection of project delivery methods, plan and support market sounding and industry outreach, develop Requests for Qualifications and Proposals, identify risk and recommend mitigation strategies, help coordinate project managers and subject matter specialists for specification and scope contributions, review responses, review pricing proposals, and review design and construction work products for contractual compliance, through start-up and commissioning. The Junior Owners Advisor role will support Senior Owner's Advisors in the successful planning, procurement development and strategy, procurement and project execution, and compliance of collaborative delivery projects by acting as a liaison between the project owner and various stakeholders.
Head of Technical Recruiting NotionHead of Technical RecruitingSan Francisco, CaliforniaDemonstrated track record of leveraging AI to meaningfully change how recruiting operates — not just as a tool user, but as someone who has built workflows, driven adoption, and raised the bar on what the function can do. Design and continuously improve the processes , systems, and interview infrastructure that allow us to hire with speed without sacrificing bar — including pipeline development, interviewer calibration, and offer strategy.
Senior Technical Program Manager, GCBP PMPO Google LLCSenior Technical Program Manager, GCBP PMPOSan Francisco, CAWe act as the connective tissue, collaborating closely with Engineering, Product Managers, and UX teams to ensure seamless execution and deliver innovative, high-impact cloud solutions. We actively leverage advanced AI tools to analyze our cross-functional workflows, systematically identifying and implementing critical efficiencies throughout the Software Development Life Cycle (SDLC).
Head Of Technical Recruiting NotionHead Of Technical RecruitingSan Francisco, CA$250,000–$300,000 / yearDemonstrated track record of leveraging AI to meaningfully change how recruiting operates - not just as a tool user, but as someone who has built workflows, driven adoption, and raised the bar on what the function can do. Design and continuously improve the processes, systems, and interview infrastructure that allow us to hire with speed without sacrificing bar - including pipeline development, interviewer calibration, and offer strategy.
Technical Product Manager, Google Ads Google LLCTechnical Product Manager, Google AdsMountain View, CAGoogle Customer Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a relentless focus on customer success by bringing the best Google has to offer to small- and medium-sized businesses (SMBs), which are the backbone of our communities. The combination of your strong business acumen and software development skills, detailed knowledge of web technologies and the Ads and Analytics APIs are key to working with engineering and product teams to create custom solutions for our partners.
Enterprise Technical Sales Specialist, NORAM Meta Platforms IncEnterprise Technical Sales Specialist, NORAMMenlo Park, CAThe role requires prospecting, pipeline development, executive engagement, technical design and closing business with our key clients, by presenting products packaged as the right business solutions based on individual business needs, joint client architecture workshops, and driving execution through internal cross functional teams and external partners. If you are a highly motivated team player who has experience in end to end direct sales, prospecting, solutions selling, technical solutions architecture design, has a bias for action and rolling up your sleeves to get things done, and wants to unlock the potential of Business Messaging and AI capabilities to take millions of businesses to an Agentic future, we would be excited to hear from you.
NewSr. Technical Architect - Consulting(Java, Spring Boot, Sql) Blue YonderSr. Technical Architect - Consulting(Java, Spring Boot, Sql)Palo Alto, CARemote$95,400–$143,896.18 / yearCompany Overview: Blue Yonder is a global leader in digital supply chain transformation, helping retailers, manufacturers, and logistics providers optimize their operations from planning through fulfillment, delivery, and returns. Our AI-embedded, interoperable supply chain solutions connect every aspect of the supply chain, enabling businesses to predict demand, optimize operations, and deliver superior customer experiences.
Global Field CTO Cornelis Networks IncGlobal Field CTOSan Francisco, CARemoteThe Global Field CTO will work directly with executive leadership, product management, engineering, strategic customers, and ecosystem partners to help define the future of AI networking infrastructure. It is a market-shaping position for an experienced technology leader who can influence customer strategy, represent Cornelis Networks in the industry, and help guide the future direction of our products and solutions.
Head of Technical Recruiting Notion Labs IncHead of Technical RecruitingSan Francisco, CA$250,000–$300,000 / yearDemonstrated track record of leveraging AI to meaningfully change how recruiting operates not just as a tool user, but as someone who has built workflows, driven adoption, and raised the bar on what the function can do. Design and continuously improve the processes, systems, and interview infrastructure that allow us to hire with speed without sacrificing bar including pipeline development, interviewer calibration, and offer strategy.
Technical Marketing Engineer - IIoT Routing (Hybrid) CiscoTechnical Marketing Engineer - IIoT Routing (Hybrid)Milpitas, Michigan$135,800–$193,400 / yearThe applicable full salary ranges for this position, by specific state, are listed below: New York City Metro Area: $135,800.00 - $222,400.00 Non-Metro New York state & Washington state: $122,000.00 - $197,900.00 * For quota-based sales roles on Cisco’s sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined. They play a vital cross-functional role, bridging the gap between customers and engineering by translating customer feedback into specific product features and user experiences, working closely with engineering and testing teams to ensure product functionality.
Technical Program Manager III, ML Infrastructure Resource Management, Google Cloud GoogleTechnical Program Manager III, ML Infrastructure Resource Management, Google CloudSunnyvale, CAOwn the operational execution of capacity allocations and allied workflows using core Google tooling, a technical or engineering background is critical to successfully navigating this significant operational component. Collaborate closely with Software Engineering (SWE) and Site Reliability Engineering (SRE) teams to uncover, analyze, and execute on efficiency opportunities across our managed resource footprints.
Technical Customer Success Manager Opal SecurityTechnical Customer Success ManagerSan Francisco, CaliforniaGuide customers from onboarding to advocacy: you'll manage strategic relationships across our diverse customer base, from Fortune 500 enterprises to cutting-edge AI startups like Runway and Perplexity, serving as their trusted advisor on access management and security. You've been in the trenches, know what great looks like, and lead with customer empathy: you bring 6+ years in customer success, account management, or solutions engineering, with a track record of driving real outcomes at scale.
Senior Customer Success Manager - Technical Account Management ZipSenior Customer Success Manager - Technical Account ManagementSan Francisco, CA$160,000–$190,000 / yearThis role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools.
Senior Technical Recruiter CalqulateSenior Technical RecruiterSan Francisco, CaliforniaThis is a senior, hands-on role focused on leading complex technical searches and shaping recruiting strategy at scale. Fluency with AI-powered recruiting tools, ATS platforms (Workable and LinkedIn Recruiter preferred), and talent analytics.
Service Advisor - San Jose, CA Rivian Automotive IncService Advisor - San Jose, CASan Jose, CA$29.21–$33.43 / hourRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.
Service Advisor Dublin KiaService AdvisorDublin, CaliforniaTake ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer. Provide concierge support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled.
Director, Technical Accounting and Financial Reporting Brex IncDirector, Technical Accounting and Financial ReportingSan Francisco, CARemote$252,216–$315,270 / yearBy combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. You will be the principal architect of Brex's financial reporting and technical accounting framework, ensuring the highest level of compliance with GAAP while navigating the complexities of a fast-growing fintech environment.
Sr. Technical Recruiter Therapymatch, Inc.Sr. Technical RecruiterSan Francisco, CAAs a senior member of the recruiting team, you'll operate as a talent advisor, diagnosing search challenges, designing sourcing strategies, influencing stakeholder decisions, and driving predictable hiring outcomes in a high-growth environment with a high talent bar. A notice to Headway applicants: To protect yourself against phishing and recruitment fraud, please note that Headway only accepts applications through our official careers page at https://headway.co/careers .
Technical Recruiter Middesk IncTechnical RecruiterSan Francisco, CAOur platform helps companies across industries confidently verify business identities, onboard customers faster, and reduce risk at every stage of the customer lifecycle. Youre an experienced talent partner who brings a deep understanding of the market, and proven success embedding with technical stakeholders to source and close hard-to-fill roles.
Technical Delivery Manager ReltioTechnical Delivery ManagerSan Francisco, CATrusted by more than 200 of the world's largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk. In this strategic role within Professional Services, you would define, prioritize, manage, and deliver a portfolio of projects that will reduce implementation timelines while improving quality, efficiency, and profitability for Reltio, our channel partners, and our customers.
Director, Technical Program Management & Engineering Business Operations Sony Interactive Entertainment LLCDirector, Technical Program Management & Engineering Business OperationsSan Mateo, CA$279,000–$418,400 / yearThe Director will lead and grow a team of Technical Program Managers driving execution across FSEE while partnering closely with executive leadership on organizational planning, strategic initiatives, communications, and operational excellence across a globally distributed organization. Most importantly, you serve as a force multiplier for the VP's Engineering Leadership Team-enabling teams to focus on what matters most while helping leadership operate more effectively at scale.
Customer Success Manager - Technical Account Management ZipCustomer Success Manager - Technical Account ManagementSan Francisco, CaliforniaThis role is ideal for you if you enjoy building, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday, etc.), CLM, GRC, JIRA, ServiceNow workflow management tools.
Director, Technical Accounting And Financial Reporting Brex Inc.Director, Technical Accounting And Financial ReportingSan Francisco, CARemote$252,216–$315,270 / yearBy combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. You will be the principal architect of Brex's financial reporting and technical accounting framework, ensuring the highest level of compliance with GAAP while navigating the complexities of a fast-growing fintech environment.
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, CaliforniaThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.