NewDirector, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, California$225,000–$265,000 / yearYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.
Financial Services Representative - State Farm Agent Team Member Joe Frangieh - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCampbell, CAFull timeROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorSan Francisco, CA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax Principal WithumFinancial Services Tax PrincipalSan Francisco, CA$200,000–$250,000 / yearActively contributing to tax, industry, and service line leadership by sharing perspective on tax trends, growth opportunities, and challenges impacting Withum in the Financial Services marketplace. This includes collaborating with local office, region, industry and national leadership for successful SF market penetration ensuring the SF Financial Services ecosystem is aware of the full suite of services our firm has to offer.
NewEnterprise Sales Engineer, Financial Services SierraEnterprise Sales Engineer, Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Software Engineer, Agent - Financial Services Sierra AISoftware Engineer, Agent - Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Director Of Student Financial Services (45719) Golden Gate UniversityDirector Of Student Financial Services (45719)San Francisco, CARemote$95,000–$110,000 / yearOversee the administration and calculation of Return of Title IV Funds (R2T4), conduct internal audits regarding Satisfactory Academic Progress (SAP) appeals, federal verification, and institutional aid to identify discrepancies and reduce institutional liability. The Director of Student Financial Services (SFS) leads the operational, and technical administration of the university's Financial Aid, Student Accounts, and Veterans Affairs educational benefits.
VP, Financial Services GTM NscaleVP, Financial Services GTMSan Francisco, New YorkFinServ Value Engineering: Translate Nscale’s raw compute power, liquid-cooled density, and low-latency networking into deeply compelling financial ROI models that resonate specifically with bank CIOs, risk officers, and trading desk CTOs. Banks, massive hedge funds, quantitative trading firms, and leading fintechs have a huge, rapidly growing demand for dedicated AI infrastructure to power algorithmic trading, risk modeling, deep quantitative analysis, and generative AI integrations.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerSan Francisco, CA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
AI Strategist, Financial Services PerplexityAI Strategist, Financial ServicesSan Francisco, CaliforniaPerplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data. This is a commercial and sales engineering role: you will own strategic customer engagements end to end—leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAFull timeIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Sr. Security Engineer - GRC Fintech & Financial Services SpaceXAISr. Security Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) — not just document them.
Business Intelligence Analyst, Financial Services NclusionBusiness Intelligence Analyst, Financial ServicesPalo Alto, CaliforniaBuild lightweight, ad hoc analysis (SQL, Excel/Sheets, BI tools) for questions the established data lake and KPI set don't yet answer — and partner with the data team to turn recurring ad hoc needs into permanent capture mechanisms, rather than building parallel shadow dashboards indefinitely. You'll build and maintain the KPI reporting and dashboards that track wallet, loyalty card, and remittance performance against the FinServ team's priority metrics across every active market, turning that data into analysis the Director uses to brief the COO and Exec team.
Enterprise Sales Engineer, Financial Services Sierra AIEnterprise Sales Engineer, Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAFull timeAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Financial Services - Work From Home Spade RecruitingFinancial Services - Work From Homesan francisco, CADaily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).
Emerging Financial Services Professional (Remote) (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote) (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Emerging Financial Services Professional (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.