Client Associate Rockefeller Capital ManagementClient AssociateSan Francisco, California$75,000–$90,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. .
Private Client Advisor Marsh McLennanPrivate Client AdvisorSan Francisco, CaliforniaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Sr. Professional Services Consultant - Data Security ProofpointSr. Professional Services Consultant - Data SecuritySan Francisco, CA$123,200–$193,600 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. The Consultant must be confident in working with technical resources, analysts, project sponsors, and executive levels to provide excellent service delivery and communication which includes product deliverables, conducting conference calls/meetings, consulting process reviews/workshops, and briefings.
Deal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area) RSMDeal Services Consulting Managing Director - Value Creation (New York, Chicago, Atlanta, LA Or Bay Area)San Francisco, CA$181,900–$397,700 / yearThe Value Creation team partners with private equity funds and their portfolio companies to identify, quantify, and capture EBITDA improvement opportunities - driving enterprise value through revenue growth, cost optimization, operational performance, and post-close integration. Team members work collaboratively as one team with colleagues across Deal Services and Management Consulting and benefit from extensive exposure to senior investment professionals, company executives, and firm leadership.
Director, Business Management - Tax Services Armanino McKenna Certified Public Accountants & ConsultantsDirector, Business Management - Tax ServicesSan Ramon, CA$154,200–$210,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review complex corporate, partnership, trust, and individual tax returns for entertainment industry professionals, athletes, high-net-worth individuals, family offices, and their related entities.
Manager, Services Consulting AppboyManager, Services ConsultingSan Francisco, CAOur Service Offering Managers support the Braze sales organization during pre-sales in scoping client service requirements, presenting our service offerings, building comfort and confidence in the value of Braze services, and positioning optimal service pricing and packaging to potential customers. For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $136,800 and $204,800/year, with an expected On Target Earnings (OTE) between $171,000 and $256,000/year (including bonus or commission).
Financial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Manager - Client City National BankManager - ClientOakland, CaliforniaRemote$59,467–$94,975 / yearFull timeFor de novo branches the Client Manager will be engaged in some level of external business development activity in support of building a baseline of business for the new branch including:o Leads and manages the internal sales/service process including outbound calling efforts, client/prospect site visits, cross-sell opportunities with existing portfolio, and works with internal partners for new opportunitieso Acquisition of new business and personal client relationships for either their portfolio or transfer to other sales colleagues if appropriateo Facilitate their direct reports achievement of new client acquisition and cross-sell goals . Working with internal sales/service team, will also support branch manager and RM(s) in building and maintaining their client relationships including making joint client calls as needed• Provide expertise in risk management and loss prevention policies and procedures and are responsible for monitoring and auditing their respective office for compliance with these policies and procedures.
Client Reporting Technical Analyst Evolver CommercialClient Reporting Technical AnalystSF, CA$140,000–$160,000 / yearFull timeThis role will be an expert on the end-to-end client reporting data flow - from upstream data ingestion and pipeline management through to final report generation and distribution - ensuring accuracy, timeliness, and operational resilience across all reporting channels. The ideal candidate brings hands-on experience with reporting platforms like Seismic or Vermilion, a strong command of data pipelines and warehouse structures, and a working knowledge of the broader investment operations data ecosystem.
Client Arrangements Specialist McDermott Will & EmeryClient Arrangements SpecialistSan Francisco, CA$59,000–$90,000 / yearJob Description: Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data entry in the implementation of client fee arrangements and requirements as requested by Client Accounting, Legal Assistants and Client Arrangements Analysts. We celebrate excellence, collaboration, and community and have been recognized as a top workplace by USA Today, Fortune, The American Lawyer, Vault and others.
Patient Safety Navigator - Intake Services Healthright 360Patient Safety Navigator - Intake ServicesSan Francisco, CAProvides overview of services to be rendered including but not limited to rapid testing for HIV and Hep C; tuberculosis screening; physical exams; addiction medicine services; resource center services and establishing primary medical and dental care. Demonstrated ability to interface well with diverse, disadvantaged populations with multiple barriers to educational and vocational success, including low literacy, learning disabilities, physical disabilities, history of incarceration, and impaired cognitive functioning.
Patient Safety Navigator (Intake Services) Healthright 360Patient Safety Navigator (Intake Services)San Francisco, CAIf so, HealthRIGHT 360 is looking to fill a full-time Patient Safety Navigator position in San Francisco, CA!The Patient Safety Navigator (PSN) will work within the Integrated Care Center and support client navigation to services within HealthRIGHT360 and the broader community. The PSN will also use de-escalation techniques to address crisis and patient behavioral issues and serve as a first point of contact for new and returning clients.
Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPManager, Accounting and Financial Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Experienced Associate - Transaction Advisory Services Baker Tilly Advisory Group, LPExperienced Associate - Transaction Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Risk Advisory Services Principal Baker Tilly Advisory Group, LPRisk Advisory Services PrincipalSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Managed Services Associates (AFS) (BT Intern Conversions Only) Baker Tilly Advisory Group, LPManaged Services Associates (AFS) (BT Intern Conversions Only)San Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Transactions Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Consultant Transactions Advisory Services Baker Tilly Advisory Group, LPSenior Consultant Transactions Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Managing Director, Managed Services - Growth SaaS and Life Sciences Baker Tilly Advisory Group, LPManaging Director, Managed Services - Growth SaaS and Life SciencesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Managing Director, Expert Services Kroll, LLCManaging Director, Expert ServicesSan Francisco, CAFull timeDNIKroll's Expert Servicespractice provides industry and technical insights to win disputes related to contractual, fiduciary or related obligations and prepares expert analysis to help clients understand, prevent and manage fraud. Kroll's Expert Services practice provides industry and technical insights to win disputes related to contractual, fiduciary or related obligations and prepares expert analysis to help clients understand, prevent and manage fraud.