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Administrative Jobs in Concord, CA

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Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President iCapital

Greenwich, CT

$170,000–$200,000 / year

Support the management of relationships with iCapitals issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

17 days ago

National Accounts - Vice President iCapital

Greenwich, CT

$160,000–$190,000 / year

This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. . This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships.

17 days ago

Sales and Distribution Compliance - Senior Vice President iCapital

Greenwich, CT

$190,000–$225,000 / year

This role plays a critical leadership function in ensuring adherence to FINRA rules, SEC regulations, and other applicable laws governing broker‑dealer activities, with particular emphasis on the distribution of alternative investments, structured investments, and annuity products. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

17 days ago

Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President iCapital

New York, NY

$170,000–$200,000 / year

17 days ago

Partner Account Manager - PAR OPS - Remote PAR Technology

New York, NY

Remote

$60,000–$70,000 / year

Advocate for partner needs internally and provide training on PAR product capabilitiesThe base salary range for this position is $60,000 to $70,000 USD per year, commensurate with work location, experience, skills, certifications, education, and prior accomplishments. Embracing our "Better Together" ethos, we offer Unified Customer Experience solutions, combining point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings.

17 days ago

Relationship Manager, Business Development - RIA Enterprise Vice President iCapital

New York, NY

$80,000–$100,000 / year

This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.

17 days ago

Account Development Representative Snorkel AI

New York, NY

$80,000–$110,000 / year

A successful ADR will make outbound phone calls to strategic prospects, send personalized emails with value-adding content, as well as constantly adding new contacts into their prospecting sequences. We work with some of the world’s largest organizations to empower scientists, engineers, financial experts, product creators, journalists, and more to build custom AI with their data faster than ever before.

17 days ago

Enterprise Account Executive - Department of Homeland Security Appian Corporation

New York, NY

$125,000–$225,000 / year

Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Deliver Value-Based Presentations: Deliver high-impact, value-based virtual and in-person presentations to Line of Business (LOB) and IT leadership, clearly communicating ROI and business value.

17 days ago

Managing Director, Transaction Advisory Services (M&A Tax) Bdo Consulting

New York, NY

$300,000–$450,000 / year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies.

17 days ago

Assurance Manager - Financial Services Bdo Consulting

New York, NY

$120,000–$140,000 / year

Traditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. In this role, the Assurance Manager is charged with marketing, networking, and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections.

8 days ago

Experienced Manager, Risk Advisory Services Bdo Consulting

New York, NY

$130,000–$160,000 / year

The Experienced Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information technology audit control, financial and operational audit, business conduct and fraud/forensic investigations. Eight (8) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.

6 days ago

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) Bdo Consulting

New York, NY

$100,000–$170,000 / year

Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities. Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction.

3 days ago

Partnership Manager, Tax Bdo Consulting

New York, NY

$110,000–$150,000 / year

Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

8 days ago

Tax Manager, Transaction Advisory Services - M&A Special Projects Bdo Consulting

New York, NY

$79,800–$168,000 / year

The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.

9 days ago

Tax Manager, Private Client Services Bdo Consulting

New York, NY

$112,000–$150,000 / year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

8 days ago

Tax Senior Manager, Private Client Services Bdo Consulting

New York, NY

$146,000–$200,000 / year

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.

9 days ago

Account Executive, Preqin, Vice President BlackRock

New York, NY

$132,000–$180,000 / year

Our clients can access our investment solutions through a variety of product structures, including separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

10 days ago

Account Executive - AVP, Sales (Tech Partnerships) Komodo Health

New York, NY

Remote

$140,000–$180,000 / year

Expanding our Technology Partnerships business, effectively engaging audiences across Payer, Provider and Health Tech segments and proposing the appropriate suite of Komodo solutions to deliver value against an expansive set of high-priority Customer needs. Across the healthcare ecosystem, we’re helping our clients unlock critical insights to track detailed patient behaviors and treatment patterns, identify gaps in care, address unmet patient needs, and reduce the global burden of disease.

4 days ago

New Business Account Executive, Preqin, Vice President BlackRock

New York, NY

$132,000–$180,000 / year

Develop a deep understanding of customer personas, workflows, and business objectives, build relationships with key stakeholders, and deliver tailored product demonstrations that effectively communicate the value of Preqins solutions and drive commercial outcomes. Focused on the East Coast market, you will own the full sales cycle from pipeline generation through close, build a robust pipeline of opportunities, and partner across BlackRock to deliver impactful solutions that help clients achieve their business objectives.

10 days ago

Director, Financial Institution Sales - Remote Corpay

New York, NY

Remote

$140,000–$176,000 / year

This role sits within our Payment Solutions Group and focuses on regional and community financial institutions — banks and credit unions under $100 billion in assets that want to serve their clients’ international needs without building the capability themselves. Regional and community banks — Institutions under $100 billion in assets looking to offer international wires, cross-border payments and FX risk management to their business customers, and to grow non-interest income without adding infrastructure or headcount.

17 days ago

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Administrative Jobs in Concord, CA

Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President iCapital

National Accounts - Vice President iCapital

Sales and Distribution Compliance - Senior Vice President iCapital

Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President iCapital

Partner Account Manager - PAR OPS - Remote PAR Technology

Relationship Manager, Business Development - RIA Enterprise Vice President iCapital

Account Development Representative Snorkel AI

Enterprise Account Executive - Department of Homeland Security Appian Corporation

Managing Director, Transaction Advisory Services (M&A Tax) Bdo Consulting

Assurance Manager - Financial Services Bdo Consulting

Experienced Manager, Risk Advisory Services Bdo Consulting

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) Bdo Consulting

Partnership Manager, Tax Bdo Consulting

Tax Manager, Transaction Advisory Services - M&A Special Projects Bdo Consulting

Tax Manager, Private Client Services Bdo Consulting

Tax Senior Manager, Private Client Services Bdo Consulting

Account Executive, Preqin, Vice President BlackRock

Account Executive - AVP, Sales (Tech Partnerships) Komodo Health

New Business Account Executive, Preqin, Vice President BlackRock

Director, Financial Institution Sales - Remote Corpay

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