NewSr. Commercial Lines Account Manager (Must have Builder's Risk exp./HYBRID) JobotSr. Commercial Lines Account Manager (Must have Builder's Risk exp./HYBRID)Walnut Creek, CA$115,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of five to seven years of insurance agency experience in an account management role.
Personal Lines Account Manager JobotPersonal Lines Account ManagerWalnut Creek, CA$65,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships.
Compliance Brokerage Agent Kintetsu World Express (U.S.A.), Inc.Compliance Brokerage AgentSouth San Francisco, CaliforniaFull timeThe duties include all tasks related to Customs clearance at the desk level, including Customs entry, clearance follow up with Customs & Border Protection (CBP), and other Partner Government Agencies (PGA), such as Food & Drug Administration (FDA), Consumer Product Safety Commission (CPSC), Department of Transportation (DOT), Environmental Protection Agency (EPA), and others as needed. Provide notification to Supervisors, Managers, and Corporate Trade Compliance Group (CTCG) as applicable for issues which require escalation such as Customs or PGA holds, CBP or PGA exams, and any written notices received from CBP or a PGA.
Staff Product Designer, Brokerage Robinhood Markets IncStaff Product Designer, BrokerageCA$191,000–$225,000 / yearThe team works on new and existing account experiences and financial tools, partnering closely with product, engineering, legal, and operations to deliver solutions that meet customer and regulatory expectations. You will work closely with senior leadership and partners across the company to define product direction, translate complex requirements into clear user experiences, and deliver high-quality design work.
Sr. Manager, Software Development - Zelle Growth/Brokerage Early Warning Services LLCSr. Manager, Software Development - Zelle Growth/BrokerageSan Francisco, CA$150,000–$200,000 / yearEarly Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). Healthcare Coverage - Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
Head of Consulting & Brokerage BenbaseHead of Consulting & BrokerageSan Francisco, CaliforniaRemoteReporting directly to our President and Co-Founder, this senior leader will own the strategy, performance, and execution of our client consulting, brokerage, and carrier and vendor relationships — taking primary ownership of the day-to-day leadership of the practice so Benbase can continue to grow with operational rigor, market credibility, and an exceptional client experience. In an industry dominated by outdated processes, spreadsheet chaos, and reactive service models, we're building something better—a benefits brokerage that fuses deep expertise with cutting-edge technology to deliver strategic, transparent, and exceptional client experiences.
NewAssociate, Brokerage Jones Lang LaSalle IncAssociate, BrokerageSan Francisco, CAJoin JLL's market leading San Francisco Agency Leasing team where you'll represent premier office properties, collaborate with institutional owners and corporate occupiers, while building an impressive client portfolio and earning potential. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Customs Brokerage Supervisor Kuehne + Nagel International AGCustoms Brokerage SupervisorBrisbane, CA$80,000–$90,000 / yearAs Customs Supervisor, you will oversee a team to ensure the timely and compliant clearance of goods, acting as a liaison with customs authorities and clients, You will be responsible for minimizing delays, ensuring regulatory adherence, and maintaining high levels of customer satisfaction by managing workflow and client communication. For example, your work could ensure that a global product launch happens on time-such as ethically sourced beauty and bath products stocked at local stores for your loved one''s valued self-care routine.
Brokerage Services Admin / Specialist Newmark Group IncBrokerage Services Admin / SpecialistPalo Alto, CA$70,000–$85,000 / yearThis role supports sales and leasing activities by preparing marketing materials, maintaining transaction data, coordinating client-related logistics, and assisting with internal processes in accordance with company Sales and Marketing operational policies and procedures. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker supervision, in accordance with California Department of Real Estate regulations.
Customs Brokerage Agent Expeditors International of Washington IncCustoms Brokerage AgentBrisbane, CAEffective interpersonal skills, including proven abilities to listen, comprehend, effectively communicate clearly and concisely to obtain positive results. Our high retention rate is influenced by a unique compensation program for positions that are more than just jobs - they''re chances to grow, do what you love and build a career with us! www.expeditors.com.
NewInternship - Real Estate Brokerage Matthews LLCInternship - Real Estate BrokerageSan Francisco, CAObserve and learn sales and marketing activity including direct and channel selling, telemarketing, lead generation, participation in trade organizations, cold calling and other techniques to obtain and maintain business. The ability to thrive in a fast-paced, high-energy, collaborative environment is essential to maximizing this training experience while learning within a collaborative environment, alongside a Market Leader and Senior Sales Associate.
NewCounsel Real Estate Brokerage - Irvine, CA Anywhere Real EstateCounsel Real Estate Brokerage - Irvine, CASan Francisco, CACompass International Holdings is seeking experienced Litigation Counsel to join the Real Brokerage Litigation Team supporting our company-owned brokerages, including Compass®, Coldwell Banker®, Coldwell Banker Commercial®, Corcoran®, Christie's International Real Estate, Sotheby's International Realty®, and @properties®. The role requires strong courtroom skills, sound judgment, and the ability to work independently while collaborating with business partners and supervising outside counsel.
Brokerage Operations Specialist Wealthfront CorpBrokerage Operations SpecialistPalo Alto, CA$81,000–$90,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Senior Employee Benefits Account Manager RSC Insurance Brokerage IncSenior Employee Benefits Account ManagerBurlingame, CA$65,000–$120,000 / yearRisk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
Benefit Analyst Marsh & McLennan Companies IncBenefit AnalystWalnut Creek, CA$41,200–$76,800 / yearIn addition, the following is required unless otherwise noted: Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation. Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.
Portfolio Analyst NFP CorpPortfolio AnalystPleasant Hill, CA$85,000–$117,000 / yearThe Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. Participating member of the firm's Investment Committee Participating member of the firm's Annuity Committee Participating member of the firm's Complex Product Committee Contributing member of large (up to 150 participants) market update and training calls.
NewAnalyst, Corporate Insurance Visa Technology and Operations LLCAnalyst, Corporate InsuranceFoster City, CA$104,900–$163,000 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The analyst works closely with the VP of Insurance and cross‑functional partners in Legal, Finance, Procurement, Operations, HR, and Compliance to ensure the company’s insurance portfolio effectively protects people, assets, and operations worldwide.
Senior Analyst, Multi-housing Debt Jones Lang LaSalle IncSenior Analyst, Multi-housing DebtSan Francisco, CAOn July 1, 2019, JLL acquired HFF, a firm which ranked as the #1 loan originator during 2018, has been listed as one of Fortune 100's fastest growing companies for four years, and ranks among the top three brokerage firms in the U.S. Together, we will attract, nurture and retain the best talent and redefine excellence in capital markets. A multi-housing Debt Analyst/Associate will have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and events.
Senior Product Manager – B2B Fintech Trading & Investment Platforms (AI Decision Systems) KORE1 TechnologiesSenior Product Manager – B2B Fintech Trading & Investment Platforms (AI Decision Systems)Palo Alto, CA$180,000–$250,000 / yearThis role will work heavily on professional investor workflows, decision-support systems, portfolio/risk workflows, and ensuring financial product experiences are accurate, trustworthy, and aligned with real-world investing and trading expectations. Experience at Robinhood, Coinbase, Interactive Brokers, Charles Schwab, Fidelity, Wealthfront, Betterment, Bloomberg, Plaid, Stripe, Ramp, Brex, or similar fintech / trading / financial infrastructure companies strongly preferred.
Project Manager, Product Strategy Webull Financial LLCProject Manager, Product StrategySan Francisco, CAYou will report directly to the Head of Product and Project Manager and act as the project manager on projects that include new product development, platform enhancements, operational efficiency initiatives and many other topics. You should be eager to learn, adept at solving problems, and proactive in identifying ways to enhance processes-especially by reflecting on completed projects and implementing key learnings.
NewSenior Product Manager – Tax-Aware Investing & Portfolio Optimization KORE1 TechnologiesSenior Product Manager – Tax-Aware Investing & Portfolio OptimizationPalo Alto, CAThis role is focused on building a product framework that helps users understand the potential tax impact of portfolio decisions, including tax-loss harvesting opportunities, wash sale risks, holding period considerations, realized / unrealized gains and losses, and tax-aware rebalancing. Experience at companies such as Wealthfront, Betterment, Schwab, Fidelity, Vanguard, Robinhood, Coinbase, TaxBit, CoinTracker, Apex Clearing, Alpaca, DriveWealth, Plaid, Addepar, Envestnet, Intuit / TurboTax, or similar platforms.
NewAnalyst, Corporate Insurance Visa IncAnalyst, Corporate InsuranceFoster City, CA$104,900–$163,000 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The analyst works closely with the VP of Insurance and cross‑functional partners in Legal, Finance, Procurement, Operations, HR, and Compliance to ensure the company's insurance portfolio effectively protects people, assets, and operations worldwide.
Private Wealth Analyst City National BankPrivate Wealth AnalystSan Francisco, CARemote$87,027–$138,965 / yearSupports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
Enterprise Sales Lead - Enterprise Portfolio Solutions (West), Leasing Advisory Jones Lang LaSalle IncEnterprise Sales Lead - Enterprise Portfolio Solutions (West), Leasing AdvisorySan Francisco, CAThis includes nurturing new business relationships, developing, selling, and contracting comprehensive outsourcing solutions to meet the client's requirements; Specific acumen in Portfolio Services, including Lease Administration, Consulting, Transaction Management, Leasing Advisory, and Brokerage; Working knowledge of complementary occupier services such as Occupancy Planning, Project & Development Services, and Facility Management; Leverage relationships while collaborating with the Market Development Team to identify and develop a strong roster of prospects (close new business within 18-24 months) and a robust pipeline of targets (future new business to be closed beyond 2-years); Exceed annual revenue quotas while meeting target margins; Develop a thorough understanding of JLL's broad capabilities to meet client needs, recognizing opportunities to expand the client share of wallet by partnering with business and service line leaders including Leasing Advisory teams; Maintain accurate sales reporting information in CRM while following JLL's robust sales and solution processes using its proprietary tools; Build strong relationships with external RFP consultants, JLL Brokers, Leasing Advisory professionals, and Industry leaders; Identify opportunities to demonstrate expertise and leadership within industry organizations to further advance the recognition of JLL as a leader in Commercial Real Estate solutions; Collaborate with our Markets and JLL Technologies colleagues and other Portfolio Solutions team members to deliver the full value of ONE JLL. An ideal candidate would need to have the following qualifications: Requirements: 10+ years proven experience as salesperson or role requiring outstanding business development and leadership skills; Proven capabilities in developing solutions for global, Fortune 500 companies with expertise in outsourcing solutions, leasing advisory, and brokerage services; Demonstrated ability to develop opportunities and close new business or expansion sales; The target candidate has delivered successful outcomes using structured sales processes and tools; Successful track record of achieving immediate credibility; presenting varying ideas to create value and challenge the status quo; and able to think quickly, listen well, and understand how to react and modify approach in front of clients and other key influencers; Dedicated to exceeding client's expectations, ensuring excellence in delivery is achieved through the right solution, delivering win/win outcomes; Experience and comfort working in a collaborative and respectful team environment; Bachelor's degree in addition to a broad range of business experience acquired through previous work experience.
Manager, Partner Success SIDE, INC.Manager, Partner SuccessSan Francisco, CA$135,000–$160,000 / yearAs a pioneer in the Brokerage-as-a-Service model, Side provides a proprietary platform that increases efficiency, strengthens client relationships, and enables entrepreneurs to focus on what they do best - selling real estate and growing their businesses. At Side, you'll work alongside experienced industry leaders and world-class engineers to help shape the future of real estate and empower exceptional professionals to thrive as business owners.
NewSr. Product Marketing Manager, Cash Wealthfront CorpSr. Product Marketing Manager, CashPalo Alto, CA$148,000–$189,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. As the newest member of the Marketing org at Wealthfront, you'll help shape a world class Product Marketing team while diving deep into customer insights, crafting product narratives, leading go-to-market efforts, and identifying new growth opportunities.
Underwriting Manager, Wholesale Management Liability Liberty Mutual Holding Company IncUnderwriting Manager, Wholesale Management LiabilitySan Francisco, CAOur Financial Lines Underwriting Team is seeking a highly motivated individual with strong analytical and sales skills to fill an Underwriting Manager opportunity on our Commercial D&O team in the Los Angeles or San Fransico markets, focusing on growing our wholesale brokerage book of business. Job Summary: This position is a wholesale focused underwriting manager role that will contribute to the growth and profitability of our Private, Not-For-Profit, and Public Directors & Officers, Employment Practices, and Fiduciary Liability product lines through marketing, underwriting, and general product management.
Fraud Operations Analyst Wealthfront CorpFraud Operations AnalystPalo Alto, CARemote$81,000–$90,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Business Manager Own Brands Advantage Solutions IncBusiness Manager Own BrandsPleasanton, CAEnsure execution of the Large Account Management Process framework to identify the most critical initiatives and relationships and work with the team to lay out short and long-term plans to achieve relationships at the appropriate level for the account or assigned category business unit. Reporting to a Senior Business Manager or Director, this position is responsible for the overall management of a single account with limited categories and limited team functions or a key category or categories within a larger account in the brokerage business.
NewRoamly - Sales Manager, Insurtech The Ride PlatformRoamly - Sales Manager, InsurtechSan Francisco, CA$75,000–$150,000Pipeline & Metric Management: Closely track day-to-day metrics (close rates, talk time, average policy value, speed-to-lead) to spot bottlenecks and ensure efficient lead routing and execution. Cross-Functional Alignment: Work hand-in-hand with our SDR Manager and Marketing teams to calibrate lead quality, streamline high-velocity handoffs, and feedback loop data.
NewAccount Executive - Capital Markets Fiscal.aiAccount Executive - Capital MarketsSan Francisco, CaliforniaDirect Capital Markets Experience: Previous roles within asset management, hedge funds, prime brokerage, sell-side research, or fintech/wealthtech platforms. You will own your pipeline from initial outreach through close, lead your own technical demonstrations, and build lasting relationships across buy-side institutions, retail brokerages, and financial technology platforms.
Associate Principal Analyst, Advertising Regulation Financial Industry Regulatory Authority IncAssociate Principal Analyst, Advertising RegulationCAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Essential Job Functions: Reviews a full workload consisting of highly complex communications with the public including retail and institutional sales material submitted by firms pursuant to the filings review program; provides written comments on whether this material complies with applicable rules; and, provides revisions necessary to bring the sales material into compliance.
Senior Manager, Fraud and AML Truebill, Inc.Senior Manager, Fraud and AMLSan Francisco, CAIf you''ve done first-line-of-defense fraud and AML work, love quantifying trade-offs between loss and member experience, and want to build the fraud and AML function for financial products that impact millions of people, this role is for you. The Senior Manager, Fraud and AML will own fraud and AML strategy and execution end-to-end across Rocket Money''s Financial Products - starting with FBO savings and high-yield savings now and additional products on the horizon.
Connect- Regional Sales Manager Northern California Amwins Global Risks UK LtdConnect- Regional Sales Manager Northern CaliforniaCA$100,000–$115,000 / yearBy combining seven of our group benefits operating companies, we have created a business with over 100+ years of experience under the Amwins' brand, Connect houses a comprehensive collection of group benefits products available for national distribution. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services.
Group Benefits Regional Sales Manager Amwins Global Risks UK LtdGroup Benefits Regional Sales ManagerSan Francisco, CAAmwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Products include large and small group medical for fully insured and self-funded, dental, vision, lifelong-term insurance plans, specialty and captive programs, and third-party administrative services.
Vice President, Portfolio Valuations Lincoln International LLCVice President, Portfolio ValuationsCALincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Key Responsibilities include: Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations.
Experienced Analyst, Transaction Opinions & Board Advisory Lincoln International LLCExperienced Analyst, Transaction Opinions & Board AdvisorySan Francisco, CA$95,000–$105,000 / yearThe Transaction Opinions Analyst role provides an excellent opportunity to gain transactional experience as well as build a corporate finance toolkit through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or valuations. Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K.
Commercial Lines Account Manager - Surety Foundation Risk Partners CorpCommercial Lines Account Manager - SuretySan Francisco, CA$80,000–$90,000 / yearProvide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets). Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Account Manager, Employee Benefits Heffernan Insurance BrokersAccount Manager, Employee BenefitsSan Francisco, California$90,000–$100,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
Account Manager, Group Benefits Heffernan Insurance BrokersAccount Manager, Group BenefitsWalnut Creek, California$80,000–$90,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
National Sales Manager Allen Lund CompanyNational Sales ManagerSan Mateo, CaliforniaIf you’re someone who thrives in a fast-paced, team-driven environment and loves the challenge of building strong relationships and delivering real results — we want to hear from you. • Work with the transportation brokers to maximize the volume of loads from new customers through ongoing sales meetings and strategy sessions.
Nurse Case Manager AbodeNurse Case ManagerSan Leandro, CaliforniaAbout the role: The Nurse Case Manager will work closely with the Psychiatrist and Psychiatric Nurse Practitioner to support participants in making it to appointments, understanding their medications, dealing with pharmacy and insurance issues, and adhering to doctor’s directives.⯠Provide clinical case management services, including rehabilitative, brokerage, and collateral services to participants in the following settings: home, community, and office utilizing an Assertive Community Treatment model.
Business Manager, Own Brands Daymon Worldwide IncBusiness Manager, Own BrandsPleasanton, CAEnsure execution of the Large Account Management Process framework to identify the most critical initiatives and relationships and work with the team to lay out short and long-term plans to achieve relationships at the appropriate level for the account or assigned category business unit. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time).
Financial Analyst, Capital Markets (Multifamily) Cushman & WakefieldFinancial Analyst, Capital Markets (Multifamily)San Francisco, CaliforniaIn addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The primary role of the CMFA will be to perform financial analysis activities of pricing, Excel valuation model creation and auditing, due diligence collection and review, market data collection, and translating analysis findings into high-level summaries with oversight from senior members of the Multifamily Advisory Group (“MAG”).
Investment Banking Analyst - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Analyst - Technology (San Francisco, CA)San Francisco, CA$100,000–$110,000 / yearQualifications: At least 1-2 years of experience in investment banking, primarily Technology related Passion for the Technology industry Strong Microsoft Excel skills essential Strong verbal and written communication skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Strong interpersonal skills Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Client Manager Marsh & McLennan Companies IncClient ManagerWalnut Creek, CA$60,000–$128,000 / yearThe Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Extended work hours (10 - 12 hrs/day) required on occasion during peak workload periods and to participate in networking and industry functions that begin before the workday, and may extend into the evening.
Office Manager (San Francisco, CA) Oppenheimer Holdings IncOffice Manager (San Francisco, CA)San Francisco, CAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics.
NewAccount Manager VouchAccount ManagerSan Francisco, CA$90,000–$95,000 / yearThis position will be responsible for guiding existing customers through any insurance questions they may have, day-to-day servicing of accounts, renewal business, supporting client needs when changing coverage, and ensuring a great experience for all Vouch customers. Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork.
Assistant Property Manager Transwestern General Agency IncAssistant Property ManagerSan Francisco, CA$85,000–$105,000 / yearThe Assistant Property Manager will support the property manager with the budget development, preparation of monthly operating reports and client deliverables, tenant billings, collection of rent, processing of property payables, lease abstracting and administration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification.
Multi-Housing Analyst, Capital Markets - Investment Sales Advisory Jones Lang LaSalle IncMulti-Housing Analyst, Capital Markets - Investment Sales AdvisorySan Francisco, CAOn July 1, 2019, JLL acquired HFF, a firm which ranked as the #1 loan originator during 2018, has been listed as one of Fortune 100's fastest growing companies for four years, and ranks among the top three brokerage firms in the U.S. Together, we will attract, nurture and retain the best talent and redefine excellence in capital markets. JLL is seeking highly-motivated candidates to join our Capital Markets team, which executes sale, financing, and recapitalization transactions of assets across all industry sectors, including office, multifamily, retail, industrial and hotels.