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.
NewFinancial Services Representative - State Farm Agent Team Member Jeff Marks - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberPinole, CAFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - State Farm Agent, 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.
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.
Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPDirector, 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.
Forward Deployed Engineer - Financial Services TitanForward Deployed Engineer - Financial ServicesSan Francisco, CaliforniaWe deploy AI agents across our portfolio of Managed Service Providers and enterprise customers: agents that monitor, triage, and resolve work across the service desk, infrastructure, security, identity, endpoint, and application operations. In under a year we've raised over $100M from General Catalyst, 8VC, and CalPERS, acquired market-leading MSPs like RFA, and put agents into production in large enterprises.
Founders Staff / Founding BizOps Recruiting From ScratchFounders Staff / Founding BizOpsSan Francisco, CaliforniaThis company is leveraging cutting-edge AI and data solutions to transform the financial services landscape, aiming to deliver innovative products that empower businesses. Utilize natural language processing to query and analyze complex financial data, generating actionable insights.
Bilingual English And Spanish Member Loyalty Representative (R13802) Oportun Financial CorporationBilingual English And Spanish Member Loyalty Representative (R13802)Oakland, CA$20–$23 / hourConducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications; Actively engaging with people at and around Oportun's retail locations, encouraging store visits, and assisting with applications. Activities include: Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportun's services can help their customers.
Software Engineer Modern TreasurySoftware EngineerSan Francisco, CaliforniaEngineers at Modern Treasury design thoughtful design APIs, implement resilient processes, and choose infrastructure that prioritizes fault tolerance and long-term maintainability over chasing latest trends. With best-in-class developer tools and a single API for fiat and stablecoins—plus built-in compliance, ledgering, and reporting— Modern Treasury enables businesses to move money instantly, reliably, and at scale.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisorySan Francisco, CA$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information 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.
Senior Data Analyst, Strategic Operations CollectiveSenior Data Analyst, Strategic OperationsSan Francisco, CaliforniaRemoteWe are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. Cross-Functional Influence: Exceptional communication and stakeholder management skills, with a track record of effectively collaborating between highly technical teams (Product/Eng) and specialized subject matter experts (Tax/Accounting).
Investment Banking - Banker - Tech - VP - New York or San Francisco Santander USInvestment Banking - Banker - Tech - VP - New York or San FranciscoSan Francisco, CAWe provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities.
Backend Software Engineer - Codex for Finance OpenAIBackend Software Engineer - Codex for FinanceSan Francisco, CaliforniaFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. You'll shape new products from the ground up, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust with high-stakes work.
Account Executive, Emerging Enterprise, Financial Services BrazeAccount Executive, Emerging Enterprise, Financial ServicesSan Francisco, CAFor candidates based in the United States, the pay range for this position at the start of employment is expected to be between $137,500 and $160,000/year, with an expected On Target Earnings (OTE) between $275,000 and $320,000/year (including bonus or commission). Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®.
Financial Planner Career Changer Opportunity San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CaliforniaIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
NewSenior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Manager, 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.
Customer Service Representative - State Farm Agent Team Member Bryan Silveira - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberOrinda, CAFull timeService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Compliance Manager, Marketing Brex Inc.Compliance Manager, MarketingSan Francisco, CARemote$159,000–$198,000 / 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. As a Manager, Compliance Marketing, you will play a key role in executing and scaling Brex's marketing compliance program across payments, cards, banking and broader product lines.
Sales Director Albert BowSales DirectorSan Francisco, CaliforniaWe've partnered with a fast-growing software company committed to supporting, developing and servicing an open source, proof-of-stake platform which is EVM-compatible and has been specifically built to meet the needs of enterprise and web3 applications, which require speed, security, stability and sustainability. We are hiring a Sales Director, Financial Services to drive U.S. market adoption of private, enterprise-grade distributed ledger platform as well as asset tokenization/markets software, specifically in the financial services sector.