Global Events Senior Manager Freshfields Bruckhaus DeringerGlobal Events Senior ManagerSan Francisco, CA$150,000–$205,000 / yearIf you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at BusinessServicesRecruitment@Freshfields.com, or you can send your resume to BusinessServicesRecruitment@Freshfields.com, or you can call us at +1-212-277-4000. By working collaboratively, our team shapes the firm's client strategy, completes analysis of complex business issues, targets opportunities, develops compelling proposals and creates content and marketing campaigns that lead our digital presence.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsSan Francisco, California$125,000–$201,900 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Relationship Manager East West BankRelationship ManagerSan Francisco, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; 10+ years of experience within the venture debt or venture lending industry or C&I lending.
NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistMountain View, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
Sr. Transportation Client Service Leader CDM SmithSr. Transportation Client Service LeaderSan Francisco, CaliforniaDeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
Client Experience Coordinator JAMS, Inc.Client Experience CoordinatorSan Jose, CaliforniaFull timeMaintains Resolution Center appearance and provides base-level case support; Assists the Manager, Client Experience in supporting multiple Resolution Centers. Performs administrative tasks, prepares and distributes mail, maintains document retention, and ensures supplies are available for internal and external clients as necessary.
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.
Lead Mail Services Associate The Millennium GroupLead Mail Services AssociateSF, CAFull timeThe Lead Mail Services Associate (MSA) oversees our mailroom operations and provides leadership to our associates working onsite to process, deliver and ship all inbound and outbound mail and packages. Create outbound shipping labels including for international shipments using couriers such as FedEx, UPS and DHL.• Create commercial invoices and other documentation as necessary for international shipments.•
State and Local Tax Manager, Lead Tax Services CroweState and Local Tax Manager, Lead Tax ServicesSan Francisco, CaliforniaRemoteCrowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services. The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world*.
Client Support Specialist - Greater San Francisco, CA area (REMOTE) FidelityClient Support Specialist - Greater San Francisco, CA area (REMOTE)San Francisco, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Client Support Specialist - Greater San Jose, CA Area (REMOTE) FidelityClient Support Specialist - Greater San Jose, CA Area (REMOTE)San Jose, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Director, VCA Implementation Services VisaDirector, VCA Implementation ServicesSan Francisco, CA$160,500–$285,600 / yearVIS Services includes, but is not limited to, hands-on, client-facing support that helps clients plan, execute, and operationalize complex work-such as program-managing multi-workstream initiatives on behalf of the client, assessing and improving day-to-day card operations, supporting clients in running fraud operations, and helping clients launch new card products. The Director, VCA Implementation Services role is a senior leadership position responsible for building, leading, and scaling a high-performing team that solution-architects, sells, and delivers VIS offerings-driving measurable outcomes and long-term client value from early solution design through implementation delivery.
NewEnterprise Sales Engineer, Consumer Business Services Sierra AIEnterprise Sales Engineer, Consumer Business ServicesSan Francisco, CAThis vertical spans a wide range of industries - consumer products, commercial real estate, automotive & mobility, transportation & logistics, industrial manufacturing, information & data services, consumer electronics, professional services, facilities management, construction, energy, and utilities - giving you the breadth to build relationships across some of the largest and most established companies in the world. Sierra partners with the businesses that power everyday life for consumers and enterprises alike - from the CPG brands on every shelf to the logistics networks that get products there, the real estate and facilities teams that manage the buildings people live and work in, and the energy and utility providers that keep the lights on.
Principal Solution Architect, Professional Services - Finance Anaplan Inc.Principal Solution Architect, Professional Services - FinanceSan Francisco, CARemote$171,000–$232,000 / yearThis is not a typical implementation role, it's a consulting-led position where you will shape strategy, influence executives, solve complex business challenges, and deliver enterprise planning solutions that drive measurable business value. You will support Anaplan commercial and product activities illustrating expertise in Anaplan Applications and Platform working directly with AE's, Pre-sales, Professional Services sales and product leads.
Principal Professional Services Engineer GenesysPrincipal Professional Services EngineerMenlo Park, CaliforniaResponsible for initial definition of project goals, timeliness, milestones, and risks; Provide architecture designs and workflows that meet client specifications for Genesys Cloud CX Digital & AI implementations; Configure, test, document, and optimize Genesys Cloud CX deployments within defined delivery framework; Implement and integrate custom code as well as write and conduct tests to verify the functionality, accuracy, and efficiency of developed or enhanced software; Design and build custom middleware solutions for third party chat bot integrations with Genesys Cloud web messengers; Manage project implementation and monitor productivity efficiencies for simultaneous installations; Track projects through completion and acceptance and participate in project status meetings; Assist with security audits of SaaS infrastructures and procedures; Work closely with project managers and customer success managers to provide customers with a great implementation experience; and Collaborate closely with services engagement directors to address pre-sales requests, offering quotes, scoping, and statement of work to customers. If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com?subject=Request%20for%20Reasonable%20Accommodation&body=Hello%2C%20%0A%0AI%20would%20like%20to%20request%20a%20reasonable%20accommodation.%20Please%20see%20the%20information%20below%3A%20%0A%20%0AFirst%20Name%20%28Required%29%3A%0A%20%0ALast%20Name%20%28Required%29%3A%0A%20%0AEmail%20Address%20%28Required%29%3A%0A%20%0APhone%2FTTY%20Number%3A%0A%20%0APreferred%20Method%20of%20Contact%3A%20%28Required%29%3A%0A%20%0ACountry%20of%20Residence%3A%20%28Required%29%3A%0A%20%0AIs%20the%20request%20related%20to%20COVID-19%3F%20%28Required%29%3A%0A%20%0AIs%20the%20request%20related%20to%20a%20firmly%20held%20religious%20belief%3F%20%28Required%29%3A%0A%20%0AIs%20your%20reasonable%20accommodation%20request%20time%20sensitive%3F%20%28Required%29%3A%0A%20%0AWhat%20specific%20reasonable%20accommodation%28s%29%20or%20modification%28s%29%20are%20you%20requesting%3F%20%28Required%29%3A%20%20%0A%0AWhat%2C%20if%20any%2C%20job%20functions%20are%20you%20having%20difficulty%20performing%3F%20%E2%80%8B%20%28Required%29%3A%0A%20%0AIf%20you%20are%20requesting%20a%20specific%20reasonable%20accommodation%2C%20how%20will%20that%20accommodation%20assist%20you%3F%20%28Required%29%3A.
Senior Director, Marketing Services, Strategy VisaSenior Director, Marketing Services, StrategySan Francisco, california$176,500–$332,300 / yearDefine Visa's North America Payment Lifecycle Marketing strategy, including frameworks, strategic narratives, client discovery approaches, go-to-market motions, and repeatable offerings that address client needs across acquisition, onboarding, early-month-on-book activation, usage, engagement, retention, loyalty, cross-sell, and win-back. The Senior Director will work closely with client account executives, the North America Marketing Services leadership team, Visa Consulting & Analytics, Product, Insights & Analytics, Creative, Media, Sponsorships, Finance, Legal, Marketing Technology, and Delivery teams across Visa.
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.
Business Development Manager, Acceptance Solutions VisaBusiness Development Manager, Acceptance SolutionsSan Francisco, california$153,500–$289,300 / yearInternally, the role requires collaboration with a wide range of cross functional teams, including but is not limited to Direct Merchant teams, Sales Operations, Account Managers, Product, Strategy, Client Services, Marketing and the Visa MS&A Acquiring teams. Visa 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.
Business Banking Relationship Manager III (San Jose) Fifth Third BankBusiness Banking Relationship Manager III (San Jose)San Jose, California$82,100–$172,500 / yearActively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Business Banking Relationship Manager III (San Francisco) Fifth Third BankBusiness Banking Relationship Manager III (San Francisco)San Francisco, California$82,100–$172,500 / yearBusiness Banking Relationship Manager III (San Francisco)Total Base Pay Range 82,100.00 - 172,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Actively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.