Senior Consultant - Equity Services Aon PlcSenior Consultant - Equity ServicesSan Francisco, CA$120,000–$160,000 / yearAon is Looking for a Senior Consultant, Equity Services - San Francisco Bay Area, Texas, Chicago, Irvine, NY Metro/CT, Washington DC, Philadelphia - Hybrid Aon Equity Services is the country's leading full-service provider of consulting services related to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication, corporate governance, and investor outreach services to hundreds of publicly traded companies each year. Skills and experience that will lead to success Bachelor's degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA, and/or CEP) preferred but not required Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation) Strong communication skills and comfort working with senior team members and cross-functional colleagues Demonstrated ability to refine and apply knowledge of compensation design and implementation practices to deliver high quality and effective client solutions.
Accounting Service Desk Specialist - Pacific Time DLA PiperAccounting Service Desk Specialist - Pacific TimePalo Alto, CA$30.98–$40 / hourWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. Communication: Maintain clear and professional communication with all stakeholders, ensuring updates are provided in a timely manner and contain accurate information about accounts, billing, and financial inquiries, including proactive updates and being available to answer questions promptly.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Francisco, CARemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Pd-Bridge Services Specialist **ThisPd-Bridge Services SpecialistSan Jose, CaliforniaAssess clients’ independent living skills and mental status; identify needed skill-sets; assist in learning new skill-sets; provide opportunities to practice new skills; assess their stability; approve their weekday and weekend passes; and help clients with learning problem-solving, independent living, socialization, and coping skills; Assist in budgeting and financial planning; address health and safety issues, how to respond to common emergencies, and medication education; Encourage clients’ resourcefulness, self-empowerment, and understanding their diagnosis and/or illness; Alert other professional staff of adverse reactions to medication or medication avoidance; When assessed as highly unstable, such as being a danger to self or others, write up 5150 holds (involuntary detentions) to determine the extent of the threat; de-escalate that threat; Provide appropriate consultation/back-up to support other staff in responding to client crisis. Plan and organize activity programs, utilizing activities as an evaluation tool and as a therapeutic process; Facilitate individuals and groups through rehabilitation counseling processes that help develop and strengthen life, coping, and independent living skills; develop curriculums; Facilitate one-on-one and groups through rehabilitation counseling processes; take notes; schedule clients for psychiatric consultations.
NewSenior Account Executive-Legal Services Gables Search GroupSenior Account Executive-Legal ServicesSan Francisco, CAEstablishes plans and strategies to expand the customer base in the marketing area and contributes to the development of training and educational programs for clients. Develop and make presentations of company products and services to current and potential clients.
Client Services Associate I, Oncology BillionToOne IncClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we''ve built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
Client Services Director DLCClient Services DirectorSan Francisco, CaliforniaDLC is one of Addison’s five full-time salaried consulting bench models, providing Accounting and Finance services to our clients, with a diverse fortune 500 client base including Sony, Paramount, Restoration Hardware, Netflix, Amgen, Nestle, Walgreens, Tyson, Sephora & Genetech. Execute specific data tasks in CRM to manage task lists, deal activity, meeting notes/follow ups, entering new prospects and overall data integrity exercises.
Client Services Associate I, Prenatal BillionToOne IncClient Services Associate I, PrenatalUnion City, CAAt BillionToOne, we''ve built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
Client Executive, Managed Services Growth - Los Angeles, San Francisco, SLC, Denver, Seattle, Phoenix Presidio IncClient Executive, Managed Services Growth - Los Angeles, San Francisco, SLC, Denver, Seattle, PhoenixPleasanton, CAPresidios expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. The Client Executive will play a pivotal role in representing Presidio's Managed Services solutions to enterprise and commercial clients, while also contributing to broader business strategy and sales leadership initiatives.
Client Executive, Managed Services Growth - Los Angeles, San Francisco, Slc, Denver, Seattle, Phoenix Presidio, Inc.Client Executive, Managed Services Growth - Los Angeles, San Francisco, Slc, Denver, Seattle, PhoenixPleasanton, CAPresidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. The Client Executive will play a pivotal role in representing Presidio's Managed Services solutions to enterprise and commercial clients, while also contributing to broader business strategy and sales leadership initiatives.
Investor Services Manager Gen II CareersInvestor Services ManagerSan Francisco, CaliforniaGen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Program Manager for Mobile Services (50096) Bay Area Community HealthProgram Manager for Mobile Services (50096)Fremont, CAThe Program Manager for Mobile Services will assist the Director of Clinical Operations in building relationships with school districts, senior service agencies, homeless agencies, SUD programs and other community organizations to maintain the rapport of outstanding service. Assists with the Integration of the mobile health services program with the fixed clinic services and operations including referrals, special programs, outreach and community education, care coordination, billing and other applicable aspects.
Manager, Client Experience One Legal LLCManager, Client ExperienceSan Francisco, CABe a leadership resource to any team member; assisting with career development, listening, and coaching to support problem solving; escalating to HR or management where necessary; striving to be the source of technical/product knowledge within your team or point of referral to those who own that knowledge. Positively engage in the broader Support industry and the West Coast marketplace to optimize the acquisition, integration, and development of C Support Specialists to maintain a healthy talent pipeline as well as understand any advances or trends that might benefit One Legal.
Operations Manager - Asset Services Kidder Mathews LLCOperations Manager - Asset ServicesSan Francisco, CAIn addition, the Operations Manager will provide the leadership necessary to meet all Portfolio maintenance, capital improvement projects and "Show Ready" requirements, including timely response to and resolution of any tenant or owner requests or concerns. Property Operations: Perform or direct to be performed, monthly physical property inspections, scheduled preventive maintenance work, reactive repairs, and special projects as directed and approved by the client.
Client Engagement Manager RhoClient Engagement ManagerSan Francisco, CaliforniaYour role will involve direct interaction with clients, guiding them through the technical implementation of Rho solutions across various domains such as banking, expense management and accounting Integrations. Startups and growth-stage companies can open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support.
Government Services Manager Consultant- FEMA TAG EisnerAmper, LLC (Inactive)Government Services Manager Consultant- FEMASan Francisco, CARemoteThis role is ideal for someone with strong familiarity with Federal Emergency Management Agency (FEMA) funded initiatives, including the Public Assistance, Individual Assistance, Hazard Mitigation, and Building Resilient Infrastructure and Communities programs and a proven track record of supporting complex programs in a compliance- or finance-related role. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
Financial Services Audit Senior WithumFinancial Services Audit SeniorSan Francisco, CA$80,000–$115,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Manager, Client Relationship Support San Mateo, CA The Charles Schwab CorpManager, Client Relationship Support San Mateo, CASan Mateo, CAThe skills you bring: Client Relationship Management Ability to build and deepen trusted client relationships through proactive communication, responsiveness, and a focus on delivering consistent, high-quality experiences Demonstrated experience resolving client concerns with professionalism, sound judgment, and a strong focus on outcomes. The expertise you bring: • A valid and active FINRA Series 7 and 63 license required • Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job • Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred.
NewManager, Client Relationship Manager Oakland, CA The Charles Schwab CorpManager, Client Relationship Manager Oakland, CAOakland, CAThe skills you bring: Client Relationship Management Ability to build and deepen trusted client relationships through proactive communication, responsiveness, and a focus on delivering consistent, high-quality experiences Demonstrated experience resolving client concerns with professionalism, sound judgment, and a strong focus on outcomes. The expertise you bring: • A valid and active FINRA Series 7 and 63 license required • Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job • Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred.
NewPrivate Capital Client Partner CartaPrivate Capital Client PartnerSan Francisco, CA; Santa Clara$167,200–$209,000 / yearEnsure proper expectation setting and alignment across all internal and external stakeholders Project manage the cross functional conversion process from prior administrator to Carta Create internal governance structures for proper internal status and escalation channels Have clear understanding of customer needs and help them maximize value from the Carta platform/services ensuring strong user engagement. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions.