Manager, Capital Markets Upgrade Inc.Manager, Capital MarketsSan Francisco, CA$140,000–$160,000 / yearAbout the Role: We are looking for a Manager to join our Capital Markets team, with a focus on hands-on execution across Upgrade's institutional funding programs — warehouse facilities, forward flow whole loan sales, and securitizations — spanning our lending products (personal loan, home improvement, indirect auto, BNPL, Card and more). Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
NewManager, Capital Markets, HELOC Upgrade Inc.Manager, Capital Markets, HELOCSan Francisco, CA$140,000–$160,000 / yearAbout the Role: We are looking for a Manager to join our Capital Markets team, with a focus on hands-on execution across Upgrade's institutional funding programs — warehouse facilities, forward flow whole loan sales, and securitizations — spanning our lending products (personal loan, home improvement, indirect auto, BNPL, Card and more). Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
Customer Success Manager She's Here To AssistCustomer Success ManagerSan Francisco, CaliforniaOur client is a fast-growing, tech-driven company in the Bay Area looking for a Customer Success Manager who is passionate about building relationships, improving customer outcomes, and helping clients get the absolute best out of the company’s product and services. If you’re someone who loves solving problems, enjoys working with customers, and thrives in a collaborative, high-energy environment, this role is for you.
Financial Services Associate - Atlanta Recruiting From ScratchFinancial Services Associate - AtlantaSan Francisco, CaliforniaWith a strong commitment to understanding and advocating for clients' ideas and aspirations, this firm has grown into one of the largest in the Southeast, boasting a team of over 400 professionals across various practice areas. Collaborate with finance groups, including securitization, renewable energy project finance, and real estate finance teams.
Experienced Associate, Industry Specialty Services BDO USA PCExperienced Associate, Industry Specialty ServicesSan Francisco, CA$75,000–$90,000 / yearBachelor''s Degree in Business Administration, Public Administration, Nonprofit Management, Organizational Leadership or Development, Management, Economics, Finance, Public Policy, Information Technology, Data Analytics, Human Resources Management, Industrial/Organizational Psychology, or Communications, preferred. We partner with organizations to help them attain operational excellence, sharpen organizational strategy, improve business processes, modernize technology, navigate change, and effectively achieve their desired impact.
Tax Senior Associate - Norcal Private Wealth/Private Client Services Baker Tilly Virchow Krause, LLPTax Senior Associate - Norcal Private Wealth/Private Client ServicesRedwood City, CA$67,880–$128,690 / yearBaker 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. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, and corporations in the middle-market space.
Client Specialist Robert W. Baird & Co. IncorporatedClient SpecialistSanta Clara, CA$27.70–$41.70 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Payments Merchant Services Business Development Associate JPMorgan Chase Bank, N.A.Payments Merchant Services Business Development AssociateSan Francisco, CAFull timeWorking with the Payments team leads and partners you will develop and execute go-to-market and account plans across one of these Technology sub-verticals: Enterprise Software: SaaS platforms, developer tools, cloud services, cybersecurity, International Innovation Economy: emerging ecommerce brands and global marketplaces. Support prospecting, meeting prep, and follow-ups; help craft proposals, pitch materials, and RFP responses tailored to each sub-vertical's payment needs (e.g., card-not-present, recurring billing, marketplaces, omnichannel).
Clinical Program Director, Compass Behavioral Health Services Compass Family ServicesClinical Program Director, Compass Behavioral Health ServicesSan Francisco, CA$130,000–$140,000 / yearThe Clinical Program Director oversees the day-to-day operations of the program, provides clinical oversight and supervision to therapists and clinical supervisors, and ensures the successful integration of behavioral health services into Compass Family Services. Compass Family Services is committed to the continuous work of implementing specific actions that will disrupt systemic prejudice and improve equity across programs and departments, to become an example to partners who also believe in a culture of inclusion that leverages diversity.
Enterprise Client Executive - Bay Area NetApp IncEnterprise Client Executive - Bay AreaSunnyvale, CARemote$287,300–$371,800 / yearCurrently, when addressing certain hiring needs, NetApp uses the Eightfold tool which can provide an initial ranking of a candidate's skills and experience, based on information provided by the applicant in the application and/or supporting documentation, in comparison to the NetApp designated key requirements of a specific role. Ready-to-innovate-and-contribute-to-our-path-to-$10B?-Here,-you'll-collaborate-with-passionate-teams,-tackle-real-world-challenges,-and-see-your-impact-in-how-customers-transform-and-grow.-If-you're-ready-to-bring-curiosity,-creativity,-and-drive-to-every-moment,-NetApp-is-where-your-journey-begins.
Member Services Representative Trustmark Insurance CompanyMember Services RepresentativeSunnyvale, CA$19.50–$25 / hourWe are dedicated to improving the health and wellbeing of those we serve and consider ourselves lucky to inspire, motivate and engage over 1 million participants across our 135 clients, from corporations to health systems to colleges and universities. About the role We're hiring a friendly, full‑time Member Services Representative (30 hours per week) to be the welcoming face of our Walmart Crossman Fitness Center in Sunnyvale, CA!
NewSenior Sales Manager - US West, Independents & Client Direct Inmobi Technology Services Pvt LtdSenior Sales Manager - US West, Independents & Client DirectSan Mateo, CA$120,750–$148,000 / yearHow You''re Measured: This role is goaled on two connected outcomes, per the SIP planning framework: Pod revenue growth - shared accountability with your Account Manager for the overall retention, renewal, and revenue performance of the accounts in your book, tracked through year-over-year (YoY) growth across both deal-based revenue and Managed Service IOs. Embedded within a revenue pod alongside a dedicated Account Manager, and reporting to the VP, Ad Sales - North America, you will be the face of InMobi to every agency in your book - building trust, opening doors, and closing revenue across both Programmatic Marketplace (PMP) deals and Direct IOs.
General Manager ImprintGeneral ManagerSan Francisco, CaliforniaThe Growth team at Imprint is responsible for relentlessly driving the growth of our business, from setting go-to-market strategy to launching and running our merchant partners’ programs successfully and scaling their growth through new cardholder acquisition and existing cardholder engagement. As the General Manager for a strategically important co-brand credit card program at Imprint Payments, you will play a pivotal role in building and maintaining strong multi-level relationships with our partner and ensuring the continuous and sustainable growth of the program.
Workplace Hospitality Services Concierge CirclesWorkplace Hospitality Services ConciergeMountain View, CA$28–$29 / hourProvides personal services to employees and visitors including but not limited to: arranging, booking and confirming recreational, dining, and/or business activities, arrangement of transportation & travel arrangements, tickets and entertainment activities, storytelling & campus tours, meal & activity reservations, coordinate car detailing & on-site car refueling, laundry & dry cleaning services, gift & package orders and other amenity services as needed. This is a unique opportunity to bring your expertise in hospitality into a corporate setting, where you will oversee a seamless reception and workplace experience, including guest services, office operations, and supporting workplace amenities.
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.
Workplace Hospitality Services Concierge - Part Time CirclesWorkplace Hospitality Services Concierge - Part TimeMountain View, CA$28–$29 / hourProvides personal services to employees and visitors including but not limited to: arranging, booking and confirming recreational, dining, and/or business activities, arrangement of transportation & travel arrangements, tickets and entertainment activities, storytelling & campus tours, meal & activity reservations, coordinate car detailing & on-site car refueling, laundry & dry cleaning services, gift & package orders and other amenity services as needed. This is a unique opportunity to bring your expertise in hospitality into a corporate setting, where you will oversee a seamless reception and workplace experience, including guest services, office operations, and supporting workplace amenities.
Index Sales Account Manager - Financial Solutions Bloomberg LPIndex Sales Account Manager - Financial SolutionsSan Francisco, CA$125,000–$185,000 / yearWorking closely with Index Sales Relationship Managers, you will drive client adoption, retention, and revenue growth by developing strategic relationships and helping clients maximize the value they receive from Bloomberg Index solutions. You will collaborate extensively with Bloomberg Index Sales, Product, Engineering, Marketing, and other Bloomberg business units to deliver exceptional client experience while providing valuable market feedback that helps shape future product development.
Regulator Reporting Manager Deloitte Touche Tohmatsu LtdRegulator Reporting ManagerSan Francisco, CA$135,000–$150,000 / yearManage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Director, Oracle SCM / Logistics - Field Service KPMG International CooperativeDirector, Oracle SCM / Logistics - Field ServiceCAStrong client services orientation and accustomed to taking an active role in executing engagements; demonstrated track record of leadership, client management, and project management with an accomplished executive business development track record. Responsibilities: Oversee Oracle projects involving strategy, implementation support, and enterprise resource planning (ERP) optimization related to information technology, operations, business processes, security, and data integrity for the Oracle applications.
Private Client Advisor Henley & Partners - The Firm of Global Citizens®Private Client AdvisorSan Francisco, CAThis is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships. You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities.