NewSalesforce Tech Lead AxelonSalesforce Tech LeadAliso Viejo, CA$64.28–$69.23 / hourHands-on experience with Salesforce Financial Services Cloud (FSC), including its data model (Household, Financial Account, Financial Goal, Financial Holding), Action Plans, and industry-specific business processes for banking, wealth management, and insurance clients. Lead design and configuration of Financial Services Cloud (FSC) capabilities, including Household and Client relationship models, Financial Accounts, Financial Goals, and Action Plans, for financial services clients.
Business Development Manager - Texas Triad Financial Services IncBusiness Development Manager - TexasAnaheim, CAThe BDM should have a compelling sales personality while being able to thoroughly demonstrate knowledge of Triad's Business Model to Senior Executives at banks, credit unions, private equity firms, life insurance companies and other potential partners. Generate new leads and referral sources, identify and contact decision-makers, screen potential business opportunities, manage loan programs in line with strategies and facilitate pitch logistics.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
NewFinancial Services Associate AILFinancial Services AssociateLos Angeles, CARemoteFinancial Services Associate This position is a natural fit for leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing Company. In addition to industry-leading online training, we provide daily coaching and mentorship with resources available online across all devices.
Financial Services Litigation Associate GpacFinancial Services Litigation AssociateLos Angeles, CARemote175000–220000This firm offers a unique "best of both worlds" environment: the opportunity to defend top-tier, institutional clients on complex matters, paired with a highly collaborative, collegial culture and the freedom of a primarily remote workforce. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
Senior Financial Reporting Analyst | Financial Services Recruiting Resources, Inc.Senior Financial Reporting Analyst | Financial ServicesLos Angeles, CAIn this role, you'll play a key part in preparing internal and external financial reports, ensuring compliance with regulatory requirements, and partnering with teams across Finance and the broader organization. This is an excellent opportunity for an accounting professional with a strong technical accounting and SEC reporting background who enjoys working in a collaborative environment and supporting high-profile financial reporting initiatives.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatCosta Mesa, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewFinancial Services Litigation Associate for LA or SF Greenberg TraurigFinancial Services Litigation Associate for LA or SFLos Angeles, CaliforniaGreenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for 4th to 6th year Associates with an interest in financial services litigation and representing broker-dealers and registered representatives in FINRA arbitrations in securities sales practices matters and other proceedings. The ideal candidate will have strong writing and interpersonal skills, be interested in working on a collaborative, cross-office team, and have strong case management skills.
Financial Services Representative (Los Angeles Metropolitan) Enterprise Bank & TrustFinancial Services Representative (Los Angeles Metropolitan)Los Angeles, CA$22.22–$26.66 / hourEnterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.
Head Of Industry, Financial Services ViantHead Of Industry, Financial ServicesLos Angeles, CA$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant's position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant's Financial Services strategy while driving innovation and long-term category growth.
Financial Services Officer - Los Angeles (Wilshire) Banc of CaliforniaFinancial Services Officer - Los Angeles (Wilshire)Los Angeles, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Officer - Beverly Hills Banc of CaliforniaFinancial Services Officer - Beverly HillsBeverly Hills, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Financial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorLos Angeles, CaliforniaAtlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Head of Industry, Financial Services Viant TechnologyHead of Industry, Financial ServicesLos Angeles, Illinois$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant's position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant's Financial Services strategy while driving innovation and long-term category growth.
Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPManager, CFO Advisory - Financial ServicesLos Angeles, 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.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerLos Angeles, CA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.