Fidelity InvestmentsNewFinancial Consultant - Palo Alto, CA Fidelity InvestmentsFinancial Consultant - Palo Alto, CACupertino, CA$60,000–$75,000Please 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fidelity InvestmentsFinancial Consultant - Marin, CA Fidelity InvestmentsFinancial Consultant - Marin, CASan Pablo, CA$60,000–$75,000Please 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Charles SchwabNewVP, Financial Consultant- Pleasanton, CA Charles SchwabVP, Financial Consultant- Pleasanton, CAPleasanton, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Charles SchwabVP, Financial Consultant Charles SchwabVP, Financial ConsultantPleasanton, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Vaco LLCNewInterim Cost Accounting and Manufacturing Finance Consultant Vaco LLCInterim Cost Accounting and Manufacturing Finance ConsultantMilpitas, CA$80–$100Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
Visa Technology and Operations LLCData Engineer - Sr. Consultant level Visa Technology and Operations LLCData Engineer - Sr. Consultant levelFoster City, CAVisa 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. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g.
Visa Technology and Operations LLCSenior Consultant, Client Services - Global Service Experience Visa Technology and Operations LLCSenior Consultant, Client Services - Global Service ExperienceFoster City, CA$149,800–$240,100 / yearThis position requires working closely with Product teams to understand go‑to‑market strategies and client demand, develop subject matter expertise, deliver high‑quality product documentation, define efficient implementation and onboarding processes, and establish support models that enable consistent and scalable product adoption. The individual will also partner with service experience teams across Visa’s five global regions to drive global readiness by communicating product launches and enhancements, supporting pilot initiatives, and training regional Client Services teams to ensure long‑term success.
MSCSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountFremont, CA$54,634–$85,853 / yearBRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
Visa Technology and Operations LLCNewCyber Security Engineer - Sr. Consultant level Visa Technology and Operations LLCCyber Security Engineer - Sr. Consultant levelFoster City, CA$180,600–$289,300 / yearThe ideal candidate is a strong security engineer and problem solver with deep experience in Python‑based services, cloud security engineering, API‑driven architectures, and automation, and who is excited to apply GenAI and autonomous agent technologies to modern security challenges. Visa’s Cyber Security team is seeking a Cyber Security Engineer to design, build, and operate large‑scale, cloud‑native and AI‑driven security platforms that protect Visa’s global brand, networks, products, and data.
Visa Technology and Operations LLCSoftware Engineer - Sr Consultant level Visa Technology and Operations LLCSoftware Engineer - Sr Consultant levelFoster City, CA$169,100–$270,800 / yearYou will work on innovative solutions that combine deep technical expertise with AI/ML capabilities to enhance developer productivity, improve customer experiences, and drive next-generation commercial payment and money movement technology for B2B, B2C, P2P, and G2C flows. 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.
Company ConfidentialInterim Financial Reporting Consultant Company ConfidentialInterim Financial Reporting ConsultantSan Ramon, CAFull timeResponsibilities:Manage consolidated financial reporting across multiple entities using complex financial modelsSupport budgeting, forecasting, and ongoing financial planning processesAssist with month-end close activities, including reconciliations and variance analysisPartner with finance leadership to ensure accuracy and consistency of financial reportingReconcile and validate financial data across systems, entities, and reporting outputsSupport implementation of a new financial planning and reporting system, including data validation and process alignmentMaintain continuity of reporting operations during system transitionIdentify and implement improvements to streamline reporting and enhance efficiencyWork within large, complex spreadsheet models and optimize for accuracy and usabilitySupport ad hoc financial analysis and reporting needs. Requirements:5+ years of experience in financial reporting, FP&A, accounting, or related finance rolesStrong experience with consolidations, budgeting, forecasting, and financial statement analysisAdvanced Excel skills, including experience working with large, complex modelsExperience operating in manual or highly complex reporting environmentsExperience supporting finance transformation or system implementations preferredStrong attention to detail and ability to reconcile data accuratelyAbility to work independently in fast-paced, evolving environmentsStrong communication and collaboration skills.
The Charles Schwab CorpFinancial Consultant Partner Walnut Creek, CA The Charles Schwab CorpFinancial Consultant Partner Walnut Creek, CAWalnut Creek, CAYoull support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
The Charles Schwab CorpNewVP, Financial Consultant Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
The Charles Schwab CorpVP, Financial Consultant San Jose, CA The Charles Schwab CorpVP, Financial Consultant San Jose, CAMilpitas, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Pyramid Consulting, IncWorkday Financial Consultant - Accounting Center Pyramid Consulting, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourBy applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management.
ICONMA, LLCNewOracle EPM / Financial Planning Applications Consultant ICONMA, LLCOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Sandia Laboratory Federal Credit UnionFinancial Services Consultant 1 Sandia Laboratory Federal Credit UnionFinancial Services Consultant 1Livermore, CA$25.38–$27.60 / hourJob Summary: This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.
LTD GlobalFractional CFO (Consultant) LTD GlobalFractional CFO (Consultant)Pleasanton, CAPart timeYour in-depth financial knowledge and proven track record of at least 6 months in independent Fractional CFO consulting work will be essential in driving financial growth and success for our clients. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
IconmaNewOracle EPM / Financial Planning Applications Consultant IconmaOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Deloitte Touche Tohmatsu LtdNewEncore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantSan Francisco, CA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Deloitte Touche Tohmatsu LtdNewMergers and Acquisitions Financial Due Diligence Senior Consultant Deloitte Touche Tohmatsu LtdMergers and Acquisitions Financial Due Diligence Senior ConsultantSan Francisco, CA$105,400–$207,800 / yearThe team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long-term, measurable impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.
BCG Digital VenturesExpert Consultant, CFO Excellence BCG Digital VenturesExpert Consultant, CFO ExcellenceSan Francisco, CAProven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today.
Accenture PlcNewOracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantWalnut Creek, CALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Accenture PlcCPQ Consultant - Financial Services Accenture PlcCPQ Consultant - Financial ServicesSan Francisco, CAThe work: While there will never be a typical day at Accenture Song, weve highlighted a few of your exciting responsibilities: Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration.
Boston Consulting Group IncExpert Consultant, CFO Excellence Boston Consulting Group IncExpert Consultant, CFO ExcellenceSan Francisco, CAIf you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation. CloudFront Request ID: 4IYN14kSbuPFq_8odh4-M-Ik-qLubboisQLIUe3gDtoVQ4Xx0f2cDw.
The Charles Schwab CorpNewInvestment Consultant Sunnyvale, CA The Charles Schwab CorpInvestment Consultant Sunnyvale, CASunnyvale, CAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Morgan StanleyInvestment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerMenlo Park, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
(DBA) American Beacon PartnersNewRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Principal Financial GroupManaging Director - Principal Financial Network (San Jose, CA) Principal Financial GroupManaging Director - Principal Financial Network (San Jose, CA)San Jose, California$81,900–$147,600 / yearLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Initio CapitalNewCapital Raising Consultant Initio CapitalCapital Raising ConsultantSan Francisco, CARemote$75–$200As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities.
Acquisition NetworkNewAcquisition Consultant Acquisition NetworkAcquisition ConsultantSan Francisco, CARemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
T. Rowe PriceInternal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San Francisco T. Rowe PriceInternal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San FranciscoSan Francisco, CAFull timeAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!
B2BcfoFractional CFO B2BcfoFractional CFOSan Francisco, CaliforniaExperienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
Regal Executive SearchAccounting Advisory - Consultant Regal Executive SearchAccounting Advisory - ConsultantSan Francisco, CAManagers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies.
Google LLCProgram Manager III, Financial Analysis and Operations, Cloud Supply Chain Google LLCProgram Manager III, Financial Analysis and Operations, Cloud Supply ChainSunnyvale, CADevelop and advocate financial models and business cases for proposed strategic projects and New Product Introduction (NPI) programs across Cloud Supply Chain (CSCO), collaborating closely with finance and cross-functional teams to ensure accurate cost identification and requirements planning. Experience with light development or scripting (e.g., Python, SQL, Google Workspace Script) to manipulate data and automate workflows, with an understanding of or exposure to API integrations and agentic AI frameworks (e.g., LangChain, Vertex AI, or similar orchestration tools).
IconmaPrinciple Consultant Analyst IconmaPrinciple Consultant AnalystOakland, CA$1–$1 / hourRequirements:Bachelor's degree in Finance, Accounting or job-related discipline or equivalent experience Requires a minimum of six years total of accounting, financial, or business-related experience, including advanced analytical experience; preference for experience in management consulting or investment banking. Ability to work full-time in an office and remote environment; physically able to sit/stand at a computer and work in front of a computer screen for significant portions of the workday Develop KPls/KRls wherever needed to provide an initial view of performance/risks.
InfobloxNewSenior Staff IT FP&A Technology Consultant InfobloxSenior Staff IT FP&A Technology ConsultantSan Jose, CACollaborating closely with FP&A leadership, Accounting, Sales Finance, Commercial Finance, Data & Analytics, and cross-functional IT teams, you will drive the technology roadmap that powers financial planning, budgeting, forecasting, reporting, and business partner self-service enabling Infoblox to operate with the speed and precision of a high-growth, IPO-ready organization. Support the Anaplan platform end-to-end — including model governance, release management, integration strategy, and ongoing optimization — ensuring the EPM solution delivers on its promise of driver-based planning, workforce planning, revenue forecasting, and Product P&L reporting .
Kaiser PermanenteStrategy Consultant V, Medicare Line of Business Kaiser PermanenteStrategy Consultant V, Medicare Line of BusinessOakland, CA$169,800–$219,670 / yearContributes to the development and execution of business strategy by: developing complex strategic plans based on business case and advanced knowledge in one or more specialty areas of health care marketplace; driving complex problem scoping and the processes and resources needed; developing alternative strategic options, and recommending the best option(s) based on complex problem scoping, external marketplace research, and analysis of organizational and external strategic approaches; selecting challenging business goals and the processes and resources needed to accomplish them; driving alignment around the strategic plan and intended outcomes, and finding opportunities for collaboration and synergy across functions; developing and implementing advanced strategies to mitigate complex barriers, constraints, and risks to execution; and driving strategic direction in response to a changing environment. Effectively manages projects and programs by: driving the development of complex project proposals, including establishing objectives, key stakeholders, milestones, and providing deep technical leadership across programs; driving progress on program deliverables in alignment with greater business strategy and key business outcomes across functions; refining existing methodologies, and identifying and implementing new methodologies to complete initiatives with little support; and driving the execution of project plan, and supporting high-quality outcomes.
Initio CapitalNewGTM Consultant Initio CapitalGTM ConsultantSan Francisco, CARemote$75–$100This role is ideal for experienced operators or agency leaders who want to contribute their expertise to emerging startups—while expanding their network, earning income, and participating in early opportunities. We are opening our platform to seasoned business owners, agency operators, consultants, and fractional leaders who want to support early-stage companies while building meaningful advisory income streams.
Initio CapitalNewStartup Consultant Initio CapitalStartup ConsultantSan Francisco, CARemote$200,000–$250,000This role is ideal for experienced operators or agency leaders who want to contribute their expertise to emerging startups—while expanding their network, earning income, and participating in early opportunities. We are opening our platform to seasoned business owners, agency operators, consultants, and fractional leaders who want to support early-stage companies while building meaningful advisory income streams.
Farmers Insurance - Office of Ray MizrachiDistrict Office Agency Business Consultant Farmers Insurance - Office of Ray MizrachiDistrict Office Agency Business ConsultantSan Francisco, CA$60,000–$80,000 / yearThis role partners closely with agency owners and future agency leaders to drive recruiting success, improve performance, and build scalable, profitable insurance businesses. The San Francisco District Office is seeking a high-impact Agency Business Consultant to support agency growth, talent development, and operational excellence across the district.
Alvarez & Marsal Healthcare Industry Group, LLCConsultant, Healthcare Services Alvarez & Marsal Healthcare Industry Group, LLCConsultant, Healthcare ServicesSan Francisco, CAFull timeTechnology Assessment: Whether for due diligence, self-assessment, or transformation objectives we support the review and analysis of platform, data and system architectures, and related applications / products, integrations, infrastructure, processes (PLC, SDLC, compliance), data (architecture, governance, BI, etc.), security, IT teams for scale, capability, cost, resilience, maintainability risk related issues and value opportunities . Performance Improvement/Operational Turnaround : Whether serving in interim management roles or in a performance improvement advisory capacity, we draw on deep operational heritage and proven approaches (such as our proprietary rapid results diagnostic) to assess businesses and identify key areas impeding performance quickly and effectively.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cupertino, CACupertino, CAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorMenlo Park, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Accenture PlcWealth Management Consultant Accenture PlcWealth Management ConsultantWalnut Creek, CAKey responsibilities of the Wealth Management Consultant may include: • Design and implement business changes that drive industry-specific, function, and digital operating model transformation, focusing on tasks relating to people and process. • Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.
Northern TrustWest Coast Consultant Relations Director Northern TrustWest Coast Consultant Relations DirectorSan Francisco, CAFull timeThe Director of Consultant Relations, West Coast is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States. This role represents the firm's full suite of investment capabilities-including traditional and alternative strategies-and partners closely with internal sales, investment, and client service teams to drive consultant engagement, ratings, and adoption.
GoogleTechnical Solutions Consultant, Marketing Finance Transformation GoogleTechnical Solutions Consultant, Marketing Finance TransformationMountain View, CAFull timeHelp create integrated system requirements, determine constraints and dependencies, define timelines, write detailed functional and test specifications, evaluate design alternatives and implications on functionality, effort, performance and operations, and drive projects to completion. The Marketing Finance Transformation team collaborates with Marketing, Finance and Engineering teams to ensure robust and scalable financial processes, data and tools to empower our stakeholders with accurate, reliable and timely financial reporting and insights.
ZSNewDecision Analytics Consultant - Digital & Technology Advisory ZSDecision Analytics Consultant - Digital & Technology AdvisorySouth San Francisco, California
Google LLCFinancial Analyst, Data Center Technology Systems Google LLCFinancial Analyst, Data Center Technology SystemsSunnyvale, CATechnical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations. Serve as a trusted advisor to engineering and infrastructure leadership, providing proactive, data-driven insights to guide resource allocation decisions with business partners.
Bank of MontrealNewTPS Treasury Consultant - Institutional Markets West Bank of MontrealTPS Treasury Consultant - Institutional Markets WestSan Francisco, CA$122,400–$228,000 / yearLeads business development efforts by building and nurturing strategic relationships with prospects and existing clients, identifying opportunities for cross-selling treasury and cash management solutions, and leveraging professional networks to expand business reach. The Treasury and Payment Solutions (TPS) Sales organization within BMO's U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries.