Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateSan Jose, CA$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager - Private Equity Deloitte Touche Tohmatsu LtdTax Manager - Private EquitySan Francisco, CA$123,000–$205,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
VP, Financial Consultant- Fremont, CA Charles SchwabVP, Financial Consultant- Fremont, CAFremont, 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.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantSan Mateo, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
NewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Sr. Financial Consultant: 26-01834 Akraya Inc.Sr. Financial Consultant: 26-01834Sunnyvale, CARemote$90–$100 / hourMost recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)! Primary Skills: SQL (Advanced), Data Analysis (Advanced), AI Tools (Intermediate), Cloud Revenue (Advanced), Financial Modeling (Intermediate), Contract Type: W2 Contract.
Workday Financial Consultant - Accounting Center Pyramid, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourFull timeBy 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.
VP, Financial Consultant Menlo Park, CA The Charles Schwab CorpVP, Financial Consultant Menlo Park, CAMenlo Park, 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.
VP, Financial Consultant San Mateo, CA The Charles Schwab CorpVP, Financial Consultant San Mateo, CASan Mateo, 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.
VP, 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.
VP, Financial Consultant Fremont, CA The Charles Schwab CorpVP, Financial Consultant Fremont, CAFremont, 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.
Oracle 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.
Salesforce Financial Services Cloud Consultant- Enterprise Slalom IncSalesforce Financial Services Cloud Consultant- EnterpriseCA$126,000–$154,000 / yearOur team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.
Leadership Consultant - Consultant & Senior Consultant Levels BTS Group ABLeadership Consultant - Consultant & Senior Consultant LevelsSan Francisco, CA$100,000–$135,000 / yearWe work in small teams to develop designed experiences think customized leadership simulations, behavioral assessments, or app-based digital learning then we facilitate these engagements with our clients in working sessions that incorporate humor, fun, and competition; and you're the facilitator and coach who makes these experiences impactful and memorable. Within our Leadership COE, you will deepen expertise in leadership development strategy, assessment, and behavior change while also drawing on BTS's broader areas of practice: Strategic Alignment, Business Acumen, and Sales & Marketing.
Investment Consultant Soquel, CA The Charles Schwab CorpInvestment Consultant Soquel, CASoquel, 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.
Director, Sales Business Management Consultant Advisor Services The Charles Schwab CorpDirector, Sales Business Management Consultant Advisor ServicesSan Francisco, CARemoteDesign and develop scalable sales training curriculum and learning assets based on a proven history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation. Through consulting engagements, workshops, training programs, and thought leadership, the team helps advisory firms grow, improve profitability, scale effectively, align their teams, and prepare for the future.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill OfficeSan Francisco, CaliforniaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Acquisition 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.
Executive Search Senior Associate, Financial Services Heidrick & StrugglesExecutive Search Senior Associate, Financial ServicesSan Francisco, CaliforniaThe search process includes working with clients to develop position specifications; interviewing, and assessing prospective candidates and building a pipeline of qualified candidates for active searches meeting the client’s requirements; developing the candidate relationship; and candidate referencing. Working closely with our expert Search Partners & Principals (Consultants), Senior Associates build upon their existing professional skills in a hands-on environment and continue to receive world class mentorship and professional development in an apprenticeship-style method.
Professional Services Consultant Ripple LabsProfessional Services ConsultantSan Francisco, CA$116,000–$145,000 / yearDeveloped using the latest technology, Ripple Treasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world.