(USA) Staff, Product Manager - Credit Walmart Inc(USA) Staff, Product Manager - CreditSan Bruno, CA$143,000–$286,000 / yearThis role requires a unique combination of fintech expertise, platform thinking, growth mindset, and AI fluency to build intelligent, scalable credit infrastructure that serves millions of members worldwide. We are looking for a Staff Product Manager to lead the Global Credit Platform-a high-stakes, high-visibility initiative at the intersection of financial services, membership, and retail technology.
Software Engineer, Agent - Insurance SierraSoftware Engineer, Agent - InsuranceSan Francisco, CaliforniaOur Financial Services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle—the hours after a family discovers their home has been damaged by a wildfire and begins filing a claim; the difficult conversation following the loss of a loved one as beneficiaries navigate a life insurance claim; the frustration of dropping a phone, shattering the screen, and trying to quickly understand coverage and arrange for a repair or replacement. Our financial services customers span insurers that provide protection for life’s most challenging moments, systemically important banks, neobanks committed to building more delightful banking software, vertically integrated ecosystems like Rocket Companies, and more.
Litigation Attorney Earned Wealth Advisors, LLC.Litigation AttorneyWalnut Creek, CA$125,000–$250,000 / yearWe are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor's full financial life.
Legal Receptionist Earned Wealth Advisors, LLC.Legal ReceptionistWalnut Creek, CA$21–$25 / hourWe are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor's full financial life.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
Director, Technical Accounting and Financial Reporting Brex IncDirector, Technical Accounting and Financial ReportingSan Francisco, CARemote$252,216–$315,270 / yearBy combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. You will be the principal architect of Brex's financial reporting and technical accounting framework, ensuring the highest level of compliance with GAAP while navigating the complexities of a fast-growing fintech environment.
Customer Service Representative TMX Finance Family of CompaniesCustomer Service RepresentativeVacaville, CAThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Customer Service Representative (Bilingual) TMX Finance Family of CompaniesCustomer Service Representative (Bilingual)Oakland, CAThe Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You'll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
(USA) Technician, Facility Services, HVAC-Refrigeration Walmart Inc(USA) Technician, Facility Services, HVAC-RefrigerationAntioch, CA$35–$70 / hourAs a Supermarket Rack Refrigeration HVAC Technician at our local retail store, your role will support and oversee repair within the Walmart facilities Refrigeration HVAC equipment team and assets by utilizing commercial HVAC and Refrigeration skills and using hand tools, digital tools, power tools, and other equipment to complete jobs. Key Responsibilities: Maintain and repair Walmart facility's Refrigeration HVAC equipment and assets by utilizing commercial HVAC and Refrigeration skills and using hand tools, digital tools, power tools, and other equipment to complete jobs.
NewAssistant Director, Patient Access Services over Stanyan, Hyde, and BCH Oakland UCSF Medical CenterAssistant Director, Patient Access Services over Stanyan, Hyde, and BCH OaklandSan Francisco, CAWorking in conjunction with the admitting and referring providers, nursing, care transitions professionals and key administrative staff to include the Pre-Access Operations, Hospital and Medical Group Contracting Services, Patient Financial Services, Patient Relations, Compliance, Regulatory and Privacy teams, the Assistant Director will design and be instrumental in workflows and processes to ensure effective and optimal patient experience and patient flow. The Assistant Director, Community Hospitals Admissions and Registration, manages the Patient Access and business operations of UCSF Health Community Hospital patient access services locations and services encompassing multiple hospitals and numerous separate points of patient access and 24/7 and extended hour operations.
Agentic Customer Success Manager, Senior Manager Salesforce IncAgentic Customer Success Manager, Senior ManagerSan Francisco, CA$123,100–$227,000 / yearYou help keep the "AI Flywheel" spinning by collaborating with a cross-functional ecosystem of internal Salesforce teams and consulting partners, leveraging agent telemetry to drive data-informed improvements, and identifying the next high-impact opportunities for your customers. 6+ years of work experience, with 3+ years in Customer Success, Professional Services, or Management Consulting, focused on adoption and change management for enterprise SaaS - preferably in Supply Chain/Manufacturing or Financial Services.
NewSales Executive HRTXSales ExecutiveSan Francisco, CaliforniaAt least 6 months to 1 year of experience in sales or customer service (especially in Pharma, Banking, or Financial Services). Cagayan, Isabela, Vigan, Laoag, Baguio, Bulacan, Tarlac, La Union, Dagupan, Pangasinan, Nueva Ecija, Cabanatuan.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCorte Madera, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - San Rafael Main - Spanish Preferred Bank of America CorpCredit Solutions Advisor - San Rafael Main - Spanish PreferredSan Rafael, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Professional Services Project Manager Cloudflare IncProfessional Services Project ManagerCADemonstrated proficiency using AI tools in a professional delivery context - for example, drafting and summarizing project artifacts, meeting notes and action items, status and executive reporting, risk analysis, resource/budget forecasting, or projet assets - with sound judgment on the responsible and secure use of AI. Proactively leverage AI tools to optimize project workflows and delivery - automating status reporting, meeting summarization and action tracking, risk detection, and documentation - serving as a force multiplier for yourself and your team while maximizing overall project productivity.
Transaction Advisory Services - Manager CohnReznick LLPTransaction Advisory Services - ManagerSan Francisco, CARemote$115,000–$175,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients unique business goals and risks, and insight on how emerging market forces can drive opportunity.
Investment Banking Associate - Technology (San Francisco, CA) Oppenheimer Holdings IncInvestment Banking Associate - Technology (San Francisco, CA)San Francisco, CA$150,000–$160,000 / yearQualifications: At least 3 years of experience in investment banking, primarily Technology related Strong Microsoft Excel skills essential Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player mentality with the ability to multi-task in a fast-paced, lean deal team work environment Organized and proactive; motivation to contribute to a positive, collaborative team culture Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred Series 63, 79 FINRA registrations and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Client Advisor Lithia Motors IncClient AdvisorSan Francisco, CA$48,200–$158,700 / yearThis is a performance-driven position, eligible for short-term and/or long-term incentives as part of total compensation, which includes commission on individual payable gross, and bonuses based on individual units sold, and manufacturer approvability. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars.
Onboarding Program Lead, Corporate RIA Altruist CorpOnboarding Program Lead, Corporate RIASan Francisco, CAWe''re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist''s newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you''ll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateSan Francisco, CAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.