Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Fund Services Plus Manager - Private Equity Fund Administration RSMFund Services Plus Manager - Private Equity Fund AdministrationSan Francisco, California$119,100–$239,300 / yearAt RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
Risk Advisory Services Principal Baker Tilly Virchow Krause, LLPRisk Advisory Services PrincipalNapa, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker 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.
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.
Client Specialist Robert W Baird & Co IncClient SpecialistMill Valley, 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.
Fractional CFO Alta AdvisorsFractional CFOSan Francisco, CAThis role is ideal for a seasoned senior finance leader—someone who has served as a CFO or VP of Finance in high-growth venture-backed startups and is eager to make an impact across multiple companies while building a thriving fractional CFO practice. You will be supported by a high-caliber team of FP&A and accounting professionals, including alumni of Big 4 accounting firms and bulge bracket investment banks, enabling you to focus your time on strategic, high-impact leadership.
Private Client Advisor II Bank of America CorpPrivate Client Advisor IIWalnut Creek, CA$100,000–$275,000 / yearKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the banks capabilities and services to meet specific client needs. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewAudit Services Partner - Life Science Bio Pharma RSMAudit Services Partner - Life Science Bio PharmaSan Francisco, CaliforniaDemonstrated leadership and management skills, with success managing multiple large or complex audit portfolios, supervising senior leadership teams, and guiding firm-wide talent development and staffing strategies. Strong stakeholder management, communication, and relationship-building skills, able to interact with senior client executives, boards or audit committees, firm leadership, and cross-functional teams.
Director, Business Management - Tax Services Armanino McKenna LLPDirector, Business Management - Tax ServicesSan Ramon, CA$154,200–$210,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review complex corporate, partnership, trust, and individual tax returns for entertainment industry professionals, athletes, high-net-worth individuals, family offices, and their related entities.
NewDirector, Service Line Administration Alameda Health SystemDirector, Service Line AdministrationOakland, CA$85.55–$142.40 / hourResponsible for all aspects of clinical and business operations of the designated service line including business development, personnel management, fiscal management, strategic planning, physician recruitment plan, developing Key Performance Indicators (KPIs) and service line financial statements, contract management, and long-range planning of business affairs in collaboration with the Vice President of Ambulatory, Associate Chief Medical Officer and other specific department head. + Plans, directs, coordinates and manages all clinical and non-clinical service line activities, projects and programs, including all aspects of clinical operations, staffing models, patient registration, patient billing, etc.
Financial Regulatory Mid-Level Associate Advocates Legal RecruitingFinancial Regulatory Mid-Level AssociateSan Francisco, CaliforniaThe platform offers a national financial regulatory practice with cross office collaboration, direct client interaction, and a steady flow of matters tied to the rapid growth of digital payments and financial technology. Our AmLaw 100 client is building out its financial regulatory bench and is hiring a mid level associate to join a nationally recognized Financial Services and Securities Enforcement team.
NewTemporary Admissions and Financial Aid Advisor (fixed term of up to approximately one year) International House at UC BerkeleyTemporary Admissions and Financial Aid Advisor (fixed term of up to approximately one year)Berkeley, CaliforniaThe role requires exceptional customer service, attention to detail, strong communication skills, sound judgment, the ability to manage competing priorities, exercise independent decision-making within established guidelines, and thrive in a fast-paced environment while maintaining a deep commitment to equity, professionalism, accountability, and student success. Reporting to the Director of Admissions and Financial Aid, the temporary Admissions and Financial Aid Advisor plays an important role in supporting prospective and current residents through the admissions and financial aid processes.
Relationship Banker - San Francisco Financial Market Bank of America CorpRelationship Banker - San Francisco Financial MarketSan Francisco, CA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Associate Patient Services Specialist Providence Health & ServicesAssociate Patient Services SpecialistNapa, CA$28.97–$36.55 / hourRequsition ID: 442069 Company: Providence Jobs Job Category: Patient Access Job Function: Revenue Cycle Job Schedule: Per-Diem Job Shift: Day Career Track: Admin Support Department: 7810 PATIENT ACCESS ED REG Address: CA Napa 1000 Trancas St Work Location: Queen of the Valley Medical Center Workplace Type: On-site Pay Range: $28.97 - $36.55 Providence Queen of the Valley Medical Center is committed to delivering top-notch healthcare, earning recognition from U.S. News & World Report as a High-Performance Hospital for heart attack, heart & kidney failure, hip fracture, stroke, and maternity care.
Relationship Banker - Shannon Southpark Financial Center Bank of AmericaRelationship Banker - Shannon Southpark Financial CenterUnion City, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Sr Financial Product Strategy Manager – HELOC & Mortgage LendingClubSr Financial Product Strategy Manager – HELOC & MortgageSan Francisco, California$156,000–$180,000 / yearYou’ll effectively act as the GM for the embedded home lending journey—from initial engagement through funding and beyond - partnering closely with leaders across Lending and Product to drive performance, scale, and member value. We’re looking for a hands-on leader to own and grow our embedded home equity and mortgage business, manage key external partnerships, and continuously improve the end-to-end member experience.
Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required Bank of AmericaRelationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin requiredSan Francisco, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Associate Director of Student Services Amethod Public SchoolsAssociate Director of Student ServicesRichmond, CADirector of Student Services, the Assistant Director of Student Services is responsible for supporting the development and implementation of school counseling programs, MTSS behavior strategies, mental health supports, career pathways, and college access programs. This role involves overseeing partnerships with academic institutions, community colleges, and business partners to ensure students' seamless transition from K-12 to college.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateSan Leandro, CA$30–$33 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Financial Center Manager Bank of AmericaFinancial Center ManagerOakland, CaliforniaUS - CA - Berkeley - 2129 Shattuck Ave - BERKELEY MAIN OFFICE (CA4112), US - CA - Emeryville - 4120 San Pablo Ave - EMERYVILLE BC (CA4137), US - CA - Oakland - 388 9th St - OAKLAND CHINATOWN BC (CA4133), US - CA - Piedmont - 345 Highland Ave - PIEDMONT BC (CA4205). Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.