1,698 Results for

Financial Services Jobs in Concord, CA

Jobs

San Mateo, CA25 days ago

Temporary
Part-time

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.

New!

San Francisco, CA4 days ago

$112,000–$150,000 Per Year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

San Francisco, CA7 days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

San Francisco, CA3 days ago

Remote

$70–$85

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 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.

New!

San Francisco, CA3 days ago

$220,000–$260,000

San Francisco, CA10 days ago

Remote

$105,000–$200,000 Per Year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Foster City, CA11 days ago

$169,100–$270,800 Per Year

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. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.

New!

San Francisco, CA4 days ago

$125,000–$175,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

New!

San Francisco, CA2 days ago

Remote

$150,000–$250,000 Per Year

Founded over 70 years ago, this California-based full-service firm has built one of the most expansive legal platforms in the region — 90+ attorneys and growing across 7 offices, 27 practice groups spanning insurance litigation, construction, white collar, international arbitration, renewable energy, oil & gas, and the 2028 LA Olympics & World Cup. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

San Francisco, CA4 days ago

$115,000–$165,000 Per Year

The Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

New!

SAN FRANCISCO, CA1 day ago

$308,700–$328,000 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.

New!

San Francisco, CA1 day ago

Remote

$180,000–$275,000 Per Year

The Labor & Employment Group carries a national reputation for landmark victories before courts, administrative agencies, and in the legislative forum, with attorneys directly responsible for key changes to the California Labor Code and Industrial Welfare Commission Wage Orders. The Labor & Employment Group carries a national reputation defending employers in complex litigation, administrative proceedings, and the legislative forum — representing clients across manufacturing, healthcare, construction, transportation, entertainment, and financial services.

San Francisco, CA10 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

New!

San Francisco, CA3 days ago

Foster City, CA10 days ago

$123,000–$190,900 Per Year

We are seeking an intellectually curious recent economics graduate student with a passion for applied economic analysis and interest in learning more about the payments industry to join our team of economists covering the U.S. market. 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.

San Francisco, CA11 days ago

$180,600–$289,300 Per Year

degree (or international equivalent)Prior experience advising on payments, cryptocurrencies, blockchain, and financial services matters, particularly supporting global product launches and driving the legal and regulatory aspects of complex business initiativesFamiliarity with U.S. federal and state payments, cryptocurrency, and privacy lawsDemonstrated ability to drive execution in a team environment, integrating legal advice and business knowledge while providing balanced advice regarding risks and benefitsMust be able to work independently and collaboratively as needed, and engage directly with business clients at all levelsMust be a practical and creative problem-solver with strong business acumen and work ethicDeveloped business acumen, with ability to understand the company's business interests and anticipate the nature and magnitude of issues that could arise in various settingsMust be able to multitask and manage a significant workload and a number of clients with minimal supervision. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD5 or more years of post-JD work experience (or international equivalent)Valid license to practice in the state where the job is located or the ability to become state registered in-house counsel in good standingCombination of in-house and law firm experience preferredStrong academic credentials, including a J.D.

San Francisco, CA11 days ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

San Francisco, CA11 days ago

$146,200–$233,700 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. 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.

San Francisco, CA13 days ago

$199,900–$320,000 Per Year

Sales Engineers partner closely with Specialist Sellers and Account Executives throughout the pre‑sales and deal cycle, ensuring solutions are technically feasible, differentiated, and aligned to client architecture and business objectives. The Sales Engineer (SE) is a technical sales specialist responsible for enabling the sale of complex Risk & Fraud related Visa products through deep solution expertise, technical validation, and value‑based selling.

New!

San Francisco, CA3 days ago

$220,000–$250,000

New!

San Francisco, CA3 days ago

$110,000–$125,000

San Francisco, CA13 days ago

This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

San Francisco, CA3 days ago

$100,000–$150,000 Per Year

Our client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a CommercialReal Estate Associate Attorney to expand its footprint across the San Francisco Bay Area. This is a high-impact role for a business-minded attorney who thrives on relationship-building, enjoys autonomy, and wants to leverage legal credibility to drive meaningful commercial real estate transactions with law firms and lenders.

San Francisco, CA20 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

San Francisco, CA13 days ago

Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

San Francisco, CA13 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

San Francisco, CA8 days ago

Use a selection of sales techniques to identify, counter and resolve objections and uses a range of influencing skills to achieve closure of the deal and achieve personal targets, whilst knowing when to compromise to gain the most equitable solution without damaging future relationships. Manage, track and close complex or large sales that may cover multiple products/services within agreed timescales, using judgment to know when to influence key decision makers to achieve timely closure of deals.

New!

San Francisco, CA2 days ago

Supports the Bank’s sales objectives and campaigns by originating or expanding commercial, C&I, small business, and home equity loans by interviewing and profiling applicants, determining financial needs, advising and counseling new and existing customers on appropriate structuring of financial products to meet their needs. Candidate will be responsible for performing duties and activities associated with generating, developing, retaining, expanding, maintaining and servicing customer relationships with mortgage loans, commercial loans, C&I, small business loans, home equity lines, and deposit accounts.

San Francisco, CA15 days ago

12-15 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

Stockton, CA2 days ago

$50,000–$70,000 Per Hour

This individual is responsible for ensuring all supporting documentation is received and reviewed in accordance with credit policy and procedures and all applicable laws and regulations prior to requesting loan documents on new loans, renewals, and extension requests. Preferred skills, such as familiarity with commercial lending processes, will enhance the assistant's ability to support loan officers and navigate complex applications.

New!

Danville, CA2 days ago

$141,576–$204,499 Per Year

Role responsibilities · Provide furry, feathered, and scaled pets with the best possible care, especially preventive care · Build close relationships with pets and the humans who love them · Work closely with teammates and cultivate a positive, dynamic work culture · Impact the future of veterinary medicine with your own expertise and ways of practicing medicine · Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: · Flexible scheduling · Ability to practice autonomous medicine · Locations all over the US to choose from · Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands · Dedicated coaching support so you can grow your career (or become a coach yourself!) · Equity, inclusion, and diversity resources · Awesome opportunities to volunteer through Mars Volunteer Program, like volunteering at coral reef cleanups or on research vessels!

New!

Antioch, CA2 days ago

$141,576–$204,499 Per Year

New!

San Ramon, CAToday

$141,576–$204,499 Per Year

New!

Danville, CA2 days ago

$141,576–$204,499 Per Year

New!

Clayton, CA2 days ago

$141,576–$204,499 Per Year

New!

Danville, CA2 days ago

$141,576–$204,499 Per Year

New!

Antioch, CA2 days ago

$141,576–$204,499 Per Year

New!

Clayton, CA2 days ago

$141,576–$204,499 Per Year

San Francisco, CA30+ days ago

$179,850–$340,970 Per Year

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. 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.

San Francisco, CA30+ days ago

$170,000–$190,000 Per Year

Job Summary: The associate vice provost will be responsible for assuring compliance with all applicable federal and state regulations and all effective and responsible business practices; provide information and support on federal and state issues to the Office of the President, the general counsel, the Vice President for SEM and will represent the University on the state and federal level when called upon; lead proactively, employing leveraging and accessing financial aid models to shape an increasingly competitive undergraduate applicant pool and supporting enrollment and retention of undergraduate and graduate students with an exemplary student service model; create and support financial literacy initiatives to educate the financial services team, students, families and other important constituents within the campus community; and supervise a staff of approximately 21 full-time positions, including professional and support staff. Proven effectiveness and expertise in financial aid: Expertise in creating systems to enhance student service in student financial services; Significant experience participating in leadership and management within student financial services; the University seeks a leader who shows genuine enjoyment in leading the student financial services function which supports the institutional goals and objectives; and an understanding of best practices nationally in the dynamic and changing landscape that directs state and federal funding.

San Francisco, CA30+ days ago

$124,910–$236,800 Per Year

San Francisco, CA30+ days ago

$237,180–$272,820 Per Year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.

Hillsborough, CA30+ days ago

$70,000–$75,000

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

San Francisco, CA18 days ago

Working hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in developing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process. Candidates will be expected to have a net-new client development track-record of achievement with an emphasis on large, strategically transformative strategy or technology-led programs in one or more of the following business areas: Marketing, MarTech, Customer Experience, Customer Data Management, and Content Supply Chain.

San Francisco, CA30+ days ago

$75,000–$120,000 Per Year

Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more-our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence, and timely response to questions and requests. As a result of the unique organizational structure of most private investment funds, youll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.

San Francisco, California30+ days ago

San Francisco, CA30+ days ago

$80,000–$115,000 Per Year

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

San Francisco, CA30+ days ago

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Atlanta, GA, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; Sunnyvale, CA, USA; New York, NY, USA; Austin, TX, USA; San Francisco, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).

San Francisco, CA30+ days ago

$135,000–$170,000 Per Year

The Vice President, Global Financial Services is a key commercial and people leadership role overseeing a portfolio of global private equity accounts, with a primary focus on venture capital and technology investors. Work in close partnership with Client Segment leadership and Managers to ensure team headcount and priorities are aligned with client demand and opportunity, identify capacity needs, and own hiring decisions for client service teams .

San Francisco, California30+ days ago

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Financial Services Jobs in Concord, CA

Financial Services Representative (Summer Employee) Monterra Credit Union

Tax Manager, Private Client Services bdo consulting

Tax Experienced Manager, Private Client Services bdo consulting

Interim Financial Systems Lead (NetSuite, Zip) Vaco LLC

Director, Technical Accounting & Financial Reporting Vaco LLC

Associate Attorney - Civil Defense Jobot

Sr. Product Manager, Global Token Services Visa Technology and Operations LLC

Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consulting

Insurance Defense Attorney — General Liability — $150k to $250k + Bonus — Hybrid Remote — Established Regional Firm Jobot

Tax Experienced Manager, Core Tax Services bdo consulting

Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available One Medical

Employment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — California Jobot

Relationship Manager - Wealth Management Kforce Inc.

Associate/Vice President, Wealth Advisory Model Portfolio Sales BlackRock

Associate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLC

Sr. Associate Counsel Visa Technology and Operations LLC

Sr. Manager, Global Corporate Development Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Senior Manager, Fraud Solutions Engineering (Pre-Sales) Visa Technology and Operations LLC

Sr. Manager of Tax Vaco LLC

Fund Accountant Vaco LLC

Managing Director, Venture & Growth Stage Lending Stifel

Real Estate Associate Attorney - Business Development In-house Pernini Recruiting Company

Assistant Vice President, Fund Banking Stifel

Managing Director, Fund Banking (Fund Finance) Stifel

Vice President, Fund Banking Stifel

Vice President, Senior Sales Manager Hsbc Private Bank

Commercial Loan Officer Bank of the Orient

Senior Director, Client Executive BNY

Commercial Loan Assistant Oak Valley Community Bank

Doctor Banfield Pet Hospitals

Relief Vet Banfield Pet Hospitals

Veterinarian Banfield Pet Hospitals

Doctor of Veterinary Banfield Pet Hospitals

DVM Banfield Pet Hospitals

Doctor of Veterinary Medicine Banfield Pet Hospitals

Vet Part-Time Banfield Pet Hospitals

Part-Time Veterinarian Banfield Pet Hospitals

Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLP

Associate Vice Provost for Student Financial Services University of San Francisco

Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLP

Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Ernst & Young Global Ltd

Client Services Specialist – Financial Services All Financial Freedom

Vice President, Sales Executive - Adobe Alliance -Financial Services (FSI) & Telco/Media/Technology Deloitte Touche Tohmatsu Ltd

Assurance Senior Associate [Financial Services Group] CohnReznick LLP

Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)

Customer Engineer, Data Analytics, Financial Services Google LLC

Vice President, Service - Global Financial Services Gerson Lehrman Group Inc

Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

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