1,642 Results for

Financial Services Jobs in Concord, CA

Jobs

New!

San Francisco, CA4 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, CA4 days ago

$220,000–$260,000

Foster City, CA12 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.

San Francisco, CA11 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.

New!

San Francisco, CA3 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, CA2 days 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.

San Francisco, CA11 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 RAFAEL, CA1 day ago

$21–$26

Overview: Join Healthcare Services Group (HCSG) as an Environmental Services Manager in Training, where you will learn to manage your own account and oversee housekeeping, laundry, and floor care operations at a long-term care facility. Additional Pay Information: Pay wage will vary based on objective factors, including location, years of experience, staffing needs, and other business reasons.

New!

San Francisco, CA1 day ago

Collaborates with medical center departments, community agencies and health plan members on matters related to discharge planning and ensures that services are provided in an integrated fashion. Recommends, develops, and implements new programs enhancing services to specialized patient populations and reducing hospital and office visit utilization.

Foster City, CA11 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, CA12 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, CA12 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, CA12 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, CA14 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, CA4 days ago

$220,000–$250,000

New!

San Francisco, CA4 days ago

$110,000–$125,000

San Francisco, CA16 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.

San Mateo, CA26 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.

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

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, 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.

San Francisco, California30+ days ago

San Francisco, CA19 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, 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, California30+ days ago

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, CA30+ days ago

The 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.

San Francisco, CA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Oakland, CA30+ days ago

Under direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs.

San Francisco, CA11 days ago

Develop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.

Oakland, CA12 days ago

Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.

Fremont, CA30+ days ago

$79.80–$111.72 Per Hour

Demonstrates ability to successfully perform duties through knowledge of patient and third party billing, Strong leadership, managerial and interpersonal skills, Computer skills/competency in EHR, preferably EPIC, electronic billing and follow-up systems in all areas of responsibility. Certifications:Desired: Certification of "Manager of Patient Accounts" from the Healthcare Financial Management Association (HFMA).Experience: Recent 5 to 7 years of Management in a hospital setting of which 2-3 years should be in the position of a director.

CA30 days ago

We're seeking a experienced and certified Salesforce Financial Services Cloud (SF FSC) with deep expertise in Financial Services Cloud (FSC) and Contact Center solutions. This role is for financial services (especially insurance domain) requiring good communication skills, and the ability to translate business needs into scalable solutions.

San Francisco, New York30+ days ago

Hundreds of global innovators, from iconic consumer brands and tech giants to banks, retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements. LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases—within organizations, between brands, and across its premier global network of top-quality partners.

San Francisco, CA20 days ago

$150,000–$225,000

This is a unique opportunity to work at the intersection of finance and frontier AI—helping build reinforcement learning environments that train next-generation AI models for real-world financial workflows. You'll partner directly with leading AI labs and play a critical role on a lean, high-impact team preparing for its next stage of growth.

Walnut Creek, CA30+ days ago

We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

CA30 days ago

Design scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.

CA30 days ago

San Francisco, CA24 days ago

Must have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. 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, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.

San Francisco, California30+ days ago

Our 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 instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our customers are systemically important banks, neobanks committed to building more delightful banking software, insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.

San Francisco, CA30+ days ago

$99,000–$266,000 Per Year

A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

San Francisco, CA30+ days ago

$116,200–$212,900 Per Year

Identifying and answering complex domestic and international tax issues Providing technical tax advice and planning services to a portfolio of projects Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow. To qualify for the role, you must have A bachelors degree and around five years of related work experience or a graduate degree and four years of related work experience A US CPA license or US state bar membership Tax due diligence, deal-structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience.

San Francisco, CA30+ days ago

Our 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 instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Example successful candidates include: Engagement Managers from leading management consulting firms Product Managers who have interfaced with customers when developing and launching new products or features, especially those involving many streams of effort.

CA30 days ago

The ideal candidate will have a strong background in software testing and automation, specifically within Salesforce environments including test case creation and test case management. Collaborate with developers and Saleforce Functional Consultants/ Business analysts to analyze requirements and design comprehensive, effective test cases.

San Francisco, CA12 days ago

Remote

$208,150–$278,450 Per Year

Salesforce is seeking a dynamic and experienced Regional Vice President (RVP) to lead a high-performing team of 7-8 Platform Account Executives focused on some of our largest and most strategic Enterprise Financial Services customers across AMER. This role sits within our Platform Specialist Sales organization and is squarely focused on our Trusted and Developer solutions - the product suite that helps financial services organizations secure their investments in Salesforce and Agentforce.

San Francisco, New York13 days ago

Remote

Salesforce is seeking a dynamic and experienced Regional Vice President (RVP) to lead a high-performing team of 7–8 Platform Account Executives focused on some of our largest and most strategic Enterprise Financial Services customers across AMER. This role sits within our Platform Specialist Sales organization and is squarely focused on our Trusted and Developer solutions — the product suite that helps financial services organizations secure their investments in Salesforce and Agentforce.

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Financial Services Jobs in Concord, CA

Interim Financial Systems Lead (NetSuite, Zip) Vaco LLC

Director, Technical Accounting & Financial Reporting Vaco LLC

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

Associate Attorney - Civil Defense Jobot

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

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

Relationship Manager - Wealth Management Kforce Inc.

Environmental Services - Manager in Training Healthcare Services Group, Inc.

Manager Social Services Case Management Kaiser Permanente

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

Sr. Associate Counsel Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Sr. 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

Senior Director, Client Executive BNY

Financial Services Representative (Summer Employee) Monterra Credit Union

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

Client Services Specialist – Financial Services All Financial Freedom

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

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

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

Assurance Senior Associate [Financial Services Group] CohnReznick LLP

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

Customer Engineer, Data Analytics, Financial Services Google LLC

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

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

Executive Search Senior Associate, Financial Services Heidrick & Struggles International Inc

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Senior Financial Services Specialist(General Services Agency) Alameda County

Field Sales Representative II, Financial Services Google LLC

Financial Services Specialist II(General Services Agency) Alameda County

Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare System

Salesforce Financial Services Cloud Tech Lead Tech Mahindra Ltd

Sales Director, Financial Services LiveRamp

Strategic Project Lead (Financial Services) Coastal Wave Recruiting

Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-Coffin

Salesforce Financial Services Cloud (FSC) SME Tech Mahindra Ltd

Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra Ltd

Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global Ltd

Strategist, Agent Development - Financial Services Sierra

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Services - International Corporate Tax Advisory - Tax Manager Ernst & Young Global Ltd

Strategist, Agent Development - Financial Services Sierra Technologies Inc

Salesforce Financial Services Cloud (FSC) Quality Analyst Tech Mahindra Ltd

Regional Sales Vice President, Platform Sales - Enterprise Financial Services Salesforce Inc

Regional Sales Vice President, Platform Sales – Enterprise Financial Services Salesforce

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