NewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
NewPersonal Banker/Financial Services Representative (Torrance) California Credit UnionPersonal Banker/Financial Services Representative (Torrance)Redondo Beach, CA$22.88–$28.73 / hourPrincipal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction.
NewPersonal Banker/Financial Services Representative (Santa Ana) California Credit UnionPersonal Banker/Financial Services Representative (Santa Ana)King, CA$22.88–$28.73 / hourPrincipal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction.
NewFinancial Reporting Manager x 130K - 155K + bonus x South Bay Vaco LLCFinancial Reporting Manager x 130K - 155K + bonus x South BayHawthorne, CA$130,000–$160,000Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, 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 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.
Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, 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 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.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
Tax Managing Director, Transaction Advisory Services bdo consultingTax Managing Director, Transaction Advisory ServicesCosta Mesa, CA$250,000–$350,000 / yearThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). 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.
NewSr. Financial Analyst Advantex Professional ServicesSr. Financial AnalystLynwood, CAWe are searching for a Senior Financial Analyst with experience in manufacturing, distribution, CPG, food, logistics, or supply chain-driven industries for our client in the Rancho Dominguez area. Financial Analyst will partner closely with operations, supply chain, and leadership teams to provide financial insights that support business decisions.
Paralegal State Farm Mutual Automobile Insurance CompanyParalegalOntario, CA$62,062–$92,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.
NewManager, Engineering Services - Project Manager Aspire BakeriesManager, Engineering Services - Project ManagerOntario, CA$109,000–$135,000As a Manager, Engineering Services – Project Manager you will be accountable for leading capital engineering projects from concept through commissioning while driving reliability improvements and supporting new product development. With 13 commercial bakeries across North America and a reputation as an industry leader, Aspire Bakeries is rising together with our people and our customers to be the best all-around bakery solution.
Tax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
NewAssociate Attorney JobotAssociate AttorneyWest Los Angeles, CA$150,000–$160,000 / yearIts work spans corporate and securities, banking and finance, and intellectual property matters, representing a client base that ranges from early stage technology companies to international investment funds, real estate investment firms, and established operating businesses. Sophisticated deal work without big firm bureaucracy: Associates get exposure to complex corporate, securities, and finance transactions, cross border deals, joint ventures, and fund formation work, all within a leaner, more collaborative team structure.
NewPartner JobotPartnerIrvine, CARemote$180,000–$300,000 / yearOur 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.
NewHospice Director of Patient Care Services (RN)- Covina, CA Vitas HealthcareHospice Director of Patient Care Services (RN)- Covina, CACovina, CA$140,000–$155,000 / yearAs a patient care administrator (PCA), you will join the senior leadership team for a VITAS service area, ensuring the clinical, financial, and operational aspects of hospice are running smoothly within your purview. Supported by industry-leading experts and a growing network of programs in 15+ states, VITAS empowers team members to grow toward their goals while transforming patients’ lives.
NewService Associate Trilogy FinancialService AssociateIrvine, CA$25–$28 / hourWhether it’s responding to advisor questions, preparing quarterly reports, managing projects, or coordinating with clients, your work helps ensure that retirement plans stay on track. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs.
SSC - Business Analyst (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - Business Analyst (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$115,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
SSC GP - FMS Business Analyst (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC GP - FMS Business Analyst (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$115,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
SSC - AF Management Admin (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - AF Management Admin (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$90,000 / yearAir Force Management Administrators must have experience working with the Department of Defense (DoD) in one or more of the following areas; Education Management, Unit Deployment/Readiness Management, Enlisted (ERP) and Officer Performance Report (OPR) Management, Supplies Management, Space Allocation Management, Executive Support Services and/or Manpower and Personnel Management. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
Insurance Defense Trial Attorney State Farm Mutual Automobile Insurance CompanyInsurance Defense Trial AttorneyCosta Mesa, CA$129,250–$180,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Anaheim, CAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Corona, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options Available Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate) Hybrid/Remote Options AvailableCorona, CARemote$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
Insurance Agent Cornerstone FinancialInsurance AgentMonrovia, CA$1,000–$5,000 / monthTemporaryContractorPart timeWe are seeking motivated, coachable individuals who are interested in learning the financial services industry and helping families protect their financial futures. This opportunity offers flexible scheduling, professional development, and the ability to build an independent business while making a meaningful impact in people's lives.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCA$77,000–$214,000 / yearA 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerCA$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
Financial Services Officer - Irvine Banc of CaliforniaFinancial Services Officer - IrvineIrvine, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Officer - Anaheim Banc of CaliforniaFinancial Services Officer - AnaheimAnaheim, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Manager Penske Buick GMC of CerritosFinancial Services ManagerCerritos, CA$8,171–$18,923This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.
NewBank Financial Services Representative (Personal Banker) First Citizens BankBank Financial Services Representative (Personal Banker)Santa Monica, California$23–$35 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Senior Solutions Architect, Financial Services GitLab IncSenior Solutions Architect, Financial ServicesCA$154,200–$231,300 / yearIn your first year, you''ll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab''s differentiated position in an AI-driven DevSecOps landscape for regulated industries. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you''ll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
NewFinancial Services Manager-SB Penske Cadillac Buick GMC of South BayFinancial Services Manager-SBTorrance, CA$8,823–$23,389The estimated monthly earnings for the Financial Services Manager position ranges from $8,823 to $23,389 after factoring all forms of compensation including hourly pay and commission/bonus pay and overtime, as applicable. This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.50 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit other than sales performance.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Enterprise Sales Director, Financial Services 360pi (Inactive)Enterprise Sales Director, Financial ServicesCA$115,000–$140,000 / yearAs a critical contributor to Numerator's growth, you will report to the Head of Financial Services and own the full enterprise sales cycle while consistently meeting or exceeding sales targets - from prospecting new accounts through product trials, ad hoc scoping, negotiation, and close, all while expanding relationships within existing clients. You will build strategic relationships and drive adoption of Numerator's solutions across Institutional Investors (hedge funds, asset managers, long-only funds) and Financial Institutions (banks, card networks, and payment providers).
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$99,000–$266,000 / yearA 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.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerIrvine, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociateCARemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Insurance and Financial Services Position - State Farm Agent Team Member Fenton Sanger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberEl Segundo, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. 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.
Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Director, Patient Financial Services (PFS) - Healthcare CBO GuidehouseDirector, Patient Financial Services (PFS) - Healthcare CBOEl Segundo, CaliforniaThe Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
NewAudit Manager - Financial Services CroweAudit Manager - Financial ServicesCosta Mesa, CaliforniaThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
Financial Services Attorney Hinshaw & Culbertson LLPFinancial Services AttorneyCA$140,000–$190,000 / yearTitle:Financial Services AttorneyID:731229054Department:AttorneyLocation:CaliforniaSalary Range:Estimated $140,000 to $190,000 annually. Hinshaw & Culbertson LLP, a leading national law firm, is seeking a California-licensed litigation attorney with 4+ years of experience to join its Consumer Financial Services practice.
Financial Services Administrative Coordinator CbFinancial Services Administrative CoordinatorUpland, CaliforniaZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingCAWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Supervisor, Patient Financial Services - Reimbursement Service Rady Children's HospitalSupervisor, Patient Financial Services - Reimbursement ServiceCA$34.14–$46.94 / hourJOB SUMMARY: Supervises staff in Patient Financial Services overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and SSI clearinghouse. In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in patient financial services for a large hospital or health system.
Principal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Financial Services Tech (FST) - Mental Health 109 Telecare CorpFinancial Services Tech (FST) - Mental Health 109Long Beach, CAYES X Simple Grasping (right hand) X Simple Grasping (left hand) X Power Grasping (right hand) X Power Grasping (left hand) X Fine Manipulation (right hand) X Fine Manipulation (left hand) X Pushing & Pulling (right hand) X Pushing and Pulling (left hand) X Reaching (above shoulder level) X Reaching (below shoulder level) X. Performs client eligibility tasks, including: Interviewing all clients upon admission to determine financial status, completing necessary forms including applications for Medi-Cal and SSI, informing clients and/or payees of their financial responsibilities.
Lead Solution Engineer - Financial Services Salesforce IncLead Solution Engineer - Financial ServicesCA$134,750–$180,250 / yearThrough collaboration with the customer, internal business stakeholders like Account Executives, Solution Engineering peers, Product Management, Product Marketing, and more, you will develop thoughtful solutions and interact with the entire customer lifecycle. The Lead Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending).