NewFinancial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
Marketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
Sr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / yearVisa 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.
NewPrimary Care Physician (Financial District Sutter) - Sign-On Bonus Available One MedicalPrimary Care Physician (Financial District Sutter) - Sign-On Bonus AvailableSAN FRANCISCO, CA$308,700–$369,000 / yearOur 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.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisorySan Francisco, CA$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. 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.
NewAssociate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLCAssociate U.S. Economist, Business and Economic InsightsFoster City, CA$123,000–$190,900 / yearWe 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.
Manager, Global Corporate Development Visa Technology and Operations LLCManager, Global Corporate DevelopmentSan Francisco, CA$146,200–$233,700 / yearVisa’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.
Sr. Manager, Global Corporate Development Visa Technology and Operations LLCSr. Manager, Global Corporate DevelopmentSan Francisco, CA$169,100–$270,800 / yearVisa’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.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, CA$27–$31 / hourPart timeCustomer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Financial Services Associate - Atlanta Recruiting From ScratchFinancial Services Associate - AtlantaSan Francisco, CaliforniaWith a strong commitment to understanding and advocating for clients' ideas and aspirations, this firm has grown into one of the largest in the Southeast, boasting a team of over 400 professionals across various practice areas. Collaborate with finance groups, including securitization, renewable energy project finance, and real estate finance teams.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CA$179,850–$340,970 / yearBaker 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.
Associate Vice Provost for Student Financial Services University of San FranciscoAssociate Vice Provost for Student Financial ServicesSan Francisco, CA$170,000–$190,000 / yearJob 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.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The 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.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesCA$80,000–$115,000 / yearOur 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.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker 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.
Federal Reserve Financial Services Manager, Operations Customer Testing Services The Federal Reserve SystemFederal Reserve Financial Services Manager, Operations Customer Testing ServicesSan Francisco, CAFRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service. Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service.
Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Ernst & Young Global LtdSales Executive - Associate Director, San Francisco (Financial Services and BCM)San Francisco, CA$237,180–$272,820 / yearIf 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.
Assurance Senior Associate [Financial Services Group] CohnReznick LLPAssurance Senior Associate [Financial Services Group]San Francisco, CA$75,000–$120,000 / yearLocated 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.
Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPManager, CFO Advisory - Financial ServicesSan Francisco, CaliforniaBaker 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.
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesSan Francisco, CANote: 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).
Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare SystemDirector, Patient Financial Services - Patient Accounting - FT - M-F 8AMFremont, CA$79.80–$111.72 / hourDemonstrates 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.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CaliforniaBaker 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.
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeA&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.
Vice President, Service - Global Financial Services Gerson Lehrman Group IncVice President, Service - Global Financial ServicesSan Francisco, CA$135,000–$170,000 / yearThe 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 .
Executive Search Senior Associate, Financial Services Heidrick & Struggles International IncExecutive Search Senior Associate, Financial ServicesSan Francisco, CAThe 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.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Francisco, CADevelop 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.
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe'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.
Senior Financial Services Specialist(General Services Agency) Alameda CountySenior Financial Services Specialist(General Services Agency)Oakland, CAUnder 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.
Financial Services Specialist II(General Services Agency) Alameda CountyFinancial Services Specialist II(General Services Agency)Oakland, CAUnder 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.
Strategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the 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.
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.
Strategic Project Lead (Financial Services) Coastal Wave RecruitingStrategic Project Lead (Financial Services)San Francisco, CA$150,000–$225,000This 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.
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.
Sales Director, Financial Services LiveRampSales Director, Financial ServicesSan Francisco, New YorkHundreds 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.
Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra LtdSalesforce Financial Services Cloud ( FSC) SME / ArchitectCADesign 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.
Principal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceSan Francisco, CA$127,700–$150,200 / yearWest Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesSan Francisco, CAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerSan Francisco, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Technology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesSan Francisco, CAKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Strategy& Financial Services Manager PricewaterhouseCoopers LLPStrategy& Financial Services ManagerSan Francisco, CA$99,000–$232,000 / yearAs a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. 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.
Director, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.
Manager, Business Development, Financial Services Marketplace KikoffManager, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners. The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196San Francisco, CAMust 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.
Salesforce Financial Services Cloud (FSC) Quality Analyst Tech Mahindra LtdSalesforce Financial Services Cloud (FSC) Quality AnalystCAThe 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.
Salesforce Financial Services Cloud Business Analyst Tech Mahindra LtdSalesforce Financial Services Cloud Business AnalystCAWe are seeking an experienced Salesforce CRM Functional Consultant/Business Analyst with deep expertise on Financial Services Cloud and Insurance industry. Collaborate with cross-functional stakeholders to gather and document clear functional and technical specifications for Salesforce enhancements.
Financial Services - International Corporate Tax Advisory - Tax Manager Ernst & Young Global LtdFinancial Services - International Corporate Tax Advisory - Tax ManagerSan Francisco, CA$116,200–$212,900 / yearIdentifying 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.
Solutions Engineer, Financial Services OpenAI LLCSolutions Engineer, Financial ServicesSan Francisco, CAFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In this role, you will: • Deliver an exceptional pre-sales customer experience for large Financial Services prospects and customers by providing technical expertise, outlining the value proposition, and answering product, API, and LLM-related questions.
Strategist, Agent Development - Financial Services Sierra Technologies IncStrategist, Agent Development - Financial ServicesCAOur 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.
NewDirector, Solutions Development Financial Services Jones Lang LaSalle IncDirector, Solutions Development Financial ServicesSan Francisco, CARemoteLead the creation of comprehensive outsourcing solutions for prospective Financial Services clients, encompassing organizational design, savings identification, technology integration, service delivery frameworks, and value proposition development. The Solution Manager serves as the strategic architect for Financial Services outsourcing proposals, combining deep operational expertise with commercial acumen to create compelling, competitive client solutions.
Enterprise Account Executive Financial Services Scale AI IncEnterprise Account Executive Financial ServicesCA$200,000–$230,000 / yearThis role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact.