Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
NewFinancial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. 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.
NewFinancial Services Litigation Associate Attorney Direct CounselFinancial Services Litigation Associate AttorneySan Francisco, CA$215,000–$290,000 / yearThis is an exciting opportunity for a midlevel associate with at least three years of experience in securities and financial services litigation who is looking to take on meaningful responsibility, work directly with clients, and collaborate with experienced litigators on sophisticated, high-profile matters. Location: New York, NY or San Francisco, CA Direct Counsel is seeking a Financial Services Litigation Associate Attorney to join a nationally recognized Am Law firm with a premier litigation practice.
NewFinancial Services Representative CommonWealth Central Credit UnionFinancial Services RepresentativeSan Jose, CA$27.25–$34.05 / hourAs a Financial Services Representative, your major responsibilities will include: Ensure fulfillment of members' financial needs through discussions of financial wellness. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union's State of California's Credit Insurance Business Entity License.
NewDirector, Marketing Services Innovation & Commercialization VisaDirector, Marketing Services Innovation & CommercializationSan Francisco, CA$151,600–$285,600 / 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. This role requires strong analytical, strategic, and storytelling capabilities, as well as the ability to operate cross-functionally to bring new solutions to life and enable the broader organization to successfully sell and deliver them.
NewSenior Financial Analyst JobotSenior Financial AnalystSan Francisco, CA$125,000–$150,000 / yearThe Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support. 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.
NewClient Services Associate Thriving Asset Management LLCClient Services AssociatePalo Alto, CA$90,000–$110,000 / yearAre you an experienced client services professional at a wealth management firm who enjoys building lasting relationships, solving problems, and making a meaningful difference for clients? If you're looking for a stable, rewarding career in client service-and not pursuing a financial advisor or sales career-we offer an environment where your expertise is appreciated, and your contributions truly matter.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewStudent Services Officer MaxonicStudent Services OfficerStanford, CAContractorWorks on problems of moderate complexity (size, degree, focus, expertise) where analysis of situations or data requires a review of a variety of factors. Administer and support a program or function or a segment of a larger program or function within a single unit under general supervision.
NewManager, Business Tax Services - 5500 Preparation KPMGManager, Business Tax Services - 5500 PreparationSan Francisco, CA$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
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.
Digital Marketing Lead MONTERRA CREDIT UNIONDigital Marketing LeadRedwood City, CA$40–$45 / hourOwn and lead the end‑to‑end digital marketing strategy across all owned digital channels, including digital and social media platforms, SEO, the public website, email, text messaging, online banking, and the mobile app, while also supporting digital media optimization in collaboration with marketing leadership and agency partner. As a key member of Monterra Credit Union’s Marketing team, the Digital Marketing Lead owns and drives the end-to-end digital marketing strategy to accelerate member acquisition, product adoption, engagement, and retention across deposit, loan, and ancillary products and services.
NewStaff Financial Analyst Compunnel, Inc.Staff Financial AnalystLos Gatos, CAAs a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments.
Network Manager MONTERRA CREDIT UNIONNetwork ManagerRedwood City, CA$133,000–$156,000 / yearDesired technical skills: Windows 2016/19/22 servers, Windows desktops/workstations, VMware, VPN, Exchange server/Active Directory, Microsoft 365, Google Workspace, AWS, MS Office applications, Cisco and Arista routers/switches/firewalls, LAN/WAN technologies, network backup and anti-virus systems, and Cisco Webex. WAN and LAN Management: Plan, design, implement, control, and monitor WAN and LAN systems, including managing SD-WAN network security (both internal and external) through user specifications, activity tracking systems, and software security options.
NewRespite Services Program Manager PRC Baker PlacesRespite Services Program ManagerSan Francisco, CAMission Statement: Our mission is to help people affected by HIV/AIDS, substance use, or mental health issues better realize opportunities by providing integrated legal, social and health services that address the broad range of social risk factors that impact wellness and limit potential. Job Description PRC Baker Places is a non-profit organization dedicated to serving the San Francisco community through legal advocacy, workforce development, financial services, and residential treatment programs.
NewTechnical Director - Accounting Advisory Services KPMGTechnical Director - Accounting Advisory ServicesSan Francisco, CA$195,415–$370,530 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
VP, Financial Consultant- San Mateo, CA Charles SchwabVP, Financial Consultant- San Mateo, CASan Mateo, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Primary 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.
NewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Senior Software Engineer, Backend - Financial Product RipplingSenior Software Engineer, Backend - Financial ProductSan Francisco, CAOur team builds and maintains the core financial products that enable businesses to operate seamlessly, covering areas such as: • Global Payroll: Developing the systems for calculating, filing, and processing payroll across multiple countries, including tax logic, compliance, and direct money movement infrastructure. This platform delivers secure, fault-tolerant, scalable primitives for money movement, billing, reconciliation, compliance, and financial intelligence, enabling rapid launch of financial products with minimal effort, and zero disbursement failures or manual intervention.