Vaco LLCNewDirector of Financial Planning & Analysis (FP&A) Vaco LLCDirector of Financial Planning & Analysis (FP&A)San Diego, CA$180,000–$220,000Determining 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. The finance organization plays a critical role in driving strategic decision making, enterprise reporting, and analytics, with continued investment focused on elevating FP&A as a technology enabled, strategic function.
bdo consultingTax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Diego, 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.
bdo consultingNewTax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesSan Diego, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advise 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.
JobotNewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Diego, CARemote$105,000–$200,000 / 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.
JobotNewInsurance Defense Attorney — General Liability — $150k to $250k + Bonus — Hybrid Remote — Established Regional Firm JobotInsurance Defense Attorney — General Liability — $150k to $250k + Bonus — Hybrid Remote — Established Regional FirmSan Diego, CARemote$150,000–$250,000 / yearFounded 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.
JobotNewEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — California JobotEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — CaliforniaSan Diego, CARemote$180,000–$275,000 / yearThe Labor & Employment Group carries a national reputation for landmark victories before courts, administrative agencies, and in the legislative forum, with attorneys directly responsible for key changes to the California Labor Code and Industrial Welfare Commission Wage Orders. The Labor & Employment Group carries a national reputation defending employers in complex litigation, administrative proceedings, and the legislative forum — representing clients across manufacturing, healthcare, construction, transportation, entertainment, and financial services.
JobotNewSr. Engineering Manager (*startup experience req'd) - 100% REMOTE JobotSr. Engineering Manager (*startup experience req'd) - 100% REMOTECarlsbad, CARemote$220,000–$300,000 / yearHigh-growth, profitable SaaS company transitioning into an AI infrastructure platform is seeking a highly technical and strategic engineering leader to oversee Engineering operations and partner cross-functionally with Product, Finance, and executive leadership. *The ideal candidate is a Director of Engineering who has been working for a Series A/B, $5-$25M annual revenue startup, whom has remained highly technical but has learned cross-functional management skills, as well - and whom is ready for a change and grow in a new startup environment.
JobotNewDirector of Engineering (*startup experience req'd) - 100% REMOTE JobotDirector of Engineering (*startup experience req'd) - 100% REMOTECarlsbad, CARemote$220,000–$300,000 / yearHigh-growth, profitable SaaS company transitioning into an AI infrastructure platform is seeking a highly technical and strategic engineering leader to oversee Engineering operations and partner cross-functionally with Product, Finance, and executive leadership. *The ideal candidate is a Director of Engineering who has been working for a Series A/B, $5-$25M annual revenue startup, whom has remained highly technical but has learned cross-functional management skills, as well - and whom is ready for a change and grow in a new startup environment.
Vaco LLCNewTechnical Accounting Manager Vaco LLCTechnical Accounting ManagerSan Diego, CA$135,000–$150,000The ideal candidate can lead accounting driven projects across finance, operations, and product, translate complex accounting guidance into clear execution requirements, and help scale institutional quality processes, controls, and reporting. 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.
BlendNewSales Engineer - Enterprise - Remote BlendSales Engineer - Enterprise - RemoteSan Diego, CARemote$97,000–$114,000 / yearideal candidates have experience selling loan origination software, digital account opening, digital lending, mortgage focused solutions and have experience working with Top 50 Banks and or Credit Unions with a focus on retail banking. Account Strategy & Expansion (50%): Develop and execute account strategies to drive revenue growth, targeting 10-15%annual expansion (e.g., additional licenses, premium modules).Own and Plan Renewal Strategies designed to uplift PFL, drive revenue and encourage Blend usage.
Ava LabsNewSenior Product Manager, Fortary - Remote Ava LabsSenior Product Manager, Fortary - RemoteSan Diego, CARemoteThe ideal candidate brings a strong track record of building and launching products in fintech or crypto, thrives in fast-paced environments, and operates with a high degree of ownership and execution rigor. The company was founded by Cornell computer scientists, who partnered with Wall Street veterans and early Web3 leaders to execute a promising vision for redefining the way people build permissionless networks.
GP Strategies CorporationNewBusiness Development Manager - Remote GP Strategies CorporationBusiness Development Manager - RemoteSan Diego, CARemoteAs we continue accelerating our growth, we are seeking a highperforming enterprise seller who excels at positioning business outcomes, building trusted relationships, and partnering with large, complex client organizations. You will be provided with an established list of enterprise accounts including existing customers with active pipelines and targeted new logos where we have strong brand alignment.
CircleNewPrincipal Product Marketing Manager - Remote CirclePrincipal Product Marketing Manager - RemoteSan Diego, CARemote$185,000–$237,500 / yearIn this role, you’ll partner closely with Product, Business Development, Marketing teams, and other cross-functional roles to bring new global payment products and solutions to market by focusing on the intersection of traditional finance and onchain programmable payments - powered by stablecoins. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
CircleNewVP, Growth Marketing - Remote CircleVP, Growth Marketing - RemoteSan Diego, CARemote$277,500–$320,000 / yearThis role requires a leader who can operate across two distinct but equally critical growth motions: deepening institutional adoption among banks, payments providers, capital markets firms, and enterprise partners, while simultaneously expanding consumer and USDC adoption in high-growth and emerging markets. You will translate company and Marketing objectives into clear divisional OKRs, ensure strong cross-functional alignment with Commercial, Product, and Regional teams, and build a high-performing global organization capable of delivering measurable circulation growth and transaction volume expansion.
BlendNewSales Executive - New Logo (Named Accounts) - Remote BlendSales Executive - New Logo (Named Accounts) - RemoteSan Diego, CARemote$125,000–$150,000 / yearThis role is a strategic, enterprise sales position focused on originating, developing, and closing complex, multi-stakeholder deals with some of the most sophisticated financial institutions in the U.S. Reporting to the Director of Sales - Named, you will own the full sales cycle - from account targeting and executive engagement through deal negotiation and close - working closely with Product, Solution Engineering, Marketing, and Executive Leadership. The Sales Executive – New Logo (Named Accounts) is responsible for driving net-new customer acquisition across the largest target financial institutions - Banks and Credit Unions with $20B+ in assets under management (AUM).
Company ConfidentialSenior Financial Analyst Company ConfidentialSenior Financial AnalystLa Jolla, CA$95,000–$110,000 / yearFull timeDetermining 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.
GoldBook FinancialNewSales Manager - Financial Services GoldBook FinancialSales Manager - Financial ServicesSan Diego, CA$75,000–$200,000 / yearThis role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.
San Joaquin Valley College, Inc.NewFinancial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateTemecula, CA$20–$28 / 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. Integrity & Ethics – Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. .
Jake Cesare - State Farm AgentFinancial Services Representative – State Farm Agent Team Member Jake Cesare - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberEncinitas, CAAs a State Farm team member for Jake Cesare - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. 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.
Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Diego, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
TalentCORE, Inc.Senior Manager of Financial Accounting Services & Systems TalentCORE, Inc.Senior Manager of Financial Accounting Services & SystemsPoway, CAOversee cash management and forecasting, including inventory, receivables, payables, and borrowings, in partnership with Treasury, FP&A, Supply Chain, Contracts, and Program Finance leadership. Must have comprehensive finance/accounting management and leadership skills including organizing, planning, scheduling, and coordinating workloads to meet established deadlines or milestones.
GD ResourcesBanking & Financial Services Attorney - Am 200 - Multiple Locations GD ResourcesBanking & Financial Services Attorney - Am 200 - Multiple LocationsSan Diego, CAFull timeResponsibilities include supporting federal and state regulatory investigations and supervisory matters; reviewing and enhancing compliance management systems, policies, and risk management frameworks; analyzing complex financial services statutes and regulations; and assisting with regulatory due diligence in financial services M&A transactions. Candidates should also have an interest in contributing to the firms broader practice development efforts, including preparing client alerts, participating in industry presentations and conferences, and building relationships within the financial services sector.
GoldBook FinancialNewFinancial Advisor GoldBook FinancialFinancial AdvisorSan Diego, CA$50,000–$150,000 / yearTotal Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
Thrivent Financial for LutheransFinancial Advisor - Greater San Diego and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Greater San Diego and Surrounding Areasoceanside, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorOceanside, CAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorCarlsbad, California$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsSan Diego, CA2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Axos BankFinancial Consultant- Invest Axos BankFinancial Consultant- InvestSan Diego, CAQualifications: • Bachelors degree • 4-6 years of financial services experience • Working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts • Strong sales, communication, consulting skills required • Experience acting as a financial consultant/advisor is preferred. Eligible for an Annual Discretionary Cash Bonus Target: 0% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
California Wealth TransitionsSenior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
San Joaquin Valley College, Inc.Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateTemecula, CA$25–$29 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking Growth Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthLaguna Hills, CA$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Western & Southern LifeFinancial Representative Western & Southern LifeFinancial RepresentativeSAN DIEGO, CaliforniaOrganization : Name: SAN DIEGO AGENCY CA Default: Location : City: SAN DIEGO Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
Principal Financial GroupManaging Director - Principal Financial Network (San Diego) Principal Financial GroupManaging Director - Principal Financial Network (San Diego)San Diego, California$103,400–$171,000 / yearLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Fairfield ResidentialFinancial Analyst - Portfolio Management Fairfield ResidentialFinancial Analyst - Portfolio ManagementSan Diego, CaliforniaYou'll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations. • Preferred 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields; relevant internship experience may be applied toward this requirement.
Axos BankFVP, Product Management - Consumer Financial Platform Axos BankFVP, Product Management - Consumer Financial PlatformSan Diego, CABachelors degree • 5-10+ years of product management, consulting, or related experience • 3-5+ years of senior product leadership experience • Demonstrated experience across one or more of the following domains: • Consumer or business banking and payments • New account opening, identity management, KYC/KYB, and fraud prevention • Personal financial management, fintech, or financial planning tools • Brokerage, robo‑advisory, crypto, or securities‑related products • Experience leading geographically distributed teams • Experience integrating AI capabilities into direct‑to‑consumer digital products • Proven ownership of product KPIs and measurable business outcomes • Strong analytics and reporting experience using tools such as Tableau, Pendo, or similar platforms. • Own the front‑door experience for customer acquisition, including identity verification, KYC/KYB, fraud prevention, and conversion optimization • Lead core banking experiences, including deposits, payments, money movement, and debit card management • Drive ongoing engagement and financial value, including net‑worth tracking, credit insights, wealth accumulation, and planning tools • Oversee investment experiences, including brokerage, robo‑advisory, and crypto offerings, ensuring customer trust, regulatory compliance, and performance alignment.
Financial ProfessionalFully Remote Financial & Annuity/Life insurance professional (Remote) Financial ProfessionalFully Remote Financial & Annuity/Life insurance professional (Remote)San Diego, CARemoteYou are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you're ready to manage your business and effectively help people. -Uncapped, 100% production based-pay; very lucrative--for example, one client can be a $2,000 commission, while another client can be a $10,000 commission.
Fairfield ResidentialFinancial Analyst Senior - Corporate Finance Fairfield ResidentialFinancial Analyst Senior - Corporate FinanceSan Diego, CaliforniaThe position builds and maintains models, dashboards, and reporting that translate complex data into actionable insights, while developing AI-enabled workflows that improve forecasting accuracy, reduce cycle time, and enhance decision-making. Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services.
CoreLogic IncAssociate, Mail Services CoreLogic IncAssociate, Mail ServicesSan Diego, CAGeneral office support, including emptying shred bins, placing equipment servicing calls, unloading paper and envelope pallets, stocking paper for campus printers, creating FedEx labels for outgoing packages. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; its a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramLa Jolla, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Regal Executive SearchSenior Associate - Accounting and Transaction Advisory Services Regal Executive SearchSenior Associate - Accounting and Transaction Advisory ServicesSan Diego, CAResponsibilities: Actively improve technical accounting skills by becoming a subject matter expert (SME) in a complex accounting area of your choice through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and SME training. Complete the assigned internal control processes on 3-4 project teams, within the given budget with minimal supervision by: Creating process narratives, identifying key controls, and concluding on design and operating effectiveness of key controls.
Davis Family Financial LLCFinancial Representative Davis Family Financial LLCFinancial RepresentativeSan Diego, CA$60,000–$70,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Liberty TravelScott Dunn - Guest Services Coordinator Liberty TravelScott Dunn - Guest Services CoordinatorSan Diego, CA$25.48–$26.44 / hourDiversity, Equity & Inclusion: Commitment to diversity, equity, and inclusion through initiatives like Diversity Day (paid leave to observe a holiday or cultural celebration of your choice) Employee Resource Groups (Racial Equity, Gender Equity, LGBTQ2IA+, Accessibility, Environmental Justice), DEI education initiatives, and equitable practices, including regular equity assessments and inclusive recruitment protocols. Paid Time Off: A comprehensive time off package, including up to 15 vacation days (prorated upon hire and increasing to 20 days after 2 years of employment), 5 sick days, 3 personal days, 1 Diversity Day, 1 Volunteer Day, and 8 recognized holidays annually.
SCI Shared Resources, LLCFuneral Services Assistant (part-time) SCI Shared Resources, LLCFuneral Services Assistant (part-time)San Diego, CAIdeal candidates will have: Compassion – Ability to offer empathy, understanding and support to grieving families Organizational skills – From paperwork to event coordination, accurate details are essential to our business Professionalism – Maintain a respectful attitude and provide service excellence, even in emotionally charged situations Embrace your meaningful career today! This is why we provide you and your loved ones with benefits and resources to help you become your best.”_ BETTER HEALTH: Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from.
Baker Tilly Advisory Group, LPRisk Advisory Services Principal Baker Tilly Advisory Group, LPRisk Advisory Services PrincipalSan Diego, 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.
StepStone Group IncVice President, Investor Services StepStone Group IncVice President, Investor ServicesLa Jolla, CA$158,000–$176,000 / yearKey Responsibilities: Serve as manager for Investor Service-related matters working closely with our Vendor Oversight lead to ensure operational efficiencies across inbox management, document postings, transfers and Portal related strategic initiatives Ensure timely processing and communication across stakeholders including initial inquiries and ongoing support to limited partners Build out functional areas and processes to address more complex needs within CRM system, dashboard reporting, roles and responsibilities across third party vendors, Fund Accounting and Tax Identify and lead the implementation of automated / tech solutions to improve areas of efficiency and reduce risk by eliminating manual touchpoints Foster a working relationship with DATS and SPAR for areas of automation Elevate client experience through unified stakeholder engagement across Investor Services, Product, Fund Accounting and Tax ensuring process consistency, collaboration, and proactive escalation management on increased volumes or requests Engage with senior vendor managers to ensure connectivity, procedural updates and volumes are being managed and unified across teams Provide management key performance and risk indicators, collaborate with IS, Fund Accounting and DATS to execute strategic vision and operational enhancements for Investor Service functions Implement new requirements as needed on behalf of client experience and internal operational needs Develop and deliver operational reporting metrics to understand volume trends, resource assessment, time to market, SLA accountability and quality of work with our vendor Foster a strong working relationship with direct reports and establish a recurring 1:1 touchpoint to discuss career development, capacity and business areas of focus Operate as a risk manager, ensuring data integrity, accountability and the proper controls are in place (4-eye check where appropriate) & updated in procedures. Required Skills and Experience: 7-10 years proven experience working at a private market's asset management firm in a management capacity leading a team Experience within the fund onboarding and Investor Services workflow, fund and/or financial operations, or related field Strong analytical skills with the ability to interpret data and make informed decisions Meticulous attention to detail; strong organizational skills and the ability to multi-task and manage time in a detail- oriented environment Investor services, finance, or a related field, with a strong background in vendor management Extensive experience in Salesforce CRM systems managing a client base and associated records.
Macpower Digital Assets Edge Private LimitedSenior Associate Electrical Engineer - Building Services & Construction Design Macpower Digital Assets Edge Private LimitedSenior Associate Electrical Engineer - Building Services & Construction DesignSan Diego, CA$100,000–$150,000 / yearCandidates must have prior experience working on projects in the following sectors: Higher Education Buildings, Museums, Commercials, Transportation Hubs, and/or Stadiums (larger-scale projects, residential projects are not relevant). Producing coordinated detailed design drawings, electronic models, specifications, written reports, site observation reports, schedules, etc., for various projects within the electrical discipline.
Traction Forge FinancialEmerging Financial Planning Professional (Remote) Traction Forge FinancialEmerging Financial Planning Professional (Remote)San Diego, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Viasat, Inc.Financial Analyst Viasat, Inc.Financial AnalystCarlsbad, California$79,000–$124,000 / yearFor specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $97,500.00- $146,500.00/ annually : At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. By blending financial data with operational insights, you will create highly visual analytics that enable VGS leadership to optimize medium-term results and drive organizational efficiency across all functional areas.
San Diego Community PowerChief Financial Officer San Diego Community PowerChief Financial OfficerSan Diego, CA$300,000–$400,000 / yearReading, analyzing and interpret financial reports; Forecasting revenue and cash flows; Preparing and administering large, complex budgets; Monitoring and evaluating employees; Prioritizing and assigning work; Using a computer and related software applications; Communication, interpersonal skills as applied to interaction with coworkers, supervisors, the general public, etc. Formed in 2019, Community Power is the second largest Community Choice Aggregator (CCA)in California, servingnearly 1 million customer accounts across its member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated areas of San Diego County.
Baker Tilly Advisory Group, LPSenior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Transactions Advisory ServicesSan Diego, 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.