Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesSan Francisco, CA$85,000–$150,000 / 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.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
Enterprise Account Executive, Financial Services San Francisco, CA Box IncEnterprise Account Executive, Financial Services San Francisco, CASan Francisco, CA$238,000–$297,500 / yearIt's the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions.
Enterprise Account Executive, Financial Services (San Francisco, CA) BoxEnterprise Account Executive, Financial Services (San Francisco, CA)San Francisco, CA$238,000–$297,500 / yearIt’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions.
Financial Services Audit Supervisor WithumFinancial Services Audit SupervisorSan Francisco, CA$110,000–$145,000 / yearHow You'll Spend Your Time: Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management.
Financial Services Analyst II, Part-time (4754C) - Physics University of CaliforniaFinancial Services Analyst II, Part-time (4754C) - PhysicsBerkeley, CA$34.01–$39.07 / hourAs a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. In coordination with BPIE Coordinator, makes venue and field trip reservations, researches vendors, processes payments in BearBuy, orders supplies, and processes reimbursements and general all administrative support for the program as needed in support of our BPIE/BETA Physics program.
AI Strategist, Financial Services Perplexity AI IncAI Strategist, Financial ServicesSan Francisco, CAPerplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data. This is a commercial and sales engineering role: you will own strategic customer engagements end to end-leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.
Solutions Architect, Financial Services Capital Markets NVIDIA CorpSolutions Architect, Financial Services Capital MarketsSanta Clara, CAPerform proof-of-concepts working side by side with clients, engineers, and other architects on in-depth analysis, profiling and optimization of machine learning/deep learning models to ensure the best performance on current- and next-generation GPU architectures. The Financial Services Solution Architect team is looking for an extraordinary person to join an experienced team of Quants and Data Scientists, engaging the finance industry with compelling examples of full-stack accelerated computing.
Physician Financial Services Consultant III Kaiser PermanentePhysician Financial Services Consultant IIIPleasanton, CACompletes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies, and applying data and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate. Participates in finance system design, testing, implementations, enhancements, and continuous improvements by understanding flow of transactions through source systems; validating ongoing configuration decisions; reviewing systems in area of expertise to recommend systems upgrades for enhanced reporting and data-driven decision making.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorScotts Valley, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorOakland, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor - Patelco Credit Union LPL Financial ServicesFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankBurlingame, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
At‑Work Financial Advisor - BMO Bank LPL Financial ServicesAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - San Francisco Federal Credit Union LPL Financial ServicesFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CA$80,000–$120,000 / yearYou'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives. As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions.
Associate Financial Planner Financial EnginesAssociate Financial PlannerDanville, CA$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Planner Career Changer Opportunity Northwestern Mutual - San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CAFull timeIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Representative Entry Level Northwestern Mutual - San FranciscoFinancial Representative Entry LevelSan Francisco, CAFull timeBeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Financial Advisor Bank of MontrealFinancial AdvisorSan Francisco, CA$69,000–$127,800 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.