Investment Operations Associate Regal Executive SearchInvestment Operations AssociateSan Francisco, CAPerforming daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement. The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.
Associate Scientist - IHC GTT, LLCAssociate Scientist - IHCSouth San Francisco, CAOverall, the highest-priority candidate profile combines strong IHC and pathology experience, familiarity with Ventana or Leica BOND platforms, the ability to work independently in the laboratory, and the capacity to manage multiple projects effectively. Assist with development and implementation of histopathology assays including single and multiplex immunohistochemistry (IHC) assays, in situ hybridization (ISH), both colorimetric and immunofluorescent, and use a variety of imaging modalities.
Sales/Marketing - Marketing Analyst - Mid-Level MindlanceSales/Marketing - Marketing Analyst - Mid-LevelCalifornia, CARemote$39.58 / hourCultivating?trusted advisor relationships with project team members, center of excellence partners, stakeholders, and key leaders?to influence change efforts and drive business outcomes. Focused on the people side of change, this person will focus on reducing employee resistance to change, increasing the speed of sustained adoption of new behaviors so our people can do extraordinary work for our clients.
Co-Founder & CEO - AI WealthTech FutureSightCo-Founder & CEO - AI WealthTechSan Francisco, CARemoteYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Senior Service Associate TRC Talent SolutionsSenior Service AssociateWalnut Creek, CAAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. This role serves as a key point of contact for clients, helping manage account servicing, client requests, onboarding activities, and day-to-day operational support.
Clinical Nursing Director - Perioperative Services Macpower Digital Assets Edge Private LimitedClinical Nursing Director - Perioperative ServicesSan Francisco, CA$199,600–$258,280 / yearEssential Responsibilities: Collaborates with CNO and other medical center management in identifying and implementing innovative models and best practices with an emphasis on quality of care, service improvements and cost reduction. Accountable for the following areas dependent upon medical center beds and services offered: Adult Services: Med Surg, Dialysis, Clinical Dietitian, Critical Care, TCU, RT, ED if applicable.
Senior Category Manager, Employee Benefits Services Metasys TechnologiesSenior Category Manager, Employee Benefits ServicesOakland, CA$50–$80 / hourThe role is responsible for developing and executing multi-year category strategies that maximize value across the premises by optimizing costs, mitigating risk, improving service quality, fostering supplier innovation, advancing sustainability, enhancing accessibility, and driving long-term stakeholder outcomes. Required Experience: 8+ years in Strategic Sourcing and Category Management with a focus on Employee Benefits, Health Insurance, and Risk Services, along with Human Resources, Financial Services, Marketing, and Communications.
Financial Coach BalanceFinancial CoachSF, CAFull timeMinimum QualificationsBilingual in SpanishAssociate's degree from an accredited collegeExperience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fieldsExperience in community service such as volunteering, coaching or mentoringExcellent interpersonal skillsWorking knowledge of Microsoft Word, Excel, OutlookAbility to use a client management databasePreferred QualificationsBachelor's degree from an accredited collegeOne to two years related experience and/or training (financial services, financial counseling, banking, credit and collection)Experience working with clients from extremely low-income communities Certificates, Licenses, Registrations (Required after being hired)Must successfully pass and obtain the following certifications within 90 days of employment;Financial Counselor Certification from the National Association of Certified Credit Counselors (NACCC)Money Coach certificate from BalanceHUD Housing Counseling CertificationWORK ENVIRONMENTEmployee will be assigned to work onsite at partnering organizations located in areas with high concentrations of poverty. Such communities include Bayview Hunters Point, Visitacion Valley, Tenderloin, Chinatown, the Western Addition, and the Mission DistrictProvide one-on-one financial coaching sessions to assess clients' needs and develop specific strategies to resolve past and present financial concerns;Create personalized action plans that support clients' financial goals and provide continuing encouragement to clients to successfully accomplish their established plans;Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;Conduct scheduled workshops for groups of clients on various financial topicsCollect, track and report required data using client management database;Perform elements of on-going casework as needed to provide service and problem-solving assistance for client inquiries and account management;Make appropriate referrals to other social supportive services (Ex.
Financial Systems Associate Director Brilliant CornersFinancial Systems Associate DirectorSan Francisco, CA$110,000–$130,000Lead ERP transformation and redeployment, partnering with implementation consultants and internal stakeholders on project governance, prioritization, decision-making, issue resolution, operating model design, change management, and long-term platform maturity. Additionally, we implement a broad array of scattered-site, one-on-one supportive housing, and clinical case management programs through partnerships with developmental services, homeless services, veteran services, and health care sectors.
NewRemote CFO Advisors TuringRemote CFO AdvisorsSan Francisco, CaliforniaRemote$100–$200Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM, and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. This role involves handling both general help inquiries and complex, data-heavy accounting and finance questions that require strong analytical and advisory capabilities.
Sales Executive Fund Administration SS&CSales Executive Fund AdministrationSan Francisco, CaliforniaSS&C GlobeOp is a leading provider of cloud-based fund services, technology and mobility-enabled infrastructure for hedge funds, fund of funds, private equity, and managed accounts. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Senior IT Operations Engineer (Dublin, CA) SavvyMoneySenior IT Operations Engineer (Dublin, CA)Dublin, CaliforniaReporting to the Senior Manager, IT Operations, the Senior IT Operations Engineer owns three connected domains: endpoint and workplace engineering across the Windows and macOS fleets, IT security operations and SOC 2 compliance support including physical access control, and forward-deployed technical support for partner inquiries alongside AV and media production for live and hybrid events. Own the macOS fleet end to end: Kandji, zero-touch Automated Device Enrollment, Blueprints, Platform SSO, FileVault key escrow, Gatekeeper and XProtect posture, and the macOS major-version upgrade cadence.
Associate Foreign Exchange Sales Western Alliance BancorpAssociate Foreign Exchange SalesSan Francisco, CA$100,490–$124,133 / yearWorking closely with Relationship Managers, Treasury Management partners, Business Development Officers, and other internal stakeholders, you will identify foreign exchange opportunities, develop client relationships, conduct portfolio reviews, communicate market developments, and support the growth of the FX franchise. The Associate Foreign Exchange Sales professional serves as a foreign exchange subject matter resource for clients and internal business partners, contributing to client engagement, FX program development, market education, and revenue growth initiatives across the franchise.
Business Solutions Associate Dodge & CoxBusiness Solutions AssociateSan Francisco, CaliforniaAssociates will work on problems with real business consequences: mapping and redesigning manual processes, building data-driven business cases, evaluating and strategically applying AI and automation tools to improve how the firm operates. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit.
Account Associate - State Farm Agent Team Member David Wong - State Farm AgentAccount Associate - State Farm Agent Team MemberMill Valley, CAFull timeROLE DESCRIPTION: As Account Associate for David Wong - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments.
2027 Campus Recruiting - Investment Banking Summer Associate - San Francisco Piper Sandler2027 Campus Recruiting - Investment Banking Summer Associate - San FranciscoSan Francisco, CaliforniaOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
NewSenior Marketing Associate - Social & Community Stronghold Institutional Services LtdSenior Marketing Associate - Social & CommunitySan Francisco, CA$110,000–$130,000 / yearAs our Senior Marketing Associate, youll work across Stronghold and SHx to produce high-quality marketing content that supports social growth, campaign execution, and product storytelling. Youll manage and grow our online communities, serving as the teams ear to the ground on community sentiment by surfacing trends, concerns, and feedback and reporting findings back regularly.
Principal Product Manager, Experimentation & Digital Analytics GEICO GENERAL INSURANCE COMPANYPrincipal Product Manager, Experimentation & Digital AnalyticsSan Francisco, CA$146,575–$229,600 / yearGEICO, subsidiary of Berkshire Hathaway and a leader in Auto insurance and other product lines, is on a multi-year technology transformation journey to reimagine the customer experience in the Insurance industry by removing friction across customers, partners, marketplace, segments, and channels and building a world-class digital experience powered by modern data and AI. Conduct research with platform users (product managers, analysts, data scientists, engineers) to identify friction points, unmet needs, and the highest-leverage opportunities to improve velocity and quality of experimentation and insight generation.
Corporate Banking Vice President, Native American Gaming Keybank National AssociationCorporate Banking Vice President, Native American GamingSan Francisco, CA$128,000–$268,000 / yearLeading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Sr. Banking Advisor Northern TrustSr. Banking AdvisorSan Francisco, CA$158,010–$268,640 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.