NewAccounting/Finance - Financial Clearance Specialist III VoltAccounting/Finance - Financial Clearance Specialist IIIIRWINDALE, CA$27–$28 / hourThis role requires a high level of independent judgement to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner. The Financial Clearance Specialist is best defined as a highly independent and flexible resource that focuses on system-specific service lines that are in alignment with the patient experience initiative.
Salesforce Tech Lead AxelonSalesforce Tech LeadAliso Viejo, CA$64.28–$69.23 / hourHands-on experience with Salesforce Financial Services Cloud (FSC), including its data model (Household, Financial Account, Financial Goal, Financial Holding), Action Plans, and industry-specific business processes for banking, wealth management, and insurance clients. Lead design and configuration of Financial Services Cloud (FSC) capabilities, including Household and Client relationship models, Financial Accounts, Financial Goals, and Action Plans, for financial services clients.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry DeloitteFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryCosta Mesa, CAFull timeThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryCosta Mesa, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Solutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial ServicesCARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Financial Services Attorney Hinshaw & Culbertson LLPFinancial Services AttorneyCalifornia, CA$140,000–$190,000 / yearTitle:Financial Services AttorneyID:731229054Department:AttorneyLocation:CaliforniaSalary Range:Estimated $140,000 to $190,000 annually. Hinshaw & Culbertson LLP, a leading national law firm, is seeking a California-licensed litigation attorney with 4+ years of experience to join its Consumer Financial Services practice.
Financial Services Tax - Real Estate Director PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate DirectorIrvine, CA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. 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 .
Financial Services Transactional Attorney GpacFinancial Services Transactional AttorneyGlendale, CA165000–185000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. If you're thinking of making a change and want to learn more, reach out to me at michelle.katen@gogpac.com?iframe=true&iframe=true.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Head Of Industry, Financial Services ViantHead Of Industry, Financial ServicesLos Angeles, CA$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant's position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant's Financial Services strategy while driving innovation and long-term category growth.
NewWealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerIrvine, CA$124,000–$335,000 / 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Corporate Counsel, Financial Services Collectors Holdings, Inc.Corporate Counsel, Financial ServicesSanta Ana, CA$190,000–$300,000 / yearWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesManhattan Beach, CA$160,000–$200,000 / yearEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Financial Services Representative (Los Angeles Metropolitan) Enterprise Bank & TrustFinancial Services Representative (Los Angeles Metropolitan)Los Angeles, CA$22.22–$26.66 / hourEnterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.
Financial Services Officer - Beverly Hills Banc of CaliforniaFinancial Services Officer - Beverly HillsBeverly Hills, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeDiamond Bar, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.