Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)San Francisco, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
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.
NewManager, Financial Due Diligence KPMGManager, Financial Due DiligenceSan Francisco, CA$131,005–$251,965 / yearAnalyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks, which impact valuation and negotiation of the target company. If 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.
NewSr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / 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. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.
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.
NewGL Accountant JobotGL AccountantSan Francisco, CA$56–$63 / hourInformation 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. The finance team is comprised of experienced accounting and tax professionals who value collaboration, accuracy, continuous improvement, and operational excellence.
NewAdobe Experience Platform (AEP) Architect Zensar TechnologiesAdobe Experience Platform (AEP) ArchitectSan Ramon, CA$150,000–$160,000 / yearFull timeThe individual will serve as the primary onsite lead for the implementation, integration, and activation of Adobe Experience Platform (AEP), Adobe Real-Time CDP (RTCDP), Customer Journey Analytics (CJA), Adobe Journey Optimizer (AJO), Adobe Target, AEM, CRM, and other enterprise data sources. The role requires close collaboration with Business, Marketing, Sales Operations, Data, and IT teams, translating business objectives into scalable customer data and activation solutions while ensuring seamless integration across the ecosystem.
NewSr. Business Development & Construction Services Manager Davron LLCSr. Business Development & Construction Services ManagerPleasant Hill, CAHEAD OF CONSTRUCTION DEVELOPMENT | DIRECTOR OF CONSTRUCTION | CONSTRUCTION EXECUTIVE | HEAVY CIVIL | SITE WORK | REMEDIAL CONSTRUCTION | ENVIRONMENTAL CONSTRUCTION | BUSINESS DEVELOPMENT | CLIENT RELATIONSHIPS | COST ESTIMATING | PROJECT DELIVERY | SAN FRANCISCO BAY AREA . This is an exciting senior leadership opportunity for a seasoned, client-facing construction professional who wants the smaller-company feel, strong executive influence, and ability to shape long-term growth while working with a supportive team that values culture, recognition, and work-life balance.
Senior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisorySan Francisco, CA$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. 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.
Associate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Francisco, 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.
Tax Manager (hybrid remote) JobotTax Manager (hybrid remote)Oakland, CARemote$120,000–$175,000 / yearFor more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. 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.
Vice President – M&A Tax Advisory JobotVice President – M&A Tax AdvisorySan Francisco, CA$160,000–$220,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. 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.
NewRelationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
Senior Tax Accountant (hybrid remote) JobotSenior Tax Accountant (hybrid remote)Oakland, CARemote$95,000–$130,000 / yearDue to continued growth, we're currently seeking self-motivated team players with 4+ years of recent public accounting tax experience to lead tax engagements for a diverse client roster of privately held companies, high net worth individuals and non-profit organizations. For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services.
Service Manager Sunbelt RentalsService ManagerSan Leandro, CA$74,509–$88,479.20 / yearReporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.
NewSenior Product Manager, Solution Enablement Visa Technology and Operations LLCSenior Product Manager, Solution EnablementFoster City, CA$169,100–$270,800 / yearReporting to the Director, this leader will be responsible for three pillars of Product Solutions and Growth driven by Customer Obsession as the core principles: Unlock new consumer experiences - Lead growth through solutioning of new concepts and product constructs in partnership with regional teams Big Tech partners hypergrowth fintech and processors. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD • Bachelor’s or master’s degree in a technical or engineering field such as industrial engineering, systems engineering, engineering management, computer science, software engineering, or product design • 6 + years of experience in product management, technology product development, or a related field.
NewReceptionist ECLAROReceptionistFremont, CA$29.09 / hourThe role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization. Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards.
NewSenior Manager Emerging Payments Visa Technology and Operations LLCSenior Manager Emerging PaymentsSan Francisco, CA$169,100–$270,800 / yearThe Senior Manager, Emerging Payments will lead the planning and execution of NA VCS’ embedded payments and agentic commerce go-to-market (GTM) initiatives through targeted, high-impact strategic marketing and activation efforts. Orchestrating across both Visa and external partner teams, this role is responsible for supporting key enabler partnerships across ERPs, AR /AP providers and accounting platforms, and will help drive their commercialization globally.
NewManager, Global Corporate Development Visa Technology and Operations LLCManager, Global Corporate DevelopmentSan Francisco, CA$146,200–$233,700 / yearVisa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. Visa 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.
NewSr. Manager, Global Corporate Development Visa Technology and Operations LLCSr. Manager, Global Corporate DevelopmentSan Francisco, CA$169,100–$270,800 / yearVisa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.
NewSr Manager, Operations Visa Technology and Operations LLCSr Manager, OperationsFoster City, CA$149,800–$240,100 / yearThis role serves as the functional Subject Matter Expert (SME) for PROS CPQ, partnering closely with Sales Operations, Pricing & Deal, Product, and Technology teams to ensure accurate, scalable, and compliant pricing and quoting execution. Visa 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.
NewDe Novo Relationship Banker BMO FinancialDe Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Senior Private Banker BMO FinancialSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
NewBranch Office Administrator Edward JonesBranch Office AdministratorBurlingame, CAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. 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.
Strategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Software Engineer, Agent - Financial Services SierraSoftware Engineer, Agent - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Software Engineer, Agent - Financial Services Sierra Technologies IncSoftware Engineer, Agent - Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. These are some examples of projects that engineers on our team have worked on recently: Design and build AI agents for large telecommunications and media companies that consistently outperform human agents in managing subscription churn.
Strategist, Agent Development - Financial Services Sierra Technologies IncStrategist, Agent Development - Financial ServicesCAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Example successful candidates include: Engagement Managers from leading management consulting firms Product Managers who have interfaced with customers when developing and launching new products or features, especially those involving many streams of effort.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerWalnut Creek, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker 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.
Enterprise Account Executive Financial Services Scale AI IncEnterprise Account Executive Financial ServicesCA$200,000–$230,000 / yearThe range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs.
Financial Services Compliance Lead Gusto IncFinancial Services Compliance LeadSan Francisco, CA$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CA$179,850–$340,970 / yearBaker 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.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$99,000–$266,000 / 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. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPManager, CFO Advisory - Financial ServicesSan Francisco, 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.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196San Francisco, CAMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. 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.
Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Ernst & Young Global LtdSales Executive - Associate Director, San Francisco (Financial Services and BCM)San Francisco, CA$237,180–$272,820 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, 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.
Financial Services, Technology Consulting, Digital Engineer - Senior Manager Ernst & Young Global LtdFinancial Services, Technology Consulting, Digital Engineer - Senior ManagerSan Francisco, CA$171,600–$392,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our elite team of product leaders, data scientists, designers, and software engineers enable our clients to solve their most complex product challenges and positively impact people and the world.
Principal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceSan Francisco, CA$127,700–$150,200 / yearWest Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
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.
Technology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesSan Francisco, CAKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Francisco, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Manager, Business Development, Financial Services Marketplace KikoffManager, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners. The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet.
Director, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.
Senior Financial Services Specialist(General Services Agency) Alameda CountySenior Financial Services Specialist(General Services Agency)Oakland, CAUnder direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs.
Financial Services Specialist II(General Services Agency) Alameda CountyFinancial Services Specialist II(General Services Agency)Oakland, CAUnder direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.