Talent Acquisition Associate, Human Capital IEQ CapitalTalent Acquisition Associate, Human CapitalFoster City, CA$95,000–$115,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values -oriented culture that fosters connection and collaboration with our clients. We are seeking a Talent Acquisition Associate to support the firm’s hiring efforts by sourcing, identifying, and managing candidates through the full recruiting lifecycle.
Principal Implementation Specialist FactSet Research Systems IncPrincipal Implementation SpecialistSan Francisco, CA$140,000–$175,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Principal Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations.
NewMachine Learning Researcher MSCI Inc.Machine Learning ResearcherSan Francisco, California$144,000–$187,000 / yearFull timeWe are seeking exceptional early-career researchers with recent PhDs to join this strategic initiative, applying advanced machine learning techniques including deep learning and reinforcement learning to systematic strategies, portfolio construction, and valuation models. Your Team Responsibilities: MSCI is establishing a Machine Learning Center of Excellence within the Research & Development team to develop machine learning models that power investment tools for institutional clients.
Lead Implementation Specialist FactSet Research Systems Inc.Lead Implementation SpecialistSan Francisco, CA$120,000–$150,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Our Implementations team is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements.
Senior Implementation Specialist FactSet Research Systems Inc.Senior Implementation SpecialistSan Francisco, CA$104,000–$130,000 / yearClients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process.
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.
NewSummer Advisory Internship PathstoneSummer Advisory InternshipSan Francisco, MassachusettsOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. Our Advisory teams are at the center of how we serve clients, bringing together the firm’s investment, planning, tax, family-office, and other capabilities to deliver thoughtful, integrated advice that helps our clients make informed decisions and pursue their goals.
Director, Technology Product Management BlackRockDirector, Technology Product ManagementSan Francisco, CaliforniaWe are seeking a highly experienced, senior leader with deep expertise in the Wealth Management space (ideally with Separately Managed Account (SMA) vehicles) to lead the organization towards the next generation of BlackRock’s SMA platform. Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset.
VP, Financial Consultant Corte Madera, CA The Charles Schwab CorpVP, Financial Consultant Corte Madera, CAcorte madera, CAInvestment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
Marsh People and Investments-Retirement Actuarial Externship - College Program 2027 Marsh & McLennan Companies IncMarsh People and Investments-Retirement Actuarial Externship - College Program 2027San Francisco, CAWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Over the course of 12 days (84 hours), we will provide you with sample project work, analyst shadowing, group networking, mentorship and team building activities.
Marsh People And Investments-Retirement Actuarial Externship - College Program 2027 Marsh & McLennan Companies, Inc.Marsh People And Investments-Retirement Actuarial Externship - College Program 2027San Francisco, CAWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Over the course of 12 days (84 hours), we will provide you with sample project work, analyst shadowing, group networking, mentorship and team building activities.
Brand Account Director, Healthcare and Financial Services LiveRamp Holdings IncBrand Account Director, Healthcare and Financial ServicesSan Francisco, CA$113,500–$133,500 / yearHundreds of global innovators, from iconic consumer brands and tech giants to banks, retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements. Together, the team helps clients solve complex challenges such as building privacy-first identity strategies, connecting siloed data across channels and partners, measuring end-to-end performance, and scaling innovative use cases in clean rooms and cloud environments.
Senior Investment Strategist (Bay Area) Mercer AdvisorsSenior Investment Strategist (Bay Area)San Francisco, California$170,000–$225,000 / yearFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients.
Financial Advisor Bank of MontrealFinancial AdvisorConcord, CA$63,300–$117,200 / 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.
Director of Investment Technology PathstoneDirector of Investment TechnologyWalnut Creek, Pennsylvania$175,000–$220,000 / yearThe role will prioritize engineering discipline, database architecture, workflow automation, code quality, system reliability, throughput, controls, and operational leverage across the full investment lifecycle—from model ingestion and portfolio construction through order generation, trade execution, reconciliation, exception management, and post-trade analytics. The ideal candidate will have worked in or closely supported a quantitative investment management firm, systematic asset manager, hedge fund, direct indexing platform, or similarly sophisticated investment technology environment where code, data, models, trading, and operations are tightly integrated.
Managing Director, Advisory Leadership Team Focus Partners WealthManaging Director, Advisory Leadership TeamMenlo Park, California$250,000–$350,000 / yearThe Managing Director, Advisory Leadership Team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the Focus Partners client experience. The role plays a critical part in connecting firm objectives, divisional priorities, and advisor execution by leading key projects, driving organizational improvements, utilizing data-informed decision making, and supporting effective capacity and resource planning across the division.
Head of Product, Personalized Indexing Vanguard GroupHead of Product, Personalized IndexingOakland, CALeads VPI's product strategy, operating model, organization, budget, and roadmap, applying commercial judgment to capital allocation, investment priorities, business cases, and strategic trade-offs across markets, products, channels, capabilities, and technologies. Partners across Technology, Data & Analytics, Investments, and Client Experience to build scalable platforms, APIs, data products, and personalization capabilities while ensuring strong data governance, quality, access, security, and stewardship.
Sr Application Developer Varite, IncSr Application DeveloperSan Francisco, CA$64.40–$105.85 / hourPractical experience and knowledge of Service Oriented Architecture, Microservices, and API Gateways, with at least one of the following technologies: 3Scale, Mulesoft, Apigee Edge, CA Technologies, Tibco Mashery, Axway, and IBM Gateway. A U.S. based regional bank and financial services company that provides a wide range of banking products and services, including personal banking, business banking, mortgages, wealth management, and investment services.
Client Advisor - Competitive Drive Wanted Walnut Creek - Northwestern MutualClient Advisor - Competitive Drive WantedWalnut Creek, CAFull timePrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others.
Director, Family Office ArmaninoDirector, Family OfficeSan Francisco, California$133,500–$165,250 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.