Project Manager TechDigitalProject ManagerSan Ramon, CAProject Manager with strong Scrum Master expertise to lead cross-functional teams and drive delivery excellence in the investment and wealth management domain. 11) Should be able to work closely with the business team in defining requirements/user stories.
Senior Product Manager, Fintech Industry EgnyteSenior Product Manager, Fintech IndustryMountain View, CA$170,000–$185,000 / yearEstablished in 2008, Egnyte has democratized cloud content security for more than 22,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. Egnyte, Inc.'s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.
Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte Touche Tohmatsu LtdTax Delivery Manager, Japanese Services (Global Employer Tax)San Francisco, CAA successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Portfolio Manager III Bank of America CorpPortfolio Manager IIISan Francisco, CA$135,600–$300,000 / yearKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Tax Manager Allworth FinancialTax ManagerWalnut Creek, California$130,000–$180,000 / yearThis position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.
VP, Assistant Branch Manager Charles SchwabVP, Assistant Branch ManagerSan Mateo, CAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Product Manager, Agent Development - Financial Services SierraProduct Manager, 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.
Senior Data Science Manager, Algorithms Robinhood Markets IncSenior Data Science Manager, AlgorithmsMenlo Park, CA$247,000–$290,000 / yearFrom launching new products to expanding internationally, our team turns complex data into clear decisions - and our work directly influences how millions of customers experience crypto at Robinhood. Partner closely with Crypto product, engineering, finance, and research teams to drive key initiatives such as international expansion, pro trader growth, and Wallet app adoption.
Product Operations Manager, Gaming NclusionProduct Operations Manager, GamingPalo Alto, CaliforniaYou’ll work directly between Product teams in the US and in-market leadership to actualize the product roadmap - assessing for readiness, gathering feedback, with an eye for stickiness and churn as we launch. This role is crucial, balancing pace and impact - ensuring that we keep pace on evolving into financial services institutions, but ensuring that pace never outruns the customers we’re looking to serve.
Cloud Engineering Manager AltruistCloud Engineering ManagerSan Francisco, CA$203,000–$275,000 / yearOwn delivery of the Cloud Engineering roadmap: governed EKS platform in Broker-Dealer and Clearing, pilot-light disaster recovery (RTO 60 min / RPO 15 min), Postgres upgrades, and edge gateway consolidation. In this role, you will lead the engineers who build Infrastructure as a Service for every product team at Altruist - infrastructure that is highly available, secure, and observable, with self-service paths that let developers move without waiting on us.
Investment Reporting Manager BakerAvenueInvestment Reporting ManagerSan Francisco, CAThis role sits at the center of the firms reporting ecosystem - maintaining the integrity of Client data, performance, billing, and management reporting, with particular ownership of alternative investment data. Download, organize, and archive fund documents in the firms document management system, and load documents into the alternative investment data platform for extraction and processing.
Senior Product Marketing Manager, Core & Lending (Contract To Hire) AltruistSenior Product Marketing Manager, Core & Lending (Contract To Hire)San Francisco, CA$136,000–$192,000 / yearGrowth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption. Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
Commercial Relationship Manager IV - Healthcare Fifth Third BankCommercial Relationship Manager IV - HealthcareSan Francisco, CA$121,900–$262,100 / yearPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Senior Middle Market Commercial Relationship Manager Fifth Third BankSenior Middle Market Commercial Relationship ManagerSan Francisco, CaliforniaPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Account Manager, Private Equity, Property & Casualty NFP CorpAccount Manager, Private Equity, Property & CasualtyPleasant Hill, CA$48,000–$80,000 / yearWhile in this role, this person will begin to learn to manage a book of business under senior team member direction and begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Associate Account Manager is learning to manage the clients from start to finish, but requires a great deal of supervision and direction from more senior team members.
Account Manager, Private Equity, Property & Casualty Aon PlcAccount Manager, Private Equity, Property & CasualtyPleasant Hill, CA$48,000–$80,000 / yearWhile in this role, this person will begin to learn to manage a book of business under senior team member direction and begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Associate Account Manager is learning to manage the clients from start to finish, but requires a great deal of supervision and direction from more senior team members.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateSan Francisco, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentSan Francisco, CAAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerCA$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. 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 .
Associate Product Marketing Manager Arta FinanceAssociate Product Marketing ManagerMountain View, California$110,000–$180,000 / yearProduct Content & Launch Operations: Assist in managing the product content pipeline (e.g., maintaining schedules, coordinating with design teams) to ensure accurate and timely publication of brochures, webinars, product specifications, and in-app product pages—working with investment, design, and ops teams to publish accurate, compliant product content on tight weekly launch cycles. Importantly, you will assist with designing these B2C marketing strategies, educational flywheels, and positioning frameworks with scalability in mind, ensuring that our consumer insights and messaging successes directly inform and empower our growing B2B business and external partner networks.