J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Affluent Wealth Advisor First Citizens BancShares IncAffluent Wealth AdvisorMenlo Park, CA$106,000–$150,000 / yearBachelor''s Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
SBA Advisor, Vice President BMO (Bank of Montreal)SBA Advisor, Vice PresidentSan Francisco, CA$122,400–$228,000 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
Admissions Advisor, MasterClass Executive Temporary Yanka Industries IncAdmissions Advisor, MasterClass Executive TemporaryCAHelp prospective enrollees evaluate the program''s value: speak confidently and accurately to outcomes, program fees, and payment options, and position MasterClass Executive honestly against the alternatives candidates are weighing (executive education, MBA programs, certificates, and cohort-based courses). Run point on employer-sponsorship communications: respond to sponsorship inquiries, provide candidates with materials to secure company support (manager emails, ROI summaries, program overviews), and flag multi-enrollee company interest to our partnerships team.
Chief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy) Macpower Digital Assets Edge Private LimitedChief of Staff & Strategic Advisor to Senior Vice President - Government Programs (Medicare/Medicaid Strategy)Oakland, CARemote$140,000–$194,000 / yearServes as a lead consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of strategic business initiatives and projects/programs across multiple functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with key stakeholder teams, third party vendors, and executive management; working with stakeholders to develop goals and set the prioritization of deliverables; developing a menu of solutions for complex, competing, or ambiguous requests; discussing involvement of business processes (e.g. Leads the assessment of strategic performance metrics to support business initiatives by building partnerships with data analytic teams to ensure the translation of business requirements into analytic specifications; identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting advanced statistical analyses and/or testing to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.
Assistant Service Advisor AAMCO TRANSMISSIONS, INC.Assistant Service AdvisorWalnut Creek, CAAAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we're growing rapidly. At AAMCO, we prioritize your development with ongoing training, cutting-edge diagnostic tools, and continued investment in the resources you need to succeed.
Assistant Service Advisor AAMCO Transmissions and Total Car CareAssistant Service AdvisorWalnut Creek, CAFull timeAAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we’re growing rapidly. At AAMCO, we prioritize your development with ongoing training, cutting-edge diagnostic tools, and continued investment in the resources you need to succeed.
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.
Industry Advisor - Customer Transformation Tata Consultancy Services LtdIndustry Advisor - Customer TransformationSan Ramon, CA$200,000–$250,000 / yearTeam Leadership: Experience leading matrixed, cross-functional global teams of data scientists, enterprise. Transformation Track Record: Success leading at least three large-scale, multi-year utility CX transformation.
Wealth Advisor CorientWealth AdvisorSan Francisco, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments.
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, CaliforniaThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Associate Financial Planner Financial EnginesAssociate Financial PlannerDanville, CA$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Financial Planner Edelman Financial Engines LLCAssociate Financial PlannerDanville, CA$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
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.
NewStaff Software Engineer, Trade PMR RobinhoodStaff Software Engineer, Trade PMRMenlo Park, CA$230,000–$270,000 / yearDeep expertise in domain modeling, microservices architecture, and building highly reliable APIs capable of orchestrating complex cross-functional data flows across multiple engineering domains. Exceptional communication skills with a proven capability to partner closely with Product, Security and Compliance partners to translate highly complex legal or regulatory constraints into clean, maintainable backend infrastructure.
MANAGING DIRECTOR, PHILANTHROPY Cresset Capital Management LLCMANAGING DIRECTOR, PHILANTHROPYSan Francisco, CAAdvise on innovative approaches to impact, including catalytic philanthropy, trust-based philanthropy, participatory grantmaking, collaborative funds, advocacy-oriented giving, impact investing, recoverable grants, program-related investments, mission-related investments, prizes, challenges, and public-private partnerships. Partner with advisors to identify appropriate client opportunities and develop clear guidance on when a donor-advised fund may serve as a primary giving vehicle, complementary vehicle, liquidity planning tool, family learning platform, or bridge to a more complex philanthropic structure.
DIRECTOR, INTEGRATIONS Cresset Capital Management LLCDIRECTOR, INTEGRATIONSSan Francisco, CA$160,000–$180,000 / yearWorking closely with internal stakeholders and incoming teams, this individual will deliver a consistent, high-quality advisor and client experience while helping to build and scale Cresset's integration capabilities, contributing to the firm's continued growth. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Leveraged Credit Compliance Officer - Assistant Vice President/Vice President KKR & Co IncLeveraged Credit Compliance Officer - Assistant Vice President/Vice PresidentSan Francisco, CA$130,000–$160,000 / yearLiaise with internal and external audit teams and internal finance, operations and audit teams to perform periodic risk-assessments firm wide on regulatory and legal matters to identify areas of enhancement for compliance testing regime and regulatory exam preparedness. With a team of over 120 investment professionals in New York, San Francisco, Orlando, London, Dublin, Hong Kong, Singapore, Sydney, and Mumbai, the KKR Credit team has a global reach with a local presence.
NewAssociate Financial Planner Edelman Financial EnginesAssociate Financial PlannerDanville, CaliforniaRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.