45 Results for

Investment Consultant Jobs in San Francisco, CA

Jobs

Hayward, CA20 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

San Francisco, CA20 days ago

$60,000–$75,000

New!

Mountain View, CA1 day ago

$126,600–$166,360

The Senior Control Systems Engineer works with a team of engineers, technicians, and contractors to ensure implementation of best practices and to implement continuous improvement across the installation infrastructure and associated processes in support of projects ranging from individual components, comprehensive tenant improvement and facilities HVAC infrastructure, and new construction projects. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

San Francisco, CA30+ days ago

Full-time

The Director of Consultant Relations, West Coast is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States. This role represents the firm's full suite of investment capabilities-including traditional and alternative strategies-and partners closely with internal sales, investment, and client service teams to drive consultant engagement, ratings, and adoption.

San Francisco, California30+ days ago

$210,000–$300,000 Per Year

San Francisco, CA13 days ago

$100,000–$160,000 Per Year

Friday: Internal Customer Zero sprint: improve BTS’s own Salesforce-to-Slack AI workflows, write a LinkedIn post on a pattern you’ve noticed across client engagements, and contribute to a proposal for a new client pursuit. Partner with client leadership to design AI adoption strategies that connect to business outcomes: revenue growth, cost transformation, workforce productivity, and capability building.

San Francisco, CA30+ days ago

$85,500–$146,000 Per Year

85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers $85,500.00 - $146,000.00 for the location of: Washington, D.C. $85,500.00 - $146,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits.

San Francisco, CA30+ days ago

Full-time

Technology Assessment: Whether for due diligence, self-assessment, or transformation objectives we support the review and analysis of platform, data and system architectures, and related applications / products, integrations, infrastructure, processes (PLC, SDLC, compliance), data (architecture, governance, BI, etc.), security, IT teams for scale, capability, cost, resilience, maintainability risk related issues and value opportunities . Performance Improvement/Operational Turnaround : Whether serving in interim management roles or in a performance improvement advisory capacity, we draw on deep operational heritage and proven approaches (such as our proprietary rapid results diagnostic) to assess businesses and identify key areas impeding performance quickly and effectively.

New!

San Francisco, CA1 day ago

Remote

$150,000–$200,000

You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.

South San Francisco, California25 days ago

Employee

New!

San Francisco, CA1 day ago

Remote

$75–$200

As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities.

San Francisco, CA30+ days ago

Full-time

The Healthcare Industry Group (HIG), a subsidiary of A&M, is an established leader known for delivering tangible results for healthcare c-suite executives, boards, private equity firms, investors, law firms and government agencies that are facing complex challenges. You will work as a consultative partner to our clients, execute day-to-day operations, build and manage relationships, ensure exceptional team performance and produce high quality, zero-defect deliverables that effectively align to clients' priorities.

San Francisco, CA30+ days ago

Remote

This is a high-impact role for an experienced, hands-on marketer who combines analytical precision with strong strategic thinking and can confidently advise clients at a senior level. You'll play a pivotal role across app store optimization (ASO) and the entire user acquisition (UA) funnel, driving measurable growth for world-class mobile apps.

New!

San Francisco, CA6 days ago

$75,000–$110,000 Per Year

Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: · + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.

New!

San Francisco, California4 days ago

$80,000–$104,000 Per Year

With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. Your Team Responsibilities: As a PCS Consultant in our Coverage team, you’ll be at the forefront of strengthening strategic partnerships and delivering exceptional client experiences across the private markets landscape.

Oakland, CA8 days ago

Requirements:Bachelor's degree in Finance, Accounting or job-related discipline or equivalent experience Requires a minimum of six years total of accounting, financial, or business-related experience, including advanced analytical experience; preference for experience in management consulting or investment banking. Ability to work full-time in an office and remote environment; physically able to sit/stand at a computer and work in front of a computer screen for significant portions of the workday Develop KPls/KRls wherever needed to provide an initial view of performance/risks.

San Francisco, CA28 days ago

$117,565–$135,200

Strategic sourcing & developer relations: In conjunction with Power Markets team members, nurture meaningful relationships within the renewable energy ecosystem to ensure our clients have access to diverse, impactful TTC project options that are risk-mitigated and highly likely to reach commercial operation. You will help move potential advisory engagements from initial sales conversations to close (in conjunction with account executives on the Global Business Solutions (GBS) team) and then execute on those consulting engagements alongside Power Markets team members, all the while providing the technical credibility needed to satisfy corporate tax departments and their external advisors.

San Francisco, CA12 days ago

This involves guiding users through their integration process, project planning, coordinating with stakeholders, handling deliverables, meeting key timelines, and educating our users about the maximum potential they can achieve with Stripe. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities.

San Francisco, California30+ days ago

$189,104–$202,941 Per Year

Develop and implement regional and strategic account level sales plans involving multiple stakeholders and buyers (e.g., C-level Executives, Hospital Administrators, Lab Directors, Purchasing/Procurement groups) in the clinical and research laboratory accounts. Drive sales of all Promega IVD and adjacent products by identifying, developing, and securing all relevant sales leads and opportunities in the assigned territory in order to meet personal and Promega sales goals.

New!

Walnut Creek, California6 days ago

Baker 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. Our Mergers and Acquisitions practice works with owners and investors to help structure transactions, ease their tax burden and quantify tax exposures in a wide range of business transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions.

San Francisco, CA30+ days ago

The ideal candidate blends hands-on depth (vSphere, vSAN, NSX, Aria/vRealize, SRM, HCX, VMware Cloud on AWS/Azure/GCP, Tanzu) with consulting acumen—able to advise executives, develop roadmaps, build target-state reference architectures, and guide delivery teams from discovery through steady state. VMware consultant who can shape platform strategy, own end-to-end architecture, and lead complex transformations across private, hybrid, and multi-cloud environments.

San Francisco, California30+ days ago

$25–$28 Per Hour

Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. • Accompanies prospects to model apartments and discusses size and layout of rooms, available facilities, such as swimming pool, location of shopping centers and freeways, services available, and terms of lease.

Sunnyvale, California30+ days ago

$22–$26 Per Hour

San Francisco, CA8 days ago

The ideal candidate blends hands on depth (vSphere, vSAN, NSX, Aria/vRealize, SRM, HCX, VMware Cloud on AWS/Azure/GCP, Tanzu) with consulting acumen-able to advise executives, develop roadmaps, build target-state reference architectures, and guide delivery teams from discovery through steady state. Architecture & Design--Create high and low level designs (HLD/LLD), capacity and resilience models (HA/DR patterns, RPO/RTO), and security reference architectures (micro segmentation, zero trust, segmentation policies).

New!

San Francisco, CA6 days ago

The ideal candidate blends hands-on depth (vSphere, vSAN, NSX, Aria/vRealize, SRM, HCX, VMware Cloud on AWS/Azure/GCP, Tanzu) with consulting acumen—able to advise executives, develop roadmaps, build target-state reference architectures, and guide delivery teams from discovery through steady state. Skills: vSphere/ESXi, vCenter, vSAN, NSX (T), Aria/vRealize Suite, SRM, HCX, Tanzu/Kubernetes, Hybrid cloud (on-prem ?

San Francisco, California30+ days ago

You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. 5+ years of experience recruiting for family office, wealth management, private investment, or related roles—or direct experience in family office operations with significant talent management/recruiting responsibilities.

New!

Sunnyvale, CAToday

Full-time
Employee

We provide a range of services from enabling better self help and in-product support, to providing better support through interactions, setting up accounts and implementing ad campaigns, and providing media solutions for customers business and marketing needs and providing complex technical and measurement solutions along with consultative support for our large customers. Based on the evolving needs of our ads customers, we partner with Sales, Product and Engineering teams within Google to develop better solutions, tools, and services to improve our products and enhance our client experience.

Mountain View, CA30+ days ago

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Mountain View, CA, USA; Boulder, CO, USA; Sunnyvale, CA, USA.Minimum qualifications: Bachelor's degree in Computer Science, Information Systems, Cybersecurity or related technical field or equivalent practical experience. We focus on helping United States public sector institutions accelerate their digital transformations, and we continue to make significant investments and grow our team to meet the complex needs of local, state and federal government and educational institutions.

Sunnyvale, CA30+ days ago

$65–$70 Per Hour
Contractor

Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management Our client is a leading IT industry , and we are currently interviewing to fill this and other similar contract positions. Key Requirements and Technology Experience: Key skills: Workday Financial Experience, Account Center Workday Financial Experience Hands on Accounting center implementation experience.

Pleasanton, CA30+ days ago

Part-time

Your in-depth financial knowledge and proven track record of at least 6 months in independent Fractional CFO consulting work will be essential in driving financial growth and success for our clients. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

New!

San Francisco, California5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Foster City, CA15 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

New!

San Francisco, California4 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Newark, CA30+ days ago

$88,400–$132,600 Per Year

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Palo Alto, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

$70,300–$99,900 Per Year

New!

San Francisco, CA4 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

Palo Alto, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA29 days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, California10 days ago

Remote

$90–$150 Per Hour

For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Mercor connects elite creative and technical talent with leading AI research labs.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

You'll contribute to refining annotation tools and selecting complex problems from advanced finance fields, with a focus on investment analysis and topics including but not limited to equities, commodities, real estate, fixed income, forex, derivatives and accounting, where your expertise can drive significant improvements in model performance. Choose problems from finance fields that align with your expertise, focusing on areas like investment analysis, taxation, accounting, financial modeling, or risk assessment where you can confidently provide detailed solutions and evaluate model responses.

San Francisco, CA30+ days ago

$87,590–$132,700 Per Year

Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

Daly City, California30+ days ago

Obtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.

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Investment Consultant Jobs in San Francisco, CA

Jobs

Financial Consultant - Palo Alto, CAFidelity Investments

Financial Consultant - Marin, CAFidelity Investments

Senior Control Systems Engineer*US AMR-Jones Lang LaSalle Americas, Inc.

West Coast Consultant Relations DirectorNorthern Trust

Wealth ConsultantFirst Citizens Bank

Applied AI ConsultantBTS

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San FranciscoT. Rowe Price

Consultant, Healthcare ServicesAlvarez & Marsal Healthcare Industry Group, LLC

Acquisition ConsultantAcquisition Network

Decision Analytics Consultant - Digital & Technology AdvisoryZS

Capital Raising ConsultantInitio Capital

Data Analytics Consultant, Healthcare PracticeAlvarez & Marsal Healthcare Industry Group, LLC

Senior Mobile Growth Consultant – ASO & CROPhiture

Consultant, AdvisoryAECOM

Private Capital Solutions ConsultantMSCI Inc.

Principle Consultant AnalystIconma

Senior Consultant, Power Markets - Transferable Tax Credits3Degrees

Implementation ConsultantStripe

Clinical Account Consultant (CAC)Promega

Senior Consultant, Mergers & Acquisitions (M&A) TaxBaker Tilly Advisory Group, LP

VMware Cloud Architect / ConsultantVelvet Ledger Workforce

Leasing ConsultantSares Regis Operating Company, L.P.

Floating Leasing ConsultantSares Regis Operating Company, L.P.

VMWare ConsultantTekaccel Inc

VMware Cloud Architect / ConsultantCivil Recruit

Recruiting Consultant, Family Office SolutionsAndersen

Technical Solutions Consultant, gTech Ads Customer SupportGoogle

Senior Security Consultant, Google Public SectorGoogle

Workday Financial Consultant - Accounting CenterPyramid, Inc

Fractional CFO (Consultant)LTD Global

Financial AdvisorNorthwestern Mutual

Senior Financial AdvisorSummitry

Financial AdvisorCity National Bank

Wealth Relationship Manager - Newark, CACitigroup

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate, San Francisco, CAJPMorgan Chase

Financial AdvisorValued Merchant Services

J.P. Morgan Advisors - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CAJPMorgan Chase Bank, N.A.

Personal Financial Advisor - AI TrainerMercor

Finance ExpertxAI

J.P. Morgan Advisors - Relationship Manager - San Francisco, CAJPMorgan Chase

Financial Advisor IIPatelco Credit Union

PATIENT FINANCIAL ADVISORAHMC Healthcare

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