Investment Operations Analyst - Trade Support RIDGE LINE INCInvestment Operations Analyst - Trade SupportSan Ramon, CA$92,500–$115,500 / yearAs an Investment Operations Analyst - Trade Support, you''ll play a key role in supporting Ridgeline customers by managing critical post-trade operations, including trade support, settlement, allocations, and exception management. You''ll ensure trades are processed accurately through the full trade lifecycle, resolve operational issues before end of day, and partner closely with customers and internal teams to continuously improve workflows.
Senior Investment Product Manager Asset MarkSenior Investment Product ManagerConcord, CA$150,000–$175,000 / yearWe are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. US - CA - Rancho Cordova - 2882 Prospect Park Dr - 2882 Prospect Park Dr (CA3501), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813).
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BaySan Leandro, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CAWalnut Creek, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerWalnut Creek, CAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.
Staff Software Engineer, Investment Performance And Analytics RidgelineStaff Software Engineer, Investment Performance And AnalyticsSan Ramon, CA$182,500–$228,000 / yearPowered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. The Performance & Analytics team works on calculating, reporting, and effectively presenting performance and attribution metrics across investments leveraging modern OLAP and Columnar technologies.
Staff Software Engineer, Investment Performance and Analytics RidgelineStaff Software Engineer, Investment Performance and AnalyticsSan Ramon, CA$182,500–$228,000 / yearRidgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk.
Senior Investment Broker - Commercial Real Estate NorthmarqSenior Investment Broker - Commercial Real EstateWalnut Creek, CANorthmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Required Professional Certifications or Licenses: The candidate must hold a current valid real estate license in the state where they will work prior to starting the program or obtain one within the first 90 days of beginning with Northmarq.
NewInvestment Operator Grave Shift Weekend Precision Castparts CorpInvestment Operator Grave Shift WeekendSan Leandro, CAfor description go through this url https://pcctalentacquisitionportal.tal.net/vx/mobile-0/appcentre-ext/brand-7/candidate/so/pm/1/pl/3/opp/23539-Investment-Operator-Grave-Shift-Weekend/en-GB .
Senior Investment Product Manager AssetMark Financial HoldingsSenior Investment Product ManagerConcord, California$150,000–$175,000 / yearWe are seeking an experienced Investment Product Manager to join our Investment Product / Wealth Management Solutions team to help design, launch, and scale innovative wealth management services and solutions for financial advisors and their clients. This role collaborates closely with investment, distribution, operations, technology, legal/compliance, and marketing teams to develop and enhance wealth management capabilities, including tax-aware and personalized investment solutions.
Finance Analyst VeevFinance AnalystHayward, CA$95,000–$120,000 / yearVeev's prefabricated closed panel systems allow homes to be assembled efficiently on site while delivering both a more sustainable and higher quality final product than traditional construction. Pursuant to state and local pay disclosure requirements, the pay range for this role, with final offer amount dependent on skills, education, experience, and location is $95,000 - $120,000 annually for Hayward, CA and surrounding areas.
Senior Financial Analyst - R&D RIDGE LINE INCSenior Financial Analyst - R&DSan Ramon, CA$133,000–$166,000 / yearPowered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Identify cloud optimization opportunities including reservations, savings plans, vendor commitments, architecture improvements, and usage efficiencies while balancing cost, performance, security, and reliability.
Senior Financial Analyst Abbott LaboratoriesSenior Financial AnalystAlameda, CA$90,000–$180,000 / yearThe main functions of this position include (1) the coordination of ADC's cashflow and balance sheet financial planning activities including the compilation, analysis, and distribution of management review packages, (2) preparation and analysis of capital projects, (3) communication between ADC's Division Headquarters, various ADC financial teams around the world, and Corporate Finance. The Senior Financial Analyst is responsible for providing analytics, explanations of key performance drivers, management presentations, and business support to enable informed decision making by executive management at the ADC, Medical Device and Corporate levels.
Senior Financial Analyst AbbottSenior Financial AnalystAlameda, California$90,000–$180,000 / yearThe main functions of this position include (1) the coordination of ADC’s cashflow and balance sheet financial planning activities including the compilation, analysis, and distribution of management review packages, (2) preparation and analysis of capital projects, (3) communication between ADC’s Division Headquarters, various ADC financial teams around the world, and Corporate Finance. The Senior Financial Analyst is responsible for providing analytics, explanations of key performance drivers, management presentations, and business support to enable informed decision making by executive management at the ADC, Medical Device and Corporate levels.
Business Analyst MasTec IncBusiness AnalystOakland, CA$44.72–$58.73 / hourOverview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex infrastructure, utility, and capital improvement initiatives. IW Professional Services is committed to delivering scalable, sustainable, and cost-effective solutions that help clients navigate evolving operational challenges while advancing reliability, resiliency, and customer-focused outcomes.
Business Analyst Intren WestBusiness AnalystOakland, California$44.72–$58.73 / hourFull timeIntren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex infrastructure, utility, and capital improvement initiatives. IW Professional Services is committed to delivering scalable, sustainable, and cost-effective solutions that help clients navigate evolving operational challenges while advancing reliability, resiliency, and customer-focused outcomes.