Registered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateSan Francisco, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateMill Valley, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAThis job will be open and accepting applications for a minimum of seven days from the date it was posted.
Senior Underwriter (AVP) - FI Complex Risk - Management Liability AXIS Capital Holdings LtdSenior Underwriter (AVP) - FI Complex Risk - Management LiabilitySan Francisco, CA$170,000–$215,000 / yearIn addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts.
Senior Product Manager Opto Investments incSenior Product ManagerSan Francisco, CA$235,000–$280,000 / yearOpto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Senior Underwriter (Avp) - FI Complex Risk - Management Liability Axis Capital Holdings LTDSenior Underwriter (Avp) - FI Complex Risk - Management LiabilitySan Francisco, CA$170,000–$215,000 / yearIn addition to technical strength, the individual should demonstrate strong executive presence, with the ability to communicate effectively, influence outcomes, and build lasting relationships that support long-term strategic growth, while operating collaboratively within a team and independently managing a portfolio. They should have a proven track record of building and managing relationships with retail brokers, using those partnerships to originate, retain, and grow profitable business across complex FI public and private company accounts.
["Manager, Hedge Fund Accounting","Manager, Hedge Fund Accounting"] SS&C Technologies["Manager, Hedge Fund Accounting","Manager, Hedge Fund Accounting"]San Francisco$90,000–$175,000 / yearStep into a client-facing leadership role whereyou'llmanage key private equity fund relationships and oversee the full spectrum of alternative investment fund accounting, from capital activity and waterfalls to financial reporting and audits. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
NewManager, Hedge Fund Accounting SS&CManager, Hedge Fund AccountingSan Francisco, WashingtonStep into a client-facing leadership role where you’ll manage key private equity fund relationships and oversee the full spectrum of alternative investment fund accounting, from capital activity and waterfalls to financial reporting and audits. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Lateral Partner Recruiting and Integration Manager Wilson Sonsini Goodrich & RosatiLateral Partner Recruiting and Integration ManagerPalo Alto, CaliforniaWork closely with the Chief Attorney Recruiting Officer and Director of Partner Recruiting, Firm Management, Department Leaders, Practice Group Leaders and partners to develop and execute a firmwide lateral partner recruiting strategy aligned with annual and long-range business plans. The Manager serves as a strategic driver for all aspects of the lateral partner hiring process for multiple practice groups at a firmwide level (US, Asia and European offices), including outreach to search firms to identify partner candidates and all aspects of the relationship with the search firm, including the execution and recording of required agreements.
Enterprise Architect - Pharma Commercial Genentech IncEnterprise Architect - Pharma CommercialSouth San Francisco, CA$170,800–$317,200 / yearPartner with Business and Roche Digital Technology (RDT) leadership to align global and regional business priorities with multi-year technology roadmaps and target-state architectures. Guide investment decisions alongside Portfolio Management by evaluating strategic impacts, maximizing platform reuse, and managing technical debt to optimize total cost of ownership (TCO).
Admin Operations Associate Varsity TechnologiesAdmin Operations AssociateSouth San Francisco, CAYou will own the full order-to-cash cycle for hardware, products, and services, from distributor pricing and procurement through invoicing and collections, while working alongside Varsity's AI-driven automation to keep repetitive work fast and error-free. This role exists so our Customer Success Managers can sell with full confidence that once a quote is signed, everything downstream, including ordering, shipping, depot handling, invoicing, and collections, is handled accurately and on time without landing back on their desk.
Tax Senior Manager, Private Wealth Baker Tilly Advisory Group, LPTax Senior Manager, Private WealthSan Francisco, CaliforniaBaker 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. Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Customer Success Manager - Fraud/Aml Strategy DataVisorCustomer Success Manager - Fraud/Aml StrategyMountain View, CAWith an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving fraud and money laundering activities in real time. Your responsibilities include monitoring detection system performance, advising on best practices for using machine learning models, rules engine, and device intelligence signals, and identifying opportunities to reduce fraud or money laundering risks and streamline operations.
Customer Success Architect Mixpanel IncCustomer Success ArchitectSan Francisco, CARemote$132,000–$178,500 / yearYou will partner closely with Account Executives, Account Managers, Product, Engineering, and Support to successfully roll out self-serve analytics within our customer's organizations, help the customer manage change, execute on technical projects and services that delight our customers and ultimately drive ROI on the customer's Mixpanel investment. As a CSA, you will partner with customers throughout the customer journey to understand what drives value, beginning from the pre-sales running proof of concepts to demonstrate quick time to value, to post-sales onboarding and implementation where you set customers up for long-term success with scalable implementation and data governance best practices.
Associate, Client Advisory Jordan Park GroupAssociate, Client AdvisorySan Francisco, CaliforniaServing as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients. The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Relationship Manager Bank of AmericaRelationship ManagerWalnut Creek, CaliforniaKey responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Quantitative Scientist, Commercial-Facing Verana Health IncSenior Quantitative Scientist, Commercial-FacingSan Francisco, CARemote$141,441–$212,161 / yearBuilt on the values of continuous learning, cross-functional collaboration, and rigorous scientific research, the Data & Science team strives to improve patient care by innovating at the intersection of real world data, clinical context, and methodology with our partners to ensure all available data is being used to in the most efficient, data-driven way possible. Verana Health, a digital health company that delivers quality drug lifecycle and medical practice insights from an exclusive real-world data network, recently secured a $150 million Series E led by Johnson & Johnson Innovation - JJDC, Inc. (JJDC) and Novo Growth, the growth-stage investment arm of Novo Holdings.
Domain Tech Lead - Infrastructure Patching Automation (Mainframe & AS/400) Deloitte Touche Tohmatsu LtdDomain Tech Lead - Infrastructure Patching Automation (Mainframe & AS/400)San Francisco, CA$134,000–$265,000 / yearThis role requires deep expertise in mainframe and AS/400 (IBM i) environments to lead and deliver the patch management program across complex legacy and hybrid infrastructure estates, develop automation solutions that reduce manual effort and risk, and serve as a trusted technical advisor to enterprise clients - working closely with client stakeholders, project managers, and cross-functional delivery teams to plan, schedule, and execute patch cycles while ensuring compliance, stability, and security across mission-critical platforms. As a Domain Tech Lead on the AI & Engineering Hybrid Cloud Infrastructure team, you will own end-to-end technical delivery within a specific infrastructure domain on a large-scale infrastructure engineering engagement, with a focus on automating the patching lifecycle of multiple infrastructure areas.
Senior AI Solutions Engineer Fiddler LabsSenior AI Solutions EngineerPalo Alto, CAFiddler is recognized as a pioneer in the field of AI Observability and has received numerous accolades, including: 2022 a16z Data50 list, 2021 CB Insights AI 100 most promising startups, 2020 WEF Technology Pioneer, 2020 Forbes AI 50 most promising startups of 2020, and a 2019 Gartner Cool Vendor in Enterprise AI Governance and Ethical Response. By guiding customers through product evaluation, building seamless integrations, and championing their needs across the organization, you help them operationalize trustworthy AI at scale while fueling Fiddler's growth through successful acquisition, adoption, renewals, and expansion.
Senior Salesforce Product Owner U.S. BancorpSenior Salesforce Product OwnerSan Francisco, CA$170,255–$200,300 / yearPreferred skills: product P&L, product strategy, vision and planning, product discovery, product development, channel alignment and management, adoption, customer experience research, insight and execution, agile ways of working, go-to-market and sales channels, performance measurement and optimization, marketing and analytics, customer centricity. Preferred qualifications, capabilities, and skills: Expertise on the critical interdependencies among product model system elements that help and hinder performance; ability to plan and design solutions that synchronize resources to achieve business results using business metrics, key performance indicators, design systems, service blueprints, and reusability.
Principal Financial Analyst, Services & Mid-Market Intuit IncPrincipal Financial Analyst, Services & Mid-MarketMountain View, CAStrategic planning: Be a trusted advisor to the leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Global Business Solutions Group ("GBSG") is Intuit's largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.