Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSan Francisco, CA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Associate, Primary Adams Street Partners LLCAssociate, PrimaryMenlo Park, CA$135,000–$145,000 / yearManaging client support activities, including but not limited to, coordinating due diligence information gathering for new and existing clients, curating presentation materials, preparing RFPs and other client questionnaires, and responding to other ad hoc client requests as they arise. Specifically, the individual will be involved with and responsible for: Assist in evaluation and monitoring of investment opportunities: Meet with General Partner groups to evaluate potential investment opportunities and monitor existing investments.
Leveraged Credit Compliance Officer - Assistant Vice President/Vice President KKR & Co. Inc.Leveraged 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.
ASSOCIATE, DATA ENGINEER Cresset Capital Management LLCASSOCIATE, DATA ENGINEERSan Francisco, CARecognized 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. Experience building or contributing to data pipelines that feed AI tools, including Model Context Protocol (MCP) servers or similar AI integration frameworks.
ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGER Cresset Capital Management LLCASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGERPalo Alto, CA$100,000–$130,000 / yearRecognized 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. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital.
ASSOCIATE DIRECTOR, INFRASTRUCTURE NETWORK ENGINEER Cresset Capital Management LLCASSOCIATE DIRECTOR, INFRASTRUCTURE NETWORK ENGINEERSan Francisco, CA$150,000–$175,000 / yearThe ideal candidate will be comfortable managing day-to-day IT engineering operations across network infrastructure, cloud services, endpoint systems, identity platforms, security tools, and core business applications. Manage and support core business infrastructure, including networking, cloud platforms, identity systems, endpoint management, servers, security tools, and business-critical applications.
Tax Specialist (CPA) Decile GroupTax Specialist (CPA)Palo Alto, CaliforniaWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 5+ years of experience in partnership tax, with meaningful time spent on fund structures (venture capital, private equity, or fund of funds).
NewRegional Sales Director 002_MstarAssocLLC Morningstar Investment Management Legal EntityRegional Sales DirectorSan Francisco, CaliforniaAs a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
Associate, Client Onboarding Specialist IEQ CapitalAssociate, Client Onboarding SpecialistFoster City, CA$70,000–$100,000 / yearThis role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams. You will own the onboarding workflow from initial intake through account opening and funding, helping gather client information, facilitate clear communication, track outstanding items, and ensure each onboarding experience is handled with accuracy, responsiveness, and care.
NewDirector, Family Office Lead IEQ CapitalDirector, Family Office LeadSan Francisco, CA$170,000–$225,000 / yearThe Family Office Lead will work closely with the IEQ professionals who oversee and manage our clients’ investment portfolios, taking ownership of the broader non-investment workstreams associated with a select group of complex client relationships. This individual will serve as a central point of accountability across initiatives involving clients, internal team members, attorneys, CPAs, tax professionals, insurance advisors, financial institutions, and other third-party providers.
StratiFi Technologies — Customer Success Manager & Solutions Consultant DavidJoseph&CoStratiFi Technologies — Customer Success Manager & Solutions ConsultantSan Francisco, CaliforniaRemoteUpdated 07/31/26 Wealthtech / advisor-tech / compliance platforms serving RIAs and IBDs — Orion, SS&C Black Diamond Wealth Solutions, Addepar, Tamarac, Envestnet, Morningstar, Nitrogen, Advyzon, InvestCloud, Docupace, COMPLY, ACA Group, MoneyGuide, eMoney Advisor, RightCapital. Type: Full-time | Remote (US) | United States Compensation: $60,000–$80,000 base + competitive equity | $100,000–$120,000 OTE Hiring count: 1 Visa sponsorship: None available — US-based candidates only Reports to: Head of Sales (pre-sale) & Head of Customer Success (post-sale) — dual-reporting role.
NewAdvisory & Assurance Senior or Supervisor FORTH RecruitingAdvisory & Assurance Senior or SupervisorSan Francisco, CaliforniaThe Advisory & Assurance Senior or Supervisor will be responsible for a full array of audit and consulting services for our privately held clients in various industries, including but not limited to investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations. 2-3 years of audit experience in the financial industry preferred (hedge, private equity, venture capital, or other investment funds, broker-dealers, or registered investment advisors).
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementFoster City, CA$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
Associate Director, Wealth Management IEQ CapitalAssociate Director, Wealth ManagementSan Francisco, CA$135,000–$175,000 / yearDuties and responsibilities include, but are not limited to: Support to CEOs and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.
NewAssociate, Research IEQ CapitalAssociate, ResearchSan Francisco, CA$90,000–$115,000 / yearDuties and responsibilities include, but are not limited to: Lead the ongoing monitoring of existing Alternative Investments across asset classes—including real estate, private credit, private equity, and venture—by producing clear, timely, and informative updates tailored to both clients and advisors. As you grow into the role, you will also support the investments team in conducting due diligence on Public and Alternative Investments, including: Market and downside scenario analysis, manager due diligence, and direct/co-investment deal assessments with full risk and return analysis.
Associate, Wealth Management IEQ CapitalAssociate, Wealth ManagementSan Francisco, CA$90,000–$110,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. W e focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
Senior Associate, Wealth Management IEQ CapitalSenior Associate, Wealth ManagementFoster City, CA$95,000–$130,000 / yearExpectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you. Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients.
Relationship Manager, AS Relationship Management Greater San Franscico Bay The Charles Schwab CorpRelationship Manager, AS Relationship Management Greater San Franscico BaySan Francisco, CARemote$106,500–$146,500 / yearSchwab Advisor Services, the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region. Your experience and commitment will allow us to strengthen relationships with our clients by expanding the depth and breadth of services offered, which are supported by leading technology platforms and dedicated professionals to help them successfully grow, compete, and succeed in their business efforts.
Relationship Manager, AS Relationship Management Charles SchwabRelationship Manager, AS Relationship ManagementSan Francisco, CARemote$106,500–$146,500 / yearSchwab Advisor Services( opens in new window), the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region. As a Relationship Manager, you will effectively coordinate with Service to proactively anticipate client needs and resolve situations as they occur and work closely with other business partners across the organization to support the education and adoption of Wealth Management Services.
Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco) Evercore IncExperienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)San Francisco, CA$80,000–$120,000 / yearWe are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.