div class="content-intro">Started by Families, Focused on Students. Alpha is a free, TK-12 public charter school system on a mission to prepare the next generation of leaders in East San José.
Alpha Public Schools is a network of four public charter schools committed to providing access to an outstanding education.
p>Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. RPM Partners (www.rpmea.com) is seeking a Managing Director with deep automotive and manufacturing restructuring expertise to advise clients through complex, high-stakes situations by delivering hands-on operational and financial solutions that strengthen performance and enterprise value.
San Francisco, CA5 days ago
p>The ideal candidate will be proactive and drive initiatives by actively developing the BMO Technology Banking brand and reputation, pursuing new business opportunities, acquiring new clients, and delivering BMO's entire commercial banking and capital markets platform. The Managing Director will play an important role in the Technology Banking group's buildout, driving growth of the Technology Banking franchise and portfolio in the Northwestern U.S., reporting directly into the regional Technology Banking leader.
San Francisco, CA30+ days ago
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. The individual will be responsible for managing a team, ensuring the accuracy and efficiency of trade execution, settlement, and reconciliation processes, driving continuous improvement initiatives to optimize operational workflows, and ownership of trading policies.
San Francisco, CA30+ days ago
Other credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
San Francisco, CA30+ days ago
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of a global team delivering M&A services to Private Equity and Corporate clients. Preferred Experience: CPCU a plus MBA, CPA or JD a plus Education: Bachelor's degree in related field How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce.
Securities exams and IAR appointment include: Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.''s RIA Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams. Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
San Francisco, CA30+ days ago
We are intentionally looking to add a Silicon Valley-based investor who brings differentiated access, cycle-tested judgment, and the ambition to help scale a high-performing institutional growth platform. You will collaborate closely with senior TVG leadership, the TVG Funds team, and adjacent OTPP asset classes, but investment decisions and portfolio ownership resides within TVG.
San Francisco, California30+ days ago
Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors.