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.
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.
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, 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, CA14 days ago
You might start by refining strategy for a key seven-figure prospect, aligning with the Executive Director and Senior Managing Director, Development on approach and roles, then spend time in donor meetings - deepening relationships, advancing solicitations, or stewarding recent gifts. We are looking for a specialist in fundraising and development who - in partnership with local Executive Director and the VP, Field Fundraising - can independently develop and execute the strategy to acquire, cultivate, retain, and diversify your portfolio of donors (including public and private donors).
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.
San Francisco, California30+ days ago
What You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). 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.
San Francisco, CA30+ days ago
Accepting lead broker and/or relationship manager responsibilities on select account(s) Acquiring insurance licensure for both P&C and A&H lines to broker/sell coverage under ASPN, Aon's insurance-based Managed Care platform Exploring client and prospect needs/goals to develop innovative and cost-effective risk, capital and growth solutions Attaining and maintaining an understanding and knowledge of all available Aon resources and solutions to match with client needs and to meet their business requirements Achieves high client satisfaction by providing exceptional service Fosters and promotes a team approach to both internal and external business relationships Skills and experience that will lead to success Bachelor or equivalent degree Minimum of 10 years' breaking and/or Healthcare/Managed Care experience Extensive knowledge and understanding of reinsurance coverages and solutions Exceptional interpersonal skills with capability to interact with major clients to cultivate and maintain strong relationships Excellent communicator (both verbally and in writing) with internal and external clients Entrepreneurial attitude with keen negotiation, business acumen and problem-solving skills Strong organization and time management skills, able to multitask and manage projects Ability to work independently as a self-starter; committed to delivering the highest in client service, quality and results Previous formal or informal experience in managing teams or direct reports Expert with top notch client relationship management capabilities The ability to embrace change in support of the business unit's and company's goals Working knowledge of MS Office suite of products with ability to learn and use multiple software and system-based applications Professional demeanor with positive attitude Ability to travel Aon is not accepting unsolicited resumes from search firms for this position. What the day will look like Within the Accident, Health and Life Reinsurance practice group, you will play an integral role via… Producing new business and assisting in the development of sales and marketing strategy designed to cultivate revenue generation opportunities, with specific focus in Healthcare/Managed Care Developing comprehensive new business sales and development plans for targeted prospects/clients Supporting the Healthcare/Managed Care team to positively impact growth and profitability Working with clients and markets to support their long-term risk, capital and growth strategies Improving existing Healthcare/Managed Care products/service, and developing new ones Collaborating with broking teams across solution lines to develop new business and build client/prospect relationships, with specific focus on the Healthcare Vertical Responsibilities: Identifying specific client and prospect needs and develops innovative and cost-effective solutions Assuming a supporting role within the Managed Care health consulting solutions team.
San Francisco, CA2 days ago
p>Unlike a traditional business development role focused on net-new logos, this position emphasizes growing existing client accounts by uncovering business challenges, developing strategic account plans, and aligning West Monroe''s technology capabilities to deliver measurable value. As a Director or Partner within our Banking Practice, you''ll play a pivotal role in helping clients navigate complex transformation initiatives while driving the continued growth of one of our fastest-growing practices.
San Francisco, CA30+ days ago
p>You will act as the technical "tip of the spear"-engaging credibly with utility's technology and grid leadership, pressure-testing problem statements, identifying downstream implications, and mobilizing the right experts from across West Monroe's Technology & Experience Practice and broader Firm. Position Overview:
West Monroe is seeking a senior, technically grounded Managing Director to serve as the Technical Account Lead for a large CA IOU, working in close partnership with the Account Lead to deepen and expand one of the firm's most strategic utility relationships.
p>• BS degree in Accounting, Finance, Business-related field or relevant work experience • Minimum of 15 years of experience providing litigation support, investigation, and forensic accounting services • Preferred Qualifications: • CPA license, and/or CFE, and/or MAFF, and/or CFF • Other credentials that relate to fraud and forensic investigations, business valuations, and the like are highly preferred. To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/.
San Francisco, CA21 days ago
div class="content-pay-transparency">Current position range
$260,000—$300,000 USD
What happens next?. The primary objective is to continue to grow the SEO practice profitably by building an approach that utilizes the best people, processes and technology to be able to deliver client results via organic and AI search.
San Francisco, CA30+ 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.
San Francisco, CA30+ days ago
p>Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated "VC/PE"). 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.
li>Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:
Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement.
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.
San Francisco, California30+ days ago
p style="margin:0px">First Citizens Middle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. Delivers a full suite of commercial banking products and services including loans, deposits, treasury management services, interest rate products, capital markets, wealth management and other fee income business.
San Francisco, CA30+ days ago
p>Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Works closely in collaboration with broking teams across solution lines to focus efforts on the development of new business and building relationships with clients and prospects that align with business targets, with the understanding that volume of prospecting activity is essential.
San Francisco, CA30+ days ago
p>Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Works closely in collaboration with broking teams across solution lines to focus efforts on the development of new business and building relationships with clients and prospects that align with business targets, with the understanding that volume of prospecting activity is essential.