Manager, VAS NA Acceptance Solutions VisaManager, VAS NA Acceptance SolutionsFoster City, CA$146,200–$233,700 / yearThe Principal Solutions Manager will work closely with Product, Sales, Client Services, Sales Engineering, and other Go-to-Market teams to help articulate how Visa’s acceptance product and services, including the Visa Acceptance Platform, Payment Processing and Network Products, address partner needs and support product adoption across the North America region. This role will support the regional Acceptance Solutions team in advancing client-relevant solutions for Acquirers, Payfacs, ISOs, and other reseller partners, with a focus on product execution, roadmap coordination, go-to-market readiness, client feedback synthesis, and cross-functional delivery.
Principal Solutions Manager VisaPrincipal Solutions ManagerSan Francisco, CA$146,200–$233,700 / yearThe Principal Solutions Manager will help drive workstreams within key strategic initiatives (e.g., product roadmap development, voice-of-customer insights, data-driven client segmentation, and solution proposals for client opportunities) and help ensure the North America VAS leadership team has the data and insights needed to meet its growth imperatives. The Principal Solutions Manager will support the Senior Director of NA Issuing Solutions across a range of product strategy, solutioning, commercialization, and planning activities, with a particular emphasis on our Data Products (e.g., Visa Analytics Platform) and solution strategy across VAS in North America.
NewTax Senior Manager, M&A Real Estate KPMGTax Senior Manager, M&A Real EstateSan Francisco, CA$133,095–$295,665 / yearBachelor's degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA) or Juris Doctor/Master of Laws (JD/LLM), in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Structure the tax aspects of multinational global private equity real estate investments, including with respect to strategic mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs), along with drafting tax opinions, memos, structure decks and Excel models illustrating the tax benefits of alternative structures.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationSan Francisco, CA$153,425–$332,695 / yearBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewManager, Strategic Corporate Tax KPMGManager, Strategic Corporate TaxSan Francisco, CA$107,160–$226,320 / yearBachelor's degree from an accredited college/university; licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships; advise clients and be responsible for delivering high quality tax service and advice.
NewRegional Manager Asset Living Corporate TeamRegional ManagerWalnut Creek, CAAsset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions. . High School Diploma or Equivalent; Bachelor’s degree preferred or four years experience in the housing industry; or one to two years related experience and/or training; or equivalent combination of education and experience.
Manager, Customer Success (Non Profit) JobotManager, Customer Success (Non Profit)San Francisco, CA$175,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is an exciting opportunity to work with our non-profit clients, where you will be instrumental in driving customer success by leveraging your knowledge and expertise in B2B, SaaS, CRM, and data models.
Customer Success Manager JobotCustomer Success ManagerSan Francisco, CA$120,000–$165,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Client Services Manager HeffernanClient Services ManagerWalnut Creek, California$90,000–$110,000 / yearThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. Create, send, process, and follow up on all client paperwork (applications, investment advisory agreements, Investment Policy Statements, etc.) Send client all necessary supplemental/disclosure paperwork.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group AcquisitionSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
Client Services Associate I, Oncology BillionToOneClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne’s Fetal Cell Capture Technology.
Client Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionWalnut Creek, CA$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearThrough Maven Enterprise, the company partners with more than 2,300 employers and health plans to provide end-to-end women's and family health programs spanning fertility and family building, maternity and newborn care, parenting and pediatrics, and menopause and midlife — improving clinical outcomes, reducing healthcare costs, and expanding equitable access to high-quality care at scale. Founded in 2014 by CEO Kate Ryder, Maven Clinic has raised more than $425 million from leading healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)San Francisco, CA$150,000–$210,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
NewDirector, Client Services Guardant HealthDirector, Client ServicesPalo Alto, CaliforniaPrimary Location: Palo Alto, CA Primary Location Base Pay Range: $181,800 - $250,000 Other US Location(s) Base Pay Range: $154,530 - $212,500 If the role is performed in Colorado, the pay range for this job is: $163,620 - $225,000. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan Francisco, CaliforniaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.