Financial Services Tax Principal WithumSmith+Brown PCFinancial Services Tax PrincipalSan Francisco, CaliforniaActively contributing to tax, industry, and service line leadership by sharing perspective on tax trends, growth opportunities, and challenges impacting Withum in the Financial Services marketplace. This includes collaborating with local office, region, industry and national leadership for successful SF market penetration ensuring the SF Financial Services ecosystem is aware of the full suite of services our firm has to offer.
(USA) Staff, Product Manager - Financial Services Walmart(USA) Staff, Product Manager - Financial ServicesSan Bruno, CaliforniaYou will own the end-to-end product strategy for enterprise-scale financial capabilities spanning co-brand card programs, third-party wallet integrations, and lending enablement, powering how our customers and members transact, manage money, and engage with financial products across our ecosystem. Proven track record building platform-level products serving multiple markets, with hands-on AI tool usage—including generative AI, experimentation platforms, and copilot tooling—over the past two years.
Financial Services Compliance Lead Gusto IncFinancial Services Compliance LeadSan Francisco, CA$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare SystemDirector, Patient Financial Services - Patient Accounting - FT - M-F 8AMFremont, CA$79.80–$111.72 / hourDemonstrates ability to successfully perform duties through knowledge of patient and third party billing, Strong leadership, managerial and interpersonal skills, Computer skills/competency in EHR, preferably EPIC, electronic billing and follow-up systems in all areas of responsibility. Certifications:Desired: Certification of "Manager of Patient Accounts" from the Healthcare Financial Management Association (HFMA).Experience: Recent 5 to 7 years of Management in a hospital setting of which 2-3 years should be in the position of a director.
Director of Student Financial Services (45719) Golden Gate UniversityDirector of Student Financial Services (45719)San Francisco, CARemote$95,000–$110,000 / yearEducation and Experience: Bachelor's degree in Information Technology, Accounting, Finance, Higher Education Administration, or a closely related field, master's preferred; a minimum of 5-7 years of progressively responsible experience in higher education financial aid, with a distinct specialization in regulatory compliance; or a combination of education and related experience. Oversee the administration and calculation of Return of Title IV Funds (R2T4), conduct internal audits regarding Satisfactory Academic Progress (SAP) appeals, federal verification, and institutional aid to identify discrepancies and reduce institutional liability.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerSan Francisco, CA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Senior Product Marketing Manager - Financial Services NvidiaSenior Product Marketing Manager - Financial ServicesSanta Clara, CAHigh-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Software Engineer, Agent - Financial Services SierraSoftware Engineer, Agent - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Account Executive, Scale, Financial Services BrazeAccount Executive, Scale, Financial ServicesSan Francisco, CABraze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. You demonstrate the mechanics of a value-first conversation, including the steps necessary to get there: strong and ongoing discovery, a solid understanding of the business pain, what outcomes they are hoping to achieve, and how Braze is best positioned to provide differentiated value.
Executive Search Senior Associate, Financial Services Heidrick & StrugglesExecutive Search Senior Associate, Financial ServicesSan Francisco, CaliforniaThe search process includes working with clients to develop position specifications; interviewing, and assessing prospective candidates and building a pipeline of qualified candidates for active searches meeting the client’s requirements; developing the candidate relationship; and candidate referencing. Working closely with our expert Search Partners & Principals (Consultants), Senior Associates build upon their existing professional skills in a hands-on environment and continue to receive world class mentorship and professional development in an apprenticeship-style method.
Vice President, Native American Financial Services KeyCorpVice President, Native American Financial ServicesSan Francisco, CA$128,000–$268,000 / yearLeading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra LtdSalesforce Financial Services Cloud ( FSC) SME / ArchitectCADesign scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.
Financial Services Representative, College Graduate - Berkeley, CA FidelityFinancial Services Representative, College Graduate - Berkeley, CABerkeley, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
(USA) Staff, Product Manager - Financial Services Walmart Inc(USA) Staff, Product Manager - Financial ServicesSan Bruno, CA$143,000–$286,000 / yearYou will own the end-to-end product strategy for enterprise-scale financial capabilities spanning co-brand card programs, third-party wallet integrations, and lending enablement, powering how our customers and members transact, manage money, and engage with financial products across our ecosystem. Proven track record building platform-level products serving multiple markets, with hands-on AI tool usage-including generative AI, experimentation platforms, and copilot tooling-over the past two years.
Strategist, Agent Development - Financial Services Sierra AIStrategist, Agent Development - Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Associate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple Locations Houlihan LokeyAssociate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple LocationsSan Francisco, CA$95,000–$160,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Manager, Business Development, Financial Services Marketplace KikoffManager, Business Development, Financial Services MarketplaceSan Francisco, California$133,000–$172,000 / yearYou will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners. The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet.
Director, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, California$225,000–$265,000 / yearYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.