Business Development Representative AprioBusiness Development RepresentativeWalnut Creek, CA$85,000–$110,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Your primary focus will be on managing inbound lead flow, qualifying early-stage opportunities, developing draft price quotes, and executing outbound campaigns to generate new business opportunities for the SOC/ISO and CMMC practices.
Business Development Manager, NetSuite Baker Tilly Advisory Group, LPBusiness Development Manager, NetSuiteSan Francisco, CaliforniaYou will build pipeline three ways: (1) sourcing net-new prospects in the open market, (2) activating Baker Tilly's internal network of audit, tax, and advisory partners to open doors into their client base, and (3) developing the Oracle NetSuite field sales relationships that drive co-sell and referral volume. 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.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantSan Francisco, CA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Client Support Specialist - Greater San Francisco, CA area (REMOTE) FidelityClient Support Specialist - Greater San Francisco, CA area (REMOTE)San Francisco, 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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Global Corporate Trust (Gct) Client Manager US BankGlobal Corporate Trust (Gct) Client ManagerSan Francisco, CA$124,650–$152,350 / yearThe candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively.
Client Strategy Associate EndsightClient Strategy AssociateNapa, CARemote$65,000–$80,000 / yearWorking at Endsight feels a bit like being part of a great university—you’ll learn fast, build strong relationships, and grow alongside people who care deeply about doing great work. As a Client Strategy Associate (CSA) , you’ll support our Pods’ Client Strategy teams by helping ensure client strategy processes are executed consistently and effectively.
Senior Manager, Client Development - Pitch And Proposal Eversheds SutherlandSenior Manager, Client Development - Pitch And ProposalSan Francisco, CA$150,000–$175,000 / yearPractical understanding of the legal/professional services industry and the partnership environment; curiosity and an aptitude for learning; an entrepreneurial spirit; strong strategic, analytical, and critical-thinking skills; organized, logical, detail- and process-oriented; proficient in Word, Excel, and PowerPoint; familiar with research and experience databases. The Senior Pitch and Proposal Manager is a strategic advisor and operator within the Client Development team, responsible for leading high stakes pitches, proposals and RFP responses from initial evaluation through final delivery.
Business Development Manager Structural TechnologiesBusiness Development ManagerSan Francisco, CaliforniaOur ideal Business Development candidate is an innovative, but decisive individual who can work effectively in a highly collaborative, team-based environment; has the ability to set goals and expectations and hold others accountable; can encourage and mentor others; is approachable, empathetic and outgoing; can quickly gain trust and respect; and is able to establish and maintain relationships. The successful candidate will also be responsible for: Support Structural Technologies and Construction divisions by performing and teaming to perform sales functions on high-value projects and client relationship development to meet financial goals.
Director, Value Added Services, Emerging Markets VisaDirector, Value Added Services, Emerging MarketsSan Francisco, california$205,700–$387,900 / yearAs the primary industry specialist for these vertical markets, this role will partner closely with Visa's Generalist Sales organization, Product, Risk, Legal, Finance, Commercialization, Sales Engineering, and Marketing teams to drive revenue growth, influence go-to-market strategies, and establish Visa as a trusted advisor to leading merchants and platform providers. This role will be responsible for driving growth, revenue, and market expansion across a portfolio of rapidly evolving merchant segments, including digital gaming, online wagering, daily fantasy sports, telehealth, digital healthcare, subscription wellness, debt repayment, and other emerging commerce verticals.
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.
Registered Client Service Associate Citigroup Inc.Registered Client Service AssociateSan Francisco, CA$61,280–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Senior Technical Sales Manager Structural TechnologiesSenior Technical Sales ManagerSan Francisco, CaliforniaOur ideal Business Development candidate is an innovative, but decisive individual who can work effectively in a highly collaborative, team-based environment; has the ability to set goals and expectations and hold others accountable; can encourage and mentor others; is approachable, empathetic and outgoing; can quickly gain trust and respect; and is able to establish and maintain relationships. Tstrata Strengthening Solutions, a division of Structural Group develops and integrates proprietary products and specialty engineering services, to create highly engineered solutions that sustain and enhance infrastructure across a broad range of end user markets.
Business Development Manager - Testing Services (56822) Applied Technical ServicesBusiness Development Manager - Testing Services (56822)Pleasanton, CAYou will be responsible for driving sales growth by expanding contacts with each assigned customer and selling the core offerings, developing and managing long-term client relationships, and delivering innovative solutions across critical industries including aerospace, automotive, pharmaceuticals, health and life sciences, food and beverage, defense, power generation, chemicals, construction, and pulp & paper. Develop mutually beneficial, respectful, and effective relationships with peers to ensure seamless coordination between departments, maximize synergy, and maintain a shared vision, strategy, and focus.
Principal Solution Architect, Professional Services - Finance Anaplan Inc.Principal Solution Architect, Professional Services - FinanceSan Francisco, CARemote$171,000–$232,000 / yearThis is not a typical implementation role, it's a consulting-led position where you will shape strategy, influence executives, solve complex business challenges, and deliver enterprise planning solutions that drive measurable business value. You will support Anaplan commercial and product activities illustrating expertise in Anaplan Applications and Platform working directly with AE's, Pre-sales, Professional Services sales and product leads.
Client Relationship Consultant 2 (Banker) - Castro Valley, CA US BankClient Relationship Consultant 2 (Banker) - Castro Valley, CACastro Valley, CA$24.92–$30.46 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewMSP Service Dispatcher & Procurement Specialist TeamLogic ITMSP Service Dispatcher & Procurement SpecialistSan Ramon, California$28–$31 / hourPosition Overview We are seeking a detail-oriented professional to join our team in a dual-role position responsible for managing service dispatch operations and procurement activities for our managed IT services (MSP) business. This role is critical in ensuring seamless delivery of IT support services to our clients while maintaining optimal inventory and vendor relationships.
NewSenior Manager, Sales Engineer VisaSenior Manager, Sales EngineerSan Francisco, CA$199,900–$320,000 / yearSales Engineers partner closely with Specialist Sellers and Account Executives throughout the pre‑sales and deal cycle, ensuring solutions are technically feasible, differentiated, and aligned to client architecture and business objectives. The Sales Engineer (SE) is a technical sales specialist responsible for enabling the sale of complex Risk & Fraud related Visa products through deep solution expertise, technical validation, and value‑based selling.
NewSenior Director, Head of Visa Direct Ecosystem, North America VisaSenior Director, Head of Visa Direct Ecosystem, North AmericaSan Francisco, CA$229,000–$400,900 / yearThe successful candidate will serve as the senior Visa Direct ecosystem lead for North America, with strong knowledge of Visa Direct, crypto, digital assets, stablecoins, liquid assets, liquidity models, treasury operations, and cross-border settlement dynamics . The role will own the North America ecosystem roadmap, drive market and corridor expansion, oversee issuer and partner readiness, improve acceptance quality and operational performance, and ensure strong regulatory integrity, risk discipline, liquidity readiness, and scalability.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). 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.
Platinum Services Specialist Fremont BankPlatinum Services SpecialistLivermore, California$32–$40.85 / hourFull timePosition Summary: The Platinum Services Specialist serves as the liaison between Private Banking, Diamond clients, and Fremont Bank to ensure unparalleled service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for world class client experience. Acting as a liaison between the client and bank operations, Private Banking Officers, Client Contact Center, and Branches to ensure the delivery of quality services and meet clients’ needs.