Fund Banking Analyst StifelFund Banking AnalystSan Francisco, CAStifel 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Senior Software Engineer, Cloud Infrastructure AltruistSenior Software Engineer, Cloud InfrastructureSan Francisco, CA$200,000–$240,000 / yearArchitect, deploy, and operate production AWS infrastructure supporting high-availability financial services workloads (EKS, MSK, RDS/Aurora PostgreSQL, OpenSearch, ElastiCache, S3, CloudFront, and more). As the industry evolves rapidly with generative AI and agentic workflows, we need engineers who combine deep AWS and Kubernetes expertise with the vision and initiative to define how AI/ML tools and patterns can transform infrastructure operations, developer productivity, and platform resilience.
Head of Regulated Industries, Customer Success Anthropic PBCHead of Regulated Industries, Customer SuccessSan Francisco, CA$1–$2 / hourThat includes navigating compliance, procurement, security and model-risk reviews; building champions across business, technology and risk functions; change management under strict controls; and value realization across consumption and seat-based models. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Software Engineer, Product Opto Investments incSoftware Engineer, ProductSan Francisco, CA$160,000–$240,000 / yearOpto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Deputy General Counsel - Bank & Trust StifelDeputy General Counsel - Bank & TrustSan Francisco, CaliforniaFull timeBuilt on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. 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.
Private Partnership Solutions (Pps) - Tax Senior Associate PwCPrivate Partnership Solutions (Pps) - Tax Senior AssociateSan Francisco, CA$77,000–$214,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
NewClient Solutions Associate - San Francisco, CA (February 2027) FactSet Research Systems IncClient Solutions Associate - San Francisco, CA (February 2027)San Francisco, CA$70,000–$76,000 / yearYou will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support.
Client Advisor StifelClient AdvisorSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach.
Software Engineer, Backend Opto Investments incSoftware Engineer, BackendSan Francisco, CA$160,000–$240,000 / yearOpto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
NewInvestment Strategy Intern - Summer 2027 Freestone Capital Management LLCInvestment Strategy Intern - Summer 2027San Francisco, CAHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. As a Summer Investment Strategy Intern, you will work closely with the Investment Strategy team and gain exposure to Freestone's investment platform across public equities, fixed income, and alternative investments.
Product Manager, Meridian AngelListProduct Manager, MeridianSan Francisco, CAFull timeFunds is the software and services behind private funds, Nova is the banking network, Meridian is the wealth platform for accredited investors, and USVC is the brand behind a registered fund that lets anyone invest in venture. You'll work from first principles to define the modern wealth platform for private markets, turning customer insight, data, and regulatory constraints into elegant, high-trust experiences in a fast-moving, regulated space.
Senior Tax Manager Earned Wealth Advisors, LLC.Senior Tax ManagerWalnut Creek, CA$140,000–$165,000 / yearOur technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Backed by leading investors-including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital-we are rapidly scaling to redefine financial services for medical professionals.
Senior Tax Manager Earned Wealth Operating Company, Inc.Senior Tax ManagerWalnut Creek, CAFull timeOur technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Backed by leading investorsincluding Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.
Solutions Portfolio Manager - Retirement Solutions Franklin Resources IncSolutions Portfolio Manager - Retirement SolutionsSan Mateo, CA$175,000–$225,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton's global investment platform across public and private markets.
Engineering Manager, Payments AngelListEngineering Manager, PaymentsSan Francisco, CAFull timeFunds is the software and services behind private funds, Nova is the banking network, Meridian is the wealth platform for accredited investors, and USVC is the brand behind a registered fund that lets anyone invest in venture. You'll spend most of your time growing the team, driving the roadmap with stakeholders, and setting the technical vision, all while staying close enough to the code to unblock and support the team.
Engineering Manager, Nova AngelListEngineering Manager, NovaSan Francisco, CAFull timeFunds is the software and services behind private funds, Nova is the banking network, Meridian is the wealth platform for accredited investors, and USVC is the brand behind a registered fund that lets anyone invest in venture. This team owns the TypeScript codebase for the entire customer experience, including subscriptions, data rooms, distributions, capital calls, and the emerging LP wallet and investor portal.
Tax Manager Cetera Financial Group IncTax ManagerOakland, CA$116,000–$151,000 / yearFive to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships). Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
Customer Care Manager Stanley Black & DeckerCustomer Care ManagerWalnut, CaliforniaJoin our top-notch team of approximately 43,500 diverse and high-performing professionals globally who are making their mark on some of the world’s most beloved brands, including DEWALT®, BLACK+DECKER®, CRAFTSMAN®, STANLEY®, CUB CADET®, and HUSTLER®. Our lifelong learning philosophy means you’ll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities).
Senior Technical Project Manager AllocateSenior Technical Project ManagerPalo Alto, CaliforniaRemoteYou will sit at the center of product, engineering, design, and leadership — identifying friction, removing blockers, accelerating decisions, and compressing feedback loops so the team can move faster without losing quality. This role is for you if you have: Experience shipping real products in fast-moving startup environments ; early-stage startup experience strongly preferred.
Technical Accounting Manager, New Product RobinhoodTechnical Accounting Manager, New ProductMenlo Park, CA$149,000–$175,000 / yearOwn technical accounting research and conclusions for new products, strategic transactions, and other novel or judgmental fact patterns - researching relevant US GAAP and SEC guidance, and drafting clear, well-supported position papers and memos. Evaluate emerging areas (e.g., crypto/digital assets, new revenue arrangements, and other frontier products) where authoritative guidance is still developing, applying sound judgment to reach and document defensible conclusions.