AssetMark, Inc.Senior Investment Specialist, AssetMark Investment Solutions AssetMark, Inc.Senior Investment Specialist, AssetMark Investment SolutionsConcord, CA$175,000–$200,000 / yearTechnical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. • Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space.
Paulson Investment Company LLCPrivate Equity Investment Sales Associate Paulson Investment Company LLCPrivate Equity Investment Sales AssociateSan Francisco, CAPaulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.
Beacon Pointe Advisors LLCAssociate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPleasant Hill, CAThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorSan Francisco, California$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional RelationshipsPalo Alto, CA$140,000–$190,000 / yearYou will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.
CoreTechsSenior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAJob Responsibilities: • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires • Support business unit operational procedures and compliance requirements (e.g. Required Qualifications, Capabilities, and Skills: • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.
Wedbush SecuritiesVice President, Investment Banking Healthcare Wedbush SecuritiesVice President, Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasHayward, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasGreenbrae, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasSan Bruno, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding AreasSan Francisco, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasWalnut Creek, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CASan Mateo, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding AreasPalo Alto, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasCorte Madera, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasMillbrae, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding AreasSan Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasUnion City, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial Advisoralameda, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San FranciscoSan Francisco, CASKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork * Must be able to be innovative, pro-actively manage time and follow through to complete tasks ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Columbia BankSenior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
SummitryNewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
SummitryNewFinancial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
Evolve Talent PartnersLegal & Compliance Associate Evolve Talent PartnersLegal & Compliance AssociateSan Francisco, CAAssist the Company’s attorneys and outside counsel with the formation of the Company’s new investment funds and special purpose vehicles, including drafting and filing of formation documents, arranging for the execution of partnership agreements and ancillary documentation, establishing and populating investor data rooms, collecting and reviewing completed commitment documents and limited partner AML/KYC information, and coordinating with accounting and operational colleagues regarding the issuance of capital calls. This may include: managing legal invoice review and allocation; assisting other team members with the investigation of evolving laws and regulations; supporting ad-hoc legal projects; helping the team recognize opportunities for workplace efficiencies; and helping to identify ways this position can support evolving the Company’s priorities/ workloads.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerSan Francisco, CAFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
PaychexAccount Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesSan Francisco, California$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Parallel AdvisorsOperations Associate - Client Services Parallel AdvisorsOperations Associate - Client ServicesSan Francisco, CA$72,000–$90,000 / yearAt Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.
Regal Executive SearchAudit Senior Regal Executive SearchAudit SeniorSan Jose, CAThe Audit Senior will be responsible for a full array of audit and consulting services for our privately-held clients in a variety of industries, including but not limited to: investment/private equity, professional services, distribution companies, real estate, and not-for-profit organizations. Our client is a highly regarded Bay Area regional CPA firm providing audit, tax, and advisory services to some of the world’s most affluent individuals, families, closely held businesses and non-profit organizations.
Fintrx IncMid-Market Account Executive Fintrx IncMid-Market Account ExecutiveSan Francisco, CAToday FINTRX serves hundreds of customers globally which include top tier hedge funds private equity and venture capital firms real estate firms institutional investors investment banks consultants and service providers. Your goal is to build a relationship with the prospective buyer understand their data & research needs and to ultimately sell FINTRXs various financial data & research offerings through a consultative sales process.
The Capital Group Companies, Inc.Enterprise Growth Manager - San Francisco The Capital Group Companies, Inc.Enterprise Growth Manager - San FranciscoSan Francisco, CAEnjoy generous time-away and health benefits from day one, with the opportunity for flexible work options • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love • Access on-demand professional development resources that allow you to hone existing skills and learn new ones. • You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA, ETF, and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
ForgeNewSenior Product Marketing Manager, Intermediaries ForgeSenior Product Marketing Manager, IntermediariesSan Francisco, CA$160,000–$200,000 / yearIn this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge's recent acquisition by Charles Schwab. This role plays a critical part in expanding Forge's distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale privatemarket access for their clients to help unlock new sources of demand and accelerate longterm marketplace growth.
Evercore IncNewExperienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco) Evercore IncExperienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)San Francisco, CA$80,000–$120,000 / yearWe are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.
Addepar, Inc.Account Executive Addepar, Inc.Account ExecutiveSan Francisco, CAYou'll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore's investment management sector.
Wealthfront CorpiOS Engineer Wealthfront CorpiOS EngineerPalo Alto, CA$140,000–$185,000 / yearAs a core member of the team, you will: Build a premier native iOS application Take ownership of large, complex projects from ideation through execution and delivery Collaborate with product, design, and engineering leadership to shape the roadmap and deliver a seamless and delightful user experience Work with frontend and backend engineers to design, build and test reusable REST APIs Design and build high-quality infrastructure; making the right tradeoffs for risk and long-term maintainability Get an opportunity to work with leadership to define the team's priorities and initiatives Work independently, use available resources to get unblocked, and complete tasks on schedule by exercising strong judgment and problem-solving skills Provide technical guidance and mentorship to peers Ensure our iOS app and iOS CI systems operate smoothly in production by triaging and resolving operational issues as part of a team of on-call engineers. This role could be a fit if you have: 2 - 6 years of professional iOS development experience Deep expertise with Swift and iOS frameworks - knowledge of Objective-C is a plus but not required Experience creating complex and performant user interfaces with UIKit and/or SwiftUI Experience writing unit tests and testable code A track record of delivering high-quality, testable, and maintainable code Excellent problem solving, critical thinking and communication skills BS or MS in computer science, related field, or equivalent professional experience.
Wealthfront CorpManager, Payroll Administration Wealthfront CorpManager, Payroll AdministrationPalo Alto, CA$120,000–$141,500 / yearSince then, weve expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
FartherDirector, Farther Insurance Group FartherDirector, Farther Insurance GroupSan Francisco, CAThe Head of Insurance will own the strategy and execution of Farther's national insurance offering, leading the buildout of a centralized desk that gives advisors the product access, case design support, and tech-enabled processes they need to deliver real client value. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Wealthfront CorpEngineering Manager Wealthfront CorpEngineering Managerpalo alto, CA$205,000–$260,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing\u2014which we offer at industry-leading low costs and accessible minimums.
Parallel AdvisorsTrust Officer Parallel AdvisorsTrust OfficerSan Francisco, CA$150,000–$160,000 / yearWhen serving as trustee or co-trustee following a settlor’s death, lead the administration process, including: gathering and valuing trust assets, coordinating with attorneys and CPAs on estate settlement matters, overseeing payment of debts, expenses, and taxes, managing real estate or closely held business interests, and supervising distributions to beneficiaries and funding of subtrusts. Partner with external tax and legal professionals to ensure accurate and compliant administration by coordinating trust income tax filings (Form 1041), reviewing beneficiary K-1 allocations, working with CPAs on estimated tax payments and tax elections, collaborating with estate attorneys on trust interpretation and legal matters, and ensuring adherence to California-specific trust and probate code requirements.
FutureSightNewProduct & Technical Co-founder (CPTO) - AI Compliance Platform FutureSightProduct & Technical Co-founder (CPTO) - AI Compliance PlatformSan Francisco, CAProduct Build — Ship a marketing review prototype into production with a design partner early adopter, then deliver communications surveillance, trading oversight, audit-ready logs and reporting; release GA v1 covering all core modules except regulatory filings within 9 months, and expand into regulatory filings and enterprise integrations through 18 months. In return for that level of commitment, you receive founder-level equity, founder-level authority with co-decision rights on product, technology, hiring, fundraising, and strategy, a board or board-observer seat as appropriate to the cap table and stage, and a genuine partnership with the CEO on every material decision.
JPMorgan Chase Bank, N.A.Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CA JPMorgan Chase Bank, N.A.Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAMenlo Park, CAFull timeWork closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Pure Storage IncSenior Legal Counsel IP Prosecution and Litigation Pure Storage IncSenior Legal Counsel IP Prosecution and LitigationSanta Clara, CAProsecution/Portfolio Skills: • Manage patent portfolio of over 2K matters • Conduct strategic analysis of patent portfolio to align with business priorities • Oversee outside counsel in all prosecution matters - drafting, office actions, appeals, foreign filing decisions, annuities etc. You will be responsible for managing a global patent portfolio of over 2,000 matters, overseeing outside counsel in all prosecution efforts while performing strategic analysis to ensure the portfolio aligns with core business priorities.
QcellsNewSr. Director, Business Strategy, Planning & Ops (Korean Bilingual) QcellsSr. Director, Business Strategy, Planning & Ops (Korean Bilingual)San Francisco, CAFull timeThe Head of Business Strategy, Planning & Operation will own and integrate the end-to-end operating system for CCI’s Distributed Energy business—spanning strategy & business model design, annual/rolling planning, portfolio governance (PMO), investment/due diligence readiness, and cross-functional operating cadence. This leader will directly manage/lead key functional owners across Business Strategy and Planning/Operations, and will serve as the “single-threaded” driver ensuring that CCI’s growth priorities translate into executable plans, disciplined delivery, and executive-ready decision materials.
ICONIQ Capital, LLCSenior Associate - Vice President, Family Office Advisory New York and San Francisco ICONIQ Capital, LLCSenior Associate - Vice President, Family Office Advisory New York and San Franciscosan francisco, CAWith over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Stanford UniversitySenior University Counsel Stanford UniversitySenior University Counselstanford, CA$250,000–$320,000 / yearThe Senior University Counsel will be responsible for providing expert legal advice and guidance to Stanford Management Company ("SMC") on tax-related matters, including structuring investments, developing and implementing tax strategies to help optimize investment returns, and conducting tax research and analysis as needed to support investment decisions. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.