Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsSenior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, California$350,000–$400,000 / yearThe Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, California$125,000–$143,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Programs Manager, Strategic Initiatives Asset MarkPrograms Manager, Strategic InitiativesConcord, CA$90,000–$115,000 / yearThe ideal candidate brings strong business-facing program management experience, exceptional communication and relationship-building skills, a high degree of attention to detail, and the ability to independently drive multiple strategic programs from development and launch through ongoing management, measurement, and optimization. Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthen their businesses.
Regional Vice President, Channel (San Francisco Bay Area) Mercer AdvisorsRegional Vice President, Channel (San Francisco Bay Area)San Francisco, California$127,500–$150,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Associate Vice President, Channel (San Francisco, CA) Mercer AdvisorsAssociate Vice President, Channel (San Francisco, CA)San Francisco, CaliforniaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience.
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsWealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, California$170,000–$210,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
NewAlternative Investment Strategist Royal Bank of CanadaAlternative Investment StrategistSan Francisco, CA$120,000–$200,000 / yearThe expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs. As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.
NewSenior Project Manager HMC ArchitectsSenior Project ManagerSan Jose, CA$132,103–$204,874 / yearThe actual salary offered for this position will vary depending on multiple factors including the candidate’s qualification, education, position knowledge, work experience, skills, ability, work location, and internal incumbent compensation for similar roles. For candidates located within the greater Bay Area, a remote work arrangement may be considered, with a requirement to be in the office at least one day per week (Thursdays) and as needed to support client or project needs.
Manager, Global Insurance & Risk Management Applied Materials IncManager, Global Insurance & Risk ManagementSanta Clara, CA$122,000–$168,000 / yearAssigned responsibilities also include but are not limited to the following: exposure data collection and analysis, claims management for assigned insurance programs, property risk prevention/engineering, providing support with acquisition and divestiture activities, working with third-party vendors related to assigned responsibilities, assisting with contract reviews, and assisting with other ad hoc projects/requests. Person in this position will work closely with members of Finance, Legal, Environmental Health & Safety, Procurement, Human Resources, Real Estate & Facilities, Logistics, Security and others in the development and communication of programs and initiatives aimed at mitigating risk of loss, while minimizing long-term total cost of risk for the organization.
Associate Campus Director - Emeryville Bertelsmann SE & Co KgaAAssociate Campus Director - EmeryvilleEmeryville, CA$70,304–$72,820.18 / yearThis position with work closely with colleagues in multiple departments including Academic Deans, campus-based Program Directors, Associate Provosts, Human Resources and IT Departments as well as other University Campus Managers/Directors to support both students and colleagues in achieving student success and Department goals. Serves as the campus liaison to university-wide student support services including the Office of Accessibility, International Student Services, Military/Veterans Affairs, Career Services, and Tutoring Services.
Wealth Management Analyst Morgan StanleyWealth Management AnalystSan Francisco, CaliforniaProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Wealth Management Analyst Morgan StanleyPrivate Wealth Management AnalystSan Francisco, CaliforniaProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Wealth Management, Wealth Management Associate Morgan StanleyPrivate Wealth Management, Wealth Management AssociateSan Francisco, CA$75,000–$125,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Business Development Associate Morgan StanleyBusiness Development AssociatePalo Alto, CaliforniaProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Director, Partnerships AltruistDirector, PartnershipsSan Francisco, CA$300,000–$350,000 / yearLead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James), aggregators (Captrust, Mariner, Mercer, Hightower), and adjacent technology providers (CRMs, financial planning, portfolio management) - through to signed pilots and platform-wide rollouts. Build and own Hazel's partnership pipeline across tech integrations, distribution (broker-dealers, aggregators), affiliates, and industry networks; deliver against partnership-sourced ARR targets each quarter.
General Plumbing Supply Co- Accounting Operations & Credit Manager Ignite HR Solutions and our ClientsGeneral Plumbing Supply Co- Accounting Operations & Credit ManagerWalnut Creek, CAThis role is highly operational and hands-on, serving as a key internal leader responsible for maintaining strong financial discipline, supporting branch operations, improving process consistency, and helping drive healthy cash flow management across the company. General Plumbing Supply Co. is seeking an experienced Accounting Operations & Credit Manager to lead the day-to-day accounting operations, credit, collections, and receivables management functions of the business.
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.
Student Services Advisor 4 (5157C) - Earth & Planetary Science University of CaliforniaStudent Services Advisor 4 (5157C) - Earth & Planetary ScienceBerkeley, CA$76,230–$98,000 / yearIn addition, the position supports graduate admissions and fellowship processes, coordinates the administration of departmental fellowship programs, and works collaboratively with departmental leadership, faculty committees, College and campus partners, and the advising team to analyze and interpret academic policies and operational issues, identify areas for process improvement, and recommend and implement solutions that support departmental and institutional goals. As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Lead Implementation Manager Early Warning Services LLCLead Implementation ManagerSan Francisco, CA$104,000–$130,000 / yearEarly Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). This is a client-facing role that provides technical and functional product support to external clients and assists with implementation/setup activities to ensure frictionless onboarding into the EWS ecosystem.
Affluent Wealth Advisor First Citizens BancShares IncAffluent Wealth AdvisorMenlo Park, CA$106,000–$150,000 / yearBachelor''s Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.