Senior Wealth Advisor-Remote RK PartnersSenior Wealth Advisor-RemoteSan Francisco, CARemoteIn this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.
Director of Advisor Marketing AssetMark, Inc.Director of Advisor MarketingConcord, CA$160,000–$190,000 / yearThis role will oversee FMG's Marketing Advantage, AssetMark's white-label advisor marketing program; partner closely with Business Consulting on showcasing Business Consulting value and create advisor-facing content; and collaborate with Corporate Marketing to secure effective promotion and adoption of advisor programs and resources. Demonstrate a strong working knowledge of marketing and digital marketing, including content strategy, social media, email marketing, search engine marketing (SEM), search engine optimization (SEO), paid and retargeting media, marketing automation, and lead-generation campaigns.
Sr ETF Specialist Invesco LtdSr ETF SpecialistSan Francisco, CA$160,000–$175,000 / yearAbout the role: Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients.
NewDirector of Advisor Marketing AssetMark Financial HoldingsDirector of Advisor MarketingConcord, California$160,000–$190,000 / yearThis role will oversee FMG's Marketing Advantage, AssetMark's white-label advisor marketing program; partner closely with Business Consulting on showcasing Business Consulting value and create advisor-facing content; and collaborate with Corporate Marketing to secure effective promotion and adoption of advisor programs and resources. Demonstrate a strong working knowledge of marketing and digital marketing, including content strategy, social media, email marketing, search engine marketing (SEM), search engine optimization (SEO), paid and retargeting media, marketing automation, and lead-generation campaigns.
Project Manager -Solar Independent Engineering (Distributed Generation, Residential & Storage) DNV GL SEProject Manager -Solar Independent Engineering (Distributed Generation, Residential & Storage)Oakland, CA$90,000–$140,000 / yearSome concentration of experience in at least one of the following: solar industry construction and operating contracts, solar project construction, operations/asset management, solar project design/development, module/inverter technology, energy assessment, power marketing/offtake contracting, energy storage technology and implementation, market research/policy, or in the independent engineering function. This role can be based out of a DNV office in the following markets: Oakland (CA), San Diego (CA), Austin (TX), Houston (TX), Portland (OR), Seattle (WA), New York City (NY), Medford (MA), or Dallas (TX), presenting a dynamic hybrid schedule where employees will at least spend three (3) days per week working from either a DNV office or client location/site.
Senior Manager, Structured Finance Lightsource bpSenior Manager, Structured FinanceSan Francisco, CA$190,000–$200,000 / year4-6 years of project finance experience in a transactional role, preferably working for a renewable energy development company, financial advisor, investment bank, or other transactional/closing-oriented role performing detailed financial analyses. Tangible experience supporting or running project finance transactions in the energy or infrastructure space; ideally with substantial exposure to live tax equity and tax credit transactions.
Head of Consulting & Brokerage BenbaseHead of Consulting & BrokerageSan Francisco, CaliforniaRemoteReporting directly to our President and Co-Founder, this senior leader will own the strategy, performance, and execution of our client consulting, brokerage, and carrier and vendor relationships — taking primary ownership of the day-to-day leadership of the practice so Benbase can continue to grow with operational rigor, market credibility, and an exceptional client experience. In an industry dominated by outdated processes, spreadsheet chaos, and reactive service models, we're building something better—a benefits brokerage that fuses deep expertise with cutting-edge technology to deliver strategic, transparent, and exceptional client experiences.
Tax Manager Ledger Executive SearchTax ManagerSan Francisco, CaliforniaLarge consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
Private Client Advisor Marsh & McLennan Companies IncPrivate Client AdvisorSan Francisco, CA$52,600–$98,000 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Private Client Advisor (Remote) Marsh & McLennan Companies IncPrivate Client Advisor (Remote)San Francisco, CARemote$52,600–$98,000 / yearAs our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
Private Client Advisor Marsh McLennanPrivate Client AdvisorSan Francisco, CaliforniaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Partner Delivery Advisor Salesforce IncPartner Delivery AdvisorSan Francisco, CA$143,400–$216,900 / yearYou'll provide expert implementation guidance at critical points in the delivery lifecycle, proactively identify and mitigate delivery risks before they impact the customer, and serve as a strategic thought partner to both partner delivery leadership and senior Salesforce stakeholders. In this role, you'll serve as a trusted delivery expert and strategic advisor embedded within Salesforce's partner ecosystem - empowering our most strategic Global Consulting Partners to achieve best-in-class implementation outcomes across Agentforce and Salesforce's top products.
Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsPartner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, California$210,000–$250,000 / yearAs an advisor, the Partner 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.
Salesforce Administrator, Revenue Operations ID.me IncSalesforce Administrator, Revenue OperationsMountain View, CA$128,459–$143,681 / yearSuper User Oversight: Act as the technical reviewer and governance lead for automation efforts initiated by internal SMEs and super users, ensuring all Flows and logic are scalable and non-conflicting. Product Data Ingestion: Work closely with Product Engineering to integrate product-usage signals into Salesforce, enabling automated triggers for Sales, Customer Success teams, and our Customers.