Account Management Lead - SMB PlaidAccount Management Lead - SMBSan Francisco, CaliforniaAs our business rapidly expands, we're looking for an action-oriented and thoughtful leader who can hire thoughtfully, bringing the right relationship managers into the business and enabling them to steward the next phase of Plaid's growth and impact. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Sales Director- Pensions, Endowments, Foundations, And Family Offices BitGoSales Director- Pensions, Endowments, Foundations, And Family OfficesSan Francisco, CAWith a global presence and multiple Trust companies, BitGo serves thousands of institutions, including many of the industry's top brands, exchanges, and platforms, and millions of retail investors worldwide. As the operational backbone of the digital economy, BitGo handles a significant portion of Bitcoin network transactions and is the largest independent digital asset custodian, and staking provider, in the world.
Customer Success Manager AscendCustomer Success ManagerSan Francisco, CaliforniaIn five years, we've become the market leader: over 4,000 businesses, including more than half of the 50 largest brokers in the country, trust Ascend to bring clarity to complex accounting operations — from collection to close. This role will own the end to end lifecycle of Ascend’s highest value customers, serving as a trusted advisor to senior stakeholders while ensuring strong adoption, retention, and expansion.
Regional Marketing Senior Lead Analyst Citigroup Inc.Regional Marketing Senior Lead AnalystSan Francisco, CA$163,600–$245,400 / yearEnd-to-End Event Management: Own and manage all aspects of client and prospect events within the immediate geographic region and across NAM-from strategic concept and invitation process through compliance reviews, logistics, venue and menu selection, on-site client interaction, budget management, and post-event follow-up. In addition to supporting all existing NAM Private Bank marketing initiatives, this role will also support the Private Bank business across the Western Region helping to drive regional marketing strategies and client engagement.
Principal Front End Engineer - Paze Early Warning Services, LLCPrincipal Front End Engineer - PazeSan Francisco, CA$172,000–$215,000 / yearPrior experience designing, building, and supporting production-grade web SDKs, including JavaScript/TypeScript API design, browser compatibility, versioning, backward compatibility, developer documentation, integration patterns, performance, security, and observability. Early 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).
CMSAF - Dealer Relationship Manager JPMorgan Chase Bank, N.A.CMSAF - Dealer Relationship ManagerSan Francisco, CAFull timeIt offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. The DRM is responsible for managing and expanding relationships with automotive dealers, focusing on full dealer service needs including, retail services, commercial services and treasury solutions.
Sales Executive- PEO PaychexSales Executive- PEOSan Francisco, CaliforniaFull timeAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. You’ll operate as a trusted advisor, leading high-value conversations with executives and solving complex workforce challenges through a co-employment model that delivers enterprise-level capabilities without the overhead.
Senior Director, Financial Operations ATOMSSenior Director, Financial OperationsSan Francisco, CaliforniaLead and transform Atoms' global Financial Operations organization, bringing together Accounts Payable, Accounts Receivable, Record-to-Report, and other transaction-processing activities under a unified operating model. Ability to drive significant organizational change, including consolidation, role redesign, outsourcing, and new ways of working, without disrupting critical day-to-day operations.
Principal - AI Technology Risk Early Warning Services, LLCPrincipal - AI Technology RiskSan Francisco, CA$184,000–$230,000 / 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). Own ensuring that business goals and risks are adequately addressed; collaborate and consult with enterprise cross-functional teams to maintain continuous awareness of the enterprise's Security Posture and identify improvement opportunities.
GTM Engineer WorkWhileGTM EngineerSan Francisco, CaliforniaPrompt Engineering & Agentic Workflows: Leverage LLMs and generative AI tools to streamline operational workflows, auto-generate competitive and account intelligence briefs for field reps, and automate routine GTM administrative tasks. Expert proficiency with Clay (waterfall enrichment, AI research agents, intent signaling), Nooks / Outreach, Gong (conversation intelligence), HighTouch (reverse ETL), and generative AI tools (ChatGPT/Claude/Custom GPTs) for operational workflows.
Head of Treasury Advisory for Complex Liquidity Solutions Wells Fargo BankHead of Treasury Advisory for Complex Liquidity SolutionsSan Francisco, California$215,000–$355,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Working closely with product, banking, and sales partners, this person will serve as a trusted advisor to senior client stakeholders, shaping integrated solutions across cash management, payments, trade finance, and foreign exchange while driving revenue growth and product innovation.
NewTax Senior JobotTax SeniorPacifica, CA$80,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
NewVice President, Legal - San Francisco or New York (Hybrid) (986-SLS) Solutus Legal Search LLCVice President, Legal - San Francisco or New York (Hybrid) (986-SLS)San Francisco, CA$350,000–$400,000 / yearPartner closely with the Chief Legal & Risk Officer on IPO readiness and a potential IPO process, including diligence, corporate governance, outside counsel management, and coordination with bankers, underwriters, and other advisors. They will bring a systematic approach to the legal function, understand how technology, AI, data, and well-designed processes can improve legal service delivery, and communicate effectively with stakeholders throughout the business.
NewAssistant Fund Controller Vaco LLCAssistant Fund ControllerSan Francisco, CADetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewVice President, Legal - San Francisco Or New York (Hybrid) (986-Sls) Solutus Legal Search , LLCVice President, Legal - San Francisco Or New York (Hybrid) (986-Sls)San Francisco, CA$350,000–$400,000 / yearPartner closely with the Chief Legal & Risk Officer on IPO readiness and a potential IPO process, including diligence, corporate governance, outside counsel management, and coordination with bankers, underwriters, and other advisors. They will bring a systematic approach to the legal function, understand how technology, AI, data, and well-designed processes can improve legal service delivery, and communicate effectively with stakeholders throughout the business.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateSan Francisco, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
NewStrategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Event Planner - Financial Services Jack Morton WorldwideEvent Planner - Financial ServicesSan Francisco, CAWe have recently become aware that individuals not associated with Jack Morton have fraudulently used our name – and the names of some of our employees – to solicit applications for fake jobs, to conduct fake job interviews and to make fake job offers. The Planner works closely with senior team members and client stakeholders to deliver seamless, high-quality experiences with a strong attention to detail and operational excellence.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerSan Francisco, CA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Head of Compliance StepHead of ComplianceSan Mateo, CARemoteServe as Step's compliance leader and subject matter expert across all key banking and financial services regulations, including but not limited to: BSA/AML, KYC, UDAAP, Reg E, Reg Z, EFTA, GLBA, FCRA, and CFPB guidance. Beast Industries spans digital media, consumer products, philanthropy, and new ventures, with an audience reach no consumer company has ever had — and Step is tasked with turning that reach into financial literacy and tools for the next generation at massive scale.