Financial Services Audit Supervisor WithumFinancial Services Audit SupervisorSan Francisco, CA$110,000–$145,000 / yearHow You'll Spend Your Time: Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management.
Enterprise Account Executive, Financial Services (San Francisco, CA) BoxEnterprise Account Executive, Financial Services (San Francisco, CA)San Francisco, CA$238,000–$297,500 / yearIt’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions.
Forward Deployed Engineer - Financial Services TitanForward Deployed Engineer - Financial ServicesSan Francisco, CaliforniaWe deploy AI agents across our portfolio of Managed Service Providers and enterprise customers: agents that monitor, triage, and resolve work across the service desk, infrastructure, security, identity, endpoint, and application operations. In under a year we've raised over $100M from General Catalyst, 8VC, and CalPERS, acquired market-leading MSPs like RFA, and put agents into production in large enterprises.
AI Strategist, Financial Services Perplexity AIAI Strategist, Financial ServicesSan Francisco, CAPerplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data. This is a commercial and sales engineering role: you will own strategic customer engagements end to end-leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.
Senior Financial Services Analyst Talantage, LLCSenior Financial Services AnalystOakland, CAABILITY TO : Analyze complex accounting and financial problems that require interpretation of regulations, guidelines and compliance issues; prepare financial/accounting reports, statements and related documents; interpret laws, statutes and regulations pertaining to a variety of government accounting/financial programs; demonstrate effective leadership, supervise, train and, evaluate assigned staff; establish and maintain accurate records; effectively use computer technology; communicate effectively orally and in writing; establish and maintain effective working relationships with employees, public officials, agencies, the public and vendors. The ideal candidate is highly inquisitive and resourceful, with a strong drive to understand the 'why behind the numbers, digging beneath the numbers to understand root causes, proactively seeking the information needed to answer tough questions, being comfortable navigating ambiguity to find practical solutions, and possessing strong interpersonal skills in working with staff across the agency.
Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPManager, Accounting and Financial Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Federal Tax Partner - Financial Services Asset Managment RSMFederal Tax Partner - Financial Services Asset ManagmentSan Francisco, CaliforniaEffective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment. Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
Senior Account Executive, Public Relations (Financial & Professional Services) Highwire Public RelationsSenior Account Executive, Public Relations (Financial & Professional Services)San Francisco, CARemote$63,000–$90,000 / yearRemote: We hire for fully remote roles in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Washington, D.C. Please note: We are only able to consider candidates who reside in one of the locations listed above at the time of hire. With integrated expertise in strategic marketing and communications, corporate reputation, creative, and insights, we cut through the noise to deliver bold ideas and measurable impact across B2B technology, healthcare, cybersecurity, energy, professional and financial services, and more.
NewSenior Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Accounting and Financial Advisory ServicesSan Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Account Executive, Emerging Enterprise, Financial Services AppboyAccount Executive, Emerging Enterprise, Financial ServicesSan Francisco, CAFor candidates based in the United States, the pay range for this position at the start of employment is expected to be between $137,500 and $160,000/year, with an expected On Target Earnings (OTE) between $275,000 and $320,000/year (including bonus or commission). Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work®.
Experienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple Locations Houlihan LokeyExperienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple LocationsSan Francisco, CA$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalOakland, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Services / Remote Work American Income Life Insurance CompanyFinancial Services / Remote WorkOakland, CARemoteAmerican Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.
Director, Transaction Services | Financial Due Diligence | Corporate Finance FTI Consulting, Inc.Director, Transaction Services | Financial Due Diligence | Corporate FinanceSan Francisco, CAIn FTI Consulting's Corporate Finance organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. Areas of focus include: Quality of Earnings (EBITDA), Working Capital, Quality of Net Assets, Forecast, Debt and Debt Like Items, Customer/Product/Channel/Category sales and margins, inventory costing and bill of materials.
Senior Account Manager, Public Relations (Financial & Professional Services) Highwire Public RelationsSenior Account Manager, Public Relations (Financial & Professional Services)San Francisco, CARemote$90,000–$125,000 / yearRemote: We hire for fully remote roles in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Washington, D.C. Please note: We are only able to consider candidates who reside in one of the locations listed above at the time of hire. Senior Account Managers also play a key leadership role within the agency - mentoring and inspiring team members, contributing to new business development, and helping Highwire deliver exceptional results for Financial or Professional Services clients.
NewAssociate Financial Advisor Northern TrustAssociate Financial AdvisorSan Francisco, CA$85,330–$145,130 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Financial Advisor - Patelco Credit Union LPL Financial ServicesFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankSan Francisco, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment Program at BMO as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor with Business Development Focus Northwestern Mutual - San FranciscoFinancial Advisor with Business Development FocusSan Francisco, CAFull timePrior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.