NewData Transformation Lead, Financial Services Central and West Google LLCData Transformation Lead, Financial Services Central and WestSan Francisco, CAExperience in working with the Google products (e.g., Google Ads, DV360, Campaign Manager, Google Analytics, Ads Data Hub or Google Cloud) and familiar with big data and data warehouses (e.g., DSPs, CDPs, DMPs, targeting, etc.) as well as tag management systems and web analytics. As a Data Transformation Lead (DTL) for Financial Services you will help some of the key Finance advertisers achieve their goals by selling and leading critical data and infrastructure projects during a moment of profound industry transformation, then using these products to prove the value of Google media.
Vice President, Native American Financial Services KeyCorpVice President, Native American Financial ServicesSan Francisco, CA$128,000–$268,000 / yearLeading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPSenior Manager, CFO Advisory - Financial 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.
Financial Services Compliance Lead Gusto IncFinancial Services Compliance LeadSan Francisco, CA$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorSan Francisco, CA$150,000–$438,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeA&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.
Strategist, Agent Development - Financial Services Sierra AIStrategist, Agent Development - Financial ServicesSan Francisco, CAOur 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.
Associate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple Locations Houlihan LokeyAssociate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple LocationsSan Francisco, CA$95,000–$160,000 / 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. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Strategic Project Lead (Financial Services) Coastal Wave RecruitingStrategic Project Lead (Financial Services)San Francisco, CAThis is a unique opportunity to work at the intersection of finance and frontier AI—helping build reinforcement learning environments that train next-generation AI models for real-world financial workflows. You'll partner directly with leading AI labs and play a critical role on a lean, high-impact team preparing for its next stage of growth.
Cloud Central Financial Analyst, GTM Sales and Services Google LLCCloud Central Financial Analyst, GTM Sales and ServicesSunnyvale, CACultivate strong partnerships across Corporate Finance, Strategy and Operations, Accounting, and Product Finance to design spend initiatives and determine accounting treatments. Preferred qualifications: Experience working on cross-functional teams to solve big problems, and experience efficiently communicating key takeaways to leadership.
Senior Account Executive, Financial Services Adyen NVSenior Account Executive, Financial ServicesSan Francisco, CA$330,000–$480,000 / yearYou will partner closely with Product, Implementation, Risk, and Go to Market teams to shape solutions, bring market insights back into the organization, and help define how Adyen supports customers across these industries. You will leverage deep industry expertise to identify where customers face complexity, and position Adyen's single financial technology platform, including payments, payouts, terminals, and financial products, as a strategic solution.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$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.
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.
Sales Director, Financial Services LiveRampSales Director, Financial ServicesSan Francisco, New YorkHundreds of global innovators, from iconic consumer brands and tech giants to banks, retailers, and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and maximizing the value of their first-party data while staying on the forefront of rapidly evolving compliance and privacy requirements. LiveRamp offers complete flexibility to collaborate wherever data lives to support the widest range of data collaboration use cases—within organizations, between brands, and across its premier global network of top-quality partners.
Senior Product Marketing Manager - Financial Services NVIDIA CorpSenior Product Marketing Manager - Financial ServicesSanta Clara, CAHigh-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Account Manager, Financial Services (High Growth) AlphaSenseAccount Manager, Financial Services (High Growth)San Francisco, CA$100,000–$120,000 / yearOperating as a trusted advisor, Account Managers engage stakeholders from daily users to senior executives and partner closely with Account Executives on expansion opportunities, while retaining full accountability for retention and renewals. This role sits on our Financial Services Account Management team where clients include Fortune 1000 firms and leading asset managers, hedge funds, and investment banks.
Software Engineer, Agent - Financial Services SierraSoftware Engineer, Agent - 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.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Financial Services Industry Leader WithumFinancial Services Industry LeaderSan Francisco, CA$200,000–$250,000 / yearActively contributing to tax, industry, and service line leadership by sharing perspective on tax trends, growth opportunities, and challenges impacting Withum in the Financial Services marketplace. This includes collaborating with local office, region, industry and national leadership for successful SF market penetration ensuring the SF Financial Services ecosystem is aware of the full suite of services our firm has to offer.
Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra LtdSalesforce Financial Services Cloud ( FSC) SME / ArchitectCADesign scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196San Francisco, CAMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Director, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.
Manager, Business Development, Financial Services Marketplace KikoffManager, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners. The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet.
Financial Services Associate - San Francisco or Silicon Valley OrrickFinancial Services Associate - San Francisco or Silicon ValleySan Francisco, CA$260,000–$390,000 / yearFor attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination. We handle a diverse array of civil and regulatory matters for corporate and individual clients, including Fortune 100 companies and leading technology and life sciences firms.
NewFinancial Services Industry Leader Withum Smith+Brown, PCFinancial Services Industry LeaderSan Francisco, CA$200,000–$250,000 / yearActively contributing to tax, industry, and service line leadership by sharing perspective on tax trends, growth opportunities, and challenges impacting Withum in the Financial Services marketplace. This includes collaborating with local office, region, industry and national leadership for successful SF market penetration ensuring the SF Financial Services ecosystem is aware of the full suite of services our firm has to offer.
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Strategist, Agent Development - Financial Services Sierra Technologies IncStrategist, Agent Development - Financial ServicesCAOur 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. Example successful candidates include: Engagement Managers from leading management consulting firms Product Managers who have interfaced with customers when developing and launching new products or features, especially those involving many streams of effort.
NewDirector Of Student Financial Services (45719) Golden Gate UniversityDirector Of Student Financial Services (45719)San Francisco, CARemote$95,000–$110,000 / yearOversee the administration and calculation of Return of Title IV Funds (R2T4), conduct internal audits regarding Satisfactory Academic Progress (SAP) appeals, federal verification, and institutional aid to identify discrepancies and reduce institutional liability. The Director of Student Financial Services (SFS) leads the operational, and technical administration of the university's Financial Aid, Student Accounts, and Veterans Affairs educational benefits.
Director, Solutions Development Financial Services Jones Lang LaSalle IncDirector, Solutions Development Financial ServicesSan Francisco, CARemoteLead the creation of comprehensive outsourcing solutions for prospective Financial Services clients, encompassing organizational design, savings identification, technology integration, service delivery frameworks, and value proposition development. The Solution Manager serves as the strategic architect for Financial Services outsourcing proposals, combining deep operational expertise with commercial acumen to create compelling, competitive client solutions.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAFull timeAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesCA$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
NewSecurity Engineer - GRC Fintech & Financial Services X CorpSecurity Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$228,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) - not just document them.
Software Engineer, Agent - Financial Services Sierra Technologies IncSoftware Engineer, Agent - Financial ServicesSan Francisco, CAOur 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. These are some examples of projects that engineers on our team have worked on recently: Design and build AI agents for large telecommunications and media companies that consistently outperform human agents in managing subscription churn.
Enterprise Account Executive Financial Services Scale AI IncEnterprise Account Executive Financial ServicesCA$200,000–$230,000 / yearThe range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. This role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs.
Software Engineer, Agent - Financial Services Sierra AISoftware Engineer, Agent - Financial ServicesSan Francisco, CAOur 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.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerWalnut Creek, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerSilicon Valley, CA$124,000–$335,000 / 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.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesWalnut Creek, CAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerCA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Enterprise Account Executive - Financial Services & Healthcare Gong I.O LtdEnterprise Account Executive - Financial Services & HealthcareSan Francisco, CARemote$240,000–$330,000 / year6+ years of relevant sales experience, with at least 3+ years of experience selling complex SaaS solutions to enterprise clients requiring a multi-threaded approach specifically having sold to Financial Services, Healthcare or other verticals. Develop tailored account plans for your assigned accounts that align with Gongs overall strategy, identifying key decision-makers, regional nuances, buying processes, current investments, and new revenue opportunities.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
NewSolutions Architect - Financial Services Banking and Payments Databricks IncSolutions Architect - Financial Services Banking and PaymentsSan Francisco, CA$180,000–$247,500 / yearThis is a customer-facing role, where you will work with customers, your teammates, the product team, and our post-sales teams, to identify use cases for Databricks, develop architectures and solutions using our platform, and guide customers through the implementation, to accomplish value. Consult on big data architecture, implement proof of concepts for strategic customer projects, data science and machine learning projects, and validate integrations with cloud services and other 3rd party applications.
VP, Financial Services GTM NscaleVP, Financial Services GTMSan Francisco, New YorkFinServ Value Engineering: Translate Nscale’s raw compute power, liquid-cooled density, and low-latency networking into deeply compelling financial ROI models that resonate specifically with bank CIOs, risk officers, and trading desk CTOs. Banks, massive hedge funds, quantitative trading firms, and leading fintechs have a huge, rapidly growing demand for dedicated AI infrastructure to power algorithmic trading, risk modeling, deep quantitative analysis, and generative AI integrations.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerSan Francisco, CA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Strategy& Financial Services - AWM Consulting Manager PricewaterhouseCoopers LLPStrategy& Financial Services - AWM Consulting ManagerCA$99,000–$232,000 / yearIn this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
AI Strategist, Financial Services PerplexityAI Strategist, Financial ServicesSan Francisco, CaliforniaPerplexity 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.
Director, Solutions Development Financial Services JLLDirector, Solutions Development Financial ServicesSan Francisco, CALead the creation of comprehensive outsourcing solutions for prospective Financial Services clients, encompassing organizational design, savings identification, technology integration, service delivery frameworks, and value proposition development. The Solution Manager serves as the strategic architect for Financial Services outsourcing proposals, combining deep operational expertise with commercial acumen to create compelling, competitive client solutions.
Financial Services Litigation Associate - Midlevel -New York or San Francisco Davis Wright Tremaine LLPFinancial Services Litigation Associate - Midlevel -New York or San FranciscoSan Francisco, CA$255,000–$330,000 / yearWe prefer candidates with clerkship and law-firm experience, including managing cases; drafting and research responsibility for pleadings and contested motions (such as motions to dismiss, motions for summary judgment, preliminary injunction or class certification briefing); taking depositions; propounding written discovery and responses; and arguing motions. At DWT, client service means having empathy for each client's and each lawyer's work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them.
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeAlameda, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.