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.
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.
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.
Financial Services Representative - State Farm Agent Team Member Chris Buich - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSanta Cruz, CA$80,000–$120,000 / yearFull timeAs a Senior Financial Consultant / Client Advisor, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products.
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.
Director 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.
Senior Financial Services Representative Mirastar FCUSenior Financial Services RepresentativeSan Jose, CaliforniaCompliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act, including but not limited to completing Member Identification Program requirements for new customers, accurate completion of new account activity profile, CTR, Monetary Instrument log, and reporting of suspicious activities to your supervisor and BSA Officer. The Senior Financial Services Representative will perform a wide variety of complex duties related to the handling of member transactions, assisting in service and operational duties, providing leadership and guidance, and demonstrating behaviors supporting the Mirastar experience.
NewAccount Executive, Scale, Financial Services AppboyAccount Executive, Scale, Financial ServicesSan Francisco, CABraze 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®. You demonstrate the mechanics of a value-first conversation, including the steps necessary to get there: strong and ongoing discovery, a solid understanding of the business pain, what outcomes they are hoping to achieve, and how Braze is best positioned to provide differentiated value.
Customer Success Manager, Financial Services AnthropicCustomer Success Manager, Financial ServicesSan Francisco, CAAs an Enterprise Customer Success Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers - helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Executive Search Senior Associate, Financial Services Heidrick & StrugglesExecutive Search Senior Associate, Financial ServicesSan Francisco, CaliforniaThe search process includes working with clients to develop position specifications; interviewing, and assessing prospective candidates and building a pipeline of qualified candidates for active searches meeting the client’s requirements; developing the candidate relationship; and candidate referencing. Working closely with our expert Search Partners & Principals (Consultants), Senior Associates build upon their existing professional skills in a hands-on environment and continue to receive world class mentorship and professional development in an apprenticeship-style method.
NewSenior Search Ads 360 Account Manager, Financial Services Google LLCSenior Search Ads 360 Account Manager, Financial ServicesSan Francisco, CAAs a member of our LCS team, you"ll have the unique opportunity to sell at the forefront of technology, collaborating with executives, influencing market-shaping strategies, and delivering tangible results that significantly impact major global businesses and drive the growth of Google. We focus on helping these players navigate profound industry shifts and drive outsized business performance by competitively selling Google"s full suite of advertising solutions across Search, YouTube, Measurement, and more.
Financial Services Representative - State Farm Agent Team Member Joe Frangieh - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCampbell, CAFull timeROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Account Executive, Emerging Enterprise, Financial Services BrazeAccount 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®.
NewAccount Executive, Enterprise Sales - Financial Services BrazeAccount Executive, Enterprise Sales - 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 $123,000 and $184,000/year with an expected On Target Earnings (OTE) between $312,000 and $362,000/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®.
NewAccount Executive, Enterprise Sales - Financial Services Braze IncAccount Executive, Enterprise Sales - 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 $123,000 and $184,000/year with an expected On Target Earnings (OTE) between $312,000 and $362,000/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.
Financial Services Tax Manager WithumFinancial Services Tax ManagerSan Francisco, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
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.
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.
Financial Services Audit Senior WithumFinancial Services Audit SeniorSan Francisco, CA$80,000–$115,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
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.