UNKNOWN

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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

TIAA

Wealth Management Advisor - San Francisco, CA

In this advanced individual contributor role, you will take full ownership of the corporate financial model, delivering wide-ranging analysis to resolve complex financial issues and steer executive decision-making. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

YEAR

Omnidian Inc

Finance Manager, Corporate FP&A

AvidXchange's $2.2 billion Sale to TPG & Corpay; GreenSky's $2.2 billion Sale to Goldman Sachs; Truebill's $1.3 billion Sale to Rocket Companies; Revolut's $1.3 billion Financing at a $33 billion Valuation; Finicity's $1 billion Sale to Mastercard; Intermex's $500 million Sale to Western Union; SpotOn's $300 million Series F Financing at a $3.6 billion Valuation; Bilt's $250 million Financing at a $10.75 billion Valuation; Lumin Digital's $200 million Growth Financing; Stash's $146 million Series H Financing; CloudWalk's $150 million Financing at a ~$2.2 billion Valuation. The VP will have the opportunity to be the Senior Analyst on the team’s coverage of information services, payroll software, and remittance companies, working closely with the entire equity research team, the investment banking team, and FT Partners' leadership to generate high-quality, actionable research, support institutional investor engagement, and help lead the team.

Financial Technology Partners

Equity Research Vice President – FinTech

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Bloom Energy uses this posting to build a pipeline of qualified candidates for current and future FP&A openings across the Finance organization — including Corporate FP&A, Commercial Finance, Supply Chain Finance, Manufacturing Finance, and other functional areas. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly reshaping the global landscape.

BloomEnergy

Finance Manager

The Biotech Research Associate supports senior analyst coverage across oncology/hematology, immunology/inflammation, cardio-metabolism, CNS/neurology, and ophthalmology, contributing directly to published research on both commercial and development-stage companies in a fast-paced, catalyst-driven environment. Success looks like rapidly developing ownership of models and therapeutic area databases, producing clean first drafts under deadline, and building toward independent company coverage.

B. Riley Securities

Biotech Research Associate

Oversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.

Tellus Solutions

Manager, Treasury Debt and Investments

Tellus Solutions Jobs

Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients. The expected base salary for this role in San Francisco, California will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

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