Senior Financial Planner (San Francisco Bay Area) Mercer AdvisorsSenior Financial Planner (San Francisco Bay Area)San Francisco, California$85,850–$101,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Financial Professional - CA, San Francisco (5233) Equitable Financial Life Insurance CompanyFinancial Professional - CA, San Francisco (5233)San Francisco, CA414996true414996falseSubmission for the position Financial Professional - CA San Francisco 5233 - Job Number 2600004Xfalse414996falsetrueFinancial Professional - CA San Francisco 52332600004XUNITED STATES-CA-San FranciscoUNITED STATES-CA-San FranciscoEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
NewWealth Advisor Associate - Grow to Lead Clients Dormont Manufacturing CompanyWealth Advisor Associate - Grow to Lead ClientsMenlo Park, CADormont Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. The ideal candidate will have a Bachelor's degree along with certifications such as CFP or CFA, and 4-8 years of relevant experience.
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsSenior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, California$170,000–$210,000 / yearThe Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Senior Wealth Advisor Citigroup Inc.Senior Wealth AdvisorSan Francisco, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewClient Advisor Stifel Financial CorpClient AdvisorSan Francisco, CA1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.•
Senior Investment Advisor Arta Finance Wealth Management LLCSenior Investment AdvisorSan Francisco, CA$110,000–$180,000 / yearOur offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.
NewClient Advisor StifelClient AdvisorSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach.
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryCampbell, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewUHNW Wealth Advisor Associate - Growth & Planning Mercer AdvisorsUHNW Wealth Advisor Associate - Growth & PlanningSan Francisco, CAYou will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive financial strategies and enhancing client experiences. Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions.
NewETF External Wholesaler: Grow Advisor Relationships & Assets Zacks Investment ManagementETF External Wholesaler: Grow Advisor Relationships & AssetsSan Francisco, CAA leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. You will develop business plans to grow ETF sales, build relationships with clients, and collaborate across teams.
NewSenior Wealth Advisor - Hybrid, San Francisco Boston Staffing PartnersSenior Wealth Advisor - Hybrid, San FranciscoSan Francisco, CAThis full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Preferred qualifications include CFP or CFA certification with a strong track record of success in wealth management.
NewPrivate Wealth Advisor Norman AlexPrivate Wealth AdvisorSan Francisco, CaliforniaResponsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor. Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
Wealth Management Advisor - San Francisco, CA TIAAWealth Management Advisor - San Francisco, CASan Francisco, CABusiness 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.
Deals - Financial Due Diligence, Manager - Midwest, West PricewaterhouseCoopers LLPDeals - Financial Due Diligence, Manager - Midwest, WestSan Francisco, CA$99,000–$232,000 / yearPreference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance. 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 .
NewSenior Estate Planning & Wealth Transfer Advisor Empirical Wealth ManagementSenior Estate Planning & Wealth Transfer AdvisorSan Francisco, CAEmpirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients' goals and family dynamics.#J-18808-Ljbffr.
Financial Representative Entry Level San FranciscoFinancial Representative Entry LevelSan Francisco, California$65,000–$85,000 / yearBeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people.
Director, Sales Business Management Consultant Advisor Services The Charles Schwab CorpDirector, Sales Business Management Consultant Advisor ServicesSan Francisco, CARemoteDesign and develop scalable sales training curriculum and learning assets based on a proven history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation. Through consulting engagements, workshops, training programs, and thought leadership, the team helps advisory firms grow, improve profitability, scale effectively, align their teams, and prepare for the future.
Associate Wealth Advisor, UHNW (San Francisco Bay Area) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco Bay Area)San Francisco, California$106,250–$125,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPalo Alto, CA$80,000–$95,000 / yearBusiness 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionSan Francisco, CA$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewSenior Associate Wealth Advisor Focus Partners LLCSenior Associate Wealth AdvisorMenlo Park, CA$124,000–$140,000 / yearRecord client communication and information diligently within the client relationship platformResource and collaborate with other Associate Wealth Advisors (AWAs)Review client billing and ensure compliance for the advisory teamEngage in advisory team business planning efforts and support the firm's strategic prioritiesInteract and communicate independently with clients through emails, calls, and presentationsMeet with clients in person; some travel may be requiredQualificationsBachelor's Degree5+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) requiredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills and ability to explain complex financial concepts to clientsTeam‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExperience managing prospect pipelines and onboarding new clientsBusiness development skillsetClean U4Compensation & BenefitsThe Senior Associate Wealth Advisor is an exempt position. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client's goals and aspirations.
NewAssociate Wealth Advisor Focus Partners LLCAssociate Wealth AdvisorMenlo Park, CA$85,000–$110,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person; some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team-oriented approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4Compensation and BenefitsThe Associate Wealth Advisor is an exempt position. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
NewBlock Advisors Accounting Specialist H&R BlockBlock Advisors Accounting SpecialistCUPERTINO, California$19.28–$28.89 / hourFull timeProvide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankOakland, California$66,560–$80,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Credit Solutions Advisor - Cambrian Park Bank of AmericaCredit Solutions Advisor - Cambrian ParkSan Jose, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
EECS Enrollment and Scheduling Manager / Undergraduate Advisor (5157) Job #86916 - Electrical Engine University of CaliforniaEECS Enrollment and Scheduling Manager / Undergraduate Advisor (5157) Job #86916 - Electrical EngineBerkeley, CA$74,700–$105,000 / yearThe Department is actively engaged in teaching and research in the disciplines of Artificial Intelligence, Computational Biology, Databases, Graphics, Hardware / Architecture, Human-Computer Interaction, Operating Systems / Networking, Programming Systems / Software, Scientific Computing, Theory, Vision (in Computer Science) as well as Biosystems, Communication/Networking, Communications/Physical Layer, Control, Design, Modeling, and Analysis, Electromagnetics/Antennas, Integrated Circuits, Optics, Physical Electronics Devices, Physical Electronics/MEMS, Optoelectronics, Energy, Robotics, Signal Processing for Image & Video, Signal Processing for Speech & Audio (in Electrical Engineering). The Department of Electrical Engineering and Computer Sciences (EECS) in both the College of Engineering and the Division of Computing Data Science and Society (CDSS), is the largest department on the Berkeley campus, consisting of over 130 faculty, adjunct, active emeriti and PIR appointments, 3,200+ undergraduates both in the College of Engineering and College of CDSS, 700+ graduate students, and 60+ staff members.
Sr. Financial Analyst Applied MaterialsSr. Financial AnalystSanta Clara, CA$106,000–$146,000 / yearIf you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members.
Senior Financial Analyst - Corporate Fp&A Applied MaterialsSenior Financial Analyst - Corporate Fp&ASanta Clara, CA$133,500–$183,500 / yearThis person will focus on key strategic projects, long term planning and forecasting, portfolio reviews, spend, productivity metrics, and efficiency KPIs across the company, and help summarize the data related to market trends and drivers, competitors, business unit financials in a meaningful way. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor.
NewFinancial Planner & Analyst Manager HitachiFinancial Planner & Analyst ManagerSanta Clara, CaliforniaFor California only (as required by California’s Pay Transparency for Pay Equity Act (SB 1162): A good faith estimate of the expected salary for this position in our California office salary range that the employer reasonably expects to pay for the position upon hire is $114,965 - $143,706. Leveraging its expertise and resources, Hitachi Americas and its subsidiary companies operate across diverse sectors, including transportation, energy, mobility, industrial manufacturing, healthcare, digital engineering, data analytics and others.
Financial Controller Ambience HealthcareFinancial ControllerSan Francisco, CAAmbience was ranked #1 for Improving the Clinician Experience in the KLAS Research Emerging Solutions Top 20 Report, recognized by Fast Company as one of the Next Big Things in Tech, named one of the best AI companies in healthcare by Inc., and selected as a LinkedIn Top Startup in 2024 and 2025. Work on mission-critical AI technology that directly improves clinicians' day-to-day lives and health system financial health across some of the most complex, high-stakes workflows in the world.
Financial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewPWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorSan Francisco, CA$180,270–$220,330 / yearIncumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
Lead Physician Advisor Full Time Days Washington HospitalLead Physician Advisor Full Time DaysFremont, CaliforniaThe Physician Advisor also collaborates closely with healthcare providers, including physicians, nurses, case managers, clinical documentation integrity (CDI), specialists, other CDI leadership and personnel to discuss cases and offer clinical insights that ensure the best patient outcomes while managing resources efficiently. · Review patient medical records to assess the necessity and appropriateness of hospital admissions, continued stays, and clinical procedures, as well as handle second-level reviews and appeals for cases requiring additional clinical expertise or cases contested by insurers.
Senior Associate, Financial Advisory (New York And San Francisco) ICONIQ CapitalSenior Associate, Financial Advisory (New York And San Francisco)San Francisco, CA$170,000–$180,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ's Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].
Senior Associate, Financial Advisory (New York and San Francisco) IconiqSenior Associate, Financial Advisory (New York and San Francisco)San Francisco, CaliforniaWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [ https://www.greenhouse.com/privacy-policy ] and ICONIQ’s Privacy Policies available here [ https://www.iconiqcapital.com/privacy-policies ].
Senior Manager, Financial Planning & Analysis OKXSenior Manager, Financial Planning & AnalysisSan Jose, CA$171,733–$214,666 / yearCritically, this person will also serves as the primary financial content author for investor-facing materials and investor engagement, working alongside the Global Head of Finance, CFO, and CEO to articulate the company's financial story to institutional investors, sovereign wealth funds, private equity, and equity capital markets participants. Investment banking or strategy consulting background - ideally 2-4 years at a bulge bracket or major regional investment bank, or a leading strategy consulting firm, with strong financial modelling and investor presentation skills.
Senior Director - Transaction Advisory - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLCSenior Director - Transaction Advisory - Financial Due DiligenceSan Francisco, CAFull timeTAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.
TPS Senior Treasury Advisor BMO (Bank of Montreal)TPS Senior Treasury AdvisorSan Francisco, CA$57,500–$106,500 / yearProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
NewTax Manager Ledger Executive SearchTax ManagerSan Francisco, CaliforniaLarge consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSan Francisco, CA$55,000–$115,000 / yearAs 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. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Sr ETF Specialist Invesco LtdSr ETF SpecialistSan Francisco, CA$160,000–$175,000 / yearAbout the role: Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. Act as the primary ETF specialist supporting Consultants in the field, developing targeted business plans and delivering high-impact ETF and Indexed Strategies resources to clients.
Associate Investment Analyst (Santa Clara, CA Hybrid) Financial EnginesAssociate Investment Analyst (Santa Clara, CA Hybrid)Santa Clara, CA$112,300–$149,700 / yearThis role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders. As an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders - including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives.
Associate Vice President, Fund Accounting – Venture Capital Ares OperationsAssociate Vice President, Fund Accounting – Venture CapitalSan Francisco, California$160,000–$180,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Event Operations Manager Saint Mary's College of CaliforniaEvent Operations ManagerMoraga, CA$64,877–$101,701 / yearThe Event Operations Manager provides operational leadership and coordinationfor internal and external meetings, events, and conferences managed through the Office of Meetings, Events, and Conference Services (MECS). Oversee and coordinate logistical planning for approved internal campus events, including room configurations, technology requirements, and service coordination with Facilities Services, IT Services, Dining, and other campus partners.
Success Coach Saint Mary's College of CaliforniaSuccess CoachMoraga, CA$50,068–$77,690 / yearExperience: Minimum of three (3) years of progressively responsible experience in higher education, student affairs, educational support services, nonprofit, or a related field, including at least one (1) year working directly with underserved populations, including low-income and/or first-generation college students. Foster a culture of commencement by supporting TRIO/HP students through their broader SMC college experience, such as new and transfer student programs, First Year Experience, First Year Advising Cohorts (FYAC), student involvement fairs, cultural graduations, residential experience, student leadership programs and clubs, and other college programs and events.
Partner- Bankruptcy And Restructuring EisnerAmperPartner- Bankruptcy And RestructuringSan Francisco, CA$300,000–$500,000 / yearWhat Work You Will be Responsible For: Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. About our Financial Advisory Services (FAS) Team: The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations.
Investment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CA$79,500–$90,000 / yearA background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.