Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxCA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager, Japanese Service Group (JSG) Deloitte Touche Tohmatsu LtdTax Manager, Japanese Service Group (JSG)San Francisco, CA$107,925–$205,000 / yearOur spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Senior - Private Wealth Deloitte Touche Tohmatsu LtdTax Senior - Private WealthSan Jose, CA$74,925–$153,000 / yearAs a Tax Senior in our Private Wealth Tax practice, 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 for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsCA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquitySan Jose, CA$74,925–$153,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Registered Sales Assistant Patelco Credit UnionRegistered Sales AssistantCastro Valley (East Bay), CaliforniaFull timePerforms service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Private Wealth PlannerSan Francisco, CASeries7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Strong working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
Market Manager Morgan StanleyMarket ManagerCupertino, CA$190,000–$200,000 / yearLeadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Lead Brand Designer, Hazel AI AltruistLead Brand Designer, Hazel AISan Francisco, CA$190,000–$230,000 / yearIt's a leadership role within brand responsible for shaping how our AI product shows up across product surfaces, launches, campaigns, motion, storytelling, and emerging experiences. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
PWM Market Manager Morgan StanleyPWM Market ManagerSan Francisco, CA$190,000–$200,000 / yearLeadership: Leads by example by ensuring that the Branch Manager's office and other assigned branches in the market are consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Ai/Ml Lead Engineer Franklin ResourcesAi/Ml Lead EngineerSan Ramon, CA$180,000–$212,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
AI/ML Lead Engineer Franklin Resources IncAI/ML Lead EngineerSan Mateo, CA$180,000–$212,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
Group Director Morgan StanleyGroup DirectorMenlo Park, CA$68,000–$120,000 / yearThe Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operati ons. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Mateo, CA$75,000–$125,000 / yearThe Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Java Developer Veterans Sourcing GroupJava DeveloperMenlo Park, CAOur WM business is one of the largest in the world with more than *** trillion in client assets, *** billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending.
Merrill Market Client Relationship Manager Bank of AmericaMerrill Market Client Relationship ManagerPalo Alto, CaliforniaKey responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.
Sr. Uhnw Sales Specialist - Executive Director Morgan StanleySr. Uhnw Sales Specialist - Executive DirectorSan Francisco, CA$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesCA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
NewSales Development Manager, Hazel AI AltruistSales Development Manager, Hazel AISan Francisco, CA$225,000–$250,000 / yearYou'll manage and grow a team of 6 BDRs/SDRs, running two distinct outbound motions: high-velocity commercial outbound targeting SMB and mid-market RIA firms, and a more strategic, longer-cycle enterprise outbound motion targeting large firms and enterprise accounts. Drive a high-tempo pipeline generation culture with daily standups, weekly pipeline reviews, monthly targets, and real-time activity dashboards that keep the team sharp and accountable.
Registered Private Wealth Client Associate Bank of AmericaRegistered Private Wealth Client AssociateSan Francisco, CaliforniaOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateSan Jose, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewPrivate Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateSan Francisco, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
J.P. Morgan Wealth Management - Vice President, Custom Lending Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Custom Lending SpecialistSan Francisco, CAWorking within an integrated platform across wealth management, valuation, and transaction partners, you will contribute to financing solutions that unlock liquidity from illiquid or complex assets while maintaining disciplined risk management, strong execution, and a consistent client experience. Serve as a primary point of contact for Financial Advisors and Market Leadership by providing guidance on JPMorganChase lending products and credit solutions across CRE, unsecured, restricted stock and concentrated equity, and other tailored structures.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyCA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
WM Affluent Associate US BankWM Affluent AssociatePleasanton, CA$24.23–$32.31 / hourPerforms administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerMenlo Park, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Senior Lead Wealth Custom Credit Banker Wells Fargo & CoSenior Lead Wealth Custom Credit BankerSan Francisco, CA$185,000–$300,000 / yearThe role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. About this role: Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.
Implementation Manager, Hazel AI Altruist CorpImplementation Manager, Hazel AISan Francisco, CA$150,000–$180,000 / yearOwn integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox. Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.
Regional Director - Wealth (Wholesaler) Wellington Management Company, LLPRegional Director - Wealth (Wholesaler)San Francisco, CAExamples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
Regional Director - Wealth (Wholesaler) Wellington ManagementRegional Director - Wealth (Wholesaler)San Francisco, CaliforniaExamples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education.
Senior Product Manager, Hazel AI AltruistSenior Product Manager, Hazel AISan Francisco, CA$200,000–$250,000 / yearYou'll set the growth strategy, define the metrics that matter, run a high-velocity experiment program, and ship the loops that turn a curious advisor into a power user and a paying customer into an advocate. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Implementation Manager, Hazel AI AltruistImplementation Manager, Hazel AISan Francisco, CA$150,000–$180,000 / yearOwn integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox. Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.
Staff Product Manager, Hazel AI AltruistStaff Product Manager, Hazel AISan Francisco, CA$200,000–$275,000 / yearYou'll set the growth strategy, define the metrics that matter, run a high-velocity experiment program, and ship the loops that turn a curious advisor into a power user and a paying customer into an advocate. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Wealth Management Lending Officer Bank of AmericaWealth Management Lending OfficerPalo Alto, CaliforniaUS - CA - Modesto - 801 10TH ST - CITY TOWERS (CA2803), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Redding - 292 HEMSTED DR (CA1806), US - CA - Roseville - 2998 DOUGLAS BLVD (CA2945), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - CA - Stockton - 3255 W MARCH LN (CA2805). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewFast Track Management Partner New York LifeFast Track Management PartnerSanta Clara, CA$45,000–$75,000 / yearVarious salary ranges and postings are shown (e.g., $45,000–$75,000 in Sunnyvale, CA; other listings in Mountain View, San Jose, Foster City, and Santa Clara).Current openings Financial Services Representative - Sunnyvale, CAFinancial Analyst, Devices and Services, Sales Finance – Mountain View, CAFinance Associate, Infrastructure Data Center – non-location-specific postingApplicant notes References to referrals: “Referrals increase your chances of interviewing at New York Life Insurance Company by 2x.”Location: Santa Clara, CA#J-18808-Ljbffr. Overview New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field.
Senior Client Service Associate Beacon Pointe AdvisorsSenior Client Service AssociateCampbell, CAThe Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and…" /> Senior Client Service Associate @ Beacon Pointe Advisors LLC. The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions.
Regional Vice President - Pleasanton, CA Advisor Talent SolutionsRegional Vice President - Pleasanton, CAPleasanton, CaliforniaPresented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region.
Senior Client Service Associate Beacon Pointe Advisors LLCSenior Client Service AssociateCampbell, CAThe Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
Onboarding Program Lead, Corporate RIA AltruistOnboarding Program Lead, Corporate RIASan Francisco, CAWe're looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist's newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you'll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
Senior Full Stack Engineer, Hazel AI Altruist CorpSenior Full Stack Engineer, Hazel AISan Francisco, CA$200,000–$250,000 / yearDeeply understand the industry, the opportunity and our users Interact with them and learn about their needs and frustrations Design and execution - Build easy-to-use and robust systems across the frontend and backend that bring our vision to life Relentless - Proactively identify, unblock and mitigate risks that can minimize our chance of timely success Leadership - Act as a leader and steward of engineering best practices, mentoring other engineers towards maximizing impact Curiosity - Stay ahead of the curve with latest developments in machine learning, AI and how it can be leveraged to build industry leading products What you bring Experience - 4+ years of software engineering experience building customer/consumer-facing web applications with best engineering practices 1+ years full stack engineering experience designing and developing key product features from UI to backend services Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Computer Science or similar Engineering/Mathematics degrees Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (We use React.js,
Head of Customer Deployment, Hazel AI Altruist CorpHead of Customer Deployment, Hazel AISan Francisco, CA$200,000–$250,000 / yearThey will partner closely with Sales, Product, and Engineering to improve time-to-value, shape self-service onboarding infrastructure, and turn customer deployment learnings into durable product and integration improvements. This leader will own the most important implementation challenge in the business: turning complex, fragmented advisor data and workflows into a repeatable, scalable onboarding motion across a wide range of firms.
Business Development Associate Morgan StanleyBusiness Development AssociatePalo Alto, CA$75,000–$125,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Wealth Management Analyst Morgan StanleyWealth Management AnalystPalo Alto, CA$68,000–$120,000 / yearBusiness Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms.
NewDirector, Partnerships AltruistDirector, PartnershipsSan Francisco, CA$300,000–$350,000 / yearCompany perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).One month work from anywhere policy (with the exception of a few countries).Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. Lead CEO-adjacent conversations with Tier1 targets — broker-dealers (LPL, Cetera, Raymond James), aggregators (Captrust, Mariner, Mercer, Hightower), and adjacent technology providers (CRMs, financial planning, portfolio management) — through to signed pilots and platform-wide rollouts.
Private Wealth Management Analyst Morgan StanleyPrivate Wealth Management AnalystSan Francisco, CaliforniaProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Senior Full Stack Engineer, Hazel AI AltruistSenior Full Stack Engineer, Hazel AISan Francisco, CA$200,000–$265,000 / yearExperience- 4+ years of software engineering experience building customer/consumer-facing web applications with best engineering practices. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Senior Sales Associate Kestra Financial Independent AdvisorSenior Sales AssociatePalo Alto, CAThe ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry.
Founding Sales Executive, Hazel AI (Mid-Market) AltruistFounding Sales Executive, Hazel AI (Mid-Market)San Francisco, CA$200,000–$210,000 / yearAt Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. This is a rare early founding AE role: you'll close revenue now while helping define the repeatable motion we'll scale alongside product, marketing, and leadership.
Head Of Customer Deployment, Hazel AI AltruistHead Of Customer Deployment, Hazel AISan Francisco, CA$200,000–$250,000 / yearThey will partner closely with Sales, Product, and Engineering to improve time-to-value, shape self-service onboarding infrastructure, and turn customer deployment learnings into durable product and integration improvements. This leader will own the most important implementation challenge in the business: turning complex, fragmented advisor data and workflows into a repeatable, scalable onboarding motion across a wide range of firms.
Sales Development Representative, Hazel AI AltruistSales Development Representative, Hazel AISan Francisco, CALeverage AI to research accounts and craft high-signal, personalized outreach at scale - continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion. You'll own top-of-funnel execution - responding quickly to inbound interest and running targeted outbound to our ICP while partnering closely with AEs to convert interest into high-quality meetings and sales-qualified opportunities.