Manager, Supply Chain, Vehicle Exteriors & Plastics Tesla IncManager, Supply Chain, Vehicle Exteriors & PlasticsFremont, CA$112,000–$204,000 / yearSet the strategic direction for vehicle exteriors and plastics sourcing - including supplier exploration, supplier consolidation, regional footprint, dual-sourcing, vertical integration, and capacity planning to support Tesla's long-term volume ramp. This is an opportunity to scale a high-performing team, develop the next generation of SCM leaders, and shape the future of Tesla's vehicle exteriors and plastics supply base - including the introduction of new composite content on upcoming programs.
Sr. Manager / Associate Director, Quality Audits Personalis Inc.Sr. Manager / Associate Director, Quality AuditsFremont, CA$165,000–$210,000 / yearRoot Cause & Investigation Leadership: Provide expert guidance and lead cross-functional investigation teams in executing comprehensive root cause analyses for CAPAs, deviations, and non-conformances stemming from internal and external audits. The successful candidate will have strong leadership skills and possess extensive experience managing Quality Management Systems (QMS) within highly regulated environments, driving compliance, governance, and continuous improvement across the organization with a high degree of autonomy.
Senior Product Manager, Financial Management Plaid IncSenior Product Manager, Financial ManagementSan Francisco, CAThe Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. The ideal candidate has led technical, API-based B2B products, has an extreme attention to detail, concisely communicates complex concepts, and is able to operate independently and make bold, informed decisions without waiting for perfect information.
Sales Development Manager, Hazel AI Altruist CorpSales 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.
Life Actuary Consulting Manager Deloitte Touche Tohmatsu LtdLife Actuary Consulting ManagerSan Francisco, CA$148,200–$292,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise.
Commercial Assistant Property Manager Healthpeak Properties, Inc.Commercial Assistant Property ManagerBrisbane, CA$85,000–$95,000 / yearOur impressive portfolio of over 50,000,000sf of Medical Outpatient buildings and Lab and Life Science facilities fuel innovation in patient care and research - accelerating scientific discovery, enhancing healthcare delivery, fostering healthier populations, and driving shareholder value. Headquartered in Denver, Colorado, Healthpeak (NYSE: DOC) is a nationwide, fully integrated Real Estate Investment Trust (REIT) and a proud S&P 500 company.
On-Site Property Manager (PMMC) #924 Cal-Am Properties IncOn-Site Property Manager (PMMC) #924San Pablo, CAAdministers and maintains all phases of community operations to include personnel functions, leasing community maintenance, monitoring market conditions, budget control, advertising, resident relations, and events. Transports residents and/or prospective residents via motorized vehicle throughout Community grounds; runs errands as necessary.
Enterprise Account Manager Stryder CorpEnterprise Account ManagerSan Francisco, CAThe Role Reporting to the Director, Account Management - Enterprise, you'll partner with our Enterprise Client Success Management partners to ensure our employer partners see value in the Handshake product in order to retain and grow a key segment of our business. You will serve as the primary owner of a set book of existing employer partners, working closely with them to ensure they achieve their goals, build relationships with executives, and drive customer retention and expansion from onboarding through renewal.
Account Manager II, Commercial Lines Hub International LtdAccount Manager II, Commercial LinesLarkspur, CATHE OPPORTUNITY: The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
NewAccount Manager II, Personal Lines Hub International InsuranceAccount Manager II, Personal LinesSan Francisco, CaliforniaMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree of independent discretion, autonomy, and decision-making.
Customer Success Operations Manager ENVOY IncCustomer Success Operations ManagerSan Francisco, CAWith deep integrations across access control, identity, compliance screening, and collaboration tools-including LenelS2, Brivo, Genetec, Honeywell, Cisco Meraki, Okta, Microsoft Azure, Microsoft Teams, Slack, ServiceNow, DocuSign, Avigilon Alta, and Descartes Visual Compliance-Envoy helps organizations reduce risk, stay audit-ready, and operate with clarity at scale. From manufacturing sites and data centers to life sciences labs, healthcare facilities, and corporate headquarters, Envoy unifies visitor management, risk assessment, mailroom management, digital signage software, resource booking, and emergency management into one integrated platform.
Tax Manager NovogradacTax ManagerSan Francisco, CaliforniaThe Manager should function with minimal supervision, and increased focus is placed on supervising and mentoring Staff and Senior Accountants, independent problem solving, strengthening and developing client relationships and increasing office profitability. Supervise and mentor Supervisors, Senior Accountants and Staff, including guiding and educating them in technical areas, identifying professional development opportunities and maintaining a respectful team atmosphere.
Manager, Fraud Intelligence Airbnb IncManager, Fraud IntelligenceCA$150,000–$185,000 / yearA Typical Day: Proactive Threat Mitigation: Lead and mentor a specialized team to analyze large-scale fraud signals, translating complex data into platform-level controls, rules, and policies to stop bad actors upstream. Risk Frameworks: Working knowledge of cyber risk frameworks, digital forensics, and platform security; certifications such as CISSP, CHFI, CEH, GIAC, CFE, or Security+ are preferred.
NewAccount Manager II, Personal Lines Hub International LtdAccount Manager II, Personal LinesLarkspur, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. THE OPPORTUNITY: The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree of independent discretion, autonomy, and decision-making.
NewNational Manager, Infrastructure & Operations Swinerton IncNational Manager, Infrastructure & OperationsFairfield, CA$175,000–$190,000 / yearIdentify and advance emerging technologies, automation opportunities, AI-enabled operations, platform modernization strategies, and operating-model improvements that increase business agility while reducing complexity and cost. Drive business value through infrastructure investments by ensuring technology platforms improve workforce productivity, support project execution, enhance customer experience, reduce operational risk, and enable company growth.
Financial Reporting Controllership Manager Deloitte Touche Tohmatsu LtdFinancial Reporting Controllership ManagerSan Francisco, CA$141,200–$278,300 / yearCertified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), or Financial Risk Manager (FRM) credential, or progress toward one. As a Manager, Strategy, Growth, and Transformation on the Finance Transformation Record to Report team, you will be responsible for: Assess controllership and record-to-report processes, identify gaps, and develop transformation roadmaps.
Manager, Payroll Corcept Therapeutics IncManager, PayrollRedwood City, CA$150,700–$177,300 / yearWith advanced clinical trials in patients with hypercortisolism, solid tumors, ALS and liver disease, Corcept is unlocking the power of cortisol modulation to help address some of the most devastating diseases patients face today. The pay range that the Company reasonably expects to pay for this headquarters-based position is $150,700 - $177,300; the pay ultimately offered may vary based on legitimate considerations, including geographic location, job-related knowledge, skills, experience, and education.
Manager CrunchManagerFairfield, CAHe or she will exhibit an ability to achieve the financial targets for the club as outlined in the annual budget by motivating, leading, supervising and coordinating the activities of employees engaged in servicing our member needs. Track completion of opening/closing checklists, stage management, repair & maintenance log, locker log and cleaning checklist.
Senior Category Manager, Early Research & Development, Sourcing , San Rafael, California,Full Time (MK) Central Business SolutionsSenior Category Manager, Early Research & Development, Sourcing , San Rafael, California,Full Time (MK)San Rafael, CaliforniaThe role is primarily focused on developing and executing category strategies in the Early Research and Development area, including but not limited to the following: Preclinical Research Services Bioanalytical and Translational Sciences In-Vivo Animal Research and Toxicology Academic Research and Independently Sponsored Research The role will work with other category managers to ensure alignment on related services or overlapping suppliers supporting other categories. Stakeholder Management: align early to understand stakeholder needs, build credibility through strong relationships and solid track record of results, via a collaborative approach ability to manage senior stakeholders across various functions and foster cross-functional alignment; become the point of procurement accountability for the RED team; develop productive relationships with key suppliers.
Project Manager - Justice Sector STV Group IncProject Manager - Justice SectorSan Francisco, CAThis role involves collaborating with architects, contractors, vendors, school administrators, and local government entities to deliver safe, functional, and sustainable educational environments for students and staff. • Experience: Minimum of 5 years of experience managing construction projects, Proven experience managing large-scale, complex construction projects with multiple stakeholders.
Manager, Marketing Planning and Strategy Salesforce IncManager, Marketing Planning and StrategySan Francisco, CA$117,400–$177,600 / yearTrack and update spend reports and executive decks to support business needs and ad hoc requests; leverage Salesforce tools to surface trending and analysis for upper management. Job Summary: This role will support the Central Marketing Planning and Strategy team to operationalize and drive the end-to-end processes around marketing planning, strategy, operations and critical initiatives.
Service Manager I Citizens Business BankService Manager ILivermore, CARely on their professional judgement in making financial decisions by analyzing information regarding clients' income, assets, investments, or debts to determine which products or services best meet clients' needs and financial circumstances while exhibiting high level of competence and confidence. In conjunction with managing Center operations, the Service Manager is responsible for the supervision, training, and development of non-exempt associates at the Center, grants bonuses and other incentives to motivate staff.
Senior Commercial Operations Manager Ultima Genomics IncSenior Commercial Operations ManagerFremont, CA$150,000–$190,000 / yearQuota & Territory Planning: Collaborate with leadership to establish fair sales territories, quotas, and commission structures that align with company Key Performance Indicators (KPIs); develop tools to track attainment, commissions and incentive performance. We are a collaborative group, including successful entrepreneurs, chemists, hardware and software engineers, genomics and biotechnology experts, molecular and computational biologists, software and algorithm experts, and operations and commercial leaders.
Service Manager II Citizens Business BankService Manager IISan Rafael, CA$55,169–$75,857 / yearRely on their professional judgement in making financial decisions by analyzing information regarding clients' income, assets, investments, or debts to determine which products or services best meet clients' needs and financial circumstances while exhibiting high level of competence and confidence. In conjunction with managing Center operations, the Service Manager is responsible for the supervision, training, and development of non-exempt associates at the Center, grants bonuses and other incentives to motivate staff.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesSan Francisco, CA$126,000–$182,000 / yearBaker 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. Job Description: 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.
Founding Senior Revenue Operations Manager Pallet Systems IncFounding Senior Revenue Operations ManagerSan Francisco, CA$180,000–$210,000 / yearOur flagship platform provides end-to-end visibility, control, and optimization, while our newest product, CoPallet, introduces AI Agents that can understand and execute requests in real time, and integrate directly with customer systems. You'll define what great looks like, build repeatable processes, drive accountability, and make sure every rep has the systems and enablement needed to perform at a high level.
Product Line Manager, Consultant Blue Cross and Blue Shield AssociationProduct Line Manager, ConsultantOakland, CACollaborate with business line product strategists and cross-functional stakeholders (e.g., Healthcare Quality and Affordability, Customer Experience, IT, Sales, Marketing, Legal, and Actuary) to align portfolio priorities with corporate strategy and drive development and management of the product pipeline. This individual will partner across internal teams and external stakeholders, including vendors, to develop and oversee operational models, contractual supervision as well as oversee implementation efforts from concept through launch.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager - Transaction Advisory ServicesSan Francisco, CA$179,000–$262,000 / yearBaker 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. Job Description: 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.
Product Marketing Manager NumeralProduct Marketing ManagerSan Francisco, CaliforniaCreate high-quality product marketing assets, including messaging frameworks, solution briefs, sales decks, website copy, blog posts, case studies, webinars, launch materials, FAQs, competitive positioning, customer proof points, and customer success stories. Work closely with Product and Sales teams to help drive our go-to-market strategy, positioning, and sales enablement; produce enablement collateral including fact sheets, sales slides, videos, discovery questions, talking points and emails.
Manager, Business Development Enterprise KikoffManager, Business Development EnterpriseSan Francisco, CaliforniaWe source, evaluate, negotiate, and execute deals that shape Kikoff’s growth and long-term strategy, working closely with executive leadership and cross-functional partners across product, marketing, operations, legal and finance. We are focused on expanding Kikoff’s distribution through strategic platform and ecosystem partnerships, helping bring Kikoff’s products and services to consumers through new channels and integrated experiences.
Client Services Manager HeffernanClient Services ManagerWalnut Creek, California$90,000–$110,000 / yearThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. Create, send, process, and follow up on all client paperwork (applications, investment advisory agreements, Investment Policy Statements, etc.) Send client all necessary supplemental/disclosure paperwork.
Regulatory Reporting Manager Deloitte Touche Tohmatsu LtdRegulatory Reporting ManagerSan Francisco, CA$82,600–$162,800 / yearManage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring compliance with applicable regulatory requirements across various regulators such as SEC, CFTC, BEA, NFA, Treasury. We "embed continuous advantage" through domain, industry, technology and transformation skills to perform client business functions that manage risk and deliver value-added outcomes, all while driving predictable long-term revenue, profitability, and growth.
Senior ALS Lab Manager Contact Government Services LLCSenior ALS Lab ManagerSan Francisco, CAAt least eight years of experience performing eDiscovery roles, including but not limited to electronic files processing (EFP), image and data file conversion, data culling using review tools, quality assurance, database loads and retrieval, and data analysis and review. Manages a team of eDiscovery professionals situated in a client-site eDiscovery laboratory, including scheduling requirements, assessments, assigning work, and ensuring deadlines are met, creating progress reports, and Quality Control (QC) of deliverables.
Revenue Cycle Manager Marin City Health and Wellness CenterRevenue Cycle ManagerSan Rafael, CASkills include service orientation, ability to multitask effectively in a varied high-volume environment, uses sound judgment and decision-making, critical thinking, creative problem-solving, and effective verbal and written communication skills. • Apply working knowledge of managed care contract language, such as fee-for-service, case rates, DRG methodologies, carve-outs, stop-loss provisions, to ensure correct expected reimbursement and escalation of variances.
Sales Manager - SMB Counsel AI CorpSales Manager - SMBSan Francisco, CA$264,000–$396,000 / yearThe SMB Sales Manager joins Harveys Commercial Sales organization to lead a team of Account Executives selling Harveys AI platform to small and mid-sized law firms and legal teams out of the Chicago office. 6+ years of tech sales experience - ideally closing new business at the Mid Market or Enterprise level; 2+ years of people management experience training and coaching a high-performing sales team.
Senior Account Manager On Board ExperientialSenior Account ManagerSan Francisco, CA$95,000–$125,000 / yearManagement and organization of internal and external workstreams: Manage internal and external program folders and documentation, ensuring materials are organized, up to date, and accessible to account leads, cross-functional teams, and external partners. The Senior Account Manager ensures that programs and marketing strategies successfully promote client brands, products, and services in accordance with client initiatives.
Manager, Enterprise Sales ReductoManager, Enterprise SalesSan Francisco, CaliforniaWe’ve grown rapidly, increasing revenue 8x year over year and partnering with hundreds of companies, from leading AI teams like Harvey, Vanta, and Scale, to enterprise customers across FAANG and top trading firms. Reducto has raised over $100M from world-class investors including a16z, Benchmark, and First Round Capital, and are hiring a Founding Enterprise Front-Line Manager to build and lead the team responsible for Reducto’s most strategic customer relationships.
Sales Manager - SMB HarveySales Manager - SMBSan Francisco, CaliforniaThe SMB Sales Manager joins Harvey's Commercial Sales organization to lead a team of Account Executives selling Harvey's AI platform to small and mid-sized law firms and legal teams out of the San Francisco office. 6+ years of tech sales experience — ideally closing new business at the Mid Market or Enterprise level; 2+ years of people management experience training and coaching a high-performing sales team.
Sr Manager, Lifecycle & Growth Marketing LendingClubSr Manager, Lifecycle & Growth MarketingSan Francisco, California$183,000–$215,000 / yearThis is a builder role; you will help establish how growth marketing operates at Happen Bank across owned channels (email, push, SMS, in-app), from promotional campaigns and remarketing to onboarding journeys and trigger-based programs, while developing the team and cross-functional relationships that make the work possible. Own the growth marketing roadmap across owned channels — prioritizing promotional campaigns, remarketing, cross-sell, and retention programs alongside journey and trigger work, setting goals, and partnering with the Sr Director to align strategy to business outcomes.
Client Service Manager Canadian Imperial Bank of CommerceClient Service ManagerSan Francisco, CA$90,000–$110,000 / yearEnsure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
National Strategic Account Manager ParetoHealthNational Strategic Account ManagerSan Francisco, CAWe will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address. California Applicants : See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.
Account Manager, Personal Lines Hub International LtdAccount Manager, Personal LinesLarkspur, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The expected salary range for this position is $80,000 - $95,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
NewSenior Strategic Finance Manager - Go-To-Market Checkr IncSenior Strategic Finance Manager - Go-To-MarketSan Francisco, CA$192,000–$260,000 / yearWe are looking for a Senior Manager, Strategic Finance- Go-to-Market to be the lead finance partner for our Enterprise and Mid-Market businesses across Sales, Account Mgmt, and Customer Success. You''ll sit at the center of how we scale two distinct, high-performing sales motions, translating business performance into clear financial insights and driving the decisions that drive top-line growth.
Manager, Regulatory Compliance AirwallexManager, Regulatory ComplianceSan Francisco, CaliforniaYou will maintain our licensing responsibilities and coordinate with all internal and external parties as necessary to ensure compliance through the communication of regulatory requirements, cross-functional collaboration to productize solutions and offerings, implementation and execution of processes, filing of all requisite reports, renewal of registrations and licenses, end-to-end management of regulatory examinations, and interfacing with US regulators on ad-hoc inquiries. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.
Compliance Audit Manager LendingClub CorpCompliance Audit ManagerSan Francisco, CA$101,000–$159,000 / yearAs a Compliance Audit Manager, you will leverage artificial intelligence throughout the audit lifecycle, including annual planning, risk assessment, audit planning, fieldwork, and reporting, to enhance efficiency, consistency, and insight generation. Own and advance the Bank's established Compliance and Financial Crimes Compliance coverage strategies, refining them over time to ensure complete regulatory coverage with risk-proportionate auditing.
Site Operations Manager Pritchard IndustriesSite Operations ManagerSan Francisco, CaliforniaPlans and coordinates all aspects of the cleaning operations, including daily housekeeping services, event cleaning services and post event (night) cleaning services. Liaison between Pritchard Sports and Entertainment Group and the Arena Management Team to oversee the entire cleaning operations of the building and equipment, including the development and monitoring of third-party vendor sub-contractors.
Senior Project Manager, 7+ Years STUDIOS ArchitectureSenior Project Manager, 7+ YearsSan Francisco, CAWorking directly with the Principals and Senior Designer leading the account for one of our fast-growing clients, you will drive consistency in client experience, operational efficiency, and strategic account health across all active engagements, while leading select smaller projects from kickoff through delivery. Demonstrated ability to deliver projects across a range of scales: from larger buildouts (200,000+ SF) to focused, agile spaces (sub-20,000 SF).
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker 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.
NewFinance Transformation Manager - Managed Services, Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Transformation Manager - Managed Services, Controllership & Record-to-Report | Financial Services IndustrySan Francisco, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Client Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$90,000–$105,000 / yearThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.