NewPortfolio Strategist Charles SchwabPortfolio StrategistSan Francisco, CAIn this role,you’llgather relevant facts, clarify transitionobjectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. As a Portfolio Strategist on the Portfolio Transition Services team,you’llhelp clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies.
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 Investment Consultant - Fund Sponsor Consulting Group CallanSenior Investment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
NewInvestment Operations Technology Program Coordinator Granite Solutions Groupe IncInvestment Operations Technology Program CoordinatorSan Francisco, CAThis is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams. JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
Global Consultant Relations, Based in the West Coast Teachers Insurance and Annuity Association of America (TIAA)Global Consultant Relations, Based in the West CoastSan Francisco, CA$172,000–$250,000 / yearKey responsibilities will include: Develop and manage strategic relationships with investment consultants, client consultants, and independent advisors across key markets to identify opportunities and manage business risk, with the goal of increasing and retaining AUM across Nuveen affiliates. 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).
PGIM: 2027 Real Estate, Equity Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Investment Analyst ProgramSan Francisco, CA$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramSan Francisco, CA$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.
Investment Portfolio Manager, Real Estate Workplace Services Google LLCInvestment Portfolio Manager, Real Estate Workplace ServicesSunnyvale, CAWe also manage the industry-leading services that help make Google a great place to work -- from how we design healthy and collaborative workspaces, create energizing food experiences, provide convenient transportation and fitness options, to delivering environments where Google and our employees can thrive. You are responsible for defining and driving a multi-year investment and exit strategy that optimizes strategic outcomes across multiple dimensions, including financial returns, balance sheet efficiency, placemaking potential, brand value, and other dual-use objectives.
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramSan Francisco, CA$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
PGIM: 2027 Real Estate, Equity Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Investment Analyst ProgramSan Francisco, CA$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
Investment Operations Analyst Initio CapitalInvestment Operations AnalystSan Francisco, CAAs a Investment Operations Analyst, you will support analytical, strategic, operational, and/or technical projects that help teams understand markets, evaluate opportunities, improve processes, and execute high-impact work. We work with ambitious candidates who want to be visible to recruiters reviewing active roles across strategy, consulting, finance, product, software, AI, data, operations, and business growth tracks.
Corporate Counsel, Mergers and Acquisitions and Investment Google LLCCorporate Counsel, Mergers and Acquisitions and InvestmentSan Francisco, CAExperience performing due diligence, drafting and negotiating transaction documents, coordinating cross-functional deal teams, and advising business stakeholders and senior management. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Financial Consultant Partner San Mateo, CA The Charles Schwab CorpFinancial Consultant Partner San Mateo, CASan Mateo, CAYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanSan Francisco, CACollaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
VP, Financial Consultant Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
VP, Financial Consultant San Mateo, CA The Charles Schwab CorpVP, Financial Consultant San Mateo, CASan Mateo, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Investment Analyst Aramco Services CoInvestment AnalystPalo Alto, CA$67,140–$133,260 / yearThe Investment Analyst supports deal execution, market analysis, and competitor analysis for Prosperity7 Ventures in North America, working closely with the global Prosperity7 and Aramco Ventures (AV) team across the full investment lifecycle, from origination through portfolio management. Support due diligence with senior deal team members: market, competitor, technology, and IP landscaping, financial modeling, data room reviews, management interviews, reference calls, and diligence tracking.
Investment Associate Aramco Services CoInvestment AssociatePalo Alto, CA$83,520–$165,720 / yearThe Investment Associate works across the full deal cycle, supporting diligence through market, competitive, and technology analysis, financial modeling, data room reviews, management interviews, and reference calls. Support due diligence with senior deal team members: market, competitor, technology, and IP landscaping, financial modeling, data room reviews, management interviews, reference calls, and diligence tracking.
Sr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional RelationshipsPalo Alto, CA$140,000–$190,000 / yearYou will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.
West Coast Consultant Relations Director Northern TrustWest Coast Consultant Relations DirectorSan Francisco, CAFull timeThe Director of Consultant Relations, West Coast is responsible for developing, managing, and expanding strategic relationships with institutional investment consultants across the Western United States. This role represents the firm's full suite of investment capabilities-including traditional and alternative strategies-and partners closely with internal sales, investment, and client service teams to drive consultant engagement, ratings, and adoption.
Operations Consultant SS&COperations ConsultantSan Francisco, CaliforniaYou will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects. Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
Acquisition Consultant Acquisition NetworkAcquisition ConsultantSan Francisco, CARemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
Pharmacy Consultant Hub International LtdPharmacy ConsultantSan Francisco, CA$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 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. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Capital Raising Consultant Initio CapitalCapital Raising ConsultantSan Francisco, CARemote$75–$200As a Capital Raising Advisor , you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities.
Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteFull timeThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Financial Consultant - San Francisco, CA FidelityFinancial Consultant - San Francisco, CASan Francisco, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Palo Alto, CA FidelityFinancial Consultant - Palo Alto, CAPalo Alto, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Principal Artificial Intelligence Solutions Consultant Wells Fargo & CoPrincipal Artificial Intelligence Solutions ConsultantConcord, CA$215,000–$355,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. You will partner closely with Technology, Finance, Product, Risk, and Lines of Business, helping design and operate end to end economic models for AI solutions-including people costs, AI platform costs, model usage, and cloud infrastructure consumption.
Business Value Consultant DecagonBusiness Value ConsultantSan Francisco, CaliforniaOur technology enables industry-defining enterprises like Avis Budget Group, Block’s Cash App and Square, Chime, Oura Health, and Hunter Douglas to deploy AI agents that power personalized, deeply satisfying interactions across voice, chat, email, SMS, and every other channel. You will work directly with executive stakeholders (CFO, COO, CX leaders) to develop compelling, data-driven business cases that accelerate deal cycles, increase win rates, and drive larger, more strategic investments.
Operations Consultant - Managed Operations SS&C Technologies Holdings IncOperations Consultant - Managed OperationsSan Francisco, CA$130,000–$140,000 / yearYou will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
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.
Senior Lead Health & Benefits Consultant Marsh McLennanSenior Lead Health & Benefits ConsultantSan Francisco, CaliforniaAs a Senior Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Health & Benefits Consultant Marsh McLennanHealth & Benefits ConsultantSan Francisco, CaliforniaWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Applied AI Consultant BTS Group ABApplied AI ConsultantSan Francisco, CAFriday: Internal Customer Zero sprint: improve BTSs own Salesforce-to-Slack AI workflows, write a LinkedIn post on a pattern youve noticed across client engagements, and contribute to a proposal for a new client pursuit. Partner with client leadership to design AI adoption strategies that connect to business outcomes: revenue growth, cost transformation, workforce productivity, and capability building.
Enterprise Strategy & Business Development Lead Consultant, Ventures Kaiser PermanenteEnterprise Strategy & Business Development Lead Consultant, VenturesOakland, CADrives relationships with internal, external, and cross-functional stakeholders by building and maintaining strong relationships with key business and functional partners (e.g., leaders from health plans, finance, IT, Regional, Permanente, Risant, KPMF, and other national functions) to ensure alignment and support across all levels of the organization; engaging with stakeholders throughout the organization to promote collaboration and alignment with the companys goals; sustaining a network of external peers, delivery system leaders, consultants, bankers, and other marketplace experts to stay informed about industry trends and opportunities; and facilitating the appropriate engagement of internal and external parties in all activities, including 3rd party consultants, investment bankers, communications/GR, legal, compliance, finance, and other functions critical to the successful business development initiatives. Develops and grows businesses and partnerships by identifying potential transactions and opportunities (e.g., M&A, partnerships, new business units, subsidiaries, and investments); coordinating new businesses from startup to self-sufficiency; creating a business development roadmap aligned with KPs strategy, driving growth and innovation; executing complex investments and transactions in care delivery, health plans, and health care technology; building and implementing a business development function that supports the long-term goals of the growing KP enterprise (including KFH/HP, KPMF, Risant, and other new businesses); and conducting functions across strategy, business development, and transformation to provide comprehensive solutions.
Enterprise Strategy & Business Development Principal Consultant, Ventures Kaiser PermanenteEnterprise Strategy & Business Development Principal Consultant, VenturesOakland, CADrives relationships with internal, external, and cross-functional stakeholders by proactively building and maintaining strong relationships with key business and functional partners (e.g., leaders from health plans, finance, IT, Regional, Permanente, Risant, KPMF, and other national functions) to ensure alignment and support across all levels of the organization; engaging with stakeholders throughout the organization to foster collaboration and alignment with the companys goals; cultivating a network of external peers, delivery system leaders, consultants, bankers, and other marketplace experts to stay informed about industry trends and opportunities; and promoting the appropriate engagement of internal and external parties in all activities, including 3rd party consultants, investment bankers, communications/GR, legal, compliance, finance, and other functions critical to the successful business development initiatives. Develops and grows businesses and partnerships by identifying potential transactions and opportunities (e.g., M&A, partnerships, new business units, subsidiaries, and investments); leading new businesses from startup to self-sufficiency; designing a business development roadmap aligned with KPs strategy, driving growth and innovation; leading highly complex investments and transactions in care delivery, health plans, and health care technology; developing and implementing a business development function that supports the long-term goals of the growing KP enterprise (including KFH/HP, KPMF, Risant, and other new businesses); and executing functions across strategy, business development, and transformation to provide comprehensive solutions.
Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San Francisco T. Rowe PriceInternal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) – San FranciscoSan Francisco, CAFull timeAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization!
JPM Wealth Management-Business Development Consultant - Walnut Creek/Sacramento, CA JPMorgan Chase & CoJPM Wealth Management-Business Development Consultant - Walnut Creek/Sacramento, CAWalnut Creek, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
Cloudflare Resident Consultant Entelligence, LLCCloudflare Resident ConsultantCAAct as a Strategic Liaison: • Serve as a high-speed conduit between the customer and internal Cloudflare teams (Product, Support, Engineering), effectively advocating for customer needs and influencing product roadmaps. We are looking for a proactive, high-trust partner who thrives in agile environments, acts as a bridge to internal product teams, and possesses a deep passion for the future of AI-driven security.
Rillet Senior Consultant Armanino McKenna LLPRillet Senior ConsultantSan Ramon, CA$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Senior Consultant - Rillet will play a key role in delivering Rillet implementations to high-growth and mid-market clients while helping scale Armanino's Rillet service offering.
Technical Solutions Consultant, Marketing Finance Transformation GoogleTechnical Solutions Consultant, Marketing Finance TransformationMountain View, CAHelp create integrated system requirements, determine constraints and dependencies, define timelines, write detailed functional and test specifications, evaluate design alternatives and implications on functionality, effort, performance and operations, and drive projects to completion. The Marketing Finance Transformation team collaborates with Marketing, Finance and Engineering teams to ensure robust and scalable financial processes, data and tools to empower our stakeholders with accurate, reliable and timely financial reporting and insights.
Rillet Consultant Armanino McKenna LLPRillet ConsultantSan Francisco, CA$74,500–$101,500 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Consultant - Rillet will support the delivery of Rillet ERP implementations for fast-growing and mid-market clients while building technical, functional, and client-facing consulting skills.
Salesforce Technical Consultant GTM Twin Health IncSalesforce Technical Consultant GTMCARemote$175,000–$185,000 / yearTwin has an ambitious vision to empower people to live healthier and happier lives, and to achieve this purpose, we need the very best people to enhance our cutting-edge technology and medical science, deliver the best possible care, and turn our passion into value for our members, partners and investors. With more than $100 million raised in recent funding, including a $53 million Series E round in 2025 led by Maj Invest, and a $50 million investment in 2023 led by Temasek, Twin is scaling rapidly across the U.S. and globally.
NetSuite Senior Consultant HighspringNetSuite Senior ConsultantSan Francisco, CaliforniaWhether implementing a cloud solution or enhancing and extending an existing cloud environment, we help organizations get the most out of technology investments, including New System and Module Implementations, System Integrations, Upgrade Assessments, Application Upgrades, and Business Process Optimization. Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle.
Sr. Health Actuary Consultant Marsh & McLennan Companies IncSr. Health Actuary ConsultantSan Francisco, CA$93,500–$145,000 / yearWe will count on you to: Lead routine client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other projects associated with underwriting health and welfare insurance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Business Value Consultant Decagon AI, IncBusiness Value ConsultantSan Francisco, CAOur technology enables industry-defining enterprises like Avis Budget Group, Block's Cash App and Square, Chime, Oura Health, and Hunter Douglas to deploy AI agents that power personalized, deeply satisfying interactions across voice, chat, email, SMS, and every other channel. You will work directly with executive stakeholders (CFO, COO, CX leaders) to develop compelling, data-driven business cases that accelerate deal cycles, increase win rates, and drive larger, more strategic investments.
Senior Consultant, Advisory AECOMSenior Consultant, AdvisorySan Francisco, CA$100,000–$150,000 / yearConducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.
Consultant, Advisory AECOMConsultant, AdvisorySan Francisco, CA$75,000–$110,000 / yearConducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: · + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.