Finance Associate Jobs in Oakland, CA

Unlock potential by driving exceptional client relationships for top-tier financial advisors, enhancing their effectiveness and profitability through proactive, innovative solutions and seamless colla...

Shape the future of wealth management by providing exceptional support to advisors and clients, executing investment plans, and enhancing client relationships in a dynamic, team-oriented environment...

Elevate your career as a Senior Real Estate Appraiser, utilizing your expertise in multifamily and commercial appraisals. Engage with a dynamic team, enhance your skills, and deliver high-quality repo...

Join our team to lead the launch of our New York office, owning greenfield territories and managing the complete sales cycle from prospecting to closing for a game-changing revenue intelligence produc...

Empower accounting firms by integrating tax expertise with AI solutions, driving successful adoption and configuration of products tailored to client workflows, while ensuring measurable outcomes and...

Lead client portfolio management initiatives by driving adoption of Multi-Asset Model Portfolios and ETFs, delivering market insights, and enhancing sales collaboration to support regional business gr...

Engage in driving new business by acquiring net-new logos in the Financial Services sector. Lead complex sales cycles while building strategic relationships with C-level executives to ensure high-impa...

Transform your career by managing a diverse portfolio of complex Business Banking clients. Leverage your financial expertise to deepen relationships, drive sales, and collaborate across teams to deliv...

Transform client relationships by delivering tailored financial solutions, managing a diverse portfolio of businesses with revenues of $5-50M, and collaborating with cross-functional teams to enhance...

Engage with complex Business Banking clients, providing comprehensive financial solutions and relationship management to foster growth and client satisfaction. Collaborate with specialists to deliver...

Join our team to manage a diverse portfolio of Business Banking clients, providing tailored financial solutions. Your expertise will strengthen client relationships while driving business development...

Partner with us to drive growth in Multi-Asset Model Portfolios and ETFs. Leverage your expertise in investment strategies and market insights while engaging with a sales team to enhance client relati...

Accelerate insights by transforming complex data into actionable intelligence for bi-weekly reporting, forecasting, and executive decision-making. Collaborate across departments, leveraging analytical...

Unlock potential by driving growth and managing key relationships in the specialty client portfolio for the non-profit sector, leveraging deep expertise in banking solutions and ensuring exceptional c...

Lead the charge in enhancing post-award research administration by providing expert oversight and direction for financial management and team development, while ensuring compliance with grant policies...

Join a team that champions HR technology solutions, ensuring data accuracy and enhancing HR processes. Collaborate across departments to optimize systems and reporting while delivering actionable insi...

Develop, mentor, and lead a high-performing Sales Development team focused on optimizing prospecting efforts and pipeline growth. Collaborate with cross-functional leaders to drive results and enhance...

Drive your career in finance by nurturing client relationships, delivering tailored investment solutions, and collaborating with a diverse team to elevate client experiences. Engage in a structured pr...

Lead the charge in developing client relationships and financial strategies, assisting high-net-worth individuals to achieve their goals. Collaborate with experienced advisors to refine skills and enh...

Unlock potential by designing and implementing tailored Salesforce solutions and architecture, supporting iterative development cycles, and creating technical documentation to enhance client operation...

Join a team that's dedicated to fostering client success by managing Commercial Banking credit relationships, closing new business, and expanding existing accounts. Leverage your expertise to drive re...

Elevate your career by partnering with relationship managers to drive revenue through effective credit account management and customer retention. Use your expertise to navigate credit risks and enhanc...

Drive impactful Commercial Banking relationships by managing credit portfolios, expanding client base, and mitigating credit risk. Partner with Relationship Managers to deliver exceptional service and...

Shape the future of healthcare finance by leading cost accounting and decision support services. Drive impactful analyses and deliver insights to CFOs, ensuring efficient resource allocation and strat...

Discover opportunities to lead tax strategy and planning initiatives, managing global compliance and advising on complex transactions while driving departmental growth in a fast-paced environment...