Financial Advisor Jobs in San Jose, CA

Advance finance innovation by owning the product strategy for enterprise financial workflows. Collaborate with cross-functional teams to enhance user experience and drive adoption of our product suite...

Empower growth by driving client acquisition and developing strategies in the Middle Market segment. You'll collaborate with various teams to deliver integrated financial solutions, achieving performa...

Transform data into strategic business insights by building robust data pipelines, models, and metrics. Collaborate across teams to ensure actionable reporting and decision-making, empowering stakehol...

Elevate fraud detection and investigation through data-driven analysis and collaboration, engaging across secured lending product lines to identify, document, and escalate fraud patterns while strengt...

Transform financial accuracy by managing revenue accounting, driving compliance with ASC 606, and fostering cross-functional collaborations. Lead critical reporting, reconciliations, and process impro...

Elevate compliance effectiveness by supporting Fintech partnerships and ensuring adherence to federal and state regulations in lending and deposit activities. Collaborate cross-functionally to manage...

Oversee the Fintech Compliance program ensuring adherence to regulations. Engage with partners, conduct compliance reviews, and support the compliance management system while fostering collaborative r...

Partner with us to enhance Fintech compliance initiatives, working with analytics and operational teams to monitor regulations, manage compliance systems, and collaborate with partners to ensure overs...

Join a team that's dedicated to elevating client engagement strategies, fostering multi-level relationships, and driving retention among top-tier customer accounts while ensuring satisfaction and coll...

Drive collaborative technology initiatives by acting as a vital liaison between business operations and IT, ensuring thorough analysis and clear communication of complex requirements across functions...

Champion executive recruiting efforts to source and secure top-tier talent within specialized fields, collaborating with leadership to define hiring strategies and ensure a seamless recruiting process...

Shape operational excellence by building systems that enhance project execution and cross-functional collaboration in a dynamic environment. Work closely with creative leaders to translate strategies...

Drive project success by managing complex technology initiatives, aligning business and technical goals, and collaborating with stakeholders to ensure timely deliverables and high-impact results withi...

Advance your career by managing financial analysis, credit studies, and risk assessments for a dynamic team. Leverage your expertise to drive informed lending decisions and ensure regulatory complianc...

Join a team that's driving growth by expanding client portfolios and converting partnership opportunities into successful engagements while collaborating with delivery teams in a flexible, hybrid work...

Unlock potential by providing expert legal counsel on procurement and operational matters, focusing on contracts and risk management, while supporting business units to ensure effective clinical opera...

Lead the charge in delivering data-driven insights for M&A transactions, enhancing client strategies through analytics across diverse industries. Collaborate with stakeholders while mentoring junior a...

Unlock potential by leading financial systems and analysis for operations. Collaborate with teams to drive data-informed decisions, optimize revenue streams, and enhance performance through scalable m...

Shape the future of defense technology by leading strategic acquisition efforts. Drive innovation through collaboration with key government stakeholders, impacting national security while achieving gr...

Drive business growth by acquiring and managing a diverse portfolio of client relationships. Engage with community business owners to provide tailored financial solutions that meet their unique needs...

Drive financial growth by leading a high-performing sales team in strategic sales, cultivating key customer relationships while shaping the sales strategy to delight clients and ensure predictable rev...

Support the Medical Stop Loss team by managing RFP processes, coordinating sales cycles, and optimizing customer relations. Collaborate closely with sales directors and ensure compliance within intern...

Manage financial operations, compliance, and strategy for the organization. Collaborate cross-departmentally to enhance financial stability, improve systems, and lead a team, ensuring efficient proces...

Join a dynamic team to enhance client relations, oversee financial operations, and ensure accurate reporting. This role encompasses cash management, client service, and support for audits, preparing y...

Drive financial excellence by managing client communications, coordinating payroll, and overseeing cash flow activities. Ensure accuracy in financial reporting and collaborate with teams to deliver ex...