Financial Advisor Jobs in San Jose, CA

Elevate post-sales analytics through actionable insights, forming the backbone of customer health decisions. Collaborate with cross-functional teams to create and refine analytics systems that enhance...

Champion the management of diverse litigation portfolios and regulatory matters while shaping dispute resolution strategies and leveraging innovative tools to enhance legal operations in a fast-paced...

Empower your career by bridging the gap between business needs and technical solutions, driving impactful projects, and collaborating with diverse teams to deliver effective results in a fast-paced en...

Optimize your career in a dynamic role supporting SEC filings, financial reporting, and compliance. Collaborate with diverse teams while shaping scalable policies and controls that ensure adherence to...

Lead the modernization of billing systems, collaborating across teams to define requirements and deliver robust technical solutions that enhance customer experience throughout a multi-year transformat...

Lead the charge in architecting fund structures and ensuring regulatory compliance for a dynamic investment platform. As a strategic advisor, you'll streamline documentation and enhance relationships...

Grow your career with a dynamic design firm, collaborating on innovative technology solutions in building systems. Leverage your technical skills to deliver accurate, cutting-edge designs and enhance...

Transform the future of technology design within multidisciplinary teams, focusing on innovative solutions for healthcare, commercial, and educational projects. Collaborate with experts to deliver imp...

Shape the future of fund formation by managing complex client engagements, drafting pivotal documents, and advising on regulatory matters with a focus on growth equity and venture capital...

Shape the future of claims management by leading strategy for large accounts, providing analytics and insights, and fostering strong relationships with clients and stakeholders for optimal claim resol...

Inspire collaborative project management for data initiatives, ensuring timely delivery and quality execution while enhancing cross-functional cooperation and driving process improvements across teams...

Drive the growth of complex client relationships, providing tailored financial solutions while advising senior leadership on innovative banking strategies and operational improvements across functions...

Lead the charge in managing and expanding high-level client relationships, delivering complex commercial banking solutions, and driving strategic initiatives to meet unique business needs in a dynamic...

Join our dynamic FP&A team as a Senior Financial Analyst, fueling growth through insightful budgeting, forecasting, and strategic analysis across key functions. Collaborate with senior leadership to o...

Lead and execute growth strategies for partner distribution teams, enhancing performance and engagement across segments. Collaborate cross-functionally to establish frameworks that drive partner produ...

Shape the future of education policy by connecting with stakeholders and guiding scholarship programs. This role blends analysis and relationship management, supporting compliance and program expansio...

Lead credit strategy and underwriting decisions to enhance lending profitability. Manage a high-performing team, optimize risk-adjusted returns, and drive performance across portfolios while integrati...

Champion innovation at the intersection of healthcare and technology. Lead the legal and compliance team, providing strategic advice, managing contracts, and ensuring regulatory compliance to support...

Join a dynamic team dedicated to legal and compliance excellence! In this impactful role, you'll oversee contractual affairs, provide strategic legal guidance, and drive compliance initiatives at the...

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

Drive accounting excellence by managing month-end activities, payroll, and compensation costs. Collaborate with cross-functional teams to ensure accuracy in financial operations and compliance with US...

Drive the bank's 3-year strategic plan by collaborating with management to align initiatives, assessments, and insights while enhancing enterprise alignment with corporate goals and priorities in a dy...

Lead the charge in fostering executive relationships, driving growth, and transforming key client accounts in the Industrials sector through innovative cross-service solutions and strategic engagement...

Join our dynamic Retail Underwriting team to assess risk, coach peers, and make impactful decisions on individual life and critical illness applications, while fostering strong business relationships...

The Head of Finance will manage and optimize the finance function of Decile Group, a fast-growing startup in the venture capital industry. Responsibilities include overseeing financial operations, bud...