Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
$104K - $148K *
Join a team dedicated to empowering clients by providing tailored financial strategies that prioritize personal interaction and proactive support, while leading a collaborative client-focused practice...
1 week ago
Client Partner Account Manager
$80K - $120K *
Lead the strategic management of client accounts, ensuring timely project delivery, optimal budget utilization, and fostering account growth through data-driven insights and collaboration with diverse...
1 week ago
$103K - $211K *
Accelerate client trading experiences by supporting Prime, Custody, and Family Office clients. Collaborate with internal teams while managing daily trading operations across diverse asset classes, ens...
Reposted 3 weeks ago
$90K - $140K *
Champion dynamic portfolio management by leading underwriting and client relationships while mentoring junior staff. Drive growth through expert risk analysis and exceptional service, ensuring complia...
Reposted 3 weeks ago
$51K - $114K *
Accelerate the billing process by ensuring accurate invoices, managing client inquiries, and maintaining relationships with attorneys and clients while coordinating billing cycles to meet deadlines an...
Reposted 1 week ago
$56K - $114K *
Transform the billing process by ensuring accurate invoicing, managing client communications, and resolving discrepancies. Partner with attorneys and clients to maintain financial accuracy and meet cr...
Reposted 1 week ago
Account Executive, Expert Data Services
$275K - $350K *
Innovate and drive new revenue by selling expert data solutions to AI labs and healthcare companies. Build relationships with technical decision-makers to enhance model training and evaluation through...
1 week ago
$137K - $189K *
Join our dynamic FP&A team to shape financial planning, support budgeting, and lead modeling initiatives. Collaborate with cross-functional leaders to optimize resource allocation and deliver executiv...
Reposted 1 week ago
$137K - $189K *
Engage with cross-functional leaders to optimize financial planning, budgeting, and forecasting processes. You will manage core planning efforts, create financial models, and enhance financial reporti...
Reposted 1 week ago
Senior Financial Analyst, Consumer Marketing Finance
$100K - $130K *
Optimize financial planning and forecasting while providing strategic analysis and insights to drive key business objectives. Collaborate with leaders to enhance revenue models and influence decision...
4 days ago
$80K - $120K *
Collaborate with a team of model audit professionals to analyze and review complex financial models. Ensure model accuracy, compliance, and continuous improvement in methodologies to drive high-qualit...
Reposted today
$95K - $190K *
Make your mark as a Business Development Manager by driving growth, managing client relationships, and identifying upsell opportunities while working collaboratively with teams to deliver impactful in...
Reposted 2 weeks ago
$95K - $190K *
Elevate growth by driving client relationships, identifying upsell opportunities, and leading the sales process. Become the go-to expert in delivering value through our innovative products while foste...
Reposted 3 weeks ago
SVP Insurance Actuarial Engineering
$180K - $220K *
Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...
1 week ago
Legal Engineer - Product Specialist
$210K - $300K *
Engage with legal professionals to drive adoption and maximize value from AI solutions, building relationships and providing tailored strategies to enhance legal workflows and effectiveness in innovat...
2 weeks ago
Wealth Banking Director - Professional Services
$250K - $420K *
Advance a national banking practice by leading a high-performing team, fostering client relationships, and driving strategic growth for professional service clients in wealth management and integrated...
1 week ago
$90K - $120K *
Transform your career by joining a high-growth Accounting team that emphasizes accuracy, collaboration, and continuous improvement in financial reporting and internal controls across diverse general l...
2 weeks ago
Senior Account Manager, High Net Worth - Personal Lines
$54K - $120K *
Join a team that's dedicated to delivering exceptional service to high-net-worth clients. Manage complex insurance portfolios while providing personalized risk management and coverage solutions for lu...
1 week ago
Senior Account Manager, High Net Worth - Personal Lines
$54K - $120K *
Join our team to manage personalized insurance portfolios for high-net-worth clients. Build relationships, assess unique needs, and ensure comprehensive coverage for luxury assets, while providing exc...
1 week ago
$71K - $145K *
Inspire economic growth by connecting small businesses with essential resources, advocating for their needs, and fostering community relationships to enhance access to financial solutions and support...
1 week ago
$85K - $110K *
Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...
2 weeks ago
D365 F&O Technical Solution Architect
$158K - $197K *
Transform client experiences by leading technical architecture initiatives and enhancing processes, while collaborating with cross-functional teams to ensure optimal application performance and busine...
3 weeks ago
$90K *
Grow your career with a pivotal role overseeing project cost management. Lead strategic financial analysis and forecasting, ensuring projects remain on budget while collaborating across various teams...
5 days ago
Senior Salesforce Technical Architect
$108K - $222K *
Join a dynamic team as you lead the design and implementation of innovative Salesforce solutions, driving technical architecture and client engagement to enhance performance across various industries...
2 weeks ago
Senior Salesforce Technical Architect
$108K - $222K *
Unlock your potential in consulting by delivering innovative Salesforce solutions. Collaborate with teams to design, implement, and manage technical projects, ensuring client satisfaction in a dynamic...
2 weeks ago