Vice President, Financial Advisor Jobs in San Francisco, CA

Transform the landscape of private markets by building strategic relationships with RIAs, driving platform adoption, and enhancing investment service offerings through innovative solutions and a consu...

Contribute to client portfolio management by executing trading strategies, analyzing market conditions, and ensuring compliance with policies. Collaborate with team members to enhance trading practice...

Shape the future of client relationships by managing a diverse portfolio of private equity and venture capital accounts, ensuring client retention and portfolio performance through strategic engagemen...

Lead the charge in managing and developing private equity and venture capital relationships. Drive client retention and portfolio performance through strategic risk management and proactive engagement...

Drive independent credit review and risk management for all counterparties, ensuring compliance and security across diverse financial entities. Collaborate with cross-functional teams to uphold rigoro...

Drive actuarial strategy by owning pricing and reserving functions, ensuring sound models and rate filings for MGT's AI-native P&C carrier. Collaborate with underwriting and finance to enhance decisio...

Lead the charge in transforming our marketing strategy, driving organic lead growth from 325 to 1,250+ monthly. Oversee a dynamic team, manage innovative campaigns, and leverage cutting-edge technolog...

Strategize and execute a comprehensive mass channel sales strategy, driving growth through partnerships with major retailers. Lead cross-functional teams to optimize product offerings and ensure opera...

Drive customer satisfaction by managing the finance process, collaborating with sales, and ensuring seamless deal funding. Leverage your automotive expertise to present products effectively and mainta...

Lead the global Accounting and Treasury function, driving financial systems, reporting, and IPO readiness while building a scalable team to support international growth and operational complexity...

Accelerate progress at our financial reporting function by leading compliance, ensuring accurate statements, and mentoring a skilled team. Drive technical accounting excellence and support executive d...

Empower affluent customers by deepening relationships and delivering tailored financial strategies. Collaborate with internal teams to provide integrated solutions, ensuring a seamless banking experie...

Empower affluent customers by managing relationships and delivering tailored banking solutions. Drive growth through proactive outreach and collaboration with internal teams, ensuring a seamless banki...

Join a team that's redefining real estate finance by owning land transactions, conducting due diligence, and managing assets for AI infrastructure projects. Leverage your expertise to drive financial...

Engage in strategic account acquisition for our Legal Technologies sector, focusing on sourcing, qualifying, and closing new enterprise accounts. Drive revenue growth through complex sales cycles whil...

Strategize financial operations and enhance reporting accuracy while leading the finance team. Collaborate with senior leadership to drive financial sustainability and operational efficiency across bu...

Grow your career with a leading RIA by transitioning your client base to a sophisticated platform. Leverage a collaborative team model to deliver comprehensive wealth management solutions for high-net...

Lead the charge in corporate governance and securities law at a dynamic fintech company. Collaborate with executives on M&A, regulatory compliance, and innovative blockchain initiatives while managing...

Unlock potential by partnering with Financial Advisors to deliver expert liquidity and banking solutions, enhancing client relationships and driving growth through innovative investment strategies and...

Join us as a Senior FP&A Analyst to drive financial planning, reporting, and forecasting. Collaborate across teams to optimize spending and enhance our financial systems, leveraging AI for insights th...

Champion the modernization and performance of enterprise applications, ensuring reliability and security while driving innovation and operational excellence in a remote leadership role focused on stra...

Unlock potential by leading institutional sales across diverse asset classes. Drive fundraising efforts by building and managing key relationships on the West Coast while collaborating with internal t...

Unlock your potential as you lead financial planning, analytics, and strategic initiatives. Collaborate closely with executives to drive performance improvements and optimize resource allocation, fost...

Lead the charge in driving complex sales within mid-market organizations, influencing hiring strategies and compliance. Own the full sales cycle, build strong pipelines, and engage with multiple stake...

Oversee strategic application of data science in insurance pricing and underwriting, managing a high-performing team to drive actionable insights and business outcomes. Champion innovation in modeling...