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Top Financial Services Finance Jobs in San Francisco, CA
Fintech • Payments • Financial Services
The Regional Bond Manager leads the underwriting team, oversees profitability, recruits underwriters, and develops business strategies for the region.
Fintech • Financial Services
The Investment Manager will advise clients on portfolio construction and asset allocation, driving investment solutions and managing risks for high-net-worth individuals.
Top Skills:
Asset AllocationInvestment ManagementPortfolio ManagementWealth Management
Blockchain • Payments • Financial Services
As the Assistant Controller, you'll oversee company finances, supervise accounting operations, manage banking relationships, and prepare financial reports, supporting audit and tax preparations.
Top Skills:
Ai Finance ToolsDigital Asset AccountingFinancial Management Software
Financial Services
As an Investment Advisor, you will develop tailored financial plans, manage client portfolios, educate clients, and ensure compliance with regulations while building strong relationships.
Top Skills:
CfaCfpChfcSeries 65Series 66Series 7
Fintech • Financial Services
The Audit Manager will lead complex audits, mentor team members, identify risks, and collaborate with leaders on corrective actions, while enhancing audit methodologies.
Top Skills:
Audit Tools And MethodologiesInstitute Of Internal Auditors Standards
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Fintech • Financial Services
The Summer Analyst will conduct macroeconomic research, collaborate on client solutions, assist in financial reporting, and design financial tools. Engagement with cross-functional teams is key, along with completing a client case study during the 9-week program.
Top Skills:
Crm SoftwareMS Office
Reposted 2 Days AgoSaved
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you'll obtain securities licenses and provide personalized financial advice while managing client relationships and solutions. Training and growth opportunities are available for career advancement.
Top Skills:
Securities Industry EssentialsSeries 66Series 7
Financial Services
The Financial Advisor builds client relationships, provides tailored financial advice and investment solutions, ensures client goals are met, and adheres to compliance regulations.
Fintech • Payments • Financial Services
The Relationship Manager will grow revenue, manage high-net-worth client relationships, and deliver exceptional financial services while ensuring compliance and collaborating effectively with internal partners.
Top Skills:
Financial AnalysisInvestment ProductsWealth Management
Fintech • Software • Financial Services
The Portfolio Manager oversees customer relationships, manages loan portfolios, ensures compliance, and promotes financial services. They engage with clients, assess risks, and support credit decisions while adhering to management policies.
Top Skills:
Commercial BankingRisk Management
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