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16 Hours AgoSaved
Easy Apply
In-Office
Foster City, CA, USA
Easy Apply
Senior level
Senior level
Financial Services
The Director of Financial Planning will lead financial planning for ultra-high-net-worth clients, manage end-to-end processes using eMoney, and collaborate with internal and external advisors to create actionable financial strategies.
Top Skills: AIEmoneyExcel
Reposted 6 Days AgoSaved
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In-Office
San Francisco, CA, USA
Easy Apply
100K-150K Annually
Mid level
100K-150K Annually
Mid level
Financial Services
Serve as product-owner/business analyst for platform initiatives: define measurable requirements, manage backlogs and sprints, coordinate cross-functional stakeholders, drive adoption, and iterate on Salesforce, integrations, and internal tools.
Top Skills: Salesforce,Crm,Apis,Integrations,Data Flows,Workflow Automation,Low-Code Platforms
Reposted 6 Days AgoSaved
Easy Apply
In-Office
Foster City, CA, USA
Easy Apply
100K-150K Annually
Mid level
100K-150K Annually
Mid level
Financial Services
Serve as product owner and execution lead for platform initiatives across Salesforce, integrations, and internal tools. Define requirements and user stories, manage backlogs and sprints, coordinate cross-functional stakeholders, ensure adoption through training and documentation, and drive post-launch iteration and continuous improvement.
Top Skills: Salesforce,Crm,Apis,Integrations,Workflow Automation Tools,Low-Code Platforms
Reposted 6 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
135K-175K Annually
Mid level
135K-175K Annually
Mid level
Financial Services
Design, build, and scale internal web applications, APIs, and workflow automations; integrate third-party systems; enable AI-ready data interfaces; improve reliability, observability, and CI/CD; partner with product, operations, and data teams to solve business problems.
Top Skills: Ai/LlmAzureCi/CdEvent-Driven ArchitectureGoNext.JsNode.jsPythonReactRestful ApisSQL
Reposted 6 Days AgoSaved
Easy Apply
In-Office
Foster City, CA, USA
Easy Apply
135K-175K Annually
Mid level
135K-175K Annually
Mid level
Financial Services
Design, build, and scale internal platform applications, APIs, and workflow automations. Partner with product and operations to integrate third-party systems, improve reliability and observability, enable AI-ready data interfaces, and contribute to CI/CD and platform standards.
Top Skills: Ai/Llm IntegrationsAzureCi/CdDevOpsEvent-Driven ArchitectureGoNext.JsNode.jsPythonReactRestful ApisSQL
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Reposted 6 Days AgoSaved
Easy Apply
In-Office
Foster City, CA, USA
Easy Apply
90K-115K Annually
Junior
90K-115K Annually
Junior
Financial Services
The Research Associate will manage alternative investments monitoring, contribute market strategy insights, and support due diligence efforts within investment processes.
Top Skills: ExcelPythonRSalesforce
Reposted 6 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
120K-170K Annually
Senior level
120K-170K Annually
Senior level
Financial Services
The IT Program Manager oversees IT strategy, compliance, vendor management, and ensures alignment with regulatory standards and business objectives while managing relationships with Managed Service Providers and vendors.
Top Skills: Cybersecurity Best PracticesIt GovernanceNetwork Infrastructure
Reposted 9 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
90K-115K Annually
Junior
90K-115K Annually
Junior
Financial Services
The Associate will support team operations, manage client transactions, ensure compliance, and participate in educational sessions to enhance market understanding.
Top Skills: Salesforce
22 Days AgoSaved
Easy Apply
In-Office
Foster City, CA, USA
Easy Apply
175K-220K Annually
Mid level
175K-220K Annually
Mid level
Financial Services
The Tax Strategy Director will provide income tax planning for ultra-high-net-worth individuals, analyzing tax returns, developing models, and collaborating with advisors to implement strategies.
Top Skills: Cash-Flow ModelsProjectionsScenario AnalysesTax Planning ModelsTax Strategy Materials
Reposted 22 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
95K-130K Annually
Junior
95K-130K Annually
Junior
Financial Services
The Senior Associate supports client relationships through operational functions, client servicing, report construction, and collaboration on financial strategies, requiring 2+ years of relevant experience.
Top Skills: Salesforce
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