Financial Services Director
6 days ago
- Oversight of quality assurance and consistency in deliverables and client experience
- Ongoing review and improvement of workflow, team efficiencies, and sales initiatives
- Implementation of Core Compliance strategic initiatives and execution thereof
- Development of existing technologies, software, and training needs to deploy superb customer servicing and retention
- Oversight of KPIs and presentation of such to Executive Management
- Management and deployment of new client deliverables
-
Financial Services Representative
4 days ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
-
San Diego, California, United States LPL Financial Full timeSenior Vice President of Supervision RoleLPL Financial seeks a Senior Vice President of Supervision to oversee the supervision of Institution Services clients. As a trusted leader, you will drive outcomes, lead cross-functional teams, and contribute to protecting the practice of our institution clients.The ideal candidate has a combination of business...
-
Financial Services Specialist
2 days ago
San Diego, California, United States United Financial Full timeAbout the RoleThe Mortgage Loan Officer will play a critical role in helping clients achieve their homeownership goals. You will work closely with our sales team to identify opportunities and provide personalized support to clients throughout the loan process.This is an excellent opportunity for someone who is looking to build a career in financial services...
-
Financial Services Professional
3 weeks ago
San Diego, California, United States San Diego Financial Center Full timeOverviewWe are a dynamic team at San Diego Financial Center, passionate about delivering exceptional financial services to our clients. Our goal is to provide a comprehensive suite of services, catering to their diverse needs.Our team is dedicated to helping individuals prepare for and thrive in retirement, working collaboratively to achieve this mission.
-
Director of Financial Operations
4 weeks ago
San Diego, California, United States Conexus Recruiting Full timeChief Financial OfficerWe are seeking a seasoned Director of Financial Operations to lead our finance team in San Diego. This is an exceptional opportunity to join a fast-growing construction/subcontractor company and play a key role in driving business growth and financial stability.Estimated Salary: $200,000-$230,000 + bonus + potential equity.About the...
-
Financial Director
2 days ago
San Jose, California, United States JEi Corporate Services - San Jose Full timeJob SummaryAn industry leader in comprehensive commercial furniture services, including installation, relocation, warehousing and project management seeks a seasoned Financial Director to oversee financial activities for the organization.The estimated salary for this role is $120,000 - $180,000 per year, depending on experience.Key responsibilities...
-
Executive Director of Regional Growth
5 days ago
San Diego, California, United States LPL Financial Full timeLPL Financial OverviewLPL Financial is a leading provider of brokerage and investment advisory services, empowering financial advisors to deliver personalized guidance to their clients.Job Title: Executive Director of Regional GrowthEstimated Salary: $450,000-$600,000 per yearThe successful candidate will lead a team of regional branch managers to drive...
-
Financial Director for Homelessness Prevention
4 weeks ago
San Diego, California, United States Regional Task Force on Homelessness Full timeWe are seeking a Financial Director to lead our financial strategy, ensuring the long-term stability and growth of our organization. As a member of our executive team, you will report to our CEO and work closely with our COO and Board of Directors.The successful candidate will have a strong background in finance, accounting, and operations, with experience...
-
Financial Director of Operations
3 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeJob DescriptionWe are seeking a seasoned financial professional to join our leadership team as Director of Finance & Human Resources. In this pivotal role, you will oversee the business operations of our school, driving strategic decision-making and ensuring the effective management of our finances and human resources.Responsibilities:Financial...
-
Financial Services Coordinator
2 days ago
San Rafael, California, United States Cornerstone Financial Services Full timeAt Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...
-
Financial Sales Consultant Expert
1 week ago
San Diego, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and driving business growth. Our team members are the backbone of our organization, and we strive to create an inclusive and accessible work environment that fosters innovation and success.
-
Financial Director
4 days ago
San Jose, California, United States JEi Corporate Services - San Jose Full timeJob OverviewAn industry leader in comprehensive commercial furniture services, including installation, relocation, warehousing and project management.We are seeking an experienced Financial Director to lead our financial activities. This role involves formulating policies, managing daily operations of accounting, finance, and payroll.The ideal candidate will...
-
Financial Leadership Director
1 day ago
San Diego, California, United States JCC Association of North America Full timeJob SummaryWe are seeking a highly skilled Financial Leadership Director to join our team at the Lawrence Family Jewish Community Center. The ideal candidate will have a strong background in finance and leadership, with experience in budgeting, forecasting, and financial reporting.Main ResponsibilitiesBudgeting and Forecasting: Develop and manage annual...
-
Accounting and Financial Services Director
8 hours ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeResponsibilitiesThe Accounting and Financial Services Director will be responsible for leading the accounting and financial services teams in providing high-quality financial management services to the organization. Key duties include monitoring budget and financial performance metrics, managing financial, management, cost reporting, and analysis; net...
-
San Diego, California, United States San Diego State University Full timeThe Director of Financial Strategy and Operations at San Diego State University will play a pivotal role in shaping the financial future of the institution. This is an exceptional opportunity to leverage your expertise in financial management, analysis, and strategy to drive business growth and sustainability.About the RoleAs the Director of Financial...
-
Financial Operations Director
2 days ago
San Diego, California, United States La Jolla Music Society Full timeLa Jolla Music Society (LJMS) is a renowned cultural institution in Southern California, dedicated to enriching the community through diverse performing arts programming.We are seeking an experienced Financial Operations Director to join our team. This critical role will oversee the financial management of LJMS, including budgeting, forecasting, and...
-
Student Financial Services Manager
1 day ago
San Diego, California, United States Johnson Service Group Full timeJob DescriptionWe are seeking a highly skilled Director of Financial Aid to join our team at Johnson Service Group.This role is responsible for overseeing all financial aid programs, ensuring compliance with federal, state, and institutional policies, and partnering with departments on budgeting and scholarship strategies.The estimated salary range for this...
-
Project Director
1 month ago
San Diego, California, United States Westlake Financial Services Full timeOverviewThe ideal candidate will lead multiple large-scale initiatives from inception to delivery, driving business growth and customer satisfaction. With a strong background in project management and product development, this professional will oversee all aspects of projects, ensuring timely completion within budget and scope.Responsibilities:Develop and...
-
Strategic Financial Director
4 weeks ago
San Diego, California, United States Petco Full timeFinancial Planning and Analysis LeadershipJob Summary: We seek a seasoned Senior Director to drive the financial strategy, planning, and analysis functions across the organization. This role demands a strategic thinker with in-depth knowledge of financial metrics and a proven track record of leadership in financial planning and analysis.Key...
-
Financial Operations Director
2 weeks ago
San Diego, California, United States Elevate Semiconductor Full timeElevate Semiconductor is a leading provider of world-class test integrated circuits (ICs) that meet the semiconductor and system test industry's most challenging automated test equipment (ATE) requirements. As a Digital Design Engineer, you will contribute to the development of advanced digital circuits that integrate with analog components, collaborating...