Financial Services Executive
5 days ago
Career Opportunity:
We are seeking a skilled 2nd Year Associate to join our Investment Banking team at Union Square Advisors. As a key member of our team, you will be responsible for providing financial advisory services to our clients.
Key Responsibilities:
- Design and implement complex financial models and valuation analyses for mergers, acquisitions, and other transactions
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Executive Financial Strategist
7 days ago
San Francisco, California, United States Lyon-Martin Community Health Services Full timeJob Title: Executive Financial StrategistSalary Range: $130,000 - $170,000 per yearFSLA Status: Exempt; full or part time; remote available; W2 or contractorPrimary Location: Lyon-Martin Community Health ServicesAbout the Role:We are seeking an Executive Financial Strategist to join our team at Lyon-Martin Community Health Services. This is a critical role...
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Financial Services Sales Executive
2 weeks ago
San Francisco, California, United States Regulatory DataCorp, Inc. Full timeAbout Regulatory DataCorp, Inc.We are a leading provider of data risk management solutions for financial services and Fintech companies. Our mission is to keep criminal money out of the financial system by providing innovative solutions that help our clients stay ahead of emerging threats.The OpportunityWe are seeking an experienced Account Executive to join...
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Executive Leader Banking and Financial Services
2 weeks ago
San Francisco, California, United States Cognizant Full timeLead the Way in Banking & Financial Services ConsultingCognizant is a global professional services company driving transformative business models for the digital era. Our consultative approach enables clients to envision, build, and run more innovative and efficient businesses.We are seeking an experienced leader to spearhead our Banking & Financial Services...
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Financial Services Representative
1 week ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
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Executive Financial Strategist
4 weeks ago
San Francisco, California, United States Hazel Health Full timeOverviewHazel Health, a pioneering telehealth company, seeks an Executive Financial Strategist to join its dynamic team. With a focus on scaling one of the fastest-growing private companies in the US, this role offers a unique opportunity to drive financial growth and success.Salary and BenefitsTotal compensation for this position is competitive, ranging...
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Financial Services Portfolio Manager
5 days ago
San Francisco, California, United States BMO Financial Group Full timeAbout the Role:">The Financial Services Portfolio Manager position at BMO Financial Group offers a unique opportunity to work with a diverse group of clients and build long-term relationships.The ideal candidate will have a deep understanding of banking products and services, as well as excellent communication and interpersonal...
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Premier Financial Services Consultant
4 days ago
San Francisco, California, United States BMO Financial Group Full timeOverview:As a Senior Premier Relationship Manager at BMO Financial Group, you will have the opportunity to make a real impact in the lives of our clients. With a strong background in financial services and a passion for building relationships, you will be able to help our clients achieve their financial goals and grow their...
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Financial Services Coordinator
7 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...
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Customer Service Representative
5 days ago
San Francisco, California, United States BMO Financial Group Full timeAbout the RoleBMO Financial Group is seeking a Bilingual Customer Service Representative to join our team. In this role, you will be responsible for delivering exceptional service to customers and prospects, identifying their needs and providing advice on financial solutions.Salary InformationThe estimated annual salary for this position is $$65,200.00. This...
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Financial Services Manager
5 days ago
San Francisco, California, United States BMO Financial Group Full timeOverviewBMO Financial Group is a leading bank with a strong commitment to helping mass affluent clients achieve their financial goals. Our team of experienced professionals works closely with clients to understand their needs and develop tailored solutions.
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Financial Executive Director
4 weeks ago
San Francisco, California, United States Net Impact Full timeJob SummaryWe are seeking a highly skilled Financial Executive Director to lead our organization's finance operations.This is a full-time position with a competitive compensation package based on experience, including fully paid health insurance benefits and generous match on 401k.About the RoleThe Financial Executive Director will oversee all finance,...
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Executive Director of Financial Strategy
3 weeks ago
San Francisco, California, United States ACG Cares Full timeAbout ACG CaresACG Cares is a healthcare-focused executive search firm dedicated to making a meaningful impact in the lives of individuals and communities.We have been retained by St. Anthony's Foundation, a renowned social service organization based in San Francisco, to conduct a search for a Chief Financial Officer.This strategic role offers a unique...
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San Francisco, California, United States McCall Staffing Services Full timeAbout UsMcCall Staffing Services is a reputable staffing agency based in San Francisco's financial district. We offer a dynamic work environment and opportunities for professional growth.This position offers a competitive salary range of $50,000-53,000 per annum, plus benefits.The successful candidate will work closely with our team to provide exceptional...
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Financial Services Representative
1 week 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...
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Financial Leader for Healthcare Organization
4 weeks ago
San Francisco, California, United States Morgan Consulting Resources, Inc. - Healthcare Executive Search Full timeMorgan Consulting Resources, a prominent healthcare executive search firm, is seeking a skilled Financial Leader to join St. Anthony's Foundation in San Francisco.**About the Opportunity:**This pivotal role offers a unique chance to make a significant impact in one of the city's most esteemed social service organizations. The successful candidate will play a...
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San Francisco, California, United States Creative Financial Staffing Full time**About This Role**We are seeking a highly skilled Executive Director of Tax Strategy and Operations to join our team at Creative Financial Staffing. Job Summary:The Executive Director of Tax Strategy and Operations will be responsible for managing outside service providers, including attorneys, investment brokers, and clients' employees. This role requires...
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Chief Financial Operations Officer
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeFinancial Leadership RoleWe are seeking a highly experienced Chief Financial Operations Officer to join our team at Creative Financial Staffing. This is an excellent opportunity for a seasoned financial professional to lead our finance and human resources functions.Key Responsibilities:Financial Management:Oversee the business operations of our organization,...
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Financial Services Representative
1 week ago
San Francisco, California, United States Addepar Full timeAbout Our RoleWe're seeking a skilled Financial Services Representative to join our team at Addepar. As a member of our Sales Team, you'll play a critical role in driving revenue growth and building strong relationships with clients.Compensation PackageThe estimated annual compensation for this role is $130,000 - $160,000, comprised of a base salary, bonus,...
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Executive Administrative Assistant
7 days ago
San Francisco, California, United States Winston Support Services Full timeAbout Winston Support ServicesWe are a premier support services company serving the investment banking sector with administrative expertise. Our team provides unparalleled support to executives, ensuring their operations run smoothly and efficiently.Job Overview:This role involves providing administrative support to an executive at our investment bank,...
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Financial Services Professional
5 days ago
San Francisco, California, United States City National Bank Full timeAbout the Position:\We are seeking a highly skilled Financial Services Professional to join our team at City National Bank. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our valued clients in the San Francisco Bay Area.\Key Responsibilities:\\Develop and execute business development...