Financial Advisory

2 weeks ago


San Francisco, California, United States Riveron Full time $117,000 - $178,000 per year

The Financial Advisory Alliance Manager at Riveron is a highly visible position responsible for identifying, developing, and leading the growth of our current and future financial advisory partnerships. They will collaborate with senior leaders within Riveron and our alliance partners to formulate and execute effective regional go-to-market strategies while also actively cultivating new partnerships and joint offerings to strengthen our market presence and outreach.

Who You Are
  • Bachelor's degree.
  • 5-7 years of experience in partner management, sales, business development, or consulting.
  • Strong verbal and written communication skills to deliver messages across a variety of internal and external audiences.
  • Ability to persuasively articulate Riveron's offerings and its business value to customers and partners.
  • Strong organizational skills and the ability to manage a vast array of information and create structure in heavily ambiguous environments.
  • Ability to interact with organizations in a professional manner.
  • Highly self-motivated and able to work in a team environment.
  • Strong interpersonal skills and demonstrated experience working with cross-functional teams, including remote teams in different time zones.
  • Knowledge of Riveron ecosystem, practice areas, competencies, and offerings.
  • General understanding of Financial Close, Financial Reporting, Tax, GRC, and ESG software solutions.
  • Willingness to travel up to 20%.
What You'll Do
  • Strategy
  • Support the Financial Advisory partnerships leader to drive key partner revenue goals based on input from overall market strategy, market growth goals, and practice focus areas.
  • Proactively assess, clarify, and validate partner and Riveron needs on an ongoing basis.
  • Support Alliance Lead in engagement activities such as marketing campaigns, sales alignment, and customer engagement to support overall partner strategy.
  • Ability to obtain an understanding of the partner ecosystem, including incentive programs, enablement offerings, and success measures.
  • Sales
  • Assist in building strong, trusted relationships within Riveron's partner and professional services ecosystem.
  • Support revenue generating activities for Riveron through the partner sales channel, and partner with sales and practice leadership to plan accounts and co-sell to execute on this growth.
  • Engage local Riveron markets and technology partner in account planning and co-selling efforts.
  • Support Financial Advisory partnerships leader in holding local Riveron markets accountable to designated tech partner relationships.
  • Promote sales enablement opportunities to increase Riveron partner solutions and incentives.
  • Proactively identify opportunities to grow partner relationships.
  • Marketing
  • Work closely with marketing team to increase Riveron's brand awareness with our top partners through networking, marketing campaigns, and partner events.
  • Serve as Riveron brand ambassador to identify opportunities to present, sponsor, or co-market events.

The expected pay range for this position is $117,000 - $178,000 (exclusive of bonus, equity, or benefits for which this role may be eligible). This range takes into account a variety of factors that are considered in making individual compensation decisions including but not limited to experience and training; skill sets; licensure and certifications; location and other business and organizational needs; and applicable laws. For information regarding benefits offered to employees, please visit

LI-ML1

About Riveron:

At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Check us out on social media:

LinkedIn Glassdoor Instagram Facebook

Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Fraud Alert

Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.



  • San Diego, California, United States Independent Financial Group Full time $150,000 - $200,000 per year

    Independent Financial Group (IFG) is seeking a Director of Advisory Product Management to lead the oversight, development, and operations of IFG's advisory products and platforms. This role is responsible for ensuring operational excellence, driving platform innovation, and strategically advancing IFG's advisory solutions to enhance both advisor and client...


  • San Francisco, California, United States Protiviti Full time $28 - $38

    JOB REQUISITIONSan Francisco Internal Audit and Financial Advisory Intern - 2027LOCATIONSAN FRANCISCOADDITIONAL LOCATION(S)JOB DESCRIPTIONAre You Ready to Live Something Different with Protiviti?The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture.  We hire curious individuals for whom...


  • San Francisco, California, United States Deutsche Bank Full time

    Position OverviewJob TitleOrigination & Advisory – TechnologyCorporate TitleAnalyst - AssociateLocationSan Francisco, CA(ALL ROLES TO BE CONSIDERED)OverviewOur Origination & Advisory business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of...


  • San Francisco, California, United States Guggenheim Securities Full time

    Job DescriptionJob DescriptionPosition SummaryWe are seeking a highly motivated and intellectually curious Associate to support the development and delivery of our Strategic Advisory Services. This role is ideal for someone with a strong foundation in research, analysis, and strategic thinking, looking to work at the intersection of technology, business, and...


  • San Jose, California, United States Transamerica Financial Advisors, Inc. Full time

    Company DescriptionTransamerica Financial Advisors, Inc. (TFA) is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor vested in your success. With decades of experience, TFA handles more than $10 Billion in customer assets through over 3,300 Registered Representatives nationwide. TFA offers clients the resources of a...


  • San Francisco, California, United States PJT Partners Full time

    PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique...


  • San Diego, California, United States Voya Financial Advisors Full time $60,000 - $180,000 per year

    Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater San Diego area to work plan sponsor relationships, in tax exempt markets and retail.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Staff Accountant

    4 days ago


    San Diego, California, United States CM3 Advisory Full time

    Company DescriptionCM3 Advisory is a San Diego-based boutique accounting and advisory firm serving middle-market private and public companies, and private investors. We provide a comprehensive range of assurance, advisory, and transaction support services tailored to the needs of dynamic, growth-focused clients.We operate at the intersection of technical...


  • San Diego, California, United States LPL Financial Full time $81,500 - $135,900

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next...


  • San Francisco, California, United States CBIZ, Inc. Full time

    CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to...