- Unknown (San Jose, CA)
- …Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL ... Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers Specialties independent broker/dealer institution… more
- Unknown (San Jose, CA)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to… more
- Unknown (San Jose, CA)
- Executive Advisor and Board Member, Staffing Services and Private Equity About the Company Accomplished staffing services business Industry Staffing and Recruiting ... Role The Company is in search of an Executive Advisor /Board Member with a strong background in the staffing...a business, ideally with experience in working with a financial sponsor to drive growth and lead the company… more
- Unknown (San Jose, CA)
- Vice President, Business Development About the Company Premier broker/dealer & investment advisor Industry Financial Services Type Privately Held About the Role ... for the full cycle recruitment process, from building the pipeline to closing advisor recruits, and will be expected to travel extensively to build relationships… more
- Unknown (San Jose, CA)
- Vice President of Financial Planning & Analysis About the Company Rapid-growing personalized SMS marketing platform Industry Internet Type Privately Held Founded ... Company is in search of a Vice President of Financial Planning and Analysis to join their dynamic team....well as serving as a key business partner and advisor to the leadership team. This role requires the… more
- Unknown (San Jose, CA)
- Chief Financial Officer (CFO) About the Company Reputable health insurance provider Industry Insurance Type Privately Held About the Role The Company is seeking a ... Chief Financial Officer (CFO) to be a pivotal part of...The successful candidate will also act as a trusted advisor to the CEO and Board, shaping corporate strategy,… more
- Unknown (San Jose, CA)
- Vice President, Investment Banking - Financial Sponsors About the Company Globally renowned investment bank Industry Accounting Type Privately Held About the Role ... The Vice President, Investment Banking - Financial Sponsors will be responsible for managing the execution...revenue growth. You will also act as a trusted advisor throughout the deal lifecycle, coordinate across internal teams… more
- Unknown (San Jose, CA)
- Chief Financial Officer (CFO) About the Company Respected manufacturing company Industry Electrical/Electronic Manufacturing Type Privately Held About the Role The ... Company is seeking a Chief Financial Officer (CFO) to join their executive leadership team....The successful candidate will also serve as a strategic advisor to the CEO and executive team, ensuring the… more
- Unknown (San Jose, CA)
- Chief Financial Officer (CFO) About the Company Mission-driven organization providing nationally recognized certifications for allied health professionals Industry ... About the Role The Company is seeking a Chief Financial Officer to join their team. The CFO will...budgets, and serving as a strategic partner and business advisor . The CFO will also be tasked with ensuring… more
- Unknown (San Jose, CA)
- Vice President, Investment Banking - Financial Sponsors About the Company Globally focused investment bank Industry Accounting Type Privately Held About the Role The ... Vice President, Investment Banking - Financial Sponsors will be responsible for leading the execution...to revenue growth. You will act as a trusted advisor throughout the transaction lifecycle, coordinate cross-functional execution efforts,… more
- Unknown (Menlo Park, CA)
- …company specializing in private-market investments & data-rich SaaS platforms Industry Financial Services Type Privately Held, VC-backed About the Role The Company ... successful candidate will be responsible for cultivating and expanding new advisor relationships, driving platform adoption, and providing expert advice on… more
- Unknown (San Francisco, CA)
- …Officer will be responsible for overseeing the organization's accounting operations and financial reporting, ensuring the accuracy, integrity, and timeliness of all ... financial information. You will lead and manage end-to-end accounting...accounting processes and systems, and serve as a key advisor to the CFO and executive leadership on accounting… more
- Unknown (Menlo Park, CA)
- …company specializing in private-market investments & data-rich SaaS platforms Industry Financial Services Type Privately Held, VC-backed About the Role The Company ... successful candidate will be responsible for cultivating and expanding new advisor relationships, driving platform adoption, and advising sophisticated firms on… more
- Unknown (San Jose, CA)
- Head of Finance & Operations About the Company Innovative financial services company providing affordable financial tools to underserved communities Industry ... be the architect of our business's entire operational and financial backbone. You won't be managing existing processes; you...including payroll and benefits. Strategy: Serve as a key advisor to the CEO and founding team on business… more
- Unknown (Menlo Park, CA)
- …company specializing in private-market investments & data-rich SaaS platforms Industry Financial Services Type Privately Held, VC-backed About the Role The Company ... successful candidate will be responsible for cultivating and expanding new advisor relationships, driving platform adoption, and providing expert advice on… more
- Unknown (San Jose, CA)
- …the success of the account management function and serving as a strategic advisor for the company's largest and most complex client accounts. This role requires ... high-value, integrated marketing accounts, and the ability to build trusted advisor relationships with executive and C-level client contacts. Strong leadership… more
- Unknown (San Francisco, CA)
- Head of AML Monitoring and Testing About the Company Globally renowned financial technology (FinTech) company Industry Financial Services Type Privately Held ... leadership of its independent testing and monitoring function for financial crime compliance. The successful candidate will be tasked...domains and the ability to act as a trusted advisor on best practices in testing and monitoring. The… more
- Unknown (San Francisco, CA)
- General Counsel, Fintech Legal & Regulatory Affairs About the Company Ambitious financial wellness platform Industry Financial Services Type Privately Held, ... seeking a General Counsel to be the key legal advisor to the executive team and board, with a...range of legal matters, including ensuring compliance with complex financial regulations, providing expert legal advice on corporate governance,… more
- Unknown (San Francisco, CA)
- …About the Company Leading cloud-based people management platform Industry Financial Services Type Privately Held, VC-backed Founded 2011 Employees 1001-5000 ... Funding $200+ million Categories Information Technology & Services Technology Financial Services Consumer Services Travel Agencies & Services Internet Employee… more
- Unknown (San Francisco, CA)
- …development and implementation of company-wide initiatives and will serve as a trusted advisor to the leadership. Applicants for the Chief of Staff position at the ... management, or a related field, and a deep understanding of the operational and financial aspects of a SaaS business. Travel Percent Less than 10% Functions General… more
