Retirement Plan Jobs in Peninsula
3,614 open positions · Updated daily
Looking for Retirement Plan jobs in Peninsula? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Peninsula area.
Financial Advisor/Senior Financial Advisor
Company: Summitry
Location: Peninsula
Posted Oct 27, 2023
Summitry is a Bay Area wealth management firm seeking Financial Advisors/Senior Financial Advisors to manage client relationships, formulate investment strategies, and develop new client relationships. The company offers a competitive salary, benefits, and a collaborative work environment.
Senior Manager - Lifecycle Marketing
Company: Freshworks
Location: Peninsula
Posted Oct 26, 2023
Freshworks is seeking a Senior Manager for Lifecycle Marketing to develop and execute email marketing programs for customer engagement, nurturing, and conversion. The ideal candidate should have 10+ years of SaaS experience, expertise in email marketing, and proficiency in marketing automation platforms. The role involves managing lifecycle email marketing programs, defining customer journey maps, collaborating with various teams, and maintaining database health.
Financial Advisor/Senior Financial Advisor
Company: Summitry
Location: Peninsula
Posted Oct 27, 2023
LI-DNI Summitry, LLC is an Equal Opportunity Employer (Translation: We help you live your best Bay Area life). They reflect the values of our leaders and people, and we are committed to pursuing them daily. Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metrics Incentive compensation on new assets (in partnership with business development and referrals from existing clients and COIs) Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan More details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc. Our culture reflects our values in the way we treat each other: CARE – we care for each other, our clients, and our community GROW – we have an intrinsic desire to grow ourselves and our firm DRIVE – we are fiercely driven to achieve our goals and those of our clients While having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. ): https://summitry.com/careers Company Culture and Values At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. We’re proud of the culture we’ve built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm. Duties and Responsibilities Foster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development team Build, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactions Serve as a primary liaison between the client and the Portfolio Management team Obtain and review clients’ investment goals, time horizons and tolerance for market volatility With the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goals Schedule, prepare, hold and execute on follow-up items for all client meetings Meet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor Qualifications Excellent communication, presentation, organizational, computer and interpersonal skills 3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experience Bachelor's degree CFP Certified CFA, CPA, EA, MSA, JD a plus Knowledgeable in the areas of: Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b) Exchange Funds, options strategies and other solutions for concentrated stock positions Employee benefits of Bay Area Firms Taxation Real estate transactions Estate Planning Insurance Highly proficient in MS Office; experience with eMoney, and Tamarac/AdvisorView/other CRM a plus Proactive contributing team player able to work in a fast-paced environment Must have mode of transportation for travel (prospect/client meetings) Salary and Benefits The expected base salary for this position will range from $115-225K plus eligibility for profit share and additional incentive compensation based on successfully completing metrics. Our core values are the most important aspect of our culture. S/FAs also lead Associate Financial Advisors in client service delivery.
VP, Engineering
Company: Databook
Location: Peninsula
Posted Oct 27, 2023
The VP of Engineering role involves leading the engineering team to design, develop, and deliver advanced solutions aligned with clients' needs. The role requires technical leadership, product development, cross-functional collaboration, engineering processes management, team management, performance metrics establishment, technical risk management, and fostering innovation. The ideal candidate should have 10+ years of engineering leadership, experience in SaaS or cloud offerings, and a track record of building high-performance teams. They should possess critical thinking, strategic acumen, and excellent communication skills. The role is based in Palo Alto, with a competitive salary, benefits, and perks.
People Business Partner Director - #3319
Company: GRAIL
Location: Peninsula
Posted Oct 26, 2023
GRAIL, a healthcare company focused on early cancer detection, is seeking a People Business Partner with extensive HR experience. The role involves developing HR strategies, implementing programs, providing consultation, managing employee relations, and collaborating with various HR teams. The ideal candidate should have 15+ years of HR experience, a relevant degree or certifications, and experience in commercial functions, preferably in technology or life sciences. The role is based in Menlo Park, CA, with a minimum of 2 days on-site. GRAIL offers a competitive salary, bonuses, long-term incentives, and a comprehensive benefits package.
Business Development Manager, Strategic Partnerships
Company: Aisera
Location: Peninsula
Posted Oct 28, 2023
Aisera is a leading provider of AI Copilot solutions, utilizing AiseraGPT and Generative AI to facilitate business transformation and drive revenue growth through a self-service model. The company has received numerous recognitions and is looking for a Business Development Manager to identify new partnerships and alliances.
Senior Manager - Growth
Company: Freshworks
Location: Peninsula
Posted Oct 26, 2023
Freshworks, a global company based in San Mateo, CA, is seeking a Senior Manager - Growth to convert free trial and free plan users into paying customers. The ideal candidate will design and execute engagement playbooks within the product, leveraging in-product tactics to drive product adoption and conversion. The role involves defining user segments, offers, timing, and locations for monetization, and collaborating with cross-functional teams. The candidate should have 8+ years of experience in Product Growth or Growth marketing for PLG/B2B SaaS organizations, strong knowledge of audience segmentation and testing methodologies, and excellent leadership and communication skills.
Senior Software Engineer — Frontend
Company: Snorkel AI
Location: Peninsula
Posted Oct 27, 2023
Snorkel AI, a company that started as a research project in Stanford AI Lab, is redefining AI application building. They are developing Snorkel Flow to democratize and accelerate AI. The company is hiring a Senior UX/Front-end Engineer to design and develop key interfaces, work with customers, and collaborate with cross-functional teams. The preferred qualifications include 6+ years of professional experience with modern React, strong technical communication skills, and the ability to prototype and iterate quickly. Snorkel AI is committed to diversity and provides comprehensive benefits and a supportive work environment.
Director of Data
Company: Trove
Location: Peninsula
Posted Oct 27, 2023
Trove, a Certified B Corporation, is recognized for its innovative approach to recommerce, extending the life of millions of products and creating sustainable business models. The company powers resale for renowned brands like Canada Goose, lululemon, and Patagonia. As the Director of Analytics, ML and Data Engineering, you will lead a team to develop machine learning systems, data pipelines, and business intelligence assets, focusing on cost-saving or revenue-generating product features, particularly computer vision applications. The role involves managing a team of engineers, prioritizing scalability, and collaborating with cross-functional partners to achieve company objectives.
Supply Chain & Contracts Director
Company: Reliable Robotics Corporation
Location: Peninsula
Posted Oct 26, 2023
Reliable Robotics is a team of mission-driven engineers developing safety-enhancing technology for aviation. They are seeking a Supply Chain & Contracts Director to build strategic relationships with industry partners, scale the business, and manage supplier execution for safety-critical systems. The role involves supply chain strategy, strategic sourcing, negotiation, contract development, and management. The ideal candidate will have a Bachelor's degree in Business, Law, or Engineering, demonstrated experience in supply chain management, contracts, legal, or engineering, and a proven ability to develop and negotiate contracts. Preferred qualifications include strong knowledge of the federal procurement process, experience with quality systems, and PMP certifications. The role can be remote or based in Mountain View, California, and offers a competitive salary range of $109,000-$171,500 annually, plus benefits and stock options.
Director - Engagement & Monetization
Company: Freshworks
Location: Peninsula
Posted Oct 26, 2023
Freshworks is a company that provides software-as-a-service to help businesses delight their customers and employees. They are looking for a Director - Engagement & Monetization to join their Revenue Growth team. The ideal candidate will own the strategy to drive engagement among free plan and free trial users and improve their buying intent.
Program Manager - Major Deployments
Company: Skydio
Location: Peninsula
Posted Oct 28, 2023
Skydio is a leading US drone company looking for a customer-facing Program Manager to lead implementation and delivery for Law Enforcement customers. The role requires a deep sense of ownership, technical capability, and program management skills.