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.
Staff Applied Research Scientist
Company: Snorkel AI
Location: Peninsula
Posted Sep 06, 2023
Snorkel AI, a company founded in 2016, is revolutionizing AI application development. They are seeking an Applied Research Scientist to innovate and translate cutting-edge research into user experiences. The ideal candidate will have expertise in AI, NLP, LLM, and generative AI trends, and experience with large-scale datasets and deep models. The role involves establishing state-of-the-art approaches for data-centric model iteration, prototyping workflows, and collaborating on novel research. Snorkel AI values diversity and offers comprehensive benefits, including medical, dental, vision plans, 401k, parental leave, and a workstation setup allowance.
Manager, Systems Integration and Test Engineering
Company: Lunar Energy
Location: Peninsula
Posted Sep 02, 2023
Lunar Energy is seeking a Manager of System Integration and Test Engineering. The role involves leading a team to solve integration problems, develop automated system level regression testing, and work with system engineering to ensure product requirements are met. The ideal candidate should have a degree in electrical engineering, experience with BMS, batteries, power electronics, and scripting/automation using Python. Lunar offers competitive compensation, benefits including medical, dental, vision insurance, 401(k), paid parental leave, and subsidized EV charging. The company is committed to diversity and inclusion.
Financial Advisor/Senior Financial Advisor
Company: Summitry
Location: Peninsula
Posted Sep 06, 2023
Our culture reflects our values in the way we treat each other:CARE – we care for each other, our clients, and our communityGROW – we have an intrinsic desire to grow ourselves and our firmDRIVE – we are fiercely driven to achieve our goals and those of our clientsWhile having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. 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.The Summitry, LLC is an Equal Opportunity Employer Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metricsIncentive 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 planMore details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc. They reflect the values of our leaders and people, and we are committed to pursuing them daily. S/FAs also lead Associate Financial Advisors in client service delivery.Duties and ResponsibilitiesFoster 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 interactionsServe as a primary liaison between the client and the Portfolio Management teamObtain and review clients’ investment goals, time horizons and tolerance for market volatilityWith the support of Associate Financial Advisors, produce, present, and review/update financial plans designed to help clients achieve their goals Schedule, prepare, hold and execute on follow-up items for all client meetings Responsible for meeting the Service Level Agreement (SLA) requirements for all clients assigned to the advisorQualificationsExcellent communication, presentation, organizational, computer, and interpersonal skills3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experienceBachelor's degree CFP Certified; CFA, CPA, EA, MSA, JD a plusKnowledgeable in the areas of:Equity compensation - ISO, NQSO, ESPP, RSU, 10b(5)1, 83(b)Exchange Funds/options strategies for concentrated stock positionsEmployee benefits of Bay Area FirmsTaxationReal estate transactionsEstate PlanningInsuranceHighly proficient in MS Office; experience with eMoney, and Tamarac/AdvisorView/other CRM a plusProactive contributing team player able to work in a fast-paced environmentMust have mode of transportation for travel (prospect/client meetings)Salary and BenefitsThe 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. ): https://summitry.com/careersCompany Culture and ValuesAt Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation: we help you live your best Bay Area life).Our core values are the most important aspect of our culture. S/FAs are responsible for managing existing client relationships and formulating and implementing advice, but may also partner with Portfolio Managers, Partners, and more senior financial advisors to develop recommendations. Position DescriptionReports to: FA: Emily Hazelroth, Senior Financial Advisor & Advisor ManagerSFA: Alex Katz, Chief Growth OfficerBenefits: YesStatus: Full Time/ExemptDate: Immediate Work environment: Hybrid (50%/month)Job SummaryFinancial Advisors (FAs)/Senior Financial Advisors (SFAs) are the primary managers of the client relationship. S/FAs are expected to partner with the business development team and develop new client and COI relationships.
Financial Advisor/Senior Financial Advisor
Company: Summitry
Location: Peninsula
Posted Sep 06, 2023
Our culture reflects our values in the way we treat each other:CARE – we care for each other, our clients, and our communityGROW – we have an intrinsic desire to grow ourselves and our firmDRIVE – we are fiercely driven to achieve our goals and those of our clientsWhile having an impressive resume is a plus, Summitry strives to find not only top talent but the “right” talent. 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.Summitry, LLC is an Equal Opportunity Employer They reflect the values of our leaders and people, and we are committed to pursuing them daily. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.Company profit-sharing plan (eligible after 6 months of employment) based on successfully completing metricsIncentive 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 planMore details (currently 100% medical coverage for employees/50% coverage for family members, financial planning and infertility benefits, etc. ): https://summitry.com/careers Company Culture and ValuesAt Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. S/FAs also lead Associate Financial Advisors in client service delivery.Duties and ResponsibilitiesFoster new client relationships and drive growth through existing client relationships, and in partnership with professional networks and the firm’s Business Development teamBuild, deepen, and retain relationships by providing comprehensive financial planning and a high-quality client experience in all interactionsServe as a primary liaison between the client and the Portfolio Management teamObtain and review clients’ investment goals, time horizons and tolerance for market volatilityWith the support of Associate Financial Advisors, produce, update and present financial plans designed to help clients achieve their goalsSchedule, prepare, hold and execute on follow-up items for all client meetingsMeet the Service Level Agreement (SLA) requirements for all clients assigned to the advisor QualificationsExcellent communication, presentation, organizational, computer and interpersonal skills3-7 years of experience providing advisory services in a client-facing role and comprehensive financial planning and business development experienceBachelor's degreeCFP CertifiedCFA, CPA, EA, MSA, JD a plusKnowledgeable in the areas of:Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b)Exchange Funds, options strategies and other solutions for concentrated stock positionsEmployee benefits of Bay Area FirmsTaxationReal estate transactionsEstate PlanningInsuranceHighly proficient in MS Office; experience with eMoney, and Tamarac/AdvisorView/other CRM a plusProactive contributing team player able to work in a fast-paced environmentMust have mode of transportation for travel (prospect/client meetings) Salary and BenefitsThe 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. (Translation: We help you live your best Bay Area life).Our core values are the most important aspect of our culture. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers-of-influence” (COIs). Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.Position DescriptionReports to: FA: Emily Hazelroth, Senior Financial Advisor & Advisor ManagerSFA: Alex Katz, Chief Growth OfficerBenefits: YesStatus: Full Time/ExemptDate: ImmediateWork environment: Hybrid (50%/month)Job SummaryFinancial Advisors (FAs)/Senior Financial Advisors (SFAs) are responsible for managing Summitry’s existing client relationships and formulating and implementing advice, but they may also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight.
Senior Software Engineer — Frontend
Company: Snorkel AI
Location: Peninsula
Posted Sep 06, 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. The salary range for Tier 1 locations is $175,000.00 - $200,000.00. Snorkel AI is committed to diversity and providing equal employment opportunities.
Ecosystem Marketing Manager
Company: Aptos Labs
Location: Peninsula
Posted Sep 06, 2023
Aptos, a people-first blockchain, is seeking an experienced marketing professional with web3 experience for a role in Palo Alto, CA. The ideal candidate will coordinate marketing strategies, create content, and manage project timelines. The role involves working with ecosystem projects, managing multiple priorities, and defining prioritization for stakeholders. The base salary range is $119k - $183k, with benefits including insurance coverage, equipment of choice, flexible vacation time, and equity. Aptos is committed to diversity and equal opportunity employment.
Technical Writer Manager
Company: Aerospike
Location: Peninsula
Posted Sep 06, 2023
Aerospike, a leading real-time data platform company, is seeking a Technical Writer Manager with extensive experience in managing technical writers and proficiency in technical and common office software. The role involves planning content strategies, managing team workload, and creating easy-to-understand technical content. The ideal candidate should have a keen eye for detail, excellent communication skills, and understanding of database concepts.
Site Reliability Engineer (Remote)
Company: Anvilogic
Location: Peninsula
Posted Sep 06, 2023
Anvilogic is a cyber-security startup that aims to revolutionize the Security Operations Center (SOC) by enabling rapid response to cyber attacks. The company, founded by experienced security professionals, offers a unique solution to the enterprise's automation problem for threat detection. Anvilogic values its employees' contributions, fostering a positive workplace climate and offering a flexible work environment. The company is seeking a DevOps/Site Reliability Engineer with extensive cloud infrastructure and SRE experience to design and implement secure, scalable solutions, collaborate with cross-functional teams, and ensure product availability, performance, security, and scalability.
Regional Sales Manager, Southwest
Company: Wallbox
Location: Peninsula
Posted Sep 06, 2023
Wallbox, a global company founded in 2015, is seeking a Regional Sales Manager for the Southwest US region. The company specializes in creating smart charging systems for electric vehicles, aiming to facilitate their adoption and promote sustainable energy use. Wallbox, now a unicorn listed on the NYSE, values passion, dedication, and entrepreneurship. The ideal candidate should have 5+ years of sales experience, a proven track record, and solid knowledge of sales tools. Benefits include first-class benefits, car discounts, and a hybrid work schedule.
Sr. SP&A Analyst
Company: Box
Location: Peninsula
Posted Sep 06, 2023
Box, a leading Cloud Content Management company, is seeking a strategic finance professional to support its Product, Engineering, Cloud, and Business Development organizations. The role involves providing financial planning and forecasting, driving investment decisions, and collaborating with business partners. The ideal candidate has 4+ years of finance experience, excels in data analysis, and is skilled in building relationships. Box values diversity and inclusion, and offers competitive compensation and benefits.
Financial Advisor/Senior Financial Advisor
Company: Summitry
Location: Peninsula
Posted Sep 06, 2023
Summitry, a Bay Area wealth management firm with $2B in assets, is seeking a Financial Advisor or Senior Financial Advisor. The role involves managing client relationships, providing comprehensive financial planning, and developing investment strategies. The ideal candidate should have 3-7 years of experience, excellent communication skills, and knowledge in areas like equity compensation, taxation, and estate planning. The position offers a competitive salary, profit-sharing plan, and incentive compensation based on metrics. The work environment is hybrid, with a focus on collaboration and innovation.
Senior Applied Research Scientist
Company: Snorkel AI
Location: Peninsula
Posted Sep 06, 2023
Snorkel AI, a company founded in 2016, is revolutionizing AI application development. They are seeking an Applied Research Scientist to innovate and translate cutting-edge research into user experiences. The ideal candidate will have expertise in AI, NLP, LLM, and generative AI trends, and experience with large-scale datasets and deep models. The role involves establishing state-of-the-art approaches for data-centric model iteration, prototyping workflows, and collaborating on novel research. Snorkel AI values diversity and offers comprehensive benefits, including medical, dental, vision plans, 401k, parental leave, and a workstation setup allowance.