Trusted Advisor Jobs in San Francisco, CA
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Looking for Trusted Advisor jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the San Francisco, CA area.
Independent Consultant IA (1099) Financial Services - Los Angeles, CA
Company: CNM LLP
Location: Los Angeles, CA
Posted Dec 29, 2024
CNM LLP is a top-tier technical advisory services firm that offers comprehensive projects to discerning clients. The company's reputation is built on professional excellence, trusted relationships, and a commitment to excellence. Employees value the open and honest environment, work-life balance, and outstanding culture. CNM has been recognized as one of the Best Places to Work in Los Angeles and named as one of Inc 5000's Fastest Growing Private Companies. The company offers projects in the Financial Services and Banking industry, including risk assessment, entity level controls, fraud assessment, scope planning, process flow completion, process testing, deficiency assessments, and remediation. The company seeks candidates with FSI, Banking related Internal Controls Audit experience, a Bachelor's degree in Accounting or a related field, Public Internal Audit experience, and excellent documentation and written skills.
Senior Manager, Platform Technology and Strategy
Company: World Insurance Associates LLC
Location: Los Angeles, CA
Posted Dec 27, 2024
World Investment Advisors is seeking an experienced fintech platform manager to improve the advisor experience, provide better insights to management, and manage technology partners. The ideal candidate has experience creating a comprehensive advisor workstation and deep wealth management experience with multicustodian clearing firms. The role involves developing and implementing a unified technology and data management strategy, managing technology vendor relationships, and ensuring the delivery of high-quality solutions and services.
Manager- Cybersecurity & Privacy
Company: CNM LLP
Location: Los Angeles, CA
Posted Dec 29, 2024
CNM LLP is a technical advisory services firm offering a Manager opportunity in their growing Los Angeles Cybersecurity team. The role involves executing challenging and complex engagements, leading and managing projects, and collaborating with other Managers. The position is a hybrid structure with 60% on-site and 40% remote work, and local travel throughout Los Angeles and Orange County. The team works on various projects such as Cybersecurity risk and maturity assessments, developing security policies, assisting with privacy projects, and security transformation programs. The role requires excellent project management, leadership, and communication skills, as well as knowledge of Cybersecurity frameworks and threat modeling methodologies.
Systems Engineer
Company: BlackLine
Location: Los Angeles, CA
Posted Dec 28, 2024
BlackLine is a leading provider of cloud software that automates and controls the entire financial close process. They are committed to modernizing the finance and accounting function and delivering innovative solutions to empower accounting and finance leaders around the world. They are looking for an experienced Systems Engineer to join their team.
Payroll Analyst
Company: OpenX Technologies
Location: Los Angeles, CA
Posted Dec 28, 2024
The text describes a job posting for a Payroll Analyst at OpenX, a company focused on digital media. The ideal candidate should have at least 5 years of experience in payroll processing, excellent organizational skills, and proficiency in Excel. The role involves ensuring accurate and timely payroll processing, managing global payrolls, data management, compliance with laws and regulations, and continuous improvement. The company values humility, drivenness, and smartness in its employees.
Account Manager
Company: MetaOption LLC
Location: San Diego, CA
Posted Dec 30, 2024
This job posting is for an Account Manager position at a globally recognized Microsoft Cloud Services provider. The role involves building strong commercial relationships with enterprise customers, identifying opportunities to drive revenue growth, and delivering exceptional solutions. The position emphasizes proactive account development and strategic planning over day-to-day operations.
Senior Manager, Value-Added Services Employee Communications
Company: Visa Inc,
Location: San Francisco, CA
Posted Dec 29, 2024
Visa is a world leader in payments and technology, with over 259 billion transactions annually. They are looking for a Senior Manager of Employee Communications to lead communications for their ValueAdded Services organization, helping to meet functionwide and enterprisewide goals. The role involves developing employee engagement strategies, collaborating with stakeholders, and driving change within a large-scale global matrixed organization. The position requires travel and is a hybrid role.
Senior Director, Strategy and Sales Communications
Company: Visa Inc,
Location: San Francisco, CA
Posted Dec 30, 2024
The text describes a job description for a Senior Director Strategy and Sales Communications role at Visa. The role involves creating and driving internal communications and engagement strategies to deepen employees' connection to Visa's corporate strategy and commitment to sales excellence. The Senior Director will lead communications for internal programs, serve as a lead internal communications advisor to Visa's Chief Strategy Officer and other leaders, and develop narrative frameworks, communications campaigns, and events to educate employees about their roles in driving the company's success.
Senior Software QA Engineer 1
Company: iRhythm Technologies, Inc.
Location: San Francisco, CA
Posted Dec 28, 2024
iRhythm Technologies Inc is seeking a Sr Software QA Engineer to plan, design, and execute system-level testing of cardiac monitoring devices and supporting software applications. The position requires a Bachelor's degree in Computer Science or Business Administration and three years of Software QA experience. The company is a leading digital healthcare company that creates trusted solutions to detect, predict, and prevent disease.
Financial Control Analyst
Company: AllianceBernstein
Location: San Antonio, TX
Posted Dec 30, 2024
The text describes a highly motivated and detail-oriented Financial Control Analyst role at a leading global investment management firm. The successful candidate will support the operations of Alternative US Retail and Lux funds, including reconciliation of transfer agency related bank accounts, distributions to shareholder accounts, and handling money movements. The role requires strong analytical skills, problem-solving abilities, and the ability to work in a fast-paced environment. The Financial Control Department is responsible for various reconciliations and reporting processes.
Advisor, Securities
Company: Desjardins
Location: San Diego, CA
Posted Dec 28, 2024
This job posting is for a securities advisor position at Desjardins. The advisor will help serve prospects, solicit and develop business relationships, and sell securities products and services. The role involves analyzing client needs, setting goals, and overseeing portfolios. Desjardins offers a competitive salary, annual bonus, flexible vacation, pension plan, and group insurance. The ideal candidate should have a college diploma in a related field, at least three years of relevant experience, and knowledge of French.
Lead Product Designer (Vibe)
Company: Blitz App
Location: Los Angeles, CA
Posted Dec 29, 2024
Blitz is a rapidly growing startup offering personalized stats and insights for gamers. They value high performance and collaboration. They are seeking a Lead Product Designer to shape the user experience and interfaces of their mods platform.