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.

Sports, Media, and Marketing Manager

Company: Hive

Location: San Francisco, CA

Posted Mar 02, 2024

Hive is a leading provider of cloud-based AI solutions, trusted by numerous global organizations. The company offers pre-trained AI models and turnkey software for various applications, including content moderation, brand protection, and ad targeting. Hive has raised over $120M from top investors and employs over 250 people worldwide. The Sports, Media, and Marketing Manager role involves driving growth, managing sales, and collaborating with internal teams and clients. The ideal candidate should have a Bachelor's degree, preferably an MBA, and relevant work experience in sports, AI, and enterprise sales. They should be highly analytical, self-motivated, and capable of managing multiple projects.

Data Analyst, Investment Operations

Company: Ares Management Corporation

Location: Los Angeles, CA

Posted Mar 02, 2024

Ares Management Corporation is a leading global alternative asset manager seeking an Analyst to join the Los Angeles Investment Operations team. The role requires a dynamic, adaptive, experienced hands-on professional to ensure best practices in a fast-paced rapidly growing environment.

Analyst, Investor Strategy & Solutions

Company: Ares Management Corporation

Location: Los Angeles, CA

Posted Mar 02, 2024

Ares Management is seeking an Analyst for its Global Client Solutions team in Los Angeles. The role involves providing organizational and project management support, assisting with data projects, and collaborating with various teams. The firm values a culture of collaboration, entrepreneurialism, integrity, and partnership. Qualifications include a relevant degree, 1-3 years of experience, and proficiency in Excel, PowerPoint, and Word. The anticipated salary range is $80,000 - $100,000, with robust benefits including medical, dental, vision plans, 401(k) program, and more.

Core Solutions Engineer (SF/NYC)

Company: Persona

Location: San Francisco, CA

Posted Mar 02, 2024

Persona is seeking a Core Solutions Engineer to serve as the primary technical point of contact for a portfolio of accounts. The role involves building trusted relationships with customers, crafting solutions to their business needs, and driving exceptional execution for the Solutions Engineering team. The ideal candidate should have 3+ years of work experience in a technical customer-facing role, strong technical aptitude, excellent communication skills, and a growth mindset. The role offers a base salary between $100,000 - $130,000 and a competitive equity package. Persona values diversity and inclusion, fostering an environment where each team member feels empowered to bring their unique differences to work.

Technical Recruiter

Company: Fieldguide

Location: San Francisco, CA

Posted Mar 02, 2024

Fieldguide, a remote-first company based in San Francisco, is revolutionizing global commerce and capital markets by automating and streamlining assurance and audit work, particularly in cybersecurity, privacy, and ESG. They are seeking a Technical Recruiter with 5+ years of experience to build their engineering, product, and design organization. The role involves partnering with hiring managers, sourcing top talent, conducting interviews, and maintaining a positive candidate experience. Fieldguide values diversity, inclusivity, and a strong company culture, offering competitive compensation, unlimited PTO, and wellness benefits.

Engineering Manager

Company: Perplexity AI

Location: San Francisco, CA

Posted Mar 02, 2024

Perplexity is seeking an engineering manager to lead a small team in revolutionizing internet search and interaction. The role involves engineering leadership, setting standards for reliability and code quality, onboarding and managing a growing team, and working closely with design and product managers. Qualifications include experience in designing efficient systems, code review, empathy, organizational skills, and managing multiple engineering teams. The company has raised $100 million in funding and offers a competitive cash compensation range of $200,000 - $240,000, along with comprehensive benefits and equity.

Finance Manager, FP&A

Company: Vartana

Location: San Francisco, CA

Posted Mar 02, 2024

Vartana, a revenue acceleration platform for enterprise technology companies, is seeking an FP&A Finance Manager. The role involves driving financial planning, building infrastructure, and collaborating with various departments. The ideal candidate should have a bachelor's degree, preferably with an MBA, and at least 5 years of FP&A experience. Proficiency in SQL, R, or Python is required, along with exposure to fintech or similar industries. Vartana is an equal opportunity employer.

Sr Manager, Lifecycle Marketing

Company: HoneyBook

Location: San Francisco, CA

Posted Mar 02, 2024

<p>HoneyBook is the leading clientflow management platform that makes it easy for independent business owners to sell and deliver their services online Offering powerful tools for communication contracts invoicing payments and more the platform puts independent professionals in control of their process and client experience HoneyBook is trusted by over 100000 servicebased businesses in the United States and Canada that have booked more than $10 billion in business on the platform<p> <p>Our culture is built on five core values that inform everything we do We encourage collaboration feedback ownership and have a growth mindset We know experience comes in many different forms some visible on your resume others not No one candidate will be a 100 perfect match to our description so if you thrive in a fastpaced intellectuallycharged environment and have similar experience to what we are looking for we encourage you to apply<p> <p>As the Sr Manager Lifecycle Marketing youll be responsible for the strategy planning and execution of our lifecycle roadmap driving engagement across all phases of our member journey from lead management through retention Youll manage a team that leverages email marketing and inproduct messaging among other channels to build campaigns experiments and messaging that drive member LTV growth <p> <p>This is an exciting opportunity to join a team where your impact will be tremendous Not only are we a small team where every leader has the potential to drive impact we are also a product led organization without a sales team As a result lifecycle is a key component of our growth strategy<p> <p><br ><p><p><strong>Here are a few of the things you will do<strong><p> <ul><li>Develop the strategy and execute a roadmap that drives improvements within four key stages of our customer lifecycle lead nurture acquisition nurture member customer engagement and retention<li> <li>Develop cohesive growth and member engagement strategies aligned with both company growth goals and crossfunctional efforts<li> <li>Foster a culture of experimentation with clear impact metrics directly tied to growth including improving our testing framework and developing more robust analytics<li> <li>Ensure a scalable infrastructure for both our email marketing and inproduct messaging efforts including triggered comms and dynamic content<li> <li>Effectively segment our lifecycle marketing efforts to drive more relevant messaging to key audiences<li> <li>Lead coach and inspire a highperforming team<li> <li>Work closely with teams across marketing creative and analytics to build campaigns experiments and messaging that increases engagement with our products and services<li> <ul><p><strong>Here is what were looking for in a candidate <strong><p> <ul><li>Strategic thinker who is able to take highlevel company objectives and translate them into impactful amp engaging lifecycle campaigns<li> <li>Strong analytical skills with the ability to generate hypotheses centered in data see through the noise and leverage that knowledge to improve performance<li> <li>Customercentric approach including a deep desire to understand our users and their needs to improve the customer lifecycle<li> <li>Excellent communication and interpersonal skills with the ability to collaborate effectively with crossfunctional teams<li> <li>Strong leadership skills Its not enough to have managed people Were looking for someone who can develop challenge and inspire<li> <ul><p><strong>Here is what is needed<strong><p> <ul><li>9+ years career experience within marketing with at least 4 years experience in a lifecycle marketing role at a productled company or a company catering to small business andor solopreneurs<li> <li>Experience leveraging multiple lifecycle channels including email and inproduct messaging<li> <li>Demonstrated experience leading and managing a lifecycle team <li> <li>Proficiency with marketing automation tools like Marketo Iterable Customerio etc and experience implementing or improving the functionality of these tools in order to drive positive outcomes<li> <ul><p><br ><p><p><strong><em>The good stuff<em><strong><p> <ul><li><em><strong>Missiondriven<strong> Youll be joining more than just another startup our members are at the heart of everything we do<em><li> <li><em><strong>Impact<strong> We move quickly and encourage every employee to push the envelope Our best ideas come from outofthebox thinking and innovation be ready to fail fast and often<em><li> <li><em><strong>Compensation<strong> We offer a competitive salary + meaningful equity based on merit<em> <ul><li><em>$152k$185k base compensation <em><li> <ul><li> <li><em><strong>Benefits + Perks<strong> From wellness programs to exceptional family leave policies the health and happiness of our employees is foremost<em><li> <ul><p><strong><em>Our core values<em><strong><p> <ul><li><em><strong>People come first<strong> As we explore opportunities and work through challenges<em><li> <li><em><strong>Raise the bar<strong> We push for greatness for ourselves and our members<em><li> <li><em><strong>Own it<strong> Trust and ownership let us make decisions with confidence<em><li> <li><em><strong>We love what we do<strong> And what we create for our members<em><li> <li><strong><em>Keep it real<em><strong><em> Authenticity respect and transparency are at our core<em> <li> <ul><p><br ><p><p>The opportunity at HoneyBook is hugeour primary customers today are independent business owners who generate in aggregate $150B in revenue per year in the US Founded in 2013 HoneyBook is based in San Francisco and Tel Aviv has raised $498M and is funded by Tiger Global Management Norwest Venture Partners Aleph Hillsven Capital OurCrowd Durable Capital Partners LP Vintage Investment Partners Battery Ventures Citi Ventures Zeev Ventures and 01 Advisors<p> <p>Follow us on Medium and Instagram and catch the latest stories about HoneyBook Read about what our employees are saying about us on Glassdoor<p> <p><br ><p><p><em>HoneyBook is committed to diversity inclusion and belonging and is proud to be an equal opportunity employer We do not tolerate discrimination and do not make hiring or employment decisions on the basis of race religion color national origin sex gender identity age disability marital status veteran status or other applicable legally protected characteristics We also consider qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance We strive for the best candidate experience for all applicants and if you need special assistance please let us know <em><p> <p><em>At the end of this application you will find a set of voluntary demographic questions If you choose to respond your responses will be used to help us identify areas of improvement in our recruitment process We can only see aggregate responses and are unable to view individual responses In fact we arent even able to see if youve responded or not Responding is your choice and it will not be used in any way in our hiring process<em><p> <div> <p><u>Applicant Information<br ><u><span>When you apply for a job or an independent contractoragent position with HoneyBook we collect the information that you provide in connection with your application This includes name contact information professional credentials and skills educational and work history and other information that may be included in a resume or provided during interviews which may be recorded This may also include demographic or diversity information that you voluntarily provide We may also conduct background checks and receive related information<span><br ><span>We use applicants information to facilitate our recruitment activities and process applications including evaluating candidates and monitoring recruitment statistics We use successful applicants information to administer the employment or independent contractor relationship We may also use and disclose applicants information a to improve our Services b as otherwise necessary to comply with relevant laws c to respond to subpoenas or warrants served on HoneyBook and d to protect and defend the rights or property of HoneyBook or others <span><p> <p><span>Our Privacy Policy is here <span><p> <div>

Account Executive

Company: Hive

Location: San Francisco, CA

Posted Mar 02, 2024

Hive is a leading provider of cloud-based AI solutions, trusted by hundreds of organizations. They are looking for an Account Executive to join their Business Development team, with a focus on commercial deployment of their groundbreaking technology.

Enterprise Account Executive, Los Angeles

Company: 66degrees

Location: Los Angeles, CA

Posted Mar 02, 2024

66degrees, a leading consulting firm specializing in AI-focused, data-led solutions, is seeking an Enterprise Account Executive for the Los Angeles territory. The role involves building the 66degrees brand within Google, developing a pipeline of opportunities with Enterprise customers, and accelerating customer adoption of cloud and professional services. The ideal candidate should have 5+ years of quota-carrying cloud services or professional services sales experience, preferably with GCP, and a proven track record of exceeding quota. The role requires strong relationship-building skills, negotiation abilities, and a hunter approach to business development. The base salary package ranges from $140,000 to $180,000 USD.

Relationship Specialist

Company: Allworth Financial

Location: Sacramento, CA

Posted Mar 02, 2024

Allworth Financial, a high growth, private equity backed, multi branch Registered Investment Advisor, is seeking a proven sales professional for a Non-Exempt, full-time hybrid position in their Folsom, CA office. The role involves driving organic growth by educating prospective clients about the firm's value and guiding them through the onboarding process. The successful candidate will have 4+ years of consultative sales experience, excellent communication skills, and the ability to build rapport quickly. The position offers a competitive base pay and an extensive benefits package, including medical, dental, vision insurance, and a generous 401K contribution. The role is a high-visibility, high-impact position with opportunities for future growth within the company.

Pricing Analyst, Investment Operations

Company: Ares Management Corporation

Location: Los Angeles, CA

Posted Mar 02, 2024

Ares is seeking an Analyst for the Los Angeles Investment Operations team. The role involves partnering with the AVP in Pricing tasks, working with market data vendors, and ensuring accurate investment information. The ideal candidate should have 2+ years of experience in capital markets or investment management, with expertise in Operations, Fund Accounting, or IT. A Bachelor's degree in Finance or related field is required, with an MBA, CFA, or CPA preferred. The role requires strong fixed-income product knowledge, understanding of bank loans, and basis accounting theories. The candidate should be a self-directed individual with excellent communication skills, proficient in Excel, and able to manage multiple priorities. The anticipated base salary range is $87,000 - $93,000, with robust benefits including medical, dental, vision, 401(k), and more.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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