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.
Head of Venture Capital Tax
Company: Carta
Location: San Francisco, CA
Posted Aug 25, 2023
Carta, a leading platform for managing equity and investments, is seeking an experienced leader to head its Venture Capital Tax division. The role involves revolutionizing tax processes in the VC space, expanding offerings to include automated tax prep and filing, and building a team of tax professionals. The ideal candidate should have 10+ years of alternative investment tax experience, a deep understanding of venture capital, and proven leadership skills. Carta, recognized for its innovative culture and commitment to fairness, offers a positive work environment with opportunities for growth and impact.
Sales Executive, ONESOURCE - west coast -Remote
Company: Thomson Reuters
Location: San Francisco, CA
Posted Aug 25, 2023
Thomson Reuters is seeking a Sales Executive for their USA market. The ideal candidate is passionate about sales, has experience in consultative sales, and is comfortable working in a fast-paced environment. The role involves driving results, managing the sales cycle, and building relationships with customers. The successful candidate will have a bachelor's degree or equivalent experience in sales and at least 5 years of experience in consultative sales. They should have experience selling consulting/professional services engagements, creating sales forecasts, and conducting presentations. The role also requires strong organizational and time management skills, C-suite engagement, and the ability to execute innovative sales strategies. The compensation includes a base salary and a variable compensation directly related to success.
Data Scientist - Growth (Senior)
Company: Nextdoor
Location: San Francisco, CA
Posted Aug 26, 2023
Nextdoor is a platform that connects neighbors and fosters a sense of community. They are looking for a Data Scientist to focus on product-driven user acquisition, user engagement, and new user ecosystems. The role requires technical acumen, product sense, business savvy, and the ability to leverage data to drive product changes.
Principal, ESG, Private Equity
Company: Ares Management Corporation
Location: Los Angeles, CA
Posted Aug 26, 2023
The text describes a job description for a Private Equity ESG Lead at Ares Management. The role involves advancing and embedding ESG into the company's culture, investment platform, and operations. The successful candidate should have a minimum of 10-12+ years of experience in ESG-related business practices, preferably within the financial services industry. They should have a track record of driving results/impact across an organization and experience identifying, tracking, and reporting on ESG data management and KPIs.
Intermediate Software Engineer-Automation
Company: USAA
Location: San Antonio, TX
Posted Aug 26, 2023
USAA is seeking an Intermediate Software Engineer-Automation for the Private Cloud Services team. The role involves fostering an environment that empowers teams to learn and do more, while also developing necessary skills for future success. The Automation Engineer will support the system infrastructure life cycle in a multi-platform environment, implementing and maintaining an efficient and secure enterprise infrastructure pipeline. The ideal candidate will have a Bachelor's Degree or equivalent experience, 2 years of software development experience, and 1 year of experience delivering technology solutions in all phases of the software systems and application development lifecycle. Knowledge of Java, Swift, Objective-C, Cobol, JavaScript, Kotlin, C++, HTML, CSS, SQL, and troubleshooting applications and systems within production issues is required. Familiarity with GoLang, Python, Java, Git, GitHub, semantic versioning strategies, Jfrog Artifactory, GitLab, Jenkins Pipelines, Hashicorp Terraform, Ansible, Puppet, qTest, IaC, CI/CD, Docker, Kubernetes, OpenShift, and other automation tools is a plus. The position is a hybrid work type based in San Antonio, TX; Plano, TX; Charlotte, NC; Tampa, FL or Phoenix, AZ. USAA offers competitive compensation, benefits including comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
Senior Privacy Engineer
Company: Discord
Location: San Francisco, CA
Posted Aug 25, 2023
Discord is seeking a Privacy Engineer to join their team in protecting users' privacy and ensuring compliance with regulations. The role involves building and supporting the technical environment for privacy-centric solutions, leading development of new privacy features, and partnering with cross-functional teams to promote privacy posture.
Client Associate
Company: Cerity Partners
Location: San Francisco, CA
Posted Aug 25, 2023
As a result, we will enjoy talking to you if: You understand the need to provide a world-class customer experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight. BS/BA degree from an accredited college or university or equivalent experience required.Series 65 preferred / required within first year of employment.Strong MS Office skills required.Schwab Institutional, Fidelity Investments, Black Diamond, Orion, and/or Salesforce a significant plus. This includes compliance with legal, professional, and established firm standards of conduct. Competencies: Interpersonal CommunicationsDetail-Orientation/Quality FocusTime-ManagementAnalytical SkillsCustomer FocusOrganizing SkillsBusiness or Job-Specific KnowledgeTeam Orientation Company Overview: Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our culture allows us to deliver this mission. Cooperative team player: willing to put team ahead of self.Possess Notary Public Commission or obtain one within six months of hiring, if needed. Provide other support to the client service teams as needed.Backup Client Associate team members.Backup reception and phones when needed.Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. Ideal Candidate Profile - "Our Casting Call" 3-5 years of experience in the Financial Services industry, preferably with a broker-dealer, a mutual fund company, or a registered investment advisor.
Director, Investor Coverage
Company: Carta
Location: San Francisco, CA
Posted Aug 26, 2023
The text describes a job posting for an Investor Coverage Director role at Carta, a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. The company has grown significantly and is trusted by many companies and investors. The role involves building relationships with clients, communicating with cross-functional teams, and contributing to the expansion of Carta Liquidity's investor network and suite of solutions.
Manager, Investor Coverage
Company: Carta
Location: San Francisco, CA
Posted Aug 26, 2023
Carta, a platform for managing equity and investing in future companies, is seeking an Investor Coverage Manager for its Liquidity Private Capital Markets Team. The role involves building a marketplace for private securities, engaging with investors, and contributing to product development. The ideal candidate should have 8+ years of experience in finance or business, with client-facing experience in private markets, equity sales, trading, or investment banking. The company offers a competitive compensation package and values fairness, helpfulness, transparency, leadership, and collaboration.
Manager, Technical Customer Support
Company: Webflow
Location: San Francisco, CA
Posted Aug 26, 2023
Webflow is seeking a remote Manager, Technical Support to lead a team of Technical Support Specialists. The role involves managing a remote team, mentoring and inspiring team members, ensuring alignment with company goals, handling escalated customer inquiries, advocating for customers, recruiting and growing a high-performing team, implementing new processes, and maintaining a customer-centered mindset. The ideal candidate has experience managing remote teams in the SaaS space, strong analytical skills, excellent organizational skills, and proficiency with digital tools. Webflow offers competitive compensation, comprehensive benefits, and a commitment to diversity and inclusion.
People Advisor
Company: APM Terminals
Location: Los Angeles, CA
Posted Aug 26, 2023
The role involves acting as the first point of contact for employees, managing HR-related queries, and ensuring adherence to HR procedures. Key responsibilities include resolving inquiries, managing HR data, leading onboarding and offboarding processes, training employees, and driving improvements. The ideal candidate should possess employee centricity, detail orientation, strong collaboration and communication skills, planning abilities, and agility. A Bachelor's degree in HR or a related field, 5+ years of HR Generalist experience, and a proactive mindset are required. The salary range is USD 70,000.00 to USD 85,000.00, with full-time employees eligible for benefits such as health insurance, paid time off, and a 401k match. APM Terminals is committed to equal employment opportunity and providing reasonable accommodations.
Programmatic, Ad Sales Director
Company: Fandom
Location: San Francisco, CA
Posted Aug 26, 2023
Fandom is seeking a Programmatic, Sales Director to promote and steward their Programmatic Direct business, partner with the sales team to increase revenue, and manage internal forecasts to exceed annual revenue goals. The role involves working with agencies, brands, trading desks, and SSPs in the United States, and developing a pipeline of buyers for PMP activation across display and video inventory.