Senior Investment Consultant - Hybrid Client Partner
Callan
Callan, a leading investment consulting firm in San Francisco, seeks a senior investment consultant to work with institutional asset owners on discretionary or non‑discretionary bases. You will manage client relationships, conduct investment research, and lead strategic projects while collaborating with Callan’s research teams. The role requires deep capital markets knowledge, strong communication, and ability to travel. Bachelor’s degree is required; CFA/CAIA preferred. #J-18808-Ljbffr Callan
$93.5k - $187k
A global consulting firm is looking for a talented individual to join their Health Actuarial and Financial Consulting team. This hybrid role requires leading client engagements, performing complex analyses, and drafting client reports. Candidates must have a BA/BS degree...Senior£112k - £140k per year
Motive Software is seeking a Principal Client Partner to transform how leading companies invest in their people. This role encompasses building... ...experience with a strong track record in consulting and HR transformation. This hybrid position requires in-office collaboration...SeniorWork at office2 days per week- Dormont Manufacturing Co is seeking a Wealth Advisor to deepen client relationships and grow practice through referrals. The role requires... ...roles. Benefits include health coverage, a competitive salary, and a hybrid work schedule. #J-18808-Ljbffr Dormont Manufacturing CoSenior
- ...staffing firm is seeking a Senior Wealth Management... ...Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and... ...retirement planning services to clients. Candidates should have... ...support. #J-18808-Ljbffr Boston Staffing PartnersSeniorFull time
- ...seeking a new team member to join our Investment Consulting Group. As a senior investment consultant on our team,... ...serve as a trusted adviser, manage client relationships, conduct investment... ...The candidate is expected to work a hybrid (office/home) schedule, with a...SeniorWork at officeWork from homeWork visa3 days per week
$124k - $140k
Focus Financial Partners in San Francisco is seeking a Senior Associate Wealth Advisor to develop personalized wealth advice aligned with client goals. The role entails creating strategies in retirement... .... The position offers a hybrid work model with 3 days in-office...SeniorWork at office- EY is seeking a ServiceNow Consulting Senior Manager in San Francisco, California, to lead engagements and manage client relationships. This position requires a strong background... ...relevant certifications. The role offers a hybrid work model and a comprehensive benefits...SeniorFlexible hours
- Uber is seeking a B2B Credit Risk Manager in a hybrid role, located in or willing to relocate to Dallas or San Francisco. You will oversee credit risk initiatives, manage a small team, and partner with cross-functional teams to protect revenue while enabling growth. You...SeniorRelocation
- CBRE in San Francisco is searching for a skilled Senior Cost Manager / Estimator to join their hybrid team. This essential position focuses on delivering comprehensive real estate cost solutions for various commercial projects. Candidates should have at least 4 years of...Senior
- The Hartford is seeking a Senior UW Program Manager in San Francisco, California. This role involves supporting customer presentations,... ...strong leadership and customer service skills. The position offers a hybrid work arrangement, requiring attendance in the office 3 days a...SeniorRemote jobWork at office3 days per week
- A reputable construction staffing firm is seeking a Senior Estimator to join their team in San Francisco. This role involves close collaboration... ...in a related field. The position offers profit sharing and hybrid flexibility, making it an attractive opportunity for...SeniorFor contractors
$221k - $322k
...future—and get there. As a Senior Director and Client Partner in our NorCal market, you’... ...a diverse portfolio of consulting work, and helping drive critical... ...and Slalom offices on a hybrid schedule About Us Slalom... ...result, Slalom is proud to invest in benefits that...SeniorTemporary workLocal area- ...transactions. The ideal candidate will manage daily activities, mentor staff, and implement strategies aligned with client goals. This role offers a mix of hybrid and remote work with some travel commitments. Strong leadership skills and knowledge of financial analysis are...SeniorRemote job
- RILA Recruitment is seeking a Senior Estimator for a well-established Multifamily General Contractor in San Francisco, CA. This role involves... ...Takeoff. Benefits include profit sharing, unlimited PTO, and 401K matching, with a hybrid work model. #J-18808-Ljbffr RILA RecruitmentSeniorFor contractors
- Checkr is hiring a Senior Risk Analyst in San Francisco, CA, to oversee fraud and cybersecurity risk programs. The position offers a hybrid work model with the expectation of in-office presence. Key responsibilities include managing fraud risks, collaborating with product...SeniorWork at office
- A leading technology company in California is seeking a Senior Financial Analyst, FP&A to join their Finance team. This position involves... ...skills, and strong analytical ability. The role offers a hybrid working environment with competitive compensation and benefits....Senior
$95k - $125k
A rapidly expanding pharmaceutical company is seeking a Senior Financial Analyst to partner with Sales & Marketing leadership on critical budgeting and forecasting initiatives. This hybrid position based in San Francisco requires expertise in analytical thinking, financial...Senior- ...roles, ideally in early-stage startups. Your responsibilities will include crafting customer success playbooks, engaging with large clients, and monitoring key metrics for customer health. Join us and contribute to our mission of empowering B2B companies! #J-18808-...Senior
- A leading catering company in San Francisco is looking for a Senior Financial Analyst/Accountant. The ideal candidate will lead financial... ...in hospitality or event-driven environments. Join us for a hybrid work model that promotes professional growth within a collaborative...Senior
- DocuSign is hiring a Senior Financial Analyst to join the G&A FP&A team, supporting planning... ...for Corporate Finance. You will partner with finance and business leaders to drive... ...performance improvements while operating in a hybrid work model with in-office presence required...SeniorWork at office
- Jiko, a fintech startup, is seeking a proactive Senior FP&A Analyst to join its Finance team in San Francisco. You will lead budgeting,... ...ability to translate data into actionable recommendations in a fast-paced environment. Hybrid work schedule offered. #J-18808-Ljbffr MyJikoSenior
$90.23k
...Where your co-workers are invested in you and your... ...CDM Smith is seeking a Senior Financial Analyst to join... .... #LI-LP2 #LI-HYBRID Qualifications •... ...preferred. • Experience partnering across multiple levels... ...diverse as the needs of our clients. CDM Smith Inc. and...SeniorH1b- DocuSign, Inc. is seeking a Senior Financial Analyst to join the G&A FP&A team supporting... ...forecasts, and performance metrics. You will partner with finance and business leaders,... ...to month-end close and reporting, with a hybrid schedule requiring in-office presence at...SeniorWork at office2 days per week
- Jiko is seeking a proactive and analytical Senior FP&A Analyst to join its Finance team in San Francisco. This role involves budgeting,... ...services or fintech. Comprehensive benefits including competitive salaries and a hybrid work schedule are offered. #J-18808-Ljbffr JikoSenior
- Avispa Technology is seeking a Financial Analyst for a leading medical institution in San Francisco. This hybrid role involves analyzing accounts payable operations, financial data, and collaborating across teams. The ideal candidate will have 5+ years of experience and...Senior
$8k
...business problems. You'll bring a consultative selling approach and become... ...as the premier business partner in your accounts.... ...and well-being benefits to investment in your education and career... ...combination of both. • Engage your clients with Verizon's Velocity Selling...SeniorFull timeTemporary workPart timeWork experience placementShift work- A global consultancy for construction is seeking a Senior Project Manager in San Francisco to lead commercial projects... ...team members and managing client relationships. The ideal candidate... ...Area's market. This role offers a hybrid work model requiring in-office presence...SeniorWork at office
- Pinterest is seeking a Client Partner to cultivate trusted relationships with top-tier clients through deep full-funnel sales expertise. You will engage assigned accounts, promote Pinterest products, develop new business, maintain and expand relationships, and drive revenue...Senior
$195k - $322k
Slalom is seeking Client Partners in San Francisco, California, to drive growth in their Fintech sector. Candidates should have over 12 years of experience managing complex accounts, proven leadership skills, and a passion for client engagement. The roles involve managing...Senior$102.4k - $143.4k
Reddit, Inc. is looking for a Client Partner for Mid-Market B2B Services Acquisitions based in San Francisco. You will prospect and establish new partnerships, ensuring they achieve their marketing goals using Reddit's advertising suite. Ideal candidates have 4-7 years...
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