Regional Sales Director — Financial Advisors (Hybrid)
Morningstar Investment Management, LLC
Morningstar Investment Management LLC seeks a Regional Sales Director to drive adoption of Morningstar Platform and Managed Portfolios among independent broker-dealers and RIAs. You will cultivate relationships, conduct group and one-on-one meetings, and work with internal teams to grow the advisor base across California, Seattle, and Arizona in a hybrid setup. This role requires at least four years in financial services, a passion for relationship building, and the ability to explain portfolio #J-18808-Ljbffr Morningstar Investment Management, LLC
- Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate... ...ability to deliver comprehensive financial advice. This hybrid role involves 3 days in the office and offers competitive compensation...SuggestedWork at office
$70k - $90k
...dynamic software company is seeking a Channel Account Manager in San Francisco. This role requires French fluency and sales experience and offers a hybrid work setting. You will manage partnerships, enhance performance, and negotiate software solutions. The position...Suggested- Waymo is seeking a senior Finance and Strategy professional to lead complex deal execution in a hybrid role. You will build sophisticated fleet partnership models, structure deals, and align cross‑functional teams with strategic capital deployment objectives. Responsibilities...Suggested
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- ...performance transparency. The ideal candidate will have 4+ years in financial analysis, exceptional Excel skills, and a strong background in... ...or fintech. Comprehensive benefits including competitive salaries and a hybrid work schedule are offered. #J-18808-Ljbffr JikoSuggested
- 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....
$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...- ...Analyst, Platform North America, to drive budgeting, forecasting and financial analytics in a hybrid role based in San Francisco. You will work with local Controllers and the Global FP&A Head to support regional planning and performance reviews. The ideal candidate holds a...Local area
- ...performance, global finance team. The ideal candidate will have a strong financial modelling background, CPA qualification, and 3+ years of post-qualification FP&A or corporate finance experience. This hybrid role reports to the Head of FP&A and engages with local Controllers...Local area
- Benchling, Inc. is seeking a detail-oriented Financial Analyst to join the Strategic Finance... ...quarterly close, budgets, forecasts, and sales performance analysis while partnering with... ...financial planning. In this in-office/hybrid role, you will help design and refine analytics...Work at office
- ...a dotted line to local Controllers in the US and Canada. This hybrid role is based in our San Francisco office, offering collaboration... .... The ideal candidate has 3+ years of FP&A experience, strong financial modeling skills, CPA qualification, and familiarity with #J-18...Work at officeLocal area
$85.1k - $161.7k
...and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure... ...Excel Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic...Full timeWork experience placementInternshipLocal area- Morningstar Wealth is seeking a Regional Sales Director to drive adoption of the Morningstar Platform and Managed Portfolios among Independent... ...Northwest (CA, Seattle, AZ). This role focuses on developing advisor relationships, delivering insights, and collaborating with...Remote job
$240k - $340k
Airwallex is looking for a Product Director to lead the strategy for our financial markets and platform products. The successful candidate will have over... ...and design, and make data-driven decisions. We offer a hybrid work environment with a competitive salary range of $...$83k - $105k
Clearway Energy Group is seeking an Analyst to join its Capital Markets team in San Francisco. This hybrid role involves supporting project finance transactions for renewable energy projects, along with collaboration across various departments to balance value and risks...$140k - $190k
...future of digital assets, you won't just follow a financial plan, you will build the engine that automates it... ...category-defining team to transition from a traditional advisor to a Product-First Architect of Wealth. Hybrid Financial Planner Benefits - Starting Salary...Remote workHome officeFlexible hours$90k - $111k
Pacific Crest Group provides outsourced financial and HR services to small and mid-sized businesses throughout the Bay Area. We are a fun... ...for professional growth and expanded client leadership. Hybrid work, Mondays in office at San Rafael HQ is required. What You...Full timeWork at officeFlexible hours- ...oversee full-cycle accounting for a portfolio of clients. You’ll own month-end close, financial reporting, and mentor junior staff while coordinating across client teams. This hybrid role requires Mondays in the San Rafael HQ, with direct client communication and proactive...
- Scopely is seeking a Strategic Finance Associate to join the Finance team in Culver City on a hybrid basis. This role focuses on leading financial analyses for strategic initiatives and building long-term financial models to support potential deals and capital planning...
$115k - $145k
A private equity firm in San Francisco is seeking a Finance Operations Associate for a hybrid role. This position supports the CFO with data management, portfolio valuation oversight, and liaising with internal and external stakeholders. Ideal candidates have a BA/BS,...Full time- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's degree...Full time
- ...role involves reviewing finance knowledge outputs, writing instruction specs, and building finance benchmarks for frontier AI models. Hybrid, on-site work in California with relocation if needed. The ideal candidate will have 5+ years of specialized finance experience,...Relocation
$95k - $105k
...individuals should have a Bachelor's degree in accounting or finance and at least three years of experience in accounting functions, preferably in non-profit settings. The role offers a hybrid work schedule and a salary range of $95,000 - $105,000 per year. #J-18808-Ljbffr TNDC- ...-office-style team. This role provides a strong foundation in accounting processes, hands-on experience, and growth opportunities. Hybrid schedule in San Francisco, CA with 3-4 days in the office. The position offers a base salary of $70,000-$80,000, with bonus opportunities...Work at office
- Citco in San Francisco offers a hybrid role supporting hedge fund fund accounting and investor reporting. You will maintain funds books, prepare NAVs and P&L analyses while ensuring compliance with service agreements and internal controls. The role requires a degree in...
$80k - $100k
...Accountant. You will examine and analyze accounting records, prepare financial statements, and calculate tax expenses. The ideal candidate... ...2 years of experience in private equity fund accounting. This hybrid role offers a salary range of $80,000 to $100,000, along with...- ...profitability. The ideal candidate will have over 10 years in ecommerce, exceptional analytical skills, and a passion for leadership. A hybrid work model is offered along with a comprehensive benefits package, including bonuses and paid time off. #J-18808-Ljbffr LVMH Group
- ...Finance Manager to lead company budgeting, engage in AI-first initiatives, and manage financial reporting. This role offers the opportunity for significant ownership and collaboration in a hybrid work environment in San Francisco. The ideal candidate will have a Bachelor's...
- Baker Tilly Advisory Group, LP is seeking an Audit Manager in the Financial Services space to deliver industry-focused assurance services... ...in a fast-growing, collaborative firm. The role offers a hybrid work model between San Francisco and surrounding Bay Area offices...
$150k - $180k
...operations, strengthening internal controls, and providing strategic financial insights across various industries. Candidates should have... ...offers a competitive salary of $150,000-$180,000 and a hybrid work schedule, with client support throughout the Bay Area. #J-...
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