Senior Investment Counselor & Wealth Strategy Director
$200k - $300kCiti Group
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a CFA or MBA. The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans.#J-18808-Ljbffr
$270k - $320k
...customers and partners advance their AI strategies, and be part of a high-performing team... ....About This RoleCrusoe is seeking a Senior Director, Real Estate Strategy & Acquisitions to... ...financings. Lead the preparation of investment committee materials and lender packages...SeniorTemporary workWork at officeRelocation$250k
...Services, Executive, WealthCompany: CitiThe Investment Counselor Grp Mgr is accountable for management... ...to negotiate internally, often at a senior level. Some external communication may... ...to communicate capital markets strategies (equity, fixed income, FX derivatives,...SuggestedFull timeTemporary work- Citigroup Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and...Senior
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...Senior
$140k - $160k
...people’s lives and ensuring a return on investment for our clients and their investors. With... ...DescriptionAMCL is looking to recruit a Senior Asset Management Consultant to lead and... ...programs, and maintenance intervention strategies (including but not limited to Reliability...SeniorFull timeFlexible hours- ...on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our... ...for team members.Additional duties or projects as assigned by Senior Leadership and the Client/Ownership.POSITION REQUIREMENTS:A bachelor...SeniorFull timeContract workRemote workShift work
$135.2k - $198.3k
...financially grounded and strategic Senior Manager to join our Global... ...pre-season and in-season planning strategies that shape our product investment decisions, support financial targets... ...Global Planning team, reporting to the Director of Global Planning, and will manage...SeniorFull timeSeasonal workWork at office3 days per week$200k
Highlights Advise clients with regards to comprehensive wealth management, including managing stock options, RSU’s, deferred compensation... ..., asset allocation, cash flow analysis, retirement planning, investment management and special situations. Inherit current and new...SeniorWork at office$185k - $300k
...this role: Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...for delivering sophisticated investment solutions to High Net Worth and Ultra... ...investment and risk management approvals and strategy implementation. Ensure adherence...SeniorFull timeWork experience placementWork at office- ...organizations to drive success. Role Description This full‑time Senior Wealth Management Advisor role is a hybrid position based in San... ...services to clients, including financial planning, investment strategy, and retirement planning. Day‑to‑day tasks involve developing...SeniorPermanent employmentFull timeTemporary workWork from home
$138k - $192k
...operational metricsProvide financial expertise to enable strategic investment decisions by Gong’s executive teamCo-lead the month end review... ...and annual planning cyclePartner with broader FP&A and GTM Strategy teams to continuously improve our ability to forecast /...SeniorRemote workWork from homeFlexible hours$131.7k - $256.5k
...The Opportunity We're looking for a Senior Finance Manager to join the Creator Finance team and help shape the future of Adobe... ...planning and scenario modeling to evaluate growth opportunities, investment strategies, and key business decisions. Partner with leaders across...SeniorFull timeTemporary workLocal areaWorldwide- City National Bank is seeking a Senior Specialty Wealth Asset Officer to oversee asset management for a diversified real estate portfolio... ...policies and regulatory requirements. You will drive investment strategies, coordinate transactions (acquisitions, dispositions, leases...Senior
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy &... ...helping shape deal strategy, validate the investment thesis, and improve odds of value... ...customers. Our clients include asset, wealth, and investment advisers and...SeniorOdd jobWork experience placementLocal area$160k - $240k
...turn complexity into clarity. We seek a Senior Strategic Finance Lead with deep Aerospace... ..., driving enterprise-level financial strategy, and producing investor-grade outputs that... .... Translate production ramps, R&D investments, contract timing, government milestones,...SeniorFull timeContract workTemporary workPart timeWorldwide$180k - $240k
...to sit at the intersection of finance and company strategy at a pivotal moment in RADAR's growth. As Senior Manager, Strategic Finance, you will work directly... ...vertical entry — modeling revenue ramp, cost to serve, investment requirements, and expected returns. Develop...SeniorContract workImmediate startFlexible hours- Citigroup Inc. in San Francisco, CA seeks a Senior Analyst for Wealth Relationship Management (Branch) to service affluent and high-net-worth... ...engagement. You will leverage a broad suite of banking, credit and investment products, coordinate with product specialists, and uphold...Senior
- ...Ironclad—the leading AI contracting platform—seeks a GTM Finance Senior Manager to own financial planning, forecasting, and... ...functional collaboration. Based in San Francisco, you will shape investment strategy for mid-market and enterprise, support complex sales motions...Senior
$192k - $260k
...the team and roleThe Financial Planning & Strategy (FP&S) team at Checkr sits at the... ...highest impact outcomes.We are looking for a Senior Manager, Strategic Finance- Go-to-Market... ...covering sales. Foundational experience in investment banking, private equity, or management...SeniorWork at officeLocal areaRemote workRelocation3 days per week$270.8k
Visa is seeking a Senior Manager for Visa Ventures to lead and execute strategic equity investments. The role involves deep sector research, deal negotiation, and portfolio management, requiring 8+ years of relevant experience. Ideal candidates will have a strong background...Senior$133.1k - $295.67k
...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future... ...working on client projects Additional Responsibilities for Senior Manager: Manage risk and financial performance of engagements,...SeniorLocal area- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance... ...comprehensive financial plans, portfolios, and ongoing investment advice tailored to client goals. In person collaboration is emphasized...Senior
$137.94k
JOB REQUISITIONCapital Projects & Contracts (Real Estate) Senior ManagerLOCATIONSEATTLEADDITIONAL LOCATION(S)SAN... ...across real estate portfolios, transactions, and capital investments. You'll develop strategies to solve complex business problems using new ways of thinking...SeniorFull timeTemporary workLocal areaRemote workFlexible hours- ...finance partner the GTM org leans on for the decisions that matter: where to invest the next dollar, what’s working in our revenue engine, and what isn’t. You’ll be in the room shaping the strategy and translating business complexity into decisions executives can act on....SeniorWork at officeRemote workWork from homeMonday to FridayFlexible hours
- ...critical for both developing and executing on strategy vs. advising other stakeholders A... ...across marketing, sales, and deployment investments to shape our GTM strategy What You'll Need... ...cross-functional accountability across senior stakeholders Based in San Francisco (or...SeniorWork experience placementRelocation
- ...General Catalyst is a global investment and transformation company that... ..., Sword, and Zepto. GC Wealth serves as an independent wealth... ...We are seeking an experienced Senior Analyst to join our GC Wealth... ...Officer to shape investment strategy, execute trades, and deliver...Senior
$118.72k - $212k
...About the role Samsara is looking for a Senior Manager, Finance and Strategy to partner with our Research & Development (R&D) organization. In... ...budget trade‑offs, headcount decisions, and infrastructure investment. Own FP&A for R&D and Supply Chain Operations –...SeniorWork at officeRemote workFlexible hours$143.4k - $216.9k
...solutions. This role will report to the Sr. Director of Real Estate Strategic Initiatives.... ...levels of the organization, including senior executive sponsors* Leverage existing project... ...the project* Support change management strategies and plans that maximize employee...SeniorFull timeFlexible hours$163.2k - $240k
...efforts. About the Team The Finance & Strategy team accelerates the growth of our... ...beyond restaurant delivery. You’ll join as a senior leader on a lean but high horsepower... ...opportunities and make strategic decisions and investments Oversee financial reporting and...SeniorHourly payWork at officeLocal areaFlexible hours$200k - $280k
...company’s highest‑impact priorities. What we’re looking for Bachelor’s degree in a STEM or highly analytical field. 3‑6 years in an investment‑facing environment (e.g. Investment Banking, Consulting, Private Equity or Hedge Funds), with direct exposure to deploying...SeniorFull timeTemporary workWork at officeFlexible hours
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