RIA Channel Asset Manager & Client Advisor - NorCal
JPMorganChase
A leading financial institution is seeking a Client Advisor for Northern California and the San Francisco Bay Area. This role involves establishing and growing relationships with Registered Investment Advisors and Family Offices. The ideal candidate will have a Bachelor’s degree, Series 7 & 63 licenses, and 3 years of client relationship management experience. Applicants should demonstrate strong communication skills and a willingness to travel. The position offers a competitive salary and benefits package. #J-18808-Ljbffr JPMorganChase
- ...Description J.P. Morgan Asset Management is committed to... ...exceptional service to our clients and business partners. Our... ...for them. As a Client Advisor in the Institutional Advisor Channel, you cover Northern California... ...grow relationships with RIAs, Bank & Trusts, and...Suggested
- Technical Regional Sales Manager (NorCal & PNW)Join a leader in advanced neuroimaging technology and help drive the future of functional brain... ...to base pay, direct-hire employees may be eligible for client offered benefits such as medical, dental, and vision coverage...SuggestedImmediate start
- A leading financial services firm seeks a Client Advisor to serve Northern California and the San Francisco Bay Area. The role involves building... ...have at least 3 years of experience in client relationship management and possess strong communication and interpersonal skills....Suggested
- Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining...Suggested
$115k - $250k
...Territory Manager - NorCal San Francisco, Sacramento, Oakland, Fresno, San Jose Ceribell is a medical technology company focused on... ...Calling Expertise: Utilize cold calling skills to engage potential clients in the hospital setting, not limited to clinics or physician...SuggestedContract workLocal areaFlexible hours- Regional Sales Manager - NorCal + Northwest full-time Experience : 5+ years Posted: Oct 9, 2025 Position Summary FranklinWH is a rapidly... ...business opportunities and establish relationships with potential clients in the energy industry. Drive sales by promoting products...Full timeWork at office
$70k - $75k
...Work. Job Description As an Account Manager at Doka USA, you will play a pivotal role... ...for managing and developing the NorCal market, with a focus on the Bay Area territory... ...maintain strong relationships with existing clients, understanding their needs and ensuring...Full timeTemporary workLocal areaImmediate startFlexible hours- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Flexible hours
- A leading CPA advisory firm in San Francisco seeks a valued Business Advisor to deliver assurance and consulting services to middle-market clients. You'll work closely with firm leadership, mentor staff, and drive client engagement. The ideal candidate should have a Bachelor...
$185k - $200k
...process.About the Role:Gusto is looking for a VC & PE Partnerships Manager to own and scale our relationships across venture capital (VC)... ...model, and success metrics for this motion.About the Team:The Channel Partnerships function sits within Gusto’s broader Partnerships...Full timeWork at officeLocal area2 days per week3 days per week$275k
...beneficial AI systems. We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead... ...real estate investments and outcomes Partner with external advisors (brokers, consultants, legal) to execute strategic initiatives...Work at officeRelocationVisa sponsorshipFlexible hours- ...creatively about commercial real estate. Clients and investors rely on us for expertise that... ..., hospitality, and brokerage and asset services. Our award-winning, collaborative... ...independence.POSITION SUMMARY:The Property Manager is responsible for all aspects of managing...Full timeContract workRemote workShift work
$220k - $275k
About the TeamCome join a high-performing AMER Channel Partnerships team at Miro, a fast-growing B2B SaaS company. We are a collaborative... ...a core part of the business.About the RoleAs a Channel Partner Manager, you will be a quota-carrying leader responsible for...Temporary workWork from home$117.7k - $193.05k
Primary Purpose of Position:Manage the property/portfolio to enhance long-term value. Manage and provide day-to-day direction and supervision... ...contact with tenants focusing on improving service delivery and client satisfaction.Review tenant alteration plans prior to...Contract workFor contractorsWork at officeLocal area$97.85k - $227.24k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities...Local area- ...the first time ever, you can manage and automate every part of the... ...levers for growth is the Broker channel.We're looking for a Channel... ...for benefits brokers and their clients.In this role, you’ll own and execute... ...used, including co-branded assets, case studies, and first call...Work at office3 days per week
- ...expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single... ...Rippling.com addresses.About the roleRippling is expanding its Channel Marketing Team to include dedicated coverage for Private Equity...Work at office3 days per week
$163.2k - $220.8k
Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth... ...Sonsini, we are committed to providing our clients with both exceptional legal counsel and a... ...in how we work. We are seeking a Senior Manager to support the execution of our feedback...Full timeImmediate startWorldwide$110k - $140k
...acquired by bp in 2024. This is a hybrid role based in our Austin, Denver,or San Francisco office. What You'll do The Asset Manager plays a critical role in maximizing the financial and operational performance of a portfolio of utility-scale solar assets. This...Contract workFor contractorsWork at officeLocal areaRemote workMonday to Friday- ...here has a voice, ships meaningful work, and helps shape how AI can make the world safer and more connected. The role: The Channel Sales Manager will be responsible for developing and managing Coram AI’s indirect sales strategy through a network of strategic channel partners...Remote workFlexible hours
- ...Channel ManagerAt Kargo, our mission is to build a connective tissue between the physical world of freight and the digital ecosystem used to manage it. We believe that advancements in smart infrastructure are critical to enabling a safer and more efficient future for logistics...Local area
$200k - $275k
...integrity and creative, rigorous, and objective analysis. Case Management Lead one to three cases at a time Manage teams of Associates Organize... ...basis Data Analysis Work with complex databases and raw client data in Stata, R, and other programs Utilize tools such as Microsoft...Contract workFor contractorsFor subcontractorLive inWork at office$124k - $280k
...ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager, you will lead the charge in integrating and architecting enterprise... ...readiness and functional technologies, working closely with clients to deliver innovative solutions that align with their...Full timeContract workH1b$99k - $232k
...LevelManagerJob Description & SummaryThe OpportunityAs a Digital Assets Manager, you will lead the integration and platform architecture... ...efficiency. As a Manager, you will guide and develop teams, manage client service accounts, and oversee client engagement workstreams....Full timeContract workH1b$23.2 - $27.29 per hour
Job TitleAssistant Property Manager, MultifamilyAstellaJob Description SummaryThe Assistant Property Manager is responsible for maintaining... ...to company standards.Track and evaluate advertising, and all client traffic.Assist the team by maintaining and modeling the Cushman...Minimum wageFull timeWork at officeFlexible hours$175k - $210k
...platform offering expertise in property management, investment management, development, and... ...platforms, Greystar has nearly $79 billion of assets under management, including over $35... ...portfolio performance, strengthening client relationships, developing and inspiring...Full timeWork at officeLocal areaImmediate startShift work$115.1k - $156.9k
...tax compliance, transaction support, regulatory reporting, and management planning purposes. Perform and review valuation analyses... ...timelines, and deliverables. Serve as a primary point of contact for clients throughout the valuation process and maintain strong client...Full timeContract workLocal areaFlexible hours- ...with a wine importer and/or distributor. You will build trusted advisor relationships, present our wines with knowledge and passion,... ...local market. Responsibilities include targeted monthly plans, managing 100+ accounts, and weekly staff trainings and tastings, with travel...Local area
$91.22k - $172.99k
...tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing on the Bay area. This... ...great opportunity to be a valued advisor delivering tax and business advisory...Local area- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments...
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