Chief Investments & Advisory Platforms Leader
$289.7k - $362.1kMercury
A fintech company is seeking a Head of Investments responsible for overseeing investment products and regulatory compliance. You will lead both business and personal investment offerings, acting as President of Mercury Advisory and CEO of their broker-dealer. Ideal candidates will have over 12 years in investment management and knowledge of regulatory frameworks. Competitive compensation is offered, with a salary range of $289,700 to $362,100 for US employees. #J-18808-Ljbffr Mercury
- ...functions. You will cultivate C-level relationships, expand the partner ecosystem, and drive multi-year advisory and implementation engagements with leading platforms such as Workiva, NetSuite, Oracle, SAP S/4HANA. A proven, quota-attaining track record is required. #J...Platform
- Intellectus Partners, LLC in San Francisco is seeking a Head of Client Experience & Platform Engagement to shape how clients interact with the firm. This role demands a leader who can deliver exceptional client experiences through effective relationship management and engagement...Platform
$320k - $350k
A prominent retail company is seeking a Vice President, Head of Digital to drive their digital vision across platforms. The ideal candidate will have over 12 years of ecommerce experience, focusing on strategic leadership and P&L management. This role involves mentoring...Platform$203k - $399k
MongoDB is seeking a strategic leader to own the roadmap for its AI Platform. This role requires an entrepreneurial mindset, deep expertise in AI, and over 10 years in Cloud/SaaS product development. You will manage P&L, lead diverse teams, and act as the technical face...PlatformFlexible hours- Tatari is seeking a hands-on security leader to guide our Security Engineering team. You’ll report to the SVP of Engineering, own the security roadmap for our AWS-based SaaS platform, and work with engineering leadership to meet and exceed industry security standards....Platform
$250k
The Investment Counselor Grp Mgr is accountable for management of complex... ...As the CPB and Citi product platforms are unusually broad and deep,... ...Head, and with other product leaders in Investments and beyond, is... ...team) Implement a strategic advisory approach to account planning,...PlatformFull timeTemporary work- Autodesk is seeking a VP, Commerce Technology, to lead product management and engineering efforts for its core commerce platforms in San Francisco. This role requires deep technical expertise and strong leadership skills, overseeing a team that drives robust eCommerce solutions...Platform
$200k
...Transaction Opinions - Valuation Advisory At Stout, we’re dedicated to... ...Stout’s Transaction Opinions platform, enhance operational... ...professional experience in valuation, investment banking, corporate finance,... ..., relationship‑driven leader who embodies Stout’s PACERS values...PlatformLocal areaFlexible hours- ...Founding Finance & Bizops Leader Our client, an AI-native firm at the intersection... ...finance, business operations, consulting, or investment banking ~ Experience at a top-tier... ...Experience using AI coding tools or low-code platforms to build systems ~ Strong first-...Platform
- ...should possess 6-8 years of communications experience and strong writing skills. Responsibilities include crafting content for various platforms and advising executives across different sectors. The position offers competitive salary and various benefits. #J-18808-Ljbffr...PlatformFull timeWork at office3 days per week
- ...Kenshoo) is seeking a high-impact Sales Manager to lead a team of A+ sales professionals at the industry’s leading digital marketing platform. You will drive revenue, manage a robust pipeline, and collaborate with marketing on targeted campaigns. The role emphasizes...PlatformWork at office
- ...including TMS, load boards, and broker/carrier databases. The platform handles track-and-trace calls, appointment scheduling, carrier... ...Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. The Partnership Founder equity with...Platform
$115k - $245k
...make design accessible to all. Figma’s platform helps teams bring ideas to life—whether... ...forecasting process Influence resourcing and investment decisions across the Sales business... ...a trusted thought partner to functional leaders and the executive team We'd love to hear...PlatformFull timeCurrently hiringRemote workWork from home- A growing software platform company in San Francisco is looking for a Chief of Staff to lead business operations and strategic initiatives. The role requires managing various business functions, driving projects with urgency, and supporting customer implementations. Ideal...Platform
- ...0597944 Job Category Client Advisory Business Unit Asset & Wealth... ...You will use your knowledge of investments, financial planning, credit... ...supported by an institutional platform that has the resources,... ...200 years and today we are a leader in investment banking, consumer...PlatformFull timeTemporary workWork experience placementLocal area
- Space Executive is seeking a Head of Security to build and lead the security function end-to-end across product, cloud, corporate systems, and compliance. You will own security outcomes and stay deeply technical while partnering with engineering. In this role you will hire...Platform
- Investment Banking Associate 2 Technology M&A (Global Advisory) About the job Investment Banking Associate 2 Technology M&A (Global Advisory) Our client, a leading... ...culture with access to decision-making Global platform with deep industry expertise across 11 sector-focused...PlatformImmediate start
$250k
Citigroup Inc. is seeking an experienced Investment Counselor Grp Mgr to lead a team and manage investments for Ultra High Net Worth clients. The role requires extensive knowledge of investment strategies and the ability to communicate effectively with clients. The successful...Full time- ...Commercial & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers.... ...play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets,...PlatformLocal area
- A specialized investment banking firm in San Francisco, California, is seeking an experienced Vice President of Investment Banking. The... ...analysis to clients. Candidates should have over 6 years in M&A advisory, strong relationship management, and analytical skills. The...
- ...About Heliux: Heliux is a software platform that unifies and accelerates enterprise-... ...and Lux Capital. About the Role: Chief of Staff at Heliux will be directly... ...advancement in startups, management consulting, investment banking, or private equity. Inherent...PlatformPermanent employment
$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. With more than $2 trillion in assets under supervision, our global platform delivers investment and advisory services across public and private markets for the world's foremost institutions...PlatformFull timeTemporary workPart time$250k - $300k
Director of Sales - Investment Banking & Advisory Grata Grata is looking for a proven sales leader to own our investment banking and advisory segment. You will lead a team... ...sourcing, and what makes a data or workflow platform indispensable to them You use data to drive...PlatformWork at office- ...Advisors is a Bay Area-based registered investment advisor (RIA) serving ultra-high-net-worth... ...base, collaborate with an experienced advisory team, and benefit from a mature marketing... ..., leveraging TPWA's marketing platform and referral network Participate in firm...PlatformFlexible hours
$95.4k - $180.4k
...entity structures and diverse investment portfolios within tiered... ...strategic guidance and customized advisory services to navigate family... ...will grow into a market-facing leader, actively engaging in... ...with family office technology platforms (e.g., Sage Intacct, Microsoft...PlatformTemporary workWork experience placementInternshipWork at officeLocal area- ...state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good, you've come... ...mindset non-negotiable. Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists...PlatformImmediate start
- ...capital markets through automating and streamlining the work of advisory, audit, and tax practitioners at the world's largest CPA firms.... ...in building the industry’s leading agentic financial audit platform. You’ll work hand-in-hand with our engineers and our most strategic...PlatformWork at officeRemote workWork from homeFlexible hours
$155.19k - $263.06k
...state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good, you’ve come... ...mindset non-negotiable. Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI specialists...PlatformImmediate start- VC Stack is seeking an Investment VP/Principal to join Soma Capital, a $1b AUM platform focusing on tech and growth-stage investing. Candidates should have a strong passion for startups and the ability to engage in research and deal-making. This role will entail building...Platform
- ...Advisor About the Company Premier investment advisor & manager Industry... ...within a sophisticated, client-first advisory platform. The successful candidates will work alongside... ...in learning from seasoned industry leaders and a commitment to contributing to a...Platform
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