Senior Investment Counselor & Wealth Strategy Director
$200k - $300kJobleads-US
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
$200k - $300k
A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree...SeniorFull time- ...financial services firm in San Francisco is seeking an Executive Director, Wealth Planner. In this role, you will leverage your deep... ...advisors. Responsibilities include developing wealth management strategies, providing customized advice, and fostering business development...Senior
$270k - $320k
...customers and partners advance their AI strategies, and be part of a high‑performing team... .... About This Role Crusoe is seeking a Senior Director, Real Estate Strategy & Acquisitions... ...lender financings. Lead the preparation of investment committee materials and lender...SeniorTemporary workWork at officeRelocation- ...technology is built. About the Role We're looking for a Senior Leasing & Strategy Manager to lead high-impact projects and shape the... ...reporting and portfolio analytics to inform future strategy and investments. * Assist with Letter of Credits, Security Deposit and...SeniorWork at officeRelocation package
- ...financial services firm in San Francisco seeks an Executive Director, Wealth Planner to educate clients on wealth planning opportunities.... ...responsibilities including presenting content, advising on complex strategies, and developing business opportunities. Candidates need a...SeniorFull time
- Citi is seeking an Investment Counselor Principal in San Francisco to manage relationships with ultra-high net worth clients. The role demands strong investment advice skills and 15+ years of relevant experience, including a Bachelor’s degree and preferably a Master’s...Senior
- 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
$250k
Responsibilities Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients; experienced in constructing and... ...of Citi’s policies and principles. Communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured...- ...compliance with regulations, and providing training and support to staff. Strong critical thinking and over 7 years of experience in the investment industry are essential. Candidates must hold necessary licenses and demonstrate excellent communication skills. This position...Senior
$175k - $225k
...loan restructuring, and team collaboration in San Francisco. Ideal candidates will have over 10 years in commercial real estate or investment banking and strong analytical skills. The position offers a competitive salary between $175,000 to $225,000 along with potential...Senior$102.5k - $187.9k
...build a better working world. ServiceNow Senior Consultant – IT and Operational... ...information is vital – but can be a risky investment in such a rapidly changing environment.... ...services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights...SeniorSummer holidayWorldwideFlexible hours$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 this... ...trade‑offs, headcount decisions, and infrastructure investment. Own FP&A for R&D and Supply Chain Operations – monthly...SeniorFull timeWork at officeRemote workFlexible hours$163.2k - $240k
...DashMart efforts. About the Team The Finance & Strategy team accelerates the growth of our... ...restaurant delivery. You will join as a senior leader on a lean but high‑horsepower... ...opportunities and make strategic decisions and investments. Oversee financial reporting and...SeniorHourly payLocal areaFlexible 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 officeImmediate startRemote workWork from homeMonday to FridayFlexible hours
$180k - $240k
...Senior Manager, Strategic Finance New York, NY or San Francisco Bay Area E-commerce... ...the intersection of finance and company strategy at a pivotal moment in RADAR's growth.... ...— modeling revenue ramp, cost to serve, investment requirements, and expected returns. Develop...SeniorContract workImmediate startFlexible hours$232k - $290k
...have the opportunity to thrive. We are seeking an exceptional Senior Director, Strategic Finance to join our leadership team, reporting to... ...revenue modeling, contract optimization, marketing investment planning, and scenario analysis. Partner directly with senior...SeniorHourly payContract workWork at officeLocal areaImmediate start3 days per week$118.72k - $212k
...term. About the role: Samsara is looking for a Senior Manager, Finance and Strategy, to partner with our Research & Development (R&D) organization... ...trade-offs, headcount decisions, and infrastructure investment Own FP&A for R&D and Supply Chain Operations -...SeniorFull timeWork at officeRemote workFlexible hours$175k - $300k
...Harrison Street is seeking a Vice President or Director within the Asset Management department focused on investments in San Francisco. This role involves overseeing an evolving portfolio primarily of office buildings and residential communities, leading business plans...SeniorWork at office$134k - $168k
...and let’s build something great together. Senior Manager, Strategic Finance (Personal... ...Strategic Finance. You will: Own financial strategy and partner with senior leaders across... ...experience in strategic finance, FP&A, investment banking, consulting, or corporate strategy...SeniorWork from homeHome office$130k - $160k
...This role offers a unique opportunity to work directly with senior leadership—including the CFO, CLO, CTO, and COO—supporting strategic... ...numbers. You’ll develop financial models that guide our investment strategy, enhance operational efficiency, and drive how our business...Senior$320k
...Epoch Biodesign seeks a Senior Director of Real Estate Strategy & Acquisitions in San Francisco, CA. This executive role involves orchestrating commercial and financial projects, acting as a surrogate for the Chief Real Estate Officer, and negotiating high-value deal structures...Senior- ...Northern Trust Corp. in San Francisco is seeking an experienced Wealth Management professional to manage deep client relationships and develop tailored financial strategies. The role requires 10-15 years of industry experience and a relevant degree, with certifications...Senior
$216k - $240k
...that scale with the business as it grows. About the Role As a Senior Manager of Technical Accounting, you will lead the assessment,... ...recognition, leases, stock‑based compensation, business combinations, investments, debt and equity transactions, consolidations, and other...SeniorWork at officeRemote workRelocation package$130k - $145k
...largest commercial real estate services and investment firm, with our partners holding a... ...Description Turner & Townsend is seeking a Senior Project Manager to support the planning... ...aligned with clients workplace strategy. Assist in developing project budgets...SeniorFull timeContract workFor contractorsWork at officeLocal areaFlexible hours2 days per week3 days per week$180k - $215k
...VC Stack is seeking a Senior Investment Principal in San Francisco to manage client portfolios and drive business development. The role requires 12+ years of experience in professional services, exceptional problem-solving skills, and the ability to lead and mentor junior...Senior$250k
...This is a hybrid role based in the San Francisco Bay Area. The Senior Account Manager supports implementation, onboarding, adoption,... ...involves ensuring customers learn from their data and expand their investment with Mixpanel, both within their organization and to...Senior- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff...SeniorRemote work
$250k - $275k
...Senior Director, Corporate Facilities & Real Estate Calling all originals: At Levi Strauss... .... Corporate Facilities & Workplace Strategy Build a global corporate... ...workplace refreshes, and infrastructure investments. Manage the full project lifecycle—...SeniorFull timeContract workPart timeFor contractorsWork at officeWorldwideRelocation3 days per week- ...Seniors Program, San Francisco The Seniors program includes Rypins House, a 6-bed transitional residential treatment... ...: Under the supervision of the Program Director or the Assistant Director, Counselors provide support and assistance to clients of these two...SeniorContract workFlexible hoursShift workNight shift
- Airbnb, Inc. is seeking a Senior Principal in Marketing Strategic Finance & Analytics to lead financial strategy and analytics across marketing. This role involves budget... ...cross-functionally. Join us in optimizing investments and informing strategic decisions for marketing...Senior
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