Chief operating officer jobs in Sunnyvale, CA - 1,723 jobs

A fast-growing vertical AI company in San Francisco is seeking an experienced Chief of Staff to the Founder & CEO. This role will involve strategic planning, operational efficiency, and cross-functional leadership to drive the company's growth. The ideal candidate will have 3-5 years of relevant experience, strong analytical skills, and a proactive work ethic. Join a vibrant team that is making a significant impact in the industry and enjoy competitive compensation and flexibility. #J-18808-Ljbffr

A leading biopharmaceutical company is seeking a Vice President, Medical Affairs to lead strategies in San Francisco. This role involves overseeing Medical Affairs activities to ensure the readiness of various medical programs. The ideal candidate should have an MD or PharmD/PhD with over 10 years of experience. Key responsibilities include partnering with clinical development teams, managing budgets, and leading medical education initiatives. The expected salary range is between $300,000 and $360,000 annually, with comprehensive benefits. #J-18808-Ljbffr

About Anthropic Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role We are seeking an experienced leader to own and scale Anthropic's order management and billing function as we continue to grow rapidly. This critical role reports to the Head of Revenue Accounting and has full accountability for building and leading the billing operations organization from contract provisioning through invoice generation. You'll be instrumental in establishing scalable processes, systems, and teams that support our global operations while maintaining the highest standards of accuracy and customer experience. Responsibilities Own Global Billing Operations: Take full accountability for the customer billing lifecycle from contract provisioning through invoice generation, ensuring accuracy, timeliness, and scalability across all channels Drive Operational Excellence: Establish unified SLAs and performance standards across the billing cycle while reducing manual interventions through systematic process improvements and automation Build Systems & Automation: Lead billing system configurations, automate workflows, and integrate billing systems in collaboration with Engineering, Sales Operations, and Finance Systems teams Partner with Deal Desk and GTM Teams: Provide strategic consultation on billing infrastructure capabilities and deal structuring to enable seamless contract-to-billing execution Ensure Customer Experience Excellence: Serve as escalation point for billing inquiries and disputes, maintaining exceptional customer experience throughout the billing cycle Own Renewal Process: Take full accountability for customer renewals, driving continuous improvement in renewal operations, customer experience, and process efficiency Lead Pre-Launch Billing Testing: Work closely with Product organization to orchestrate comprehensive end-to-end testing of the entire billing process for all new products and pricing changes before launch, including testing transactions, invoice generation, and revenue recognition Own OM & Billing related procedures in month-end close and financial audit: Play a critical role in close and audit processes, ensuring accuracy and completeness of upstream data flowing into financial systems and ERP Establish Controls & Compliance: Implement compliance controls, segregation of duties (SOD), and audit-ready processes supporting enterprise-grade operations Deliver Analytics & Insights: Develop KPI dashboards and billing metrics for data-driven decision-making Build and Lead Team: Establish, scale, and develop the billing operations organization; define OKRs, clarify priorities, drive results, and develop team members through mentorship and coaching You may be a good fit if you have Bachelor's degree in Business, Finance, Accounting, or related field 15+ years of progressive billing operations experience in a combination of high-growth technology companies and public companies 5+ years of leadership experience scaling teams through periods of significant growth; demonstrated success in organizational design, effective hiring, setting team priorities and OKRs, coaching and developing talent, and driving performance Demonstrated ability to own an entire function with full accountability for strategy, execution, and results in ambiguous, fast-paced environments Hands‑on experience with modern billing systems (CRM, CPQ, billing platforms) and integration with ERP systems Strong analytical mindset with proven track record driving process improvements, automation, and scalable operations to support significant revenue growth Excellence in cross‑functional collaboration and stakeholder management across technical and business teams Strong experience with revenue accounting principles (ASC 606) and ability to support month‑end close and audit processes Data‑savvy with proven track record working with large datasets and ensuring data accuracy and completeness for financial reporting and ERP systems Strong candidates may also have Expert knowledge of consumption‑based and subscription billing models with experience in complex pricing structures Experience serving both consumers and enterprise customers Experience with third‑party marketplace sales channels Understanding of AI industry business models and enterprise customer needs The expected base compensation for this position is below. Our total compensation package for full‑time employees includes equity, benefits, and may include incentive compensation. Annual Salary: $230,000 - $300,000 USD Logistics Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices. Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this. We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team. How we're different We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large‑scale research efforts. And we value impact - advancing our long‑term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We are an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills. The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT‑3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences. Come work with us Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process #J-18808-Ljbffr

About xAI xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands‑on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As the Director of Revenue Operations (RevOps), you will drive efficient, scalable revenue growth by aligning sales, marketing, customer success, finance, and other cross‑functional teams. You will integrate systems, processes, and data to reduce friction, automate workflows, and deliver actionable insights-empowering revenue teams to focus on selling and supporting rapid expansion across segments, verticals, and geographies. This is a foundational leadership role reporting to executive leadership, with the opportunity to build and shape the RevOps organization from the ground up. Responsibilities Lead annual and long‑range planning (0-18 months and 18 months-5 years). Develop go‑to‑market strategies, including vertical/segment prioritization, international expansion, solution packaging, and pricing. Oversee productivity and capacity planning, including headcount, territory design, quota setting, attainment, and sales compensation design. Manage forecasting and pipeline processes for predictability. Own the full revenue tech stack (CRM, CPQ/billing, forecasting/analytics platforms, consumption/usage tracking tools). Establish data architecture and governance, creating a single source of truth with standardized attribution and reporting. Drive automation and integrations roadmap. Deliver advanced insights (e.g., predictive lead scoring, churn risk) and support product‑led sales motions, including AI‑driven tools for SMB/mid‑market and customer upsell paths. Act as a strategic partner to Sales, Finance, Legal, Product, and Engineering. Own end‑to‑end Quote‑to‑Cash and Order‑to‑Renewal processes. Design, support, and automate pricing/discount governance, deal approvals, and escalations. Align commercial guardrails across Legal, Finance, Risk, and Product. Generate competitive intelligence and win/loss analysis. Lead CPQ design, configuration, maintenance, and quote‑to‑cash automation. Oversee onboarding, continuous training, content/tools (e.g., battle cards), sales process design, and adoption. Implement productivity tools and workflow automation. Optimize revenue processes for predictability, productivity, and customer‑centric outcomes. Leverage automation and AI to minimize manual effort and enable efficient scaling. Provide data‑driven visibility into performance, utilization, and opportunities. Align cross‑functional teams with clear guardrails and approvals. Unify teams around the end‑to‑end revenue journey (lead to cash and renewals). Ensure data accuracy, accessibility, and analytics as the foundation for insights and optimization. Eliminate redundancies, automate where possible, and scale predictably. Adopt a "build not buy" mindset for core needs; use short‑term contracts for complex systems to drive rationalization. Apply first‑principles thinking to solve root problems; prioritize agentic AI automation before hiring. Foster partnerships to enhance revenue predictability and efficiency. Required Qualifications 8+ years in revenue/sales operations, strategy, or related fields, preferably in high‑growth tech/SaaS/AI companies. Proven experience building or scaling RevOps functions, with strong knowledge of CRM (e.g., Salesforce), CPQ, billing, and analytics tools. Expertise in data governance, automation, AI‑driven insights, and cross‑functional process design. Strong analytical skills, with experience in forecasting, planning, and performance metrics. Excellent communication and influence skills to partner with executives and align diverse teams. Annual Salary Range $200,000 - $250,000 Benefits Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long‑term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. For details on data processing, view our Recruitment Privacy Notice. #J-18808-Ljbffr

About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes-backed by powerful tracking, analytics, and administration tools. Role Overview We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage Allocate's platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company. Responsibilities Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms. Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions. Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives. Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership. Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction. Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience. Represent Allocate at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership. Qualifications & Experience 8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms. Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies. Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred. Experience working with investment platforms, fund structures, and a range of alternative investment vehicles. Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms. Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences. Strategic and consultative approach to client engagement, with a focus on long-term partnerships. Ability to work independently; travel as needed within the region. Essential Values & Culture Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience. Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion. Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior. Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right. Why join Allocate? Be part of a high-growth fintech firm revolutionizing access to private markets. Work alongside a talented team of investment professionals, technologists, and industry leaders. Opportunity to shape the future of private market investing for wealth advisory firms and their clients. Competitive compensation package, including base salary, performance incentives, and equity participation Additional Details Location: New York City or Menlo Park, CA (must be able to work from our New York City or Menlo Park office 3-4 days a week or as needed) Salary Range: $150,000 - $220,000. The actual salary will be determined based on the candidate's experience, location, skills, training, certifications and education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may include discretionary performance-based bonuses based on individual, team, and company performance factors, and equity. Benefits: Medical, dental, vision, responsible time off (RTO), and 401K Employment: Full-time The role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship. #J-18808-Ljbffr

The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr

Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

About the Role RadiantGraph is seeking a dynamic and strategic Chief Commercial Officer to lead its sales, partnerships, and marketing functions. This leader will define and execute the company's payer go-to-market strategy, elevate RadiantGraph's market presence, and build a high-performing commercial team aligned to a rapidly scaling AI-native platform. This is a pivotal role at a crucial stage of RadiantGraph's evolution. The CCO will own all revenue generation, personally lead and close large strategic payer deals, expand key partnerships, and build the commercial infrastructure required to support enterprise scale. Location: Remote About RadiantGraph RadiantGraph is a rapidly growing, venture-backed healthcare technology company solving a core challenge for health plans: moving from fragmented, legacy data infrastructure to intelligent, actionable member engagement at scale. Its AI-powered platform unifies claims, pharmacy, clinical, and SDOH data into a single intelligence layer, applies proprietary machine learning to identify high-impact member cohorts, and drives personalized outreach across all channels, including voice AI. The platform delivers measurable improvements in enrollment, care-gap closure, and ROI - with results in weeks, not quarters - supporting enterprise payers, digital health organizations, and care delivery partners working to improve outcomes and reduce total cost of care. Founded by Anmol Madan (Ginger; Livongo/Teladoc), RadiantGraph combines deep payer expertise with elite engineering talent (40% of the team holds PhDs in ML/AI), is cloud-native, and can be implemented in as little as 30 minutes. RadiantGraph was also awarded the $1M Grand Prize in the Databricks “Built on Databricks” Startup Challenge, underscoring its technical leadership and enterprise-readiness within the modern data ecosystem. Responsibilities Commercial Strategy & Execution: Develop and execute an enterprise GTM strategy across national and regional health plans, including Medicare, Medicaid, and commercial/ASO lines of business. Build the commercial processes, forecasting, metrics, and systems to support scalable growth. Establish repeatable GTM motions aligned with how payers evaluate data and AI solutions, leveraging experienced AI solution-engineering teams to design and scale new use cases. Enterprise Sales & Business Development: Personally lead and close complex, high-value payer deals. Expand strategic partnerships and ecosystem relationships that support joint selling, broaden market reach, and accelerate payer adoption. Guide MSAs, procurement, RFPs, and long-cycle enterprise contracting. Team Leadership & Growth: Recruit, mentor, and manage a high-performing sales and marketing team. Lead three existing RVPs and develop an AE layer as volume increases. Scale talent to support RadiantGraph's multi-year payer expansion strategy. Marketing & Market Positioning: Influence and shape marketing strategy and messaging, elevating RadiantGraph's profile as the leading AI-powered payer engagement platform. Customer Expansion & Retention: Drive new customer acquisition and deepen relationships with existing payer clients. Expand enterprise accounts into multi-year, multi-program relationships. Qualifications Industry Experience: Strong healthcare technology operator with deep payer-facing experience-skilled in analytics/AI-driven solutions, payer procurement and contracting, and leading highly consultative, unstructured, solution-oriented sales cycles that require thoughtful discovery, synthesis, and co-development with plan stakeholders. Sales Leadership: Proven track record scaling commercial teams and delivering 7-8 figure enterprise deals. Experience selling into national and regional health plans. Go-to-Market Strategy: Demonstrated ability to create and execute GTM strategies that drive revenue growth and operational scalability. Startup & Growth-Stage Navigation: Success operating in fast-paced, founder-led, or high-growth SaaS environments. Leadership & Team Building: Ability to attract and retain strong sales, partnerships, and marketing talent. Strategic Partnerships: Experience building channel, ecosystem, or data platform partnerships (e.g., Databricks, Snowflake). Market Expansion: Proven ability to broaden enterprise penetration and unlock new payer lines of business. Data-Driven Decision Making: Strong analytical approach to pipeline management, revenue forecasting, market assessment, and messaging. Cross-Functional Collaboration: Ability to work closely with product, engineering, ML, and client success teams. Education Bachelor's degree required. Master's degree preferred. #J-18808-Ljbffr

A leading AI technology firm is seeking a Director of HR in San Mateo, California, to architect a scalable HR function that aligns with company strategy. The role demands a blend of strategic thinking and practical execution, overseeing people operations, organizational structure, and employee relations. Ideal candidates will have experience in scaling startups, particularly in deep-tech or B2B SaaS environments, and a balanced, empathetic approach to leadership. This pivotal position plays a vital role in shaping the firm's long-term culture and operational success. #J-18808-Ljbffr

In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. About the Position Golden State is looking for a Director to be responsible for the integrity, accuracy, and efficiency of the company's financial reporting and accounting operations. In this role, you will oversee the month-end, quarter-end, and year-end closing processes, ensuring that all financial statements are prepared in accordance with GAAP. Beyond managing the day-to-day accounting functions, you will serve as a strategic partner to senior leadership, providing financial insights that drive business decisions. Additionally, you will maintain a robust internal control environment, managing the external audit relationships, and leading a professional accounting staff. Our ideal candidate balances high-level strategic oversight with a hands-on approach to technical problem-solving and process optimization. This role reports to the Controller. Come share your expertise while learning more about this growing sports and entertainment organization that values your initiative and dedication! This is a full-time position based onsite in San Francisco, CA. Key Responsibilities Leadership & Team Management Lead, mentor, and develop team members responsible for centralized accounting functions, treasury functions, technical accounting, and financial reporting Manage the complexity of shared function costs and their appropriate allocation across business unit. Lead the accounting for investment-related activities, including equity method investments, start-up of new businesses, and purchase accounting stemming from M&A. General Accounting & Financial Oversight Own close calendars and manage close timeliness for the Controllership team, leading through influence to achieve set goals, ensuring all reconciliations, flux analyses, and close review decks are completed accurately and on schedule. Manage the accounting for centralized functions, including, payroll, fixed assets, treasury operations, commissions, and lease accounting Oversee the consolidation and preparation of monthly, quarterly, and annual financial statements Technical Accounting & Policy Act as the primary point person for technical accounting inquiries across the global organization Author and oversee the research and drafting of comprehensive technical accounting memos for complex transactions, new standard implementations, and non-recurring events Develop, maintain, and enforce policies, procedures, and internal controls to safeguard company assets and ensure data integrity Process Improvement & Systems Drive continuous improvement in the Record-to-Report cycle, ensuring scalable processes and robust internal controls Internal Controls & Compliance Design, implement, and maintain a strong system of internal controls to safeguard company assets and ensure financial data integrity Support internal and external audit requests by providing accurate documentation and explanations Other duties as assigned Required Experience & Skills Bachelor's degree, preferably in Accounting, or equivalent work experience Certified Public Accountant (CPA) certification preferred 7+ years of progressive accounting experience (a mix of public accounting and corporate experience is preferred); 2 years of people management experience Expertise in US GAAP, financial statement preparation, accounting for investments, internal controls, and relevant regulatory requirements (e.g., 1099) Experience leading process improvement, control design, and/or system implementation projects in a high-volume transactional environment Advanced skills in Microsoft Office Suite and major ERP systems (e.g., SAP, Oracle, NetSuite) and financial reporting software Experience in a SOX environment preferred Ability to mentor and develop a diverse team of accounting professions Ability to explain complex accounting concepts to non-financial stakeholders Exceptional problem-solving skills with a focus on data driven decision making Ability to thrive and lead teams through change in a fast-paced environment Compensation $170,000 - 180,000 + Bonus Comprehensive Medical, Dental and Vision benefits for employees and dependents Employer 401K match Vacation, Summer Half-Day Fridays and a generous paid time off plan for pregnancy and parental leaves Warriors home tickets, team store discount and more! Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Golden State is an equal opportunity employer. We will ensure that qualified applicants with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Want to learn more about who we are and what we value? Visit *************************** Please refer to our California Privacy Notice for more information about how we process your personal information, and your data protection rights.

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Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.**Work Location**:San Francisco, Californie, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**$250,000 - $275,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Job Description:**The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions.**Depth & Scope:*** Develops transaction ideas and discusses appropriate context with senior coverage team members* Develops revenue in all product areas and executes transactions* Demonstrates relevant market / industry / product knowledge* Structures/delivers high impact presentations* Maintains client relationships and keeps them informed as deals progress* Keeps more senior M&A and coverage officers informed as deals progress/issues arise* Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)* Liaises with clients primarily at CEO and CFO level* Executes on deals, generating or contributing to increases in revenue levels* Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank* Maintains confidentiality of client information* Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products* Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)* Liaises and maintains client relationships* Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge**Education & Experience:*** Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics* Series 7, 79 and 63* 5-7 Years of related experience**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel - Occasional* International Travel - Never* Performing sedentary work - Continuous* Performing multiple tasks - Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds - Occasional* Sitting - Continuous* Standing - Occasional* Walking - Occasional* Moving safely in confined spaces - Occasional* Lifting/Carrying (under 25 lbs.) - Occasional* Lifting/Carrying (over 25 lbs.) - Never* Squatting - Occasional* Bending - Occasional* Kneeling - Never* Crawling - Never* Climbing - Never* Reaching overhead - Never* Reaching forward - Occasional* Pushing - Never* Pulling - Never* Twisting - Never* Concentrating for long periods of time - Continuous* Applying common sense to deal with problems involving standardized situations - Continuous* Reading, writing and comprehending instructions - Continuous* Adding, subtracting, multiplying and dividing - ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.**Who We Are**TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.**Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.**Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of #J-18808-Ljbffr

# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**Tax Director Responsibilities If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business #J-18808-Ljbffr

Overview 😀 Clipbook (clipbook.io) is looking for a rockstar Chief of Staff to the Founder & CEO to join our team. This is the first Chief of Staff hire at Clipbook, with the opportunity to have a significant impact on organizational strategy, operations, and cross-functional execution. You will act as a trusted partner to the CEO and leadership team. In this role, you will be responsible for streamlining operations, driving strategic initiatives, and ensuring alignment across teams, with a focus on enabling the company to scale effectively. This position is ideal for someone with a passion for early-stage businesses & operational excellence who can bring a mastery of the core business skillset to a diverse, complex, and fast-moving range of business challenges. CoS is an intense, high-stakes role - and is best for someone who is jet-fuel driven, ambitious, and excited to build a massive company. Based in SF to co-locate with the CEO. About Clipbook 🚀 Clipbook is the largest & fastest growing vertical AI company for PR, communications, and government affairs teams in the world. We support 200+ customers across the U.S. and U.K., including many of the country's most influential & impactful organizations - from publicly traded companies to professional sports teams, nonprofits, and government agencies. We bootstrapped profitably from 0 to over 7 figures in revenue in just over a year (and have grown multiples since) and are now venture-backed by leading investors - including Mark Cuban and several leading operators in the segment. Our Vision 🚀 To be the lens through which leaders listen to - and engage - the world. Clipbook will automate key workflows for knowledge workers - including replacing hours of desk research using predictive AI - to empower informed decision-makers across the world's most impactful organizations. What you'll do Partner closely (on a daily basis) with the CEO on all aspects of running the business. Strategic Planning & Execution: Help drive strategic initiatives, ensuring alignment across teams and priorities Executive Support: Prepare materials and agendas for leadership meetings and investor communications; represent the CEO in internal and external meetings as needed. Operational Efficiency: Identify and solve bottlenecks in processes to improve team productivity and effectiveness; implement scalable systems to support rapid growth Cross-Functional Leadership: Engage across functionals, ensuring seamless communication and collaboration between engineering, operations, product, growth / sales, and customer success teams. Special Projects: Drive high-impact projects and initiatives that are critical to the company's growth and success; tackle ad hoc challenges with creativity and efficiency. Examples projects / areas of ownership: Quarterback Clipbook ‘all-team' meetings & ‘executive team' meetings Work with CEO to finalize our 2025 budget & investment plan Draft & manage cadence of communications with our investors Support CEO-driven enterprise sales to big-ticket customers (content generation, meeting prep, joining calls directly) Support CEO on fundraising process (where relevant) Qualifications Required Skills & Experience Minimum ~3 years working experience, ideally 3-5 years. Preferably seasoned professional experience (e.g. in a top consulting firm, private equity, etc.) Strong mastery of the general business fundamentals, e.g. : quantitative analysis (e.g. core Excel skills), strong written communication, exceptional problem-solving, communication, project management skills, and managerial exposure & experience. Proven ability to manage multiple priorities in a fast-paced, dynamic environment. Instinct for early-stage scrappiness & hustle Rocket-fuel driven work ethic & execution velocity Preferred Skills Background in, or passion for, SaaS, AI, or technology companies - and/or a direct experience with (or passion for) our customers Hands-on experience with scaling operations and implementing organizational processes. Why Clipbook? Clipbook is a category-defining company with very strong product-market fit. We've signed some of the top customers in the world in this segment. Our core offering is used by several thousand users every day across 200+ organizations - having consistent & daily impact on the most prominent leaders in the country. We have a world-class team that is smart, hard-working, and resourceful team - and most of all, who is passionate about our success and excited for the future. Our team has come from leading companies & orgs, including BCG, the White House, and U.S House & Senate. Team members have previously held leadership positions backed by top VCs including Sequoia, Tiger Global, Insight Partners, Coatue, and NFX. The opportunity to work as the day-to-day, hour-to-hour right hand to the CEO of a venture-backed & rapidly-growing company. We are a profitably- and rapidly-growing startup with commercial rigor at our core As the company's first CoS, you will have the opportunity to make a high-leverage impact in an early-stage, venture-backed company at a critical stage of execution. A fun, jet-fuel driven culture of nimble execution and innovation. Details Competitive salary (cash + equity) commensurate with experience Full benefits, including medical, dental, vision, 401(k), and unlimited & flexible PTO & sick days Unlimited book / reading budget for professional development San Francisco-based. Plan to be in-person on a ‘hybrid' working model with the CEO. How to Apply 📩 Contact: Founder & CEO Adam Joseph (LinkedIn) - **************** with your LinkedIn & resume #J-18808-Ljbffr

A leading strategic communications firm is seeking a senior leader to drive and expand their fintech advisory practice. This role involves serving as a trusted advisor to executives, guiding strategic communications, and developing new business. The ideal candidate has extensive experience in capital markets and financial communications, along with an entrepreneurial mindset and strong leadership skills. #J-18808-Ljbffr

A fast-growing financial technology company is looking for a Chief of Staff to the CEO in San Francisco. This role involves a mix of strategic and tactical responsibilities, combining project management with operational execution. Candidates should have 4-6 years of experience in relevant fields, excellent communication skills, and thrive in a fast-paced environment. The compensation range is between $132K to $178K, with on-site work expectations. #J-18808-Ljbffr

A fintech firm revolutionizing private market access is seeking a Managing Director/Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive compensation includes base salary, performance incentives, and equity options. #J-18808-Ljbffr

A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr

Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information Job Identification 210600697 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/24/2025, 03:11 PM Job Schedule Full time Job Shift Day Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you. As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 15 years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr