A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 3d ago
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Senior Team Manager - Participant Education Delivery- (Westlake/Austin, TX)
Charles Schwab 4.8
Roanoke, TX jobs
Regular
Your opportunity
In addition to a base salary, this role is also eligible for bonus or incentive opportunities.
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Workplace Services (WS) is a growing enterprise at Charles Schwab. The Workplace Branch supports the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education Delivery team is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eyes approach".
What you are good at:
As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results.
Fostering a culture of growth - Leading by example, you're a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team.
Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network.
Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab's retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees.
Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change.
What you have
We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include:
Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar.
Experience with remote teams preferred
Superior coaching mentality with emphasis on mentoring, training, and performance management
Strong strategic communication skills, able to influence partners and stakeholders
Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects
Strong organization and time management skills with proven ability to prioritize
High achievement orientation, measures success through quantitative and qualitative results
Bachelor's degree required; Master's Degree (or equivalent business experience) preferred
Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10)
10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan
Preferred Requirements:
CFP or other industry designations highly desired
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$104k-132k yearly est. 2d ago
Senior Charitable Consulting Leader - Hybrid
Charles Schwab 4.8
San Francisco, CA jobs
A leading financial services firm is seeking an experienced Charitable Consultant to manage relationships and source new opportunities at DAFgiving360. The ideal candidate has over 10 years of professional experience and extensive knowledge of the financial services industry. Responsibilities include providing education on charitable planning and collaborating with advisors. This position offers a competitive benefits package, including a 401(k) plan and a hybrid work environment.
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$117k-151k yearly est. 5d ago
Senior Government Relations & Growth Leader
BMO 4.7
San Francisco, CA jobs
A leading financial institution is seeking a Senior Relationship Manager to enhance business development efforts and maintain strong client relationships. The ideal candidate will have over 7 years of experience, a proven track record in business development, and expertise in risk management. This role is based in San Francisco, offering competitive compensation and benefits such as health insurance and retirement savings plans.
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$142k-186k yearly est. 3d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
San Francisco, CA jobs
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
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$118k-153k yearly est. 3d ago
Senior InfoSec GRC Leader - Regulated Finance
P2P 3.2
San Francisco, CA jobs
A leading financial technology company is seeking a seasoned professional for an Information Security Management role. You will be a key regulatory contact and will lead risk assessments and compliance efforts while engaging with financial regulators. The ideal candidate will have over 10 years of experience in information security and a background in financial services or banking. Generous compensation and benefits are offered, with a salary range of $196,000 - $245,000 USD.
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$196k-245k yearly 2d ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA jobs
A global insurance leader is seeking a Senior Underwriting Specialist in San Francisco, CA. This pivotal role emphasizes teamleadership, driving business growth, and managing underwriting processes. Candidates should have proven underwriting experience, strong people management skills, and the ability to analyze financial statements. The position offers a base salary range of $167,000 - $209,000, along with a comprehensive benefits package. Join a culture committed to inclusion and professional development.
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$167k-209k yearly 4d ago
Senior Retail Property Underwriting Leader
American International Group 4.5
San Francisco, CA jobs
A global insurance leader is looking for a Senior Underwriting Specialist in San Francisco. This role involves managing underwriting processes, mentoring colleagues, and developing relationships with brokers to drive growth. Candidates should have proven experience in Retail Property underwriting and strong communication skills. The position offers a competitive salary range of $167,000 - $209,000, along with a bonus eligibility and a comprehensive benefits package.
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A leading procurement platform provider in San Francisco is seeking a Senior Customer Success Manager to oversee a growing enterprise customer base across various industries. The role focuses on driving value through product adoption and customer engagement. Key qualifications include 8+ years in customer-facing roles and expertise in procurement technologies. This position offers a competitive salary range of $130,000 - $160,000 OTE and excellent perks including health coverage and flexible PTO.
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$130k-160k yearly 4d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA jobs
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 4d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY jobs
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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$112k-151k yearly est. 3d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL jobs
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
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$84k-128k yearly est. 5d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
New York, NY jobs
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans.
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A financial services firm in San Francisco is seeking a skilled professional to manage client relationships and source growth opportunities within charitable consulting. The ideal candidate will have over 10 years of experience in financial services and a strong network of advisors. Responsibilities include providing educational resources and implementing strategic plans to drive growth. Strong communication skills and problem-solving abilities are essential for this role.
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$117k-151k yearly est. 5d ago
Senior Treasury Data & Regulatory Reporting Lead
Charles Schwab 4.8
San Francisco, CA jobs
A leading financial services provider located in San Francisco seeks a skilled Data Management and Analytics professional. This role will enhance FR Y14A data processes, maintain data integrity for regulatory reporting, and utilize strong data analytics skills. The ideal candidate will have a Bachelor's degree and at least 8 years of experience, with proficiency in SQL and tools like Alteryx and Tableau. Join a culture of collaboration and growth while benefiting from a competitive salary and comprehensive benefits package.
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$117k-151k yearly est. 5d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
San Francisco, CA jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model.
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$134k-194k yearly est. 4d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
San Francisco, CA jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment.
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$134k-194k yearly est. 5d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
Los Angeles, CA jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model.
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$122k-179k yearly est. 4d ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
Los Angeles, CA jobs
A leading financial services company in Seattle is seeking a Tax Credits Operations expert. This role focuses on resolving customer inquiries regarding tax credits, educating small businesses, and improving processes. Ideal candidates have at least 2 years of customer-facing experience in technology or financial services. A detail-oriented, proactive problem solver is essential. The company offers competitive compensation and a collaborative workplace environment.
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$122k-179k yearly est. 5d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
New York, NY jobs
A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model.
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