A leading financial institution seeks a Relationship Manager in San Francisco, CA. The successful candidate will have extensive experience in relationship management, sales performance, and a strong client network to drive business growth. You will be responsible for developing new business, managing key client relationships, and ensuring high levels of client satisfaction. A Bachelor's degree in business-related fields is required, alongside significant banking experience. This role offers a competitive salary and a comprehensive benefits package.
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$109k-152k yearly est. 1d ago
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Global SDR Growth Leader
Valid8 Financial, Inc. 3.6
Menlo Park, CA jobs
A leading financial services company located in Menlo Park is seeking a Director of Sales Development. In this hybrid role, you will build and inspire a high-performance SDR team while implementing innovative prospecting strategies. The ideal candidate brings 3+ years of experience in B2B SaaS sales development and a proven ability to coach top-performing sales professionals. This position offers comprehensive benefits and flexible working arrangements.
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$76k-140k yearly est. 2d ago
Life Sciences Market MD, West Coast Leader
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity.
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$108k-148k yearly est. 1d ago
CRE Strategy & Lease Analytics Leader
Financial Industry Regulatory Authority, Inc. 4.7
Denver, CO jobs
A financial regulatory body is seeking a Senior Principal Analyst in Denver, CO to manage corporate real estate strategies. This role will analyze nationwide real estate needs, oversee a $40+ million annual rent expense, and provide key insights to the CRE leadership. Success in this position requires strong analytical and project management skills, along with proficiency in tools like PowerBI and Excel. The ideal candidate will bring over nine years of experience and demonstrate excellent communication abilities.
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$59k-113k yearly est. 23h ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA jobs
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. 4d ago
Revenue Analytics Lead San Francisco, CA
Gusto 4.5
San Francisco, CA jobs
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve.
Overview
The Revenue Operations team at Gusto is a full‑stack organization responsible for data, analytics, and operational excellence in pursuit of scaling our revenue growth. The Revenue Analytics team is one functional area, responsible for defining and owning the metrics for scaling our Sales teams and forecasting our performance against company plan.
Responsibilities
Establish relationships with stakeholders to determine business needs, scoping and delivering solutions through data products
Build and maintain sales forecasts, along with establishing KPIs to measure business health and efficiency
Utilize data to drive actionable insights that enhance the productivity of Gusto's sales teams, including visibility into quota setting and attainment, incrementality of sales touchpoints, and channel penetration
Deliver against a long‑term roadmap for strategic success in Gusto's Direct acquisition efforts
Serve as key owner of insights and thought partner to sales leaders across the organization
Qualifications
Education or work experience in an analytical discipline, or a related technical field
5+ years of experience in an analytics role with exposure to business/finance stakeholders
High aptitude and enthusiasm for complex business problems, utilizing modeling and analysis, through tools such as Excel/GSuite
Experience with data visualization technologies, e.g., Tableau, Looker, Redash
Proactive and autonomous problem‑solver, able to work independently maintaining attention to detail. Able to manage ambiguity, resource dependencies and timelines to optimal outcomes
Strong communication and collaboration skills, with an ability to distill technical or complex matters into clear and concise explanations to senior leaders and business stakeholders
Compensation and Location
Our cash compensation amount for this role is targeted at $157,960 - $193,500 in San Francisco and New York, and $129,975 - $159,000 in Denver and most remote locations. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.
Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale.
Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.
When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non‑office days for hybrid employees.
Equal Opportunity & Accommodations
Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you.
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$158k-193.5k yearly 1d 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. 4d 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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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 23h 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 23h 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. 4d 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. 1d 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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$140k-191k yearly est. 3d 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. 1d 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. 23h 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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$108k-159k yearly est. 23h 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. 1d 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. 23h ago
Senior Tax Credits Solutions Lead for SMB Growth
Gusto 4.5
Denver, CO 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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$84k-132k yearly est. 1d ago
Senior IC: Payments & Risk Platform Design Lead
Gusto 4.5
Denver, CO 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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