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Silicon Valley Bank jobs - 328 jobs

  • Housekeeper

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are seeking a detail-oriented and dependable Housekeeper to ensure guest rooms and public areas are clean, organized, and ready for guest arrivals. The ideal candidate will have excellent time management and organizational skills, strong attention to detail, and the ability to work independently while maintaining high standards of cleanliness and customer service. Compensation: $17.50 - $19.50 Key Responsibilities: Clean and maintain guest rooms, including making beds, dusting, and vacuuming. Clean bathrooms, including sinks, showers/tubs, toilets, mirrors, and floors. Empty trash bins and remove debris. Vacuum, dust, and mop floors throughout the property. Shampoo carpets as needed. Clean and organize kitchen areas, including washing dishes and wiping counters. Ensure rooms are fully stocked and ready for guest arrivals. Retrieve additional supplies from storage as necessary. Report maintenance issues or safety concerns promptly. Perform additional duties as assigned by management. Requirements: Strong communication and organizational skills. Ability to work independently and handle high-pressure situations. High school diploma or equivalent preferred. Ability to follow company policies and safety procedures. Physical Demands: Regularly required to walk, stand, kneel, and reach with hands and arms. Must be able to lift, push, pull, and move up to 50 pounds.
    $17.5-19.5 hourly Auto-Apply 60d+ ago
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  • Laundry Attendant

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are seeking a detail-oriented and dependable Laundry Attendant to ensure that all linens and laundry items are cleaned, organized, and ready for use. The ideal candidate will have excellent time management, organizational skills, and the ability to work independently while maintaining high cleanliness standards. Compensation: $17.50 - $19.50 Key Responsibilities: Sort and process soiled linens and towels for washing. Load and unload washers and dryers, adjusting settings as needed. Fold and store clean, dry linens and towels. Refill and measure laundry chemicals as required. Clean and maintain laundry equipment, including lint filter removal and sweeping floors. Remove damaged or stained items from inventory and report them to the supervisor. Maintain a clean and orderly laundry and storage area. Issue linens and towels as requested by staff. Report maintenance issues, safety hazards, and lost and found items to the supervisor. Perform other duties as assigned by management. Requirements: Strong attention to detail and organizational skills. Ability to work independently and handle high-pressure situations. High school diploma or equivalent preferred. Familiarity with laundry procedures and equipment is a plus. Ability to follow company policies and safety protocols. Physical Demands: Regularly required to walk, stand, kneel, and reach with hands and arms. Must be able to lift, push, pull, and move up to 50 pounds.
    $17.5-19.5 hourly Auto-Apply 60d+ ago
  • Analyst (Local Governments)

    Moody's Investors Service 4.9company rating

    San Francisco, CA job

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
    $143.3k-207.7k yearly 3d ago
  • Senior Wealth & Portfolio Strategist

    Northern Trust Corp 4.6company rating

    San Francisco, CA job

    A leading financial institution is seeking a Sr. Portfolio Advisor in San Francisco to manage investment activities for high net worth clients. Responsibilities include developing and executing investment strategies, collaborating with client service teams, and maintaining stakeholder communication. The ideal candidate should have 8-12 years of investment experience, mastery of investment methodologies, and strong analytical skills. Competitive compensation is offered with a comprehensive benefits package including retirement plans and health coverage. #J-18808-Ljbffr
    $102k-141k yearly est. 5d ago
  • Events Manager

    Norwest Venture 3.3company rating

    San Francisco, CA job

    Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management. After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry. Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey. We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles. Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement. Duties and Responsibilities Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution Source, negotiate, and manage external vendors, venues, agencies, and event technology partners Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams Ensure seamless on‑site experiences through detailed planning and contingency management Track and report on event performance, engagement, and impact to continuously improve the program Knowledge, Skills, and Abilities Strong project management and organizational skills with exceptional attention to detail Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency Deep understanding of enterprise sales motions and account‑based marketing strategies Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment Excellent communication and stakeholder management skills Confident decision‑maker with strong problem‑solving abilities, especially in live event settings Required Education and Experience Bachelor's degree in marketing, Communications, Business, or a related field 5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies Proven experience delivering events that support long sales cycles and complex buying committees Experience working cross‑functionally with Sales and senior stakeholders Preferred Education and Experience Experience delivering executive‑level or C‑suite events Experience supporting global or regional enterprise sales teams Familiarity with CRM and marketing automation platforms such as Salesforce Travel 40% - 50% Total Rewards At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity. Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to: Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being Comprehensive Insurance: Health and life coverage for you and your family Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance Equity Program: Benefit from our equity program with additional options tied to tenure and performance Career Growth: Explore new opportunities with our internal mobility program Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications. Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment. We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work. #J-18808-Ljbffr
    $92k-123k yearly est. 1d ago
  • Let's begin! UCC Technical Support Analyst

    Moody's Corporation 4.9company rating

    San Francisco, CA job

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Strong working knowledge of Microsoft Teams and Teams Rooms environments, including troubleshooting and administration. Hands-on experience with AV hardware, including video conferencing systems (e.g., Neat Bars, Poly), camera systems, displays, and audio equipment. Familiarity with AV control systems, preferably Crestron, including basic operation and troubleshooting. Understanding of professional audio systems, ideally with some exposure to Biamp or similar audio processing platforms. Experience supporting live production events, including managing audio, video, and camera systems. Knowledge of digital audio mixers and Dante audio. Knowledge of Vmix, BlackMagic Studio Cameras and switchers. Strong problem-solving and analytical skills, with a proactive approach to identifying and resolving issues. Ability to track, report and collaborate on any technical issues or concerns Ability to prioritize tasks efficiently, perform well under pressure, and demonstrate strong organizational skills in managing and resolving escalated incidents. Education A Bachelor's degree with 3-5 years of experience in Audio Visual Support or a related discipline. Responsibilities The (UCC) Support role is highly responsive and requires a proactive individual with strong technical and customer service skills. In addition to the core skills and competencies, the role also involves the following: Equipment Moves and Physical Setups for Events: The role has physical demands where the team handles transporting, setting up, and dismantling AV hardware such as (but not limited to) projectors, screens, speakers, microphones, lighting rigs, and associated cabling. This often involves lifting and moving heavy items like large displays and sound systems. Responsibilities include ensuring all systems function properly, minimizing downtime through troubleshooting, and adapting to various situations to deliver event solutions independently or under direction. Pre Event: Thoroughly testing all AV systems prior to events to identify and resolve any technical issues, ensuring all equipment is fully functional and optimized for performance. Event Support: The team will assist in the planning, coordination, and execution of various events. The role requires excellent communication skills, attention to detail, and the ability to work under pressure. This includes providing exceptional VIP support to executive leaders, coordinating events, and ensuring we have resources to enhance their overall experience. Collaboration and Customer Interaction: Work closely with the UCC towers of Operations and Engineering, following agreed processes and engaging in a collaborative approach. Provide excellent customer service managing incidents, service requests, customer interactions and troubleshooting of a range of cutting-edge UCC technologies. About the Team Our Unified Communications & Collaboration (UCC) Support team is responsible for delivering seamless communication and collaboration experiences across Moody's global offices. The team's main purpose is to provide expert technical support for meeting rooms, live events, and collaborative technologies, ensuring that employees, executive leadership, and external partners can connect and work together efficiently. For US-based roles only: the anticipated hiring base salary range for this position is $72,300.00 - $105,000.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
    $72.3k-105k yearly 60d+ ago
  • Senior Public Finance Analyst - Local Governments & AI

    Moody's Investors Service 4.9company rating

    San Francisco, CA job

    A global leader in risk assessment seeks an experienced analyst in San Francisco to provide credit analysis for local governments. Candidates should have over 5 years of public finance experience, strong analytical skills, and a graduate degree in a related field. The position offers a competitive salary ranging from $143,300 to $207,650, along with a comprehensive benefits package, including health coverage and a 401(k) plan. Join a team that embraces innovation through AI to enhance analytical processes. #J-18808-Ljbffr
    $143.3k-207.7k yearly 3d ago
  • 2026 Associate - Growth Equity, Products & Services

    Norwest Venture Partners 3.3company rating

    Menlo Park, CA job

    THE FUND: Norwest Venture Partners is a venture capital and growth equity firm with $12.5 billion under management, more than 135 employees worldwide, and a roster of investments in more than 650 companies over its 60-year history. We engage all stages of company building - from seed to late-stage venture, to growth equity investments- in the healthcare, technology, and consumer industries. Headquartered in Menlo Park and San Francisco, CA, Norwest also has offices in Mumbai and Tel Aviv. We work collaboratively with management teams to help companies achieve their full potential. The firm has a long track record of top quartile returns and has completed over 600 investments across venture capital, growth equity, and buyouts.
    $96k-123k yearly est. 60d+ ago
  • Hotel Maintenance Technician

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are seeking a self-motivated and detail-oriented individual to join our team as a Hotel Maintenance Technician. This role involves performing general maintenance and repair tasks to ensure the hotel is safe, clean, and functional for guests and staff. Compensation: $22 - $24 Essential Responsibilities: Address guest and staff maintenance concerns promptly. Perform routine inspections of equipment, lights, and common areas. Complete daily maintenance tasks, including minor plumbing, electrical work, painting, and furniture repairs. Walk the property and parking lot to check for maintenance needs and cleanliness. Assist with pool area maintenance and housekeeping deep cleaning tasks as needed. Monitor and update maintenance logs to ensure timely completion of repairs. Maintain positive communication with the front desk, housekeeping, and management teams. Follow company safety and security protocols. Qualifications: Minimum of 2 years of maintenance or related experience. Proficiency with hand and power tools. Strong problem-solving and time-management skills. Ability to work independently with minimal supervision. Clear and professional communication skills. Physical Requirements: Ability to stand, walk, bend, and lift over 50 pounds regularly. Comfortable working under high pressure or in emergencies.
    $22-24 hourly Auto-Apply 60d+ ago
  • Teller

    Columbia Banking System, Inc. 4.5company rating

    Santa Barbara, CA job

    About the Role: As the first point of contact for most clients, the Teller plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Teller role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. * Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc. * Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. * Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. * Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. * Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. * Discuss and uncover customer's financial needs to identify and offer appropriate products and services. * Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. About You: * High School Diploma or GED, required. * 1 year of previous banking or customer service experience, preferred. * Bilingual preferred. * Ability to learn and comply with all Bank policies, procedures, and systems. * Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions. * Consistently demonstrates ability and willingness to build relationships with clients and other bank associates. Be a part of a bank that invests in you! * Competitive Incentive Plan: Earn rewards that match your efforts. * Professional Development: Grow your skills with our tailored premier banker programs. * Career Growth: Clear paths to achieve your professional goals. The pay range for this role is $18.00 - $24.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 1035 State Street Santa Barbara CA 93101 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: http://******************** To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $18-24 hourly Auto-Apply 9d ago
  • Director, Strategic Accounts

    Assetmark Financial Holdings 4.1company rating

    California job

    The Job/What You'll Do: The Director, Strategic Accounts is an external leadership role leading the team of Senior Strategic Account Managers, overseeing AssetMark's largest and most complex strategic relationships. Your self-starting personality will be a seamless fit in our empowering environment as you drive results to maintain and strengthen our core strategic partner relationships. We will rely on your ability to work autonomously and to develop viable, strategic and tactical plans designed to support AssetMark's Corporate strategy. This is a crucial and highly visible role in which your collaboration, communication, organization, results orientation, strategic mind and competitive drive will allow you to generate significant results. Responsibilities: Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards Model a culture of accountability, collaboration, and continuous improvement Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation Thoroughly understand strategic partners' overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark's goals Plan development focusing on key strategic initiatives to meet AssetMark's revenue growth, to reach prescribed sales targets, and growth metrics Identify key advisors within existing firms to exert influence and advocacy with key advisory executives Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence. Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark's positioning and identify areas of differentiation Frequent travel is necessary to meet responsibilities Knowledge, Skills, and Abilities: Capacity to navigate complex relationships with multiple stakeholders Personable with excellent communication skills, including comfort with public speaking Strong time management/organizational skills Education & Experience: Bachelor's Degree or equivalent experience Minimum five years of sales experience 10+ years working in a relationship management/business development role with financial services firms (broker/dealers preferred) 5-7 years of prior people management experience with coaching, mentorship, and developing staff Advanced technical knowledge with Salesforce.com and other CRMs is preferred FINRA Series 63 or 65 FINRA Series 7 is preferred Compensation: The Base Salary range for this position is between $190,000-$215,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
    $190k-215k yearly Auto-Apply 11d ago
  • Senior Event Lead

    Asset Mark 4.1company rating

    Concord, CA job

    The Job/What You'll Do: Based in the corporate office, this individual manages event marketing communication and project management for AssetMark, Inc., which supports financial advisors across the country with investment and practice management solutions. Position includes marketing, demonstrated strong project management skills, content development, executing a wide range of events, and other event-management duties. AssetMark is looking for a creative, strategic, relationship-oriented event maven. This is a team-based role that requires an ability to synthesize multiple concepts at once and create work streams, timelines, and deliverables from ideation and discovery. Your success lies within the success of others around you, the synthesis of multiple needs, and the ability to jump in and lead from the front with accountability. This role hinges on the capacity to think strategically and link messaging across our event portfolio, and the focus on creating impactful, transformative experiences for our attendees. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Concord, CA. Responsibilities: * Manage and execute event programs designed to drive the acquisition of new independent advisors, as well as retention and increased wallet share of existing advisors * Manage copy for event invitations, agendas, and follow-up communications to the right target audiences * Lead, develop, train,n and inspire a team of event coordinators * Manage large, detailed working budgets from start to finish * Sourcing and property assessment, curating experiences for our advisors * Create and maintain timelines and deliverable lists * Lead and coordinate matrix-style program teams, including creative, video, and production * Content Management Agenda curation and development * Curate event approach and strategy in conjunction with AssetMark Key stakeholders, VP, Brand, and Director Events * Understand and manage vendors, vendor timelines * Lead executive strategy presentations for cross-functional buy-in and approval * Lead cross-functional team of specialists - including event strategists, content and messaging, theme and rationale developers, writers, designers, and production teams * Manage, develop, and implement project plans and timelines, including communication schedules, and post-event meeting metrics * With internal stakeholders, monitor event experiences and quality to continue improving experience, content, and results * Ensure experience at all events meets or exceeds the expectations of internal clients as well as the brand image * Understand event survey metrics and produce executive briefings of event results * Initiate and collaborate closely with internal stakeholders (Sales, Product, Business Partners, and Marketing), all relevant content details in a timely manner to ensure alignment across the business * In addition, seek feedback from internal partners about programs to continue to improve event outcomes over time * Ensure seamless management and execution of events * Mentor and coach junior team members, providing guidance and support to help them grow their roles when applicable * Attend select events throughout the year to review event delivery and attendee experience, as well as assess opportunities for improvement to implement within future events * Support and fulfill other assignments within the events team or broader marketing department as needed * Detail-oriented, with the ability to work independently and manage deadlines in a fast-paced environment * Lead, manage, and develop up-and-coming event team members Knowledge, Skills, and Abilities: * Ability to strategically seethe whole event timeline and needs and develop frame work for deliverables without supervision * Ability to lead discovery sessions and develop communication pathways utilizing PowerPoint and slides to drive connection and results * Understanding of property assessment and sourcing * High-level proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook * Proven track record of successfully planning and executing large-scale events as an event lead * Ability to create robust timelines in conjunction with multiple deliverables across the matrix event team * Proven track record of leading, managing, and developing team members within events organizations * Ability to take a theme and, within the business context, develop presentations that may include graphics and charts/graphs for others to present * Desire and capacity to manage others * Knowledge of production and event logistics * Strong project management skills with the ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment * Excellent communication and interpersonal skills, both written and verbal, with all levels of the company. Ability to build relationships with internal teams, external partners, and vendors * Strategic thinker with a creative mindset and attention to detail * Understanding of production and creative elements, and the ability to create holistic showflows * High level of initiative and self-motivation * Relational, optimistic, with the ability to create bridges within departments and cross-functionally towards success and connection * Working knowledge of campaign functions in Salesforce.com is preferred * Detail-oriented * Travel per year approximately 40% for on-site management of events and related activities as needed by the team Education & Experience: * Bachelor's degree in Event Management, Communications, Marketing, or equivalent * Experience leading teams of cross-functional players, developing agendas and thematic aims, leading Experience with content development for presentations to small and large audiences, and developing timelines for large impact events * 5 or more years running event budgets and reconciliations * 5 or more years of experience in event management, preferably in the financial services industry * 5 or more years of event program design experience in a high-volume environment * Working experience in timeline management- eg, Wrike is preferred, plus * Experience and involvement in an event or a marketing trade association is preferred Compensation: The Base Salary range for this position is between $100,000-120,000 for Chicago, $92,000-112,000 for Charlotte, and $112,000-138,000 for Concord. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
    $112k-138k yearly Auto-Apply 1d ago
  • Front Office Manager

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are looking for a Front Office Manager to lead and manage the front office operations of our hotel. The ideal candidate will be responsible for overseeing a team of front desk staff, greeting guests, addressing guest inquiries and complaints, and ensuring a professional lobby environment. Strong leadership, time management, organizational, and communication skills are essential. Compensation $21- 23 Key Responsibilities: Led and trained front office staff, and managed shift schedules. Process guest check-ins, confirm reservations, assign rooms, and issue room keys. Handle confidential guest information with integrity. Resolve guest complaints and requests in a friendly, professional manner. Ensure the lobby and common areas are clean and welcoming. Manage cash drawer contents and transactions during shifts. Coordinate with Housekeeping/Maintenance to ensure room readiness. Process payments (cash, debit, credit) and check-outs, resolving any charges. Generate daily reports (arrivals, departures, special requests) and ensure accuracy. Supervise staff performance and complete performance reviews. Assist guests with directions and information about the property and local areas. Perform administrative duties such as filing and updating records. Ensure all front desk activities (bookings, appointments, calls, emails) are handled efficiently. Complete other duties as assigned. Requirements: Minimum 2 years of hospitality experience. Minimum 2 years of front desk experience. At least 1 year of managerial experience, preferably in hospitality. Proficiency in Windows OS and company-approved spreadsheets and word processing. Strong verbal and written communication skills. Ability to handle guest complaints and resolve issues promptly. Ability to manage time effectively in high-pressure situations. High school diploma or equivalent. Physical Demands: Regularly required to walk, stand, and use hands to reach. Frequently required to stoop, kneel, crouch, or crawl. Must be able to lift and move up to 50 pounds occasionally.
    $45k-60k yearly est. Auto-Apply 60d+ ago
  • Hotel General Manager

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are seeking a dedicated Hotel General Manager to oversee operations and ensure an exceptional guest experience. The ideal candidate is a strong leader who thrives in hospitality, possesses excellent communication, time management, and organizational skills, and is committed to delivering outstanding customer service. Compensation: $70,000 - $90,000 Key Responsibilities: Oversee all hotel operations to maximize revenue, guest satisfaction, and brand standards compliance. Lead marketing and advertising efforts to drive occupancy and revenue. Develop and maintain positive relationships within the local community. Manage inventory, record-keeping, and ensure budgeted cost controls. Hire, train, and motivate employees while fostering teamwork and growth. Handle guest, employee, and property issues professionally. Be available for on-call responsibilities and emergency coverage. Maintain compliance with federal, state, and local regulations. Ensure all required reports on revenue, expenses, and operations are submitted timely. Essential Skills & Qualifications: Previous experience as a General Manager or Assistant General Manager. Ability to lead, delegate, and resolve conflicts professionally. Strong organizational skills and attention to detail. Ability to work independently with minimal supervision. Professional demeanor with excellent guest service skills. Must meet property grooming standards. Willingness to work all shifts as needed, including weekends and holidays.
    $70k-90k yearly Auto-Apply 60d+ ago
  • Talent Sourcer

    Northern Trust 4.6company rating

    Los Angeles, CA job

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Summary Our Executive Search team is hiring for a Talent Sourcer to support our growing Wealth Management business. The Talent Sourcer for Wealth Management plays a critical role in identifying, engaging, and nurturing top-tier talent for roles across the Wealth Management business unit. This individual will partner closely with recruiters and hiring managers to build robust pipelines of candidates for specialized roles in investment management, trust and estate planning, client advisory, and product solutions. The ideal candidate is proactive, resourceful, and deeply familiar with sourcing strategies for high- impact financial services talent. Key Responsibilities * Partner with recruiters and hiring managers to understand hiring needs and role requirements across Wealth Management. * Develop and execute creative sourcing strategies to attract passive candidates. * Success using LinkedIn Recruiter, Beamery, job boards, networking events, and internal databases. * Build and maintain talent pipelines for critical roles including withing the Wealth Management Business Unit. * Conduct initial outreach and screening to assess candidate fit and interest. * Maintain accurate and up-to-date candidate records. * Collaborate with the broader Talent Acquisition team to support diversity hiring initiatives and market intelligence efforts. * Provide weekly reporting on sourcing activity, pipeline health, and market insights. * Stay current on industry trends, competitor movements, and talent availability in key markets. Qualifications * At least 7 years of successful sourcing or recruiting experience, preferably in financial services or wealth management. * Strong understanding of roles within Wealth Management (e.g., UHNW client advisory, Investment Portfolio Advisors, Fiduciary Advisors, Business Development Executives and Private Banking). * Experience using sourcing tools such as LinkedIn Recruiter, Workday, Beamery, SeekOut, and CRM/ATS platforms. * Excellent communication and interpersonal skills with the ability to engage passive candidates effectively. * Strong organizational skills and attention to detail. * Ability to work independently and manage multiple priorities in a demanding environment. Salary Range: $109,940 - 186,760 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $109.9k-186.8k yearly Auto-Apply 60d+ ago
  • Night Auditor

    Silicon Valley 4.4company rating

    Silicon Valley job in San Jose, CA

    We are seeking a reliable and detail-oriented Night Auditor to work overnight shifts. The ideal candidate should have excellent communication, customer service, and organizational skills, and be able to work independently with minimal supervision. Compensation: $19 - $21 Key Responsibilities: Check-in and check-out guests, confirm reservations, assign rooms, and issuing keys. Handle guest requests, concerns, and complaints promptly and professionally. Process payments and transactions, including room charges, cash, debit, or credit. Ensure the common area and lobby are clean and presentable. Run daily reports, such as arrivals, departures, and special requests, checking for accuracy. Maintain front desk supplies and equipment. Coordinate with housekeeping and maintenance to track room readiness. Answer guest calls and provide information about the property and local attractions. Perform administrative duties, including filing and updating records. Safeguard guest information and handle confidential records with integrity. Other duties as assigned. Requirements: 1 year of experience in hospitality and front desk roles. Strong written and verbal communication skills. Proficiency in Windows operating systems, spreadsheets, and word processing. Ability to solve problems and make decisions quickly. High school diploma or equivalent. Ability to work independently and handle stressful situations. Physical Demands: Regularly required to walk, stand, and use hands to complete tasks. Must be able to lift up to 50 pounds occasionally and 10 pounds frequently.
    $19-21 hourly Auto-Apply 60d+ ago
  • Sr. Claims Account Manager - Construction

    Arch Capital Group Ltd. 4.7company rating

    San Francisco, CA job

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary The Claims Division is seeking a Claims Account Manager (CAM/AVP) to join the Central Construction Team. In this role, the incumbent will actively manage and effectively oversee assigned Construction accounts and be responsible for overseeing construction liability claims (GL, AL, APD) being handled by Third-party Administrator (TPA) Team members which support high-exposure commercial business accounts. Job Responsibilities: * Work with our TPA's to ensure proper claims handling and service delivery, this includes: * Performing claims oversight on claims with an expected value over $50,000 for guaranteed cost policies and at 50% of the retention for deductible and self-insured business * Attend mediations and trials * Granting reserve and settlement authority on cases above the TPA's authority * Making coverage determinations and writing Reservation of Rights and coverage disclaimer letters * Completing claims audits at TPA branch claims offices or online * Handling or facilitating administrative tasks between Arch and the TPA to ensure seamless service delivery to the client * Act as the Service Manager/Arch claims contact for all accounts written by Arch Underwriting, which includes: * Participating in client set-up meetings * Participating in telephonic as well as in person claims reviews * Participating in mid-term meetings * Helping to resolve any claims or service issues that arise * Work with Underwriting and Risk Control to assist in the risk selection process, which includes: * Reviewing new/renewal submissions and commenting on any claims, legal or jurisdictional issues * Addressing potential solutions to current claims or service problems * Participating in meetings with brokers and/or prospective accounts * Identifying loss trends on an account or book of business level * Conducting due diligence reviews on new TPA's or accounts that want to self-administer claims * Collaborate with other internal business units such as Finance, IT and Legal on any issues or projects that arise * Address state and federal regulatory issues (Medicare issues, state insurance department audits/complaints, state workers compensation board requirements, etc.) Qualifications * Minimum of ten (10) years' working experience overseeing TPA's and managing AL, GL, APD claims (bodily/personal injury and property damage) for high deductible and self-insured accounts; preferred 15+ years * Bachelor's degree preferred; 10+ years direct experience in lieu of degree * Proper Adjuster Licenses in all applicable states * Ability to handle high severity claims * Knowledge & expertise with multiple jurisdictions * Hands-on experience and strong aptitude with Microsoft Excel, PowerPoint and Word * Exceptional communication (written and verbal), influencing, negotiating, listening, and interpersonal skills to effectively develop productive working relationships with internal/external peers and other professionals across organizational lines * Strong problem-solving, analytical, organizational, and time management skills * Ability to take part in active strategic discussions * Ability to work independently and in a team environment * Willing and able to travel 25% #LI-SW1 #LI-HYBRID For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. For Chicago: $111,100 - $149,970/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 14400 Arch Insurance Group Inc.
    $111.1k-150k yearly Auto-Apply 4d ago
  • Director, Corporate Strategy

    Asset Mark 4.1company rating

    Concord, CA job

    AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,500 financial advisors and 318,000 investor households. As of September 30, 2025, the firm had over $158 billion in platform assets. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission. The Corporate Strategy Team leads the strategic ideation, implementation, and execution support for our business and culture transformation in order for us to meet our strategic priorities and to create sustainable competitive advantage over the long-term. The Corporate Strategy team partners directly with the CEO, Executive Committee (EC) members, and Functional leaders to help solve the most important and complex questions and challenges facing AssetMark. The team focuses on enterprise issues, including strategy, growth initiatives, market testing, and adoption. The individual in this role will report directly to the VP, Corporate Strategy and will partner with Business / Functional Leaders, Corporate Development, Finance, and broader set of stakeholders to support various strategic initiatives. This is a full-time position with a hybrid work schedule. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC, Concord, CA, or Atlanta, GA. AssetMark is seeking a highly skilled individual to serve as the Director, Corporate Strategy, reporting to the VP, Corporate Strategy. As part of the Corporate Strategy Team, support strategic planning process to development of vision, mission and long-term strategy objectives through analysis of research and data, communicating priorities and execution with stakeholders and cross-functional teams. Help develop and support enterprise corporate strategy * Partner with the VP, Corporate Strategy to develop and refresh of enterprise strategic roadmap * Synthesize and evaluate business and function strategies and analyze the enterprise level impact * Continuously engage business unit leadership teams to understand priorities, challenges, and implications to strategy. Advocate and message the corporate strategy to business units * Lead interviews with stakeholders to understand trends, priorities, and issues to be addressed * Lead strategy setting exercises, including strategic reviews and scenario planning * Shape company-wide strategy communications and help cascade the strategy through the organization Focus on the firm's most pressing strategic & growth objectives * Provide rigorous analysis and insights to guide decision-making on near-term and long-term opportunities. * Partner with senior leaders to identify, refine, and prioritize the firm's highest-impact strategic and growth initiatives. * Translate complex strategic issues into clear, actionable recommendations for executive stakeholders. * Ensure alignment of cross-functional efforts to accelerate progress on priority initiatives and measure outcomes against defined objectives. Lead market & competitive intelligence * Support research engagements to develop AssetMark's position on long-term strategic issues and opportunities. * Gather and report intel on competition and market trends in support of our strategic choices direct to the senior leadership team * Analyze and communicate how industry news and trends affect AssetMark * Manage 3rd party consulting/advisory relationships Knowledge, Skills, and Abilities: * Being entrepreneurial and self-directed - able to take a conceptual business challenge from an initial set of facts and hypotheses to real, practical solutions * Working closely with senior business leaders as a trusted advisor * Being intellectually curious and interested in the future of financial services and shaping an industry through one of its major stakeholders * Managing complexity and leading multiple projects with an unrelenting focus and prioritization * Excellent verbal, written, and presentation skills for both internal and external audiences. * Exceptional collaboration, inter-personal, and influencing skills. * Project-oriented and able to quickly adapt to changing priorities and responsibilities. * Demonstrates a commitment to fact-based dialogue; willing to push thinking toward better outcomes * Success developing or being part of high-performing teams and creating alignment Education & Experience: * Bachelor's degree required; * Minimum of 5 to 8 years of relevant experience with requisite competencies in corporate strategy, finance, transformations, or business development. * Management consulting experience preferred. Compensation: The Base Salary range for this position is between $190,000 - $225,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-JM1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
    $190k-225k yearly Auto-Apply 37d ago
  • Sr. Portfolio Advisor

    Northern Trust 4.6company rating

    San Francisco, CA job

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Major Duties :1. Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. 2. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients. 3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity . 4. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. 5. Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management. 6. Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. 7. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting. 8. Accountable for personal execution of initiatives, new capability rollouts, and required training. 9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations. 10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 11. Serves on standing investment services committees and participates in special projects as appropriate 12. Leads others to solve complex problems 13. Uses sophisticated analytical thought to exercise judgement and identify innovative solutions 14. Impacts the achievement of customer, operational, project or service objectives Knowledge :• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. • Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. • Requires specialized depth and/or breadth of expertise in own job discipline or field. • Interprets internal/external business challenges and recommends best practices to improve products, processes or services. • Communicates difficult concepts and negotiates with others to adopt a different point of view. Experience :• Minimum 8 to 12 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Salary Range: $189,290 - 331,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $96k-128k yearly est. Auto-Apply 60d+ ago
  • SBA Loan Closing Specialist

    Columbia Bank 4.5company rating

    Anza, CA job

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. Verify and determine the amount and source of borrower injection funds. Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. Prepare lenders instructions and coordinate loan closings with escrow and title companies. Perform loan related searches on individuals, entities, and collateral. Responsible for accurate ordering and generation of Laser Pro and SBA documents. Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others within the team. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned About You: H.S. Diploma/GED 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. Ability to comply with bank policy and procedures. Experience working with SBA production staff and underwriters. Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. Ability to work under pressure and organize own work with guidance from Supervisor. Job Location(s): Ability to work fully onsite at posted location(s). Idaho, Utah Colorado, Washington, Oregon Arizona, Nevada, or California Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $28.00 - $40.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly Auto-Apply 60d+ ago

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Silicon Valley Bank may also be known as or be related to SILICON VALLEY BANK, SVB Capital, SVB Financial Group, Silicon Valley Bank, Silicon Valley Bank (United Kingdom) and Svb Financial Group.