79 Portfolio Management jobs in San Francisco
Associate, Portfolio Management - Index
94103, California
BlackRock
Posted 10 days ago
Job Viewed
Job Description
**About this role**
**Business Unit Overview**
BlackRock Global Markets and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management, Global Trading, ETF Markets, Securities Lending, and Financing & Financial Resource Management businesses. Together, we provide clients with superior market access and index investment outcomes through:
+ World class talent, operating at the intersection of investment insight, markets expertise, risk management and process design
+ Technology at the heart of our processes, with in-business tech teams that create cutting-edge IP, providing an advantage in quality, scale, and risk control
+ A focus on transforming markets, driving and advocating for more accessible, resilient, and transparent markets to deliver more choice and lower costs for investors
**Role Overview:**
BlackRock is seeking a Portfolio Manager to join their Index Investment team in either San Francisco or Atlanta. This individual will be responsible for all aspects of index equity portfolio management across a range of portfolio types that include ETFs, commingled trusts, mutual funds, and separately managed portfolios. He/she will have the opportunity to further develop product and operational knowledge, all within a collaborative environment of supportive colleagues.
**Responsibilities include:**
+ Perform daily portfolio management tasks; daily liquidity management, portfolio re-balancing, corporate action analysis, client activity; risk and performance monitoring - ensuring portfolios are positioned within investment parameters and guidelines and track within performance expectations
+ Engage with global teams to identify and drive process improvements that lower risk and increase efficiency
+ Participate in project work and systems testing
+ Establish portfolio management practices that can be shared globally
**Skills/Qualifications:**
+ Bachelor's degree
+ CFA charter or progress towards designation preferred
+ Knowledge of and interest in index portfolio management, risk models, index construction methodologies, or asset allocation strategies including target date funds
+ Experience in trading or managing international equities and/or foreign exchange
+ Passion for investing and a continuous desire to learn more about financial markets and fund management
+ Strong technical aptitude with an interest in technology solutions related to portfolio management, trading and data analytics. Python, SQL, or any coding experience or desire to learn is preferred
+ Experience with Aladdin tools and knowledge of Aladdin data sources are a plus
+ Forward thinking with attention to detail and desire to improve and standardize processes
+ Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment
+ High degree of professional discretion, integrity, and judgement
+ Excellent verbal and written communication, teamwork, and relationship-building skills
For San Francisco, CA Only the salary range for this position is USD$116,000.00 - USD$55,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Atlanta, GA Only the salary range for this position is USD 105,000.00 - USD 140,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
**Business Unit Overview**
BlackRock Global Markets and Index Investments (BGM) brings together BlackRock's Index Investments, Cash Management, Global Trading, ETF Markets, Securities Lending, and Financing & Financial Resource Management businesses. Together, we provide clients with superior market access and index investment outcomes through:
+ World class talent, operating at the intersection of investment insight, markets expertise, risk management and process design
+ Technology at the heart of our processes, with in-business tech teams that create cutting-edge IP, providing an advantage in quality, scale, and risk control
+ A focus on transforming markets, driving and advocating for more accessible, resilient, and transparent markets to deliver more choice and lower costs for investors
**Role Overview:**
BlackRock is seeking a Portfolio Manager to join their Index Investment team in either San Francisco or Atlanta. This individual will be responsible for all aspects of index equity portfolio management across a range of portfolio types that include ETFs, commingled trusts, mutual funds, and separately managed portfolios. He/she will have the opportunity to further develop product and operational knowledge, all within a collaborative environment of supportive colleagues.
**Responsibilities include:**
+ Perform daily portfolio management tasks; daily liquidity management, portfolio re-balancing, corporate action analysis, client activity; risk and performance monitoring - ensuring portfolios are positioned within investment parameters and guidelines and track within performance expectations
+ Engage with global teams to identify and drive process improvements that lower risk and increase efficiency
+ Participate in project work and systems testing
+ Establish portfolio management practices that can be shared globally
**Skills/Qualifications:**
+ Bachelor's degree
+ CFA charter or progress towards designation preferred
+ Knowledge of and interest in index portfolio management, risk models, index construction methodologies, or asset allocation strategies including target date funds
+ Experience in trading or managing international equities and/or foreign exchange
+ Passion for investing and a continuous desire to learn more about financial markets and fund management
+ Strong technical aptitude with an interest in technology solutions related to portfolio management, trading and data analytics. Python, SQL, or any coding experience or desire to learn is preferred
+ Experience with Aladdin tools and knowledge of Aladdin data sources are a plus
+ Forward thinking with attention to detail and desire to improve and standardize processes
+ Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment
+ High degree of professional discretion, integrity, and judgement
+ Excellent verbal and written communication, teamwork, and relationship-building skills
For San Francisco, CA Only the salary range for this position is USD$116,000.00 - USD$55,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Atlanta, GA Only the salary range for this position is USD 105,000.00 - USD 140,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
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0
IT Director - Strategy & Portfolio Management
94501 Alameda, California
Abbott
Posted 17 days ago
Job Viewed
Job Description
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.
According to the World Health Organization, approximately 422 million people have diabetes today, and by 2045, the number is projected to rise to 700 million people. The Abbott Diabetes Care FreeStyle Libre continuous glucose monitor (CGM) sensor and customer experience deliver patient-centered solutions and empathetic experiences critical to helping people with diabetes understand how to manage their disease-state and live life to the fullest.
The IT Director of Strategy, Portfolio Management & Governance will play a critical leadership role in shaping and executing the strategic direction of Abbott Diabetes Care (ADC) IT. This role partners closely with the ADC IT leadership team to:
Provide thought leadership in developing and evolving a strategic IT framework aligned with ADC's business strategy, including business capability mapping and long-range planning (LRP). Oversee the ADC IT portfolio-ensuring delivery performance, value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior business leaders with visibility into application health and portfolio performance, enabling informed investment decisions. Drive enterprise-wide training, collaboration, and continuous improvement initiatives to enhance IT effectiveness and engagement. Identify and apply external benchmarking and competitive insights to fuel innovation and deliver differentiated value to both internal and external stakeholders.
**Core Responsibilities:**
Strategic Planning & Leadership
+ Lead the development and annual refresh of the ADC IT strategic framework and long-range planning (LRP) roadmaps, ensuring alignment with business goals and anticipation of risks and trends.
+ Define adaptive, outcome-oriented portfolio strategies that balance control and autonomy to drive measurable business outcomes.
+ Effectively communicate and embed strategic direction across IT Business Relationship Managers and leadership.
Portfolio Governance & Value Delivery
+ Drive monthly governance processes and metrics to assess portfolio and application health, enabling data-driven investment prioritization.
+ Prioritize portfolio demand based on business value and strategic alignment.
+ Track and communicate portfolio value, risk, and cost to ensure transparency and accountability in execution.
+ Prepare executive-level portfolio and application health reports for senior management.
Program Execution & Resource Optimization
+ Execute strategic programs using both traditional and adaptive methodologies to deliver cross-functional business outcomes.
+ Forecast, allocate, and adjust finite resources to meet evolving portfolio demands through effective capacity planning.
+ Leverage technology to optimize portfolio management and enable continuous, autonomous delivery.
Communication & Stakeholder Engagement
+ Establish a consistent communication framework to inform stakeholders of enterprise-wide IT initiatives (e.g., tech debt, infrastructure upgrades, SaaS policies, audits).
+ Provide portfolio insights in business updates and ensure alignment across business units.
Innovation, Benchmarking & Capability Building
+ Identify and evaluate external benchmarking and competitive analysis opportunities to drive innovation, cost optimization, and revenue growth.
+ Lead technology-enabled process improvement initiatives to enhance efficiency and data visualization.
+ Partner with IT leadership to deploy new capabilities that standardize communication and improve adoption (e.g., financial planning, ROI training).
Organizational Development & Leadership
+ Lead and develop a high-performing team through clear expectations, coaching, feedback, and performance management.
+ Foster a collaborative, high-morale environment and champion change and innovation with a global perspective.
+ Develop staffing and sourcing strategies to meet long-term business needs and ensure organizational effectiveness.
Operational Excellence & Compliance
+ Coordinate the annual IT training, collaboration, and communication plan in partnership with the leadership team.
+ Oversee business continuity planning, including Business Continuity Plans, Business Impact Assessments, and Disaster Recovery Plans.
+ Collaborate with Divisional IT, Corporate IT, external partners, and customers to ensure timely and effective service delivery.
+ Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies.
+ Proactively manage issues, risks, and decisions to ensure timely resolution and compliance with corporate and divisional policies.
**Minimum Qualifications:**
+ Bachelor's degree in computer science, business administration, or a related field relevant to healthcare, or equivalent experience.
+ 10-12 years of IT experience in large or mid-sized multinational organizations.
+ Deep expertise in IT strategy, portfolio management, and governance.
+ Proven leadership of direct and indirect teams, with a track record of delivering clear, actionable feedback.
+ Strong organizational and program governance skills; experienced in managing portfolios ranging from $5M-$0M.
+ Excellent verbal and written communication skills, including executive-level presentations.
+ Solid understanding of IT, financial planning, and business operations.
+ Skilled at navigating organizational structures and influencing through formal and informal channels.
+ Effective collaborator across all management levels, including DVPs and Division Presidents.
+ Business-savvy with the ability to align IT initiatives with strategic goals and drive innovation for internal and external stakeholders.
**Preferred Qualifications:**
+ Track record and business knowledge in diagnostics, pharmaceutical or medical device industry
+ 7+ years or more of project/program management
+ Business Relationship Management experience
+ Certifications in PMP, Lean Six Sigma, BRM
The base pay for this position is 169,300.00 - 338,700.00. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
According to the World Health Organization, approximately 422 million people have diabetes today, and by 2045, the number is projected to rise to 700 million people. The Abbott Diabetes Care FreeStyle Libre continuous glucose monitor (CGM) sensor and customer experience deliver patient-centered solutions and empathetic experiences critical to helping people with diabetes understand how to manage their disease-state and live life to the fullest.
The IT Director of Strategy, Portfolio Management & Governance will play a critical leadership role in shaping and executing the strategic direction of Abbott Diabetes Care (ADC) IT. This role partners closely with the ADC IT leadership team to:
Provide thought leadership in developing and evolving a strategic IT framework aligned with ADC's business strategy, including business capability mapping and long-range planning (LRP). Oversee the ADC IT portfolio-ensuring delivery performance, value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior business leaders with visibility into application health and portfolio performance, enabling informed investment decisions. Drive enterprise-wide training, collaboration, and continuous improvement initiatives to enhance IT effectiveness and engagement. Identify and apply external benchmarking and competitive insights to fuel innovation and deliver differentiated value to both internal and external stakeholders.
**Core Responsibilities:**
Strategic Planning & Leadership
+ Lead the development and annual refresh of the ADC IT strategic framework and long-range planning (LRP) roadmaps, ensuring alignment with business goals and anticipation of risks and trends.
+ Define adaptive, outcome-oriented portfolio strategies that balance control and autonomy to drive measurable business outcomes.
+ Effectively communicate and embed strategic direction across IT Business Relationship Managers and leadership.
Portfolio Governance & Value Delivery
+ Drive monthly governance processes and metrics to assess portfolio and application health, enabling data-driven investment prioritization.
+ Prioritize portfolio demand based on business value and strategic alignment.
+ Track and communicate portfolio value, risk, and cost to ensure transparency and accountability in execution.
+ Prepare executive-level portfolio and application health reports for senior management.
Program Execution & Resource Optimization
+ Execute strategic programs using both traditional and adaptive methodologies to deliver cross-functional business outcomes.
+ Forecast, allocate, and adjust finite resources to meet evolving portfolio demands through effective capacity planning.
+ Leverage technology to optimize portfolio management and enable continuous, autonomous delivery.
Communication & Stakeholder Engagement
+ Establish a consistent communication framework to inform stakeholders of enterprise-wide IT initiatives (e.g., tech debt, infrastructure upgrades, SaaS policies, audits).
+ Provide portfolio insights in business updates and ensure alignment across business units.
Innovation, Benchmarking & Capability Building
+ Identify and evaluate external benchmarking and competitive analysis opportunities to drive innovation, cost optimization, and revenue growth.
+ Lead technology-enabled process improvement initiatives to enhance efficiency and data visualization.
+ Partner with IT leadership to deploy new capabilities that standardize communication and improve adoption (e.g., financial planning, ROI training).
Organizational Development & Leadership
+ Lead and develop a high-performing team through clear expectations, coaching, feedback, and performance management.
+ Foster a collaborative, high-morale environment and champion change and innovation with a global perspective.
+ Develop staffing and sourcing strategies to meet long-term business needs and ensure organizational effectiveness.
Operational Excellence & Compliance
+ Coordinate the annual IT training, collaboration, and communication plan in partnership with the leadership team.
+ Oversee business continuity planning, including Business Continuity Plans, Business Impact Assessments, and Disaster Recovery Plans.
+ Collaborate with Divisional IT, Corporate IT, external partners, and customers to ensure timely and effective service delivery.
+ Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies.
+ Proactively manage issues, risks, and decisions to ensure timely resolution and compliance with corporate and divisional policies.
**Minimum Qualifications:**
+ Bachelor's degree in computer science, business administration, or a related field relevant to healthcare, or equivalent experience.
+ 10-12 years of IT experience in large or mid-sized multinational organizations.
+ Deep expertise in IT strategy, portfolio management, and governance.
+ Proven leadership of direct and indirect teams, with a track record of delivering clear, actionable feedback.
+ Strong organizational and program governance skills; experienced in managing portfolios ranging from $5M-$0M.
+ Excellent verbal and written communication skills, including executive-level presentations.
+ Solid understanding of IT, financial planning, and business operations.
+ Skilled at navigating organizational structures and influencing through formal and informal channels.
+ Effective collaborator across all management levels, including DVPs and Division Presidents.
+ Business-savvy with the ability to align IT initiatives with strategic goals and drive innovation for internal and external stakeholders.
**Preferred Qualifications:**
+ Track record and business knowledge in diagnostics, pharmaceutical or medical device industry
+ 7+ years or more of project/program management
+ Business Relationship Management experience
+ Certifications in PMP, Lean Six Sigma, BRM
The base pay for this position is 169,300.00 - 338,700.00. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
View Now
1
Principal Capital Markets Manager, Portfolio Management
94103, California
Intuit
Posted 17 days ago
Job Viewed
Job Description
**Overview**
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
The QuickBooks Capital (QBC) team is on a mission to transform small business ("SMB") lending. If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast-paced and fun environment, we invite you to come join our team.
We're looking for an exceptional and visionary leader to join our fast-evolving Capital Markets team, where they'll be at the forefront of driving funding strategy and scaling our loan products to new heights. This is a high-impact role for an innovative trailblazer who will shape the future of our capital structure, forge and strengthen relationships with bank partners, and design cutting-edge systems and frameworks that fuel our ambitious growth and redefine what's possible in the industry.
The role has high visibility in the organization and can influence the strategic execution of large transactions for the business. This role will be based out of an Intuit office located in New York, NY; San Francisco, CA or Mountain View, CA and follows a hybrid schedule with in-office presence required 3 days a week. This position will report to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital.
**What you'll bring**
+ 10+ years experience in lending capital markets, preferably from a bank, specialty finance lender or an asset management firm.
+ Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures.
+ Advanced proficiency in building liquidity forecasting models, optimizing funding costs, and aligning cash needs with sourcing strategies.
+ Experience using SQL is a plus.
+ Self-starter and able to work with minimal guidance, with demonstrated ability to work in a fast-paced and dynamic environment.
+ Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
+ Ability to work cross functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish
**How you will lead**
+ Lead the development and execution of strategies to determine the ideal funding mix for the business, ensuring optimal allocation across structures to meet the company's risk-return objectives and drive long-term success.
+ Spearhead development of models and tools to forecast funding needs and proactively engage investors or amend agreements.
+ Manage contract negotiations with originating bank partners for all lending products.
+ Drive leadership alignment on funding initiatives and balance sheet management framework.
+ Oversee the production of robust and transparent investor reports; review loan, credit, and performance data to ensure alignment with investor expectations.
+ Drive in-depth cash flow analysis to ensure loan performance meets internal risk standards and investor expectations.
+ Partner with cross-functional teams (including Credit Risk, Legal, Servicing, Platform, Finance, and Treasury) to implement capital strategies and develop operational systems that support funding structures.
+ Develop automated dashboards and monitoring for current and future financing structures to track performance and get in front of any potential covenant issues.
+ Monitor the regulatory landscape to identify potential impacts and ensure compliance across funding strategies.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $204,500 - 276,500, New York $207,500 - 281,000. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits) ( . Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
The QuickBooks Capital (QBC) team is on a mission to transform small business ("SMB") lending. If you are passionate about innovating for small businesses, solving customer problems, tapping the power of big data, and working in an incredibly fast-paced and fun environment, we invite you to come join our team.
We're looking for an exceptional and visionary leader to join our fast-evolving Capital Markets team, where they'll be at the forefront of driving funding strategy and scaling our loan products to new heights. This is a high-impact role for an innovative trailblazer who will shape the future of our capital structure, forge and strengthen relationships with bank partners, and design cutting-edge systems and frameworks that fuel our ambitious growth and redefine what's possible in the industry.
The role has high visibility in the organization and can influence the strategic execution of large transactions for the business. This role will be based out of an Intuit office located in New York, NY; San Francisco, CA or Mountain View, CA and follows a hybrid schedule with in-office presence required 3 days a week. This position will report to the Head of Capital Markets and Bank Partnerships for QuickBooks Capital.
**What you'll bring**
+ 10+ years experience in lending capital markets, preferably from a bank, specialty finance lender or an asset management firm.
+ Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures.
+ Advanced proficiency in building liquidity forecasting models, optimizing funding costs, and aligning cash needs with sourcing strategies.
+ Experience using SQL is a plus.
+ Self-starter and able to work with minimal guidance, with demonstrated ability to work in a fast-paced and dynamic environment.
+ Strong communication skills with the ability to simply lay out the conclusions and reasons for each decision
+ Ability to work cross functionally across multiple teams including compliance, risk, product, credit, legal and engineering and manage projects from start to finish
**How you will lead**
+ Lead the development and execution of strategies to determine the ideal funding mix for the business, ensuring optimal allocation across structures to meet the company's risk-return objectives and drive long-term success.
+ Spearhead development of models and tools to forecast funding needs and proactively engage investors or amend agreements.
+ Manage contract negotiations with originating bank partners for all lending products.
+ Drive leadership alignment on funding initiatives and balance sheet management framework.
+ Oversee the production of robust and transparent investor reports; review loan, credit, and performance data to ensure alignment with investor expectations.
+ Drive in-depth cash flow analysis to ensure loan performance meets internal risk standards and investor expectations.
+ Partner with cross-functional teams (including Credit Risk, Legal, Servicing, Platform, Finance, and Treasury) to implement capital strategies and develop operational systems that support funding structures.
+ Develop automated dashboards and monitoring for current and future financing structures to track performance and get in front of any potential covenant issues.
+ Monitor the regulatory landscape to identify potential impacts and ensure compliance across funding strategies.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $204,500 - 276,500, New York $207,500 - 281,000. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits) ( . Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
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2
Wealth Management Client Associate
94103, California
Bank of America
Posted 3 days ago
Job Viewed
Job Description
Wealth Management Client Associate
San Francisco, California;New York, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
San Francisco, California;New York, New York
**To proceed with your application, you must be at least 18 years of age.**
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Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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3
Wealth Management Client Associate
94597 Acalanes Ridge, California
Bank of America
Posted 17 days ago
Job Viewed
Job Description
Wealth Management Client Associate
Walnut Creek, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Desired Qualifications:**
+ Administrative Assistant experience
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA._
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Walnut Creek, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Desired Qualifications:**
+ Administrative Assistant experience
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA._
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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4
Client Service Associate Wealth Management
94598 Walnut Creek, California
Waldron Partners
Posted today
Job Viewed
Job Description
Client Service Associate Wealth Management
#J-18808-Ljbffr
Do you thrive on organization, accuracy, and making sure nothing slips through the cracks?
At Waldron Partners, were looking for a Wealth Management Associate who will serve as the operational backbone of our team. This role is ideal for someone who enjoys paperwork, values precision, and takes pride in keeping systems running smoothly so our advisors can focus on clients.
Your Role: The Engine Behind the Details
As a Wealth Management Associate, youll handle the essential day-to-day operations that keep our wealth management practice moving. From preparing and processing paperwork for insurance and investment accounts, to maintaining compliance records, to ensuring our CRM and custodial systems are accurate and up to date, your meticulous work will directly support our clients financial journeys.
This is a detail-oriented, execution-driven position where your organizational skills and consistency will shine. While theres room to grow, the heart of this role is making sure every administrative and operational task is completed flawlessly.
What Youll Do Day-to-Day
- Prepare, review, and process financial paperwork (insurance, investments, transfers, compliance).
- Maintain accurate and organized client files in CRM and custodial platforms.
- Track outstanding items and follow up to ensure nothing falls through the cracks.
- Assist with scheduling, meeting prep, and reporting.
- Support advisors by ensuring operational tasks are completed accurately and on time.
- Keep internal systems (eMoney, Envestnet, Albridge, etc.) current and running smoothly.
What Were Looking For
- Bachelors degree in finance, accounting, business, or a related field.
- 12 years of experience in financial services, operations, or a related administrative role.
- Strong organizational and project management skills with a love for detail.
- Experience with CRM systems and financial planning tools (eMoney, Envestnet, Albridge a plus).
- A proactive mindset you anticipate needs, follow processes, and solve problems before they escalate.
- Clear and professional communication skills.
If youre someone who genuinely enjoys paperwork, accuracy, and building order out of complexity, this role will be a great fit.
Why Join Waldron Partners?
At Waldron Partners, we believe thriving professionals create thriving clients. We provide:
- Competitive salary ($70k+) with performance-based bonuses.
- Synthetic stock units.
- Comprehensive health, dental, and vision coverage.
- 401(k) with generous company contributions.
- Professional development opportunities and ongoing training.
- A supportive, collaborative team culture that values both precision and growth.
Ready to bring order, accuracy, and reliability to a growing wealth management firm?
Apply now to join Waldron Partners and become the operational backbone of our success.
Seniority level- Entry level
- Full-time
#J-18808-Ljbffr
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5
Operations Manager - Wealth Management Firm
94497 San Mateo, California
Robert Half
Posted 1 day ago
Job Viewed
Job Description
Description
Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in San Mateo.
Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts-all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.
Responsibilities
+ Lead client onboarding for a seamless experience
+ Manage account setups, transfers, and workflows
+ Assist clients with portals and planning tools
+ Prepare proposals, reports, and follow-ups
+ Maintain accurate client records in CRM systems
+ Support operations, compliance, and marketing activities
+ Oversee team tasks, training, payroll, and performance
+ Plan and execute client events, ensuring brand and compliance alignment
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services background
+ 3+ years of experience leading and mentoring team members
+ Solid understanding of HR operations within a small to midsize firm
+ Outstanding time management, organizational, and communication skills
+ Experience with Microsoft Office and CRM systems (Redtail a big plus!)
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in San Mateo.
Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts-all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.
Responsibilities
+ Lead client onboarding for a seamless experience
+ Manage account setups, transfers, and workflows
+ Assist clients with portals and planning tools
+ Prepare proposals, reports, and follow-ups
+ Maintain accurate client records in CRM systems
+ Support operations, compliance, and marketing activities
+ Oversee team tasks, training, payroll, and performance
+ Plan and execute client events, ensuring brand and compliance alignment
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services background
+ 3+ years of experience leading and mentoring team members
+ Solid understanding of HR operations within a small to midsize firm
+ Outstanding time management, organizational, and communication skills
+ Experience with Microsoft Office and CRM systems (Redtail a big plus!)
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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6
Associate Financial Planner - Wealth Management
94103, California
Robert Half
Posted 8 days ago
Job Viewed
Job Description
Description
Michelle Espejo with Robert Half Financial Services is recruiting for a Associate Financial Planner at a Boutique Wealth Management Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule w/tons of flexibility.
The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.
This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.
Responsibilities
+ Prepare financial analyses covering retirement, estate, education, and equity compensation.
+ Conduct risk and performance reviews to support client plans.
+ Analyze unique client scenarios and recommend strategic solutions.
+ Prepare meeting materials, research portfolios, and monitor client financials.
+ Assist with projections and complex planning projects.
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 2+ years in financial services; wealth management or RIA experience preferred.
+ Familiarity with eMoney or similar tools;
+ CFP® highly valued.
+ Strong communication, attention to detail, and client-focused mindset.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Michelle Espejo with Robert Half Financial Services is recruiting for a Associate Financial Planner at a Boutique Wealth Management Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule w/tons of flexibility.
The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.
This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.
Responsibilities
+ Prepare financial analyses covering retirement, estate, education, and equity compensation.
+ Conduct risk and performance reviews to support client plans.
+ Analyze unique client scenarios and recommend strategic solutions.
+ Prepare meeting materials, research portfolios, and monitor client financials.
+ Assist with projections and complex planning projects.
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 2+ years in financial services; wealth management or RIA experience preferred.
+ Familiarity with eMoney or similar tools;
+ CFP® highly valued.
+ Strong communication, attention to detail, and client-focused mindset.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
View Now
7
Asset & Wealth Management Tax Director
94103, California
PwC
Posted 17 days ago
Job Viewed
Job Description
**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders.
Responsibilities
- Define strategic direction for the Default team
- Lead initiatives in business development and client relations
- Oversee multiple projects maintaining exceptional delivery
- Build and maintain executive-level client relationships
- Mentor and guide the next generation of leaders
- Advocate for digitization and automation in tax advisory
- Adhere to professional and technical standards
- Foster a collaborative environment where technology thrives
What You Must Have
- Bachelor's Degree
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Master's Degree in Accounting, Taxation preferred
- Proficiency in managing tax compliance for various business entities
- Proficiency in fiduciary income tax returns and compliance
- Collaboration with tax practitioners and business managers
- Skilled in preparing and reviewing thorough tax returns
- Written and verbal business communication skills
- Proficiency in problem-solving and creative solutions
- Leadership in generating new business and proposal writing
- Proficiency in automation and digitization in tax services
We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Support team to disrupt, improve and evolve ways of working when necessary.
+ Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
+ Identify gaps in the market and spot opportunities to create value propositions.
+ Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
+ Create an environment where people and technology thrive together to accomplish more than they could apart.
+ I promote and encourage others to value difference when working in diverse teams.
+ Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
+ Influence and facilitate the creation of long-term relationships which add value to the firm.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Default team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders.
Responsibilities
- Define strategic direction for the Default team
- Lead initiatives in business development and client relations
- Oversee multiple projects maintaining exceptional delivery
- Build and maintain executive-level client relationships
- Mentor and guide the next generation of leaders
- Advocate for digitization and automation in tax advisory
- Adhere to professional and technical standards
- Foster a collaborative environment where technology thrives
What You Must Have
- Bachelor's Degree
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Master's Degree in Accounting, Taxation preferred
- Proficiency in managing tax compliance for various business entities
- Proficiency in fiduciary income tax returns and compliance
- Collaboration with tax practitioners and business managers
- Skilled in preparing and reviewing thorough tax returns
- Written and verbal business communication skills
- Proficiency in problem-solving and creative solutions
- Leadership in generating new business and proposal writing
- Proficiency in automation and digitization in tax services
We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $150,000 - $438,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
8
Asset & Wealth Management Tax Manager
94103, California
PwC
Posted 17 days ago
Job Viewed
Job Description
**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 40%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
Responsibilities
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
What You Must Have
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Thorough knowledge of compliance and consulting for financial partnerships
- Knowledge of structuring funds to limit tax liability
- In-depth tax technical skills in partnership tax forms
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
9