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About the Role As a member of the HR team, you will play a critical role as coach and trusted advisor to Ariat’s leaders. You’ll influence and play an important leadership role in implementing our people strategies. You’ll work collaboratively with business partners and centers of excellence to deliver solutions that propel the business forward. You’ll be a vital part of maintaining and fostering the Ariat culture with each touch point. In partnership with the rest of the HR team, you’ll lead HR projects for your client groups. You’ll contribute to the HR and broader Ariat team at both a hands-on and strategic level. Some areas of focus include leader development, coaching, performance management, employee relations, change management, and assisting in identifying all the ways we can continue to make Ariat a great place to work. You’ll Make a Difference By • Designing and delivering people solutions with a high degree of focus on scale and growth, including strategic planning, talent assessment, change management and team building, • Providing strategic business partnership, thought partnership, and coaching to all levels of the organization, • Building effective, trusting relationship with leaders and teams and partner with leaders to drive consistent communication, feedback, and employee engagement, • Coaching and developing staff with confidentiality, empathy, and optimism; driving a strong open-door culture while striking the balance between empathy and objectivity that contributes to a collaborative, effective workplace, • Driving talent management strategies to support a team’s growth and individual development plans., • Supporting the needs of a dynamic and growing organization through hands-on and strategic thought leadership on organizational needs and changes, talent management, performance management, and other HR priorities, • Assessing team, managers, and organizational development needs; make recommendations and implement solutions to address business needs and improve performance, • Managing and facilitating the overall Performance Cycle and employee engagement survey throughout the year, • Designing and facilitating team and offsite meetings as needed, • Partnering with HR colleagues in Talent Acquisition, People Development, Total Rewards, and Legal to implement solutions and help scale the business, • Participating and leading projects as an integral member of the extended HR community, • Assisting with other responsibilities as assigned About You • 7+ years of experience in a HR Business Partner or equivalent role, • 4-year degree preferred, • Demonstrates solid judgment and experience assessing risk relative to the business, and able to balance objectivity, empathy, and heart when solving challenges and providing guidance, • Optimistic, open, and empathetic leader who develops strong relationships and connections, • Enthusiastic problem solver: approaches projects with a can-do attitude and creates the right amount of process where none exists. Fearless about rolling up your sleeves and figuring it out, • Exceptional interpersonal, listening, critical thinking, and communication skills (written and speaking), • Proven ability to influence senior leaders. Can deal comfortably with senior management; understands how senior managers think and work in order to accomplish goals, • Ability to maintain positive working relationships with all staff and colleagues and get work done in a collaborative work environment, • Ability to organize and manage multiple projects and meet deadlines, • Experience using data to identify insights that drive action, • Experience helping global and/or matrixed organizations scale, • Consulting, coaching and facilitation skills, • Demonstrates project management and change management experience, • Demonstrates experience learning and thriving in a constantly changing environment and cultivates relationships across teams, • Strong working knowledge of CA and U.S. employment and labor regulations, • Proficient in Excel, Power Point, and Word, • Ability to travel domestically About Ariat Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style. The salary range for this position is $95,000 - $110,000 per year. The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future. Ariat’s holistic benefits package for full-time team members includes (but is not limited to): • Medical, dental, vision, and life insurance options, • Expanded wellness and mental health benefits, • Paid time off (PTO), paid holidays, and paid volunteer days, • 401(k) with company match, • Bonus incentive plans, • Team member discount on Ariat merchandise Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice. Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email . Please see our Employment Candidate Privacy Policy at ___ to learn more about how we collect, use, retain and disclose Personal Information. Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.

About Charta Health In an industry where the focus should rightly be on delivering quality care to patients, healthcare providers remain burdened by the complexities of non-clinical operations. Charta is changing that. We're building the operating system for modern healthcare organizations. Our AI platform streamlines critical workflows across revenue cycle, clinical operations, and administrative functions, helping providers and payers operate more efficiently and deliver better patient care. Backed by Bain Capital Ventures, Charta is on a mission to make every healthcare dollar accountable and every chart accurate, reimagining healthcare infrastructure from the ground up. About the Opportunity At Charta, we prioritize results over the methods used to achieve them. As Chief of Staff to the CEO, you will be a high-leverage partner, acting as a strategic advisor and operational force multiplier. You will sit at the intersection of leadership, product execution, and business strategy, helping the CEO evaluate new clinical specialties, navigate complex integrations, and scale the company’s reach. This is a role designed for a "killer operator"—someone who can manage the CEO’s most precious resource (time) in the morning and lead a market-sizing strategy session in the afternoon. You will own mission-critical projects end-to-end, from identifying ambiguous problems to implementing scalable solutions, while ensuring the office of the CEO runs with surgical precision. You'd be a great fit if you have: • Strategic Operations & Leverage: You excel at calendar management and executive prioritization. You don't just "schedule"—you protect the CEO’s time by understanding business priorities and ensuring the leadership team remains focused on high-impact work., • Product Mindset: 2+ years of experience in product management, early-stage operations, or as a founder. You have a strong desire to build from the ground up and possess a high degree of ownership., • Rapid Domain Mastery: An elite ability to quickly learn and navigate complex industries (such as healthcare billing standards or certification processes) and translate that knowledge into strategic analysis or operational workflows., • Strategic Analysis: Proficiency in market sizing, financial modeling, and fundraising operations to support the CEO in high-stakes decision-making., • Full-Stack Communication: Excellent written and verbal skills; able to lead customer discovery calls, draft investor updates, and influence stakeholders at all levels of the organization., • Execution Intensity: A bias toward action and a thrive-in-chaos mentality. You are comfortable wearing multiple hats and enjoy the challenge of building from zero to one. What We Offer: • Competitive salary and comprehensive benefits package, including health insurance, dental insurance, vision insurance, life insurance, and more, • Growth opportunities in a fast-paced, innovative tech startup, • Ongoing professional development and access to cutting-edge AI and healthcare tools, • Wellness & learning stipends so you can invest in both your health and personal growth, • Lively in-person work culture at our headquarters in downtown San Francisco, • $140,000–$200,000 base salary, based on experience + equity + benefits

Position Overview: InnoActive Group are leaders in providing project management and technology advisory primarily in public agencies and Fortune 500 entities. InnoActive Group has managed various construction and technology projects ranging in size from small projects to multi-billion-dollar capital programs. We are seeking an experienced and highly motivated Project Controls Manager to support our growing team in a hybrid role. In this leadership position, you will be responsible for overseeing the planning, monitoring, and control of complex projects, ensuring successful delivery on time, within scope, and within budget. The Project Controls Manager will lead the development and implementation of robust project controls systems across large, capital infrastructure and construction projects, including cost management, scheduling, forecasting, financial reporting, and risk management. This role works closely with project managers, engineers, and senior leadership while providing oversight, guidance, and mentorship to project controls staff. The ideal candidate will bring strong analytical capabilities, leadership experience, and the ability to drive project performance through data-driven decision-making. Key Responsibilities Project Planning and Scheduling • Lead the development, implementation, and maintenance of integrated project schedules for large, complex capital infrastructure projects., • Ensure project schedules are fully aligned with scope, procurement, engineering, and construction plans., • Oversee schedule performance, monitor milestones and critical path activities, and implement corrective actions when necessary., • Oversee project budgets, cost tracking, and financial performance across the full project lifecycle., • Lead cost forecasting efforts and provide visibility into potential cost risks, trends, and variances., • Review and validate cost reports, including earned value analysis, cost variance analysis, and financial forecasts., • Lead the identification and evaluation of project risks related to cost, schedule, and scope., • Facilitate the development and implementation of risk mitigation strategies., • Oversee the collection, analysis, and interpretation of project performance data., • Develop and deliver executive-level project performance reports and dashboards for senior leadership and stakeholders., • Identify trends, key performance indicators, and improvement opportunities across projects., • Establish and manage formal change control processes for scope, schedule, and budget adjustments., • Ensure all changes are properly documented, evaluated, and approved in accordance with project governance standards., • Provide leadership and oversight to project controls personnel, including mentoring and guidance to analysts and schedulers., • Collaborate with cross-functional teams including engineering, procurement, construction, and project management to ensure alignment and successful project delivery., • Serve as a key advisor to project managers and senior leadership on project performance and risk exposure., • Lead project controls presentations for executive reviews, governance meetings, and stakeholder updates. Requirements • Bachelor’s degree in Engineering, Construction Management, or a related field., • 8+ years of experience in project controls, project management, or a similar role supporting large-scale capital construction projects across infrastructure, utilities, or related industries., • Demonstrated experience supporting large-scale capital infrastructure projects., • Strong expertise with Primavera P6 for scheduling, planning, and managing complex projects is required., • Advanced proficiency with cost management and financial tools such as Excel, SAP, or similar systems., • Proven ability to lead project controls functions, manage multiple priorities, and communicate effectively with senior stakeholders. If you are a results-driven leader with a passion for ensuring successful project delivery, then we want to hear from you. Apply now to join our team as a Project Controls Manager and contribute to delivering solutions that make a difference in the lives of our customers. We offer a competitive salary and benefits package, along with opportunities for professional development and advancement. InnoActive Group is an equal opportunity organization and will not tolerate discrimination based on age, ethnicity, ancestry, gender, national origin, disability, race, size, religion, sexual orientation, socioeconomic background, or any other status prohibited by applicable law. InnoActive Group participates in e-Verify.

Job Title: Client Service Associate About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us. Syon Capital is an SEC-registered investment advisor. Who We’re Looking For Syon Capital is seeking a full-time Client Services Analyst to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm. What You Will Do • Serve as a key contact for client requests on designated client relationships, • Respond to client inquiries and communications within 24 hours with most response within the same day, • Initiate wires, transfers, and checks for money movements in Schwab Advisor Center, • Open new accounts by collecting client information, completing forms, and routing to client for signature, • Manage client account maintenance by updating client contact information as needed, • Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM, • Complete subscription documents for alternative investments in CAIS/iCapital, • Partner with the Investment team on new cash deployments and portfolio creation, • Provide out-of-office coverage for other members of the client services team, • Perform ad hoc tasks and projects assigned What You Have • 5 to 10 years of prior experience in a client facing role within the financial services field, • Bachelor’s degree with at least a 3.0 GPA required (a degree in the Humanities is a plus), • FINRA Series 65, • Beginner level knowledge with Microsoft Excel and PowerPoint, • Experience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plus, • A high degree of thoroughness with careful and deliberate attention to detail, • Exceptional verbal and written communication skills, • A mindset that values every task, big or small, • Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from home, • The ability to own complex responsibilities end-to-end and operate with a high degree of autonomy., • The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team members, • The ability to meaningfully contribute to improving processes or outcomes Compensation: We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications. The base salary range for this position starts at $85,000 to $125,000. This position is also eligible for an annual discretionary bonus. Benefits and Perks • Comprehensive medical, dental, and vision plans, • 401(k) with 4% company match, • Employee Investment Program, • Pre-tax commuter benefits, • Flexible paid time off, • Hybrid schedule: Friday and 3 holiday weeks remote, • Sabbatical program: 4 paid weeks after 5 years of service, • Tuition and CE reimbursement for relevant licenses, • Dependent day care FSA, • Pet insurance, • Quarterly lunch and learns, • Quarterly team social events Equal Employment Opportunity Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Dear Applicant, Please let me know if you are interested. 🔗 Job Title: Block chain Expert Architect 📍 Location:: San Leandro, CA - Onsite Hire Type – Long term Contract 📝 JOB Description: 🏗️ Architecture Resource SOW ✅ Requirements An Engineer 5, which will be part of the Architecture group in DTI, is a senior technical leader who combines deep domain expertise with strong strategic thinking to define, guide, and evolve enterprise and platform architectures. This role requires the ability to design scalable, secure, and resilient solutions across complex, multi-system environments while influencing technology direction beyond a single product or team. In this role, the Engineer 5 maintains awareness of emerging blockchain and Web3-inspired patterns and ecosystems as inputs into architectural decision-making, while ensuring all solutions remain grounded in regulated, enterprise-grade design principles, strong governance, and operational rigor appropriate for a large financial institution. A successful Engineer 5 demonstrates mastery of architectural patterns, cloud and modern engineering practices, and non-functional requirements such as performance, resiliency, and security. They are a trusted advisor to senior leadership, able to translate business strategy into technical direction, lead cross-functional alignment, mentor other architects and engineers, and drive long-term architectural consistency and innovation across the organization. 📌 Responsibilities Include 🔹 Provide architectural leadership for blockchain-enabled initiatives, including tokenized deposits, digital assets, and distributed settlement use cases, ensuring solutions align with bank-grade security, resiliency, and regulatory expectations. 🔹 Design hybrid architectures that integrate distributed ledger platforms with core banking systems, payment platforms, data stores, and event-driven microservices. 🔹 Define appropriate on-chain vs off-chain responsibilities, including smart contracts, orchestration services, API layers, and operational controls. 🔹 Evaluate and guide usage of permissioned distributed ledger technologies, identity and access models, privacy architectures, and governance structures suitable for regulated environments. 🔹 Familiarity with smart contract concepts as deterministic business rule enforcement, not as workflow orchestration. 🔹 Experience working across payments, liquidity, settlements, or financial market infrastructures in large-scale enterprises. 🔹 Establish architectural guardrails and best practices for emerging digital asset and blockchain capabilities, avoiding vendor lock-in and ensuring long-term interoperability and maintainability. 🔹 Provide thought leadership to engineering teams and stakeholders on where blockchain adds business value versus where traditional platforms remain more appropriate.

Strategic Tax Credits & Incentives Advisor/ Consultant HIGH-IMPACT ROLE IN TOP AI COMPANY SUPPORTING LARGE-SCALE INFRASTRUCTURE PROJECTS – This is a unique opportunity to provide support on tax credits & incentives for major infrastructure initiatives, partnering with internal teams and government authorities to drive tax strategy and secure significant incentives. OPPORTUNITY TO LEVERAGE TAX CREDITS & INCENTIVES KNOWLEDGE BASE, NEGOTIATION AND GOVERNMENT RELATIONS EXPERIENCE – In this role, you will utilize your expertise in incentives, abatements, and credits while working directly with state and local, federal and international government agencies. PROJECT-BASED ROLE WITH FLEXIBILITY – This is a 1–2-year project offering the opportunity to contribute to large-scale developments in a fast-paced, evolving environment. Company: Our client is a leading organization in the Artificial Intelligence space with a complex domestic and global footprint Key Responsibilities: • Lead efforts to identify, negotiate, and secure state and local tax incentives, including abatements and credits, • Negotiate directly with state and local government authorities on large infrastructure projects, • Support tax strategy and execution working with both the indirect tax and infrastructure tax council teams, • Collaborate with cross-functional teams to align tax planning with business objectives, • Analyze incentive programs across jurisdictions and assess financial and operational impact Requirements: • Strong State & Local Tax (SALT) background with expertise in incentives, abatements, and credits. Exposure to international tax negotiations for incentives, credits, etc., would be a strong plus., • Proven experience negotiating with government authorities on large infrastructure or development projects, • Industry experience in telecom, data centers, or infrastructure preferred, • Experience in oil & gas (refining and pipelines) will also be considered, • Strong communication, negotiation, and project management skills, • Ability to manage multiple priorities in a fast-paced, project-driven environment Contact me ASAP if you would like more information regarding this opportunity: Alexis Geddis If you are not currently interested, please pass this along to someone you think is a good match.

Where it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal – Walk the Member/Employee Path Be a Leader – Empower, Collaborate, Own Be Outside the Box – Innovate, Educate, Engage Be Real – Integrity and Transparency Matter Be the Connection – Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance. Is This the Career for You? The Chief Risk Officer (CRO) is a key member of the executive leadership team responsible for the overall management of risk across the credit union. This includes enterprise risk management, compliance, internal audit, vendor management, corporate insurance, business continuity management, records retention, and fraud risk management. The CRO will ensure that the credit union operates within its risk appetite, adheres to regulatory requirements, and protects its members' assets while supporting sustainable growth and innovation. What You Get To Do: • Risk Management, • Develop and implement a robust enterprise risk management (ERM) framework that identifies, assesses, mitigates, and monitors risks across the credit union., • Advise the CEO and board of directors on risk exposures and mitigation strategies, providing clear and actionable insights., • Collaborate with executive team members and department leaders to integrate risk management practices into day-to-day operations and strategic planning., • Internal Audit, • Oversee the internal audit function, ensuring it operates independently and effectively to assess the adequacy and effectiveness of the credit union’s internal controls., • Manage co-sourcing partners to execute against the audit plan and to ensure that control deficiencies are identified in a similar and thorough manner., • Develop and execute a risk-based internal audit plan that addresses key operational, financial, and compliance risks., • Report audit findings and recommendations to the CEO and board, ensuring timely resolution of identified issues., • Vendor Management, • Manage the third-party risk management program, ensuring that third-party relationships are adequately assessed for sufficient controls (especially information security), risks and aligned with the credit union’s strategic goals., • Records Retention, • Oversee the records retention program, ensuring that all records are maintained, stored, and disposed of in compliance with legal and regulatory requirements., • Develop and implement policies and procedures for records management, ensuring the security and confidentiality of sensitive information., • Conduct regular reviews of the records retention program to ensure ongoing compliance and operational efficiency., • Business Continuity Management, • Lead the development and maintenance of the business continuity plan (BCP) to ensure the credit union’s ability to operate during and after a crisis or disruption., • Coordinate and lead regular testing and training exercises to ensure preparedness and continuous improvement of the BCP., • Corporate Insurance, • Oversee the corporate insurance program, ensuring adequate coverage for all operational, financial, and liability risks., • Evaluate and select insurance providers, negotiate policy terms, and manage claims processes., • Regularly review and update insurance coverage to reflect changes in the credit union’s risk profile and operations., • Own the notification process to insurance carriers and other key stakeholders for potential or actual claims., • Compliance and Regulatory Affairs, • Ensure compliance with all applicable federal, state, and local regulations, including those specific to credit unions., • Stay informed about changes in the regulatory environment and assess their impact on the credit union’s operations., • Collaborate with the compliance team to develop and implement policies and procedures that meet regulatory requirements., • Team Leadership and Development, • Lead, mentor, and develop the risk management, internal audit, and vendor management teams, fostering a culture of integrity, accountability, and continuous improvement., • Set clear goals and performance expectations for direct reports, providing guidance and support to achieve them., • Ensure effective succession planning within the risk management and related functions., • Board and Executive Collaboration, • Serve as a key advisor to the CEO and board of directors on all risk-related matters, providing regular updates on risk exposures, mitigation strategies, and internal audit findings., • Collaborate with other senior executives to align risk management practices with the credit union’s overall business objectives., • Present reports and recommendations to the board’s audit and risk committees, ensuring transparency and accountability., • Strategic Initiatives, • Participate in strategic planning and decision-making processes, ensuring that risk considerations are integrated into the credit union’s long-term plans., • Lead or contribute to special projects and initiatives that involve risk management, internal audit, or compliance considerations., • Support innovation and transformation initiatives by assessing risks and providing solutions that align with the credit union’s strategic goals., • Other duties as assigned. What We Look For In You: EDUCATION: A bachelor's degree in business administration, accounting or finance is required. A Master of Business Administration and Certified Internal Auditor is preferred. EXPERIENCE: Minimum of 15 years of progressively responsible management experience in a financial institution setting. A strong background in risk management, including direct experience in developing, assessing, and performing enterprise risk assessments are required. Must also be familiar with risk management concepts and leading practices such as the COSO framework. SKILLS & COMPENTENCIES: • Extensive experience in a senior risk management role, preferably within a credit union, financial institution, or similarly regulated industry., • Proven track record of developing and implementing risk management and internal audit strategies., • Have previous hands-on experience with regulatory compliance, third-party risk management, business continuity planning, and corporate insurance program management., • Excellent leadership skills with experience managing and developing high-performing teams., • Exceptional communication and interpersonal skills, with the ability to engage effectively with both internal and external stakeholders., • Willingness to “roll-sleeves” up to help the credit union achieve its broader goals., • Analytical mindset with the ability to leverage data and insights to inform risk management decisions., • Commitment to the credit union’s mission, values, and member-first approach. Salary This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $200,000 to $285,000. OUR BENEFITS We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees. • 401(k) and Employer Match, • Health, Vision, Dental and Life Insurance, • Annual Incentive/Bonus Program, • Tuition Reimbursement Program, • 11 Paid Holidays + Competitive PTO package, • Home & Consumer Loan Program (Discounted Rates), • Professional development and training programs, • On-demand personal coaching resource

Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. Evergreen is continuing to expand its San Francisco Bay Area office. We are looking for a professional who is passionate about working in wealth management. This person should be personable, detail-oriented and be able to work with limited supervision. We are a small team and are looking to invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac, among other platforms. Job responsibilities include the following: Duties and Responsibilities Client Service and Account Maintenance • Provide support or serve as back-up to client service-related functions (cash movements, client reporting outside of periodic reports)., • Create new accounts, groups, and households in the portfolio accounting system and client relationship management platform., • Reconcile and maintain client accounts with custodian records; reconcile groups and households in portfolio accounting system., • Track and update cost basis information; collect and save documents to support cost basis information., • Fill out subscription documents and coordinate with private investment managers., • Liaise with our private investment teams and custodian as needed., • Reconcile and maintain manual client accounts with private investment administrators’ records in portfolio accounting system., • Ability to work well under pressure with aptitude in prioritizing tasks., • Proactive and works well with minimal supervision., • Strong verbal and written communication skills., • Excellent attention to detail with ability to analyze quantitative and qualitative data., • Interest in streamlining processes., • 2 to 5 years experience with a registered investment advisor or investment/asset management firm.

Legal & Compliance Associate Venture Fund-of-Fund & Family Office San Francisco Overview Hiring Company is a family office and alternative investment firm located in San Francisco. They strive to hire individuals interested in performing in challenging and demanding roles. Job experience, skills, and an excellent attitude are all equally critical to succeed in the role. The position described below requires a customer support orientation, a disposition to work and assist others to maximize productivity and efficiency. Previous experience in a small organization with a complex business and performing a diversity of responsibilities would be helpful to be in tune with this position. The Company is seeking a Legal and Compliance Associate based in San Francisco who will skillfully and accurately assist the Company’s attorneys with respect to the oversight, coordination and execution of the Company’s general legal and governance issues, regulatory compliance, and investment activities. As a member of the Legal & Compliance team, the Legal and Compliance Associate will also contribute to the group’s ability to develop, drive, and execute its own team-specific goals and objectives as well as assist in the execution of overall Company goals. The Legal and Compliance Associate will report to the General Counsel and Chief Compliance Officer. Essential Responsibilities • Assist the Company’s attorneys and outside counsel with the formation of the Company’s new investment funds and special purpose vehicles, including drafting and filing of formation documents, arranging for the execution of partnership agreements and ancillary documentation, establishing and populating investor data rooms, collecting and reviewing completed commitment documents and limited partner AML/KYC information, and coordinating with accounting and operational colleagues regarding the issuance of capital calls. Work with the Company’s attorneys to draft and make the appropriate state and federal regulatory filings with respect to the Company’s new investment funds and special purpose vehicles., • Supervise ongoing legal and governance issues related to the Company’s funds. Coordinate with the funds’ administrators on recordkeeping matters, including maintenance of funds’ registers of limited partners and AML/KYC documentation. Work with the Company’s attorneys to review transfer agreements and effectuate transfers of limited partnership interests as appropriate. Assist with the preparation, review, and distribution of Company communications with limited partners. Maintain the Company’s organization chart., • Manage certain regulatory compliance activities related to the Company’s investments and funds that typically occur on a set schedule. Maintain and update the Company’s compliance tracker to ensure timely regulatory filings, reviews and trainings. Assist the Company’s attorneys with annual compliance reviews, updates to the Company’s compliance manual and maintenance of fund- and compliance-related files., • Respond to miscellaneous day-to-day matters and ad-hoc requests from investment and operations teams, including assisting with non-disclosure agreements, service agreements, and other routine commercial contracts., • Continually and proactively work towards becoming an indispensable contributor to the Company. This may include: managing legal invoice review and allocation; assisting other team members with the investigation of evolving laws and regulations; supporting ad-hoc legal projects; helping the team recognize opportunities for workplace efficiencies; and helping to identify ways this position can support evolving the Company’s priorities/ workloads. Required Skills & Abilities • Familiarity with financial- and fund-related terms; interest in gaining a greater understanding of the legal and regulatory framework relating to private funds and investment management; ability to read structure charts and signature blocks., • Experience negotiating, summarizing, and organizing various commercial contracts preferred., • Proficiency with Microsoft Office Suite, including Excel., • Experience using advanced software, virtual data rooms and/or legal agreement management tools to upload, version control, redline and organize documents, or AI-related programs., • Operating with honesty, integrity, respect, and discretion., • Exhibiting exceptional judgment., • Being highly organized and effective at planning., • Being self-motivated and proactive; taking initiative., • Consistently showing superior attention to detail., • Demonstrating a commitment to teamwork. Education and Experience • Bachelor’s degree in a relevant field., • Paralegal certification a plus., • Notary Public license a plus., • At least 1-2 years of relevant work experience in a similar position preferred, ideally in the finance industry with a Registered Investment Advisor. The Company is willing to train highly-motivated candidates with an interest in the finance industry and a future career in law.

About the Role A leading financial services organization is seeking a highly experienced legal professional to join its executive legal team as SVP, Lead Structured Finance & Treasury Counsel. This role offers the opportunity to work on high level transactions and engage with multiple teams and C-suite stakeholders throughout the organization. This hire will serve as the lead attorney supporting transaction execution. Location San Francisco, CA Key Responsibilities • Serve as a senior legal advisor on matters involving structured finance transactions, securitizations, and mortgage servicing rights (MSRs)., • Provide legal oversight for capital markets activities, including warehouse lending, repurchase agreements, and investor relations., • Advise on regulatory compliance with federal and state laws impacting mortgage servicing and securitized products., • Collaborate with internal business units, including finance, operations, and risk, to structure transactions and mitigate legal risk., • Manage external counsel relationships and oversee legal due diligence for complex financial transactions., • Support executive leadership with strategic legal advice and participate in enterprise-level decision-making. Qualifications • J.D. from an accredited law school and active membership in good standing with at least one U.S. state bar., • Minimum of 5 years of experience in mortgage loan-related financing, including warehouse lending, repo and participation structures, or securitizations., • Deep understanding of capital markets, securitization structures, and mortgage servicing regulations., • Proven ability to manage complex legal issues and provide practical, business-oriented solutions., • Exceptional communication, negotiation, and leadership skills. Preferred Attributes • Experience working in a fast-paced, highly regulated financial services environment., • Familiarity with GSE guidelines, REMIC structures, and servicing agreements., • Demonstrated ability to lead cross-functional teams and influence senior stakeholders.

About F2 F2 is redefining how the financial sector operates by bridging the gap between legacy workflows in institutional finance and the future of AI-driven efficiency. While large financial firms comprise the backbone of the economy, their front and middle-office processes are still manual, spreadsheet-heavy, and fragmented. F2 is the leading vertical AI platform purpose-built for private markets and commercial banking. We transform dense, unstructured deal materials into auditable, decision-ready insights in minutes. This is not generic AI tooling. It is core infrastructure embedded directly into underwriting, credit, and portfolio workflows. We are the only fully vertical platform in this space with meaningful, proven revenue and real product–market fit. Role Overview We are hiring an Enterprise Account Executive focused on commercial banking, investment banking, and private credit to own the full-cycle sales motion for F2’s AI platform within these institutions. You will run complex, multi-stakeholder enterprise sales cycles end to end, from first executive conversation through signed contract and expansion, while acting as a trusted advisor to senior banking leaders navigating AI adoption in regulated environments. You will work closely with Product, Deployment, and Leadership to shape our enterprise go-to-market motion, bringing real-world institutional insight back into how we build, position, and scale F2 across private markets and commercial banking. This role is ideal for a high-performing, domain-fluent operator with deep in-seat banking experience who thrives in ambiguity, understands how regulated institutions buy, and wants to help define how a leading vertical AI company wins true enterprise deals. What You'll Do • Own the full-cycle sales process for F2's AI platform with commercial and investment banking clients—from first meeting through signed contract and initial expansion., • Prospect and engage Managing Directors, Group Heads, senior credit officers, and product leaders across corporate, commercial, and investment banking., • Collaborate with Solutions Engineers and Product to design workflows and demos that showcase F2's differentiated value in credit underwriting, monitoring, and deal workflows., • Lead pilots and proof-of-concepts, and coordinate with multiple stakeholders across front office, credit risk, operations, and technology., • Navigate complex legal, risk, compliance, and procurement processes typical of regulated financial institutions., • Build deep, multi-threaded relationships within key banking accounts, becoming a trusted advisor and long-term partner., • Capture customer feedback and market signals to inform F2's go-to-market strategy, pricing, and commercial banking product roadmap., • Contribute to playbooks and repeatable sales motions for commercial and investment banking as a core vertical. You Might Be a Great Fit if You • Have deep, in-seat experience in investment banking, commercial banking, or private credit., • Bring a strong grasp of credit, underwriting, or capital markets workflows, or a clear aptitude to learn complex banking use cases quickly., • Have experience engaging senior banking leadership in high-stakes decision environments., • You are comfortable running long, strategic, multi-stakeholder enterprise cycles., • You thrive in high-ownership environments where domain credibility matters., • You want to operate at the intersection of finance and AI without leaving the institutional ecosystem behind., • You communicate with precision, credibility, and executive presence., • Bonus: Experience interfacing with risk, compliance, or technology teams within large financial institutions. Why Join F2 • Direct impact on a critical growth vertical as commercial banks, investment banks, and private credit institutions adopt AI to modernize underwriting and portfolio workflows., • Opportunity to sell a leading vertical AI platform with real product–market fit and a proven technology moat, embedded directly in high-stakes financial decision making., • Work with a small, high-caliber team at a true inflection point for both F2 and AI in institutional finance, with meaningful traction and blue-chip customers already on the platform., • Engage in true enterprise sales cycles with seven-figure contract values and senior banking leadership at institutions managing hundreds of billions to trillions in assets., • Operate in a high-trust, high-standards culture where domain expertise is valued and you have real influence on product direction and enterprise go-to-market strategy., • Competitive compensation, meaningful upside, and the opportunity to help redefine how institutional finance operates in the age of AI. Compensation & Benefits • Base salary: $130,000–$160,000, • Commission: Uncapped, • On-Target Earnings (OTE): $250k-$450k, • Medical, dental, vision coverage, • Unlimited PTO, • Hybrid flexibility in San Francisco, • Opportunity to revolutionize how banks and lenders operate with cutting-edge AI technology alongside a top-decile team

this role is open to candidate's in the SF Bay area and NYC Our client is a venture-backed fintech company that has built a commerce platform on a global scale. The company recently completed a major strategic funding round and is accelerating its push into stablecoin-powered payments and cross-border financial infrastructure products. The Role: As a Senior level attorney, you will report to the General Counsel and serve as the go-to legal advisor across the company's payments stack - from product development and regulatory strategy to financial partner relationships and international expansion. The work spans U.S. and global payments regulation, with increasing exposure to stablecoin and digital asset regulatory frameworks. You'll sit at the intersection of legal, product, and engineering in a fast-moving environment where regulatory complexity is growing in step with the business. The Responsibilities: • Provide regulatory and product counsel to engineering and product teams as they design and launch new payment features and financial products, • Manage legal aspects of relationships with payment processors, acquiring banks, card networks, and financial infrastructure partners, • Collaborate with compliance and risk functions to build scalable frameworks, policies, and controls, • Own consumer- and seller-facing payment terms, refund policies, and dispute resolution frameworks, • Evaluate licensing obligations and regulatory requirements for new market entry, • Monitor regulatory developments across payments, fintech, digital commerce, and digital assets, and translate them into practical business guidance, • Contribute to building a legal function designed to scale with a high-growth business Qualifications: • J.D. and active bar membership in at least one U.S. jurisdiction, • 4-7+ years of experience advising on payments, fintech, or financial services regulation in-house or at a top law firm, • Deep knowledge of payments infrastructure and regulation: card network rules, money transmission, merchant acquiring, consumer protection, • Working familiarity with AML/BSA, international payments frameworks (PSD2, e-money regulation), and consumer finance law, • Track record of partnering effectively with product, engineering, and business teams in a fast-paced environment

POSITION SPECIFICATION VP, PORTFOLIO MANAGER, REAL ESTATE DEBT Shine Associates, LLC has been retained to search, identify, and recruit a VP, Portfolio Manager, Real Estate debt on behalf of our client (Company’). This position will be based in the San Francisco, CA office. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning our client provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity. CLIENT DESCRIPTION Our client is a 100% employee-owned investment advisor based in Seattle, Washington. Founded in 1978, the firm offers its clients a wide range of real estate debt and equity, fixed income and stock strategies. As of September 30, 2025, the Company manages over $8.8 billion in assets. As an investment manager to union trusts, the Company believes that strategy decisions must balance return opportunities with prudent risk considerations. The firm recognizes that the capital entrusted to its management represents its clients’ benefit obligations. The Company strives to provide superior risk-adjusted returns across all investment strategies. VP, PORTFOLIO MANAGER, REAL ESTATE DEBT The VP, Portfolio Manager, Real Estate Debt will play a critical role in assisting the Senior Portfolio Manager (“SPM”) in management of all aspects of the principal debt funds. This includes working with the SPM to analyze prospective new loans, products, and markets as well as plan for strategic positioning of the portfolio. This senior position will collaborate with the other members of the real estate debt team, including production, accounting and transactions, to ensure the SPM’s portfolio and investment objectives are achieved. KEY RESPONSIBILITIES Servicing and Workouts • Identify and review impaired loans and lead in the negotiations for necessary restructuring with the approval and oversight of the SPM., • Coordinate the foreclosure and deed in lieu process with the Borrower, legal counsel and internal departments., • Manage the internal approval and documentation process for any debt restructurings, • Supervise servicing of all loans in the two principal funds, and any debt separate accounts., • Administer all construction and land loans by approving draws, change orders, CC&Rs, easements, and partial release requests., • With the SPM, assist accounting and compliance to resolve all audit requests and action items. Fund Management • Join Client Services and SPM in client & consultant calls., • Assist SPM in maintaining the 12-month cash flow projections to track cash available for new investments., • Assist with training and supervision of analysts and loan production staff. Loan Production • Provide input to the SPM on new potential loan transactions related to underwriting, structure and pricing., • Assist the SPM in managing the underwriting and credit memo process for recommending new lending proposals to credit committee. Loan Closing • Assist the SPM in managing the legal aspects of a loan closing by negotiating the loan documents, signing documents for the funds, and determining needed post-close conditions. Work closely with the transactions team and accounting. QUALIFICATIONS AND EXPERIENCE • Bachelor’s degree in Finance, Economics, Accounting, or related field. MBA preferred., • 10+ years of experience in commercial real estate, investment banking, private equity, or asset management., • Expertise in loan workouts and debt restructuring., • Strong proficiency in financial modeling, valuation techniques, loan sizing, and Excel., • Experience with all major property types and markets., • Excellent analytical, problem-solving, and quantitative skills., • Strong written and verbal communication skills., • Ability to present complex information clearly., • Detail-oriented, organized, and able to manage multiple projects under tight deadlines. WORKING CONDITIONS Normal office environment with domestic travel as required for due diligence, property inspections and meetings with investment partners, clients, and borrowers. Extended hours may be required to meet transaction or client deadlines. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The Comapny believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications, and job scope, but not limit our employees nor the organization to just the work identified. It is our expectation that each employee will offer their services wherever and whenever necessary to ensure the success of the company. COMPENSATION & BENEFITS The annual salary for this role is expected to be approximately $175,000-$225,000. Additional bonus can be earned and will be determined based on performance. In addition, this role may be eligible for a variety of financial, wellbeing, and health / welfare benefits. CONTACT INFORMATION Shine Associates, LLC 45 School Street, Suite 301 Boston, MA 02108 Timothy Shine, Principal Shine Associates, LLC (203) 676-1115 Hillary H. Shine, Principal Shine Associates, LLC (203) 613-3562 Lilly Beck, Director Shine Associates, LLC (978) 855-8454 Chandlee Gustafson, Senior Associate Shine Associates, LLC (978) 201-3100

Senior Account Manager: Fintech / Financial Services SaaS, Profitable Startup, Uncapped Earnings! This Jobot Job is hosted by: Patrick Murphy Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $400,000 per year A bit about us: A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services. They’re profitable, growing rapidly, and backed by a strong client base of over 100+ financial institutions nationwide. Why join us? OTE: $300K+ (uncapped) Benefits: Medical, dental, vision (company covers most premiums), 401(k) with match, PTO In-Office Culture: Fast-moving, collaborative, and ownership-driven environment in New York City Job Details About the Role: The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion. You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology. Responsibilities: Deepen and expand relationships with existing partners to increase adoption and utilization Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset Collaborate cross-functionally to ensure client feedback informs future product direction Analyze performance metrics to identify trends and demonstrate ROI You’ll Thrive Here If You Are: A strategic partner who drives business outcomes, not just account maintenance A builder who enjoys creating and iterating new client engagement strategies A collaborative operator who thrives in a fast-paced, high-ownership environment An empathetic communicator who can influence executives and distill complex ideas clearly What You Bring: 5–8+ years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred) Proven record managing high-value client relationships with measurable expansion or retention results Strong executive presence and ability to communicate with senior decision-makers Excellent written, verbal, and presentation skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

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The Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding medical bills. Director of Patient Financial Services. Work with pharmacies and pharmacy insurance programs to make sure prescribed medications are covered by the patient's financial resources.

Well known interdisciplinary firm looking for a licensed architecture to join our senior leadership team with experience in healthcare and science projects, This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $185,000 per year A bit about us: We are a collective of forward-thinking professionals dedicated to shaping a better future for our clients, communities, and the planet. Our goal is to deliver sustainable, impactful design through creative, interdisciplinary collaboration, backed by the resources and diversity of a global firm. We value individuals who bring passion, innovation, integrity, inclusivity, and a spirit of collaboration to their work. Together, we believe there's no limit to what we can accomplish. Why join us? Health & Wellness Comprehensive coverage including medical, dental, vision, disability, and life & accident insurance to support your well-being. Financial Benefits Robust 401(k) matching, pre-tax spending accounts, and access to employee discount programs to help you plan for the future. Work-Life Balance Ask about our hybrid and flexible work options, plus benefits like paid family leave, generous vacation time, backup child and elder care, and a comprehensive employee assistance program. Professional Development Support for your growth through reimbursement for licenses, renewals, and exam fees, along with access to in-house training and career development resources. Job Details Leadership Responsibilities Provides active leadership across multiple projects and interdisciplinary teams, ensuring alignment with firm goals and client expectations. Recognized as a firm-wide expert in a specific market sector, discipline, or departmental function. Supervises, mentors, and trains team members, fostering professional growth and development. Contributes to the firm’s talent strategy by identifying and recruiting top talent—reviewing resumes, conducting interviews, and leveraging a strong professional network. Champions the integration of sustainable design strategies in all project work and supports staff development in sustainability principles. Drives innovation in practice by helping to shape new services, standards, and procedures, grounded in a strong understanding of business operations and risk management to safeguard the firm’s financial and legal interests. Practice Lead Responsibilities Provide strategic leadership and guidance to project teams in the development, production, promotion, and market positioning of SOM’s Health & Science practice, with a focus on long-term growth. Collaborate with firm-wide Health & Science leadership to shape and execute business development strategies, including market analysis, identifying new opportunities, and actively pursuing leads. Lead the implementation of client engagement strategies aligned with the Health & Science Business Plan—fostering relationships between SOM leadership and clients, and building connections with key industry organizations. Define and oversee the scope of work for healthcare planning and design projects, including coordination and review of specialty consultant scopes. Serve as a trusted advisor to project teams and clients, offering insights into emerging trends, best practices, and strategies to achieve exceptional planning and design outcomes for healthcare environments. Actively participate in project design reviews and technical discussions, ensuring alignment with programmatic and educational goals. Champion a collaborative, integrated, and data-driven approach to planning and design throughout all phases of healthcare projects. Minimum Qualifications Extensive experience in health and science planning, including space programming, stakeholder engagement, and community outreach for healthcare facilities. Professional degree in Architecture required. OSHPD/HCI experience preferred. Architectural license in the state of practice required; LEED accreditation preferred. Minimum of 10 years of relevant experience, or an equivalent combination of knowledge, skills, and abilities. Solid understanding of sustainable design principles and familiarity with LEED or other green building rating systems. Proven ability to lead project teams and manage project schedules, budgets, and program objectives. Excellent verbal and written communication skills. Proficient in Microsoft Office, Smartsheet, Adobe Creative Suite, and Google Workspace. Familiarity with Deltek Vision and Salesforce a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Join an advisor team(s) and help service clients and their fam

A leading financial services firm in San Francisco is seeking a Financial Advisor. Ideal candidates will have a background in financial services and desire to help others achieve their financial goals.

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

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Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

This employment opportunity at BMO Bank in Oakland, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Several branch territories with significant deposit base, wh

Financial Solutions Advisor Stage I (FSA I). Once licensed, you will learn foundational advisory skills, acquire and manage client relationships, and guide clients with advice and solutions to help them achieve their best financial lives. Provide end‑to‑end comprehensive advice, deliver client r

As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, i

Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or ta

Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. As a financial advisor with Edward Jones, you'll develop and grow your own practice, sup

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Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Northern California. The expected pay range for this VP Financial Advisor position is $164,000 to $250,000 annually. This role is a key member of the advisory team and will help clients achieve their

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A major financial institution in San Francisco seeks a Financial Solutions Advisor Stage I. In this full‑time role, you will obtain vital securities licenses and develop your advisory skills.

Develop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial

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Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. As a Thrivent Financial advisor, you will:. Skills acquired in these fields transition well into the financial advisor role.

The Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding medical bills. Other responsibilities are: 1) verification of demographic and insurance information provided, as well as third party insurances; 2) Accurate and timely determination of payer and patient

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