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Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expe
Position Summary Vista Equity Partners ("Vista") is seeking to hire a Compliance Analyst or Associate (subject to experience) to support Vista’s Private Equity Compliance program. Company Overview Vista is a leading global investment firm that invests exclusively in enterprise software, data and t
BS/BA in accounting or related field 1+ year in public accounting tax role CPA or EA preferred Experience in financial services HNW, private equity, asset management, fund to fund, hedge funds Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. A Bit About Us We are a TOP
Minimum of 10-15 years’ sales experience in the equity markets or financial services industry Active series 65/66 with no disclosures on U-4 (test could be taken as well) Deep understanding and knowledge of equity investments and overall financial market Ability to travel 25% to 50% of the time Ab
A leading asset management firm in San Francisco is seeking a Fund Compliance Manager to oversee compliance for their 33+ funds. This mid-senior level role involves monitoring portfolios, translating regulatory documents into compliance rules, and ensuring adherence to financial regulations. Candida
A leading investment firm in San Francisco is seeking an exceptional AI Research Tech Lead to drive their research strategy. In this role, you will lead a team to develop and enhance the Sonar models, pushing the boundaries of AI research. The position offers a competitive compensation package inclu
A leading financial services firm is seeking a Divisional Director of Lending to drive growth and profitability within their Wealth Management division. This role requires at least 10 years of experience in financial services, strong leadership skills, and a proven track record in mentoring teams.
A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. The ro
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep ex
A prominent investment firm in San Francisco is seeking an Associate for their Compliance program to support regulatory adherence and risk management.
The Goldman Sachs Private Family Office provides 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. Our holistic approach incorporates financial planning in s
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust
Collaborate with San Francisco Regional Management, Private Wealth Advisors and other Wealth Solutions teams to identify new ways of serving clients in the region. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including
Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net
A specialized fund administration service provider is looking for an Engagement Manager in San Francisco.The role involves managing client engagements, leading a team, and overseeing fund accounting.Candidates must have a Bachelor's Degree and at least 2 years of public accounting or VC/PE experienc
A leading AI research accelerator is looking for Finance Professionals with Private Equity expertise to train AI systems for high-stakes investing. This fully remote consulting role offers $100/hr pay and requires 2+ years of Private Equity experience. Ideal candidates should have a strong understan