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Wealth Management, Business Development Manager Silicon Valley & South Bay - Vice President.. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Wealth Management National Sales organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Reporting to the VP of Finance, the Senior Finance Manager of GTM (Go-To-Market) FP&A will play a critical role in shaping the financial strategy for our Sales and Marketing functions. 7+ years of experience in FP&A, investment banking, equity research, strategy consulting, or strategic finance, preferably within a SaaS or enterprise software company. Expertise in financial applications such as Salesforce, Netsuite, CaptivateIQ, Pigment, and advanced Excel modeling. Strong understanding of SaaS business metrics (ACV, ARR, CAC, retention, pipeline velocity). Our benefits package for this role includes: stock options, flexible paid time off, monthly three-day weekends, 14 weeks of fully-paid gender-neutral parental leave, fertility and adoption assistance, mental health counseling, 401(k) retirement plan, and rich health insurance offerings-including medical, dental, vision and life and disability insurance.
Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.. Associate: 3-7 years of experience in real estate portfolio management, investment analysis, or asset management, with a demonstrated ability to work across asset classes (e.g., office, retail, industrial, multifamily).. Analyst: 1+ year(s) of real estate investment, accounting, reporting, or asset/portfolio management experience required. Advanced proficiency in financial modeling, including Excel and Argus or similar real estate software.. At StepStone, diversity, equity and inclusion are an integral part of our culture.
The platform supports success stories across both continents, including Veesion, Omi.so, Raidium, Waterdrop, Lydia, Alma, Memo Bank, Taster, and Neat in Europe, as well as Databricks, Pinterest, Perplexity, and Function Health in the United States. develop a strong network with founders, VCs, angels, accelerators, operators, and universities. Actively participate in the fundraising process for US and global funds by engaging LPs (family offices, fund of funds, institutional investors) and supporting investor relations activities. 3–5 years of experience in venture capital, growth equity, investment banking, private equity, consulting, or tech/startups. Deep interest in early-stage technology investing with strong market knowledge across AI, Fintech, SAAS or Healthcare.
You’ll get to work with amazing companies: hundreds of startups, plus Strava, Patreon, Vimeo, Robinhood, PBS, and Equinox. You'll be our strategic finance generalist, equally comfortable presenting investment frameworks to the board, debugging data infrastructure, and driving experimentation that improves pricing and packaging. 8-12 years total finance/analytics experience with progression through: early career foundation in investment banking, private equity, or management consulting; 4+ years in Strategic Finance or FP&A at high-growth B2B SaaS companies; and 2+ years in Business Operations or Revenue Operations with direct exposure to pricing, GTM strategy, deal desk, or growth experimentation.. Expert-level proficiency in SQL, Excel/Sheets modeling, data visualization tools (Tableau, Looker), modern data stack (Databricks, Fivetran), revenue tools (Salesforce, marketing automation) and modern AI/ML platforms.. You'd join an amazing team from places like Google/YouTube, Amazon/Twitch, Facebook/Oculus, Reddit, Brightcove, Bain, and the BBC. We have a supportive culture that cares about both excellent work and work-life balance.
Strategic Finance Lead - Risk & Operations. We’re hiring a Strategic Finance Lead to partner at the heart of these functions and shape how they evolve as we scale.. To scale effectively, we’re looking for a high-impact Strategic Finance Lead to own financial partnership with some of our largest and most complex teams - our Risk and Operations organizations.. As the Strategic Finance Lead for Risk & Ops, you’ll be the dedicated finance partner supporting tens of millions in annual spend, advising on organizational design, workforce planning, customer segmentation strategy, and crafting a plan for supporting user and product growth efficiently and in a way that preserves Mercury high quality standards.. Have 8+ years of experience in consulting, investment banking, private equity, or high-growth tech (with deep exposure to strategic finance, FP&A, or bizops).
In this high-profile role you will report to the Head of Finance and work closely with the CRO, [CMO], VP of Operations, and CFO to help drive strategic decision-making, provide financial insight, and build operational rigor and efficiency.. Drive Sales Growth KPI - analyze and provide key metrics to support long range planning and GTM efficiency including Productivity, Capacity planning, Headcount Ratios, CAC Payback Period, and Cost-to-Book. Provide scenario analysis to support CRO and CFO with optionality and facilitate decision making.. 8+] years of experience across investment banking, consulting, private equity, or growth-stage tech startups. Spark Capital and Avenir Growth Capital co-led the Series D funding round, with additional participation from a group of past investors including Snowflake Ventures and Sutter Hill Ventures.. Dog friendly office
Our 14,000 diverse colleagues are connected by a common ambition to create change for the better—from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of global financial services. The candidate should also have extensive development expertise with Oracle forms and PL/SQL databases, including stored procedures, database triggers and database packages. Integrate with MUB Data Management Office to ensure continuity and consistency of data integrity and data quality across all Finance technology platforms and solutions. Create systems test plans and then ultimately perform system testing for assigned change requests, tax updates and patch bundles/upgrades. In-depth understanding of Banking and risk management and experience in implementing Capital or Liquidity regulatory framework for banks (Basel III and Dodd Frank Stress Tests)
Energy Storage Treasury Manager.. Locations: FULLY REMOTE (Anywhere in the USA).. This is an opportunity to join an industry-leading renewable energy venture with strong private equity backing, focused on developing, executing, and operating dynamic utility-scale energy storage projects. The company has accumulated over 9GW+ nationwide portfolio of projects, including a utility-scale fleet of grid-connected standalone battery storage assets. Banking & Treasury Operations: Open and maintain bank accounts, ensure KYC compliance, manage issuance and tracking of letters of credit and surety bonds, and assist with investment of excess cash and liquidity planning.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO).. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!. EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry.. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
You will help clients tackle critical financial and strategic challenges, working with high-growth startups across various industries as their trusted advisor and strategic finance consultant. As a Senior Manager on the CFO Services team, you will collaborate with colleagues from tech, private equity, consulting, and investment banking sectors, delivering strategic finance advice, fundraising support, and managing complex financial projects. 6+ years of experience in investment banking or strategic finance within manufacturing or related sectors. Pilot, launched in 2017, modernizes back-office operations by providing dedicated, full-time finance experts who integrate with clients' existing systems. With over 1,000 customers and substantial funding, Pilot is a leading fintech unicorn valued at $1.2 billion.
We work with corporations, pension funds, financial sponsors, and governments and are team of strong analytical thinkers, who have a passion for producing out-of-the-box ideasOUR IMPACTOur Technology, Media and Telecom (TMT) Group advises clients in the technology, media and telecom sectors on various financial transactions, including mergers and acquisitions, equity and debt financings, joint ventures, restructurings, and financial investments.. Key sub-sectors in TMT include software, internet, e-commerce, sports and entertainment, publishing, advertising, broadcasting, cable, wireless, hosting, semiconductors, electronics and hardwareHOW YOU WILL FULFILL YOUR POTENTIALAssociates at Goldman Sachs play an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and executing a full range of financial transactions.. Associates develop financial models, perform valuation analyses and are actively involved in mergers and acquisitions transactions and equity and debt issuances.. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
In FTI Consulting's Corporate Finance & Restructuring segment we focus on our clients' strategic, operational, financial, and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.. We are an established technology advisory firm focused on IT modernization, digital transformation, machine learning / artificial intelligence, enterprise data and an extensive transactions services offering.. Experience with building, deploying or migrating solutions on cloud platforms such as AWS, Azure, and/or Google Cloud Platform. Family care benefits, including back-up child/elder care. Make an impact in our communities through company sponsored pro bono work
Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008.. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies.. We are seeking a highly motivated and detail-oriented Investment Analyst to join an Consumer Equity Long/Short team.. The ideal candidate will have 1-3+ years of experience in equity research, investment banking, private equity, or other relevant industry role covering Consumer public equities.. - Monitor industry trends, competitive dynamics, and macroeconomic factors impacting the sector.
Calpine Corporation is America's largest generator of electricity from natural gas and geothermal resources with operations in competitive power markets.. Through wholesale power operations and its retail businesses, Calpine serves customers in 22 states, Canada and Mexico.. Since its founding in 1984, Calpine has led the power industry in its unwavering commitment to environmental stewardship.. In addition, its renewable geothermal plants use steam generated deep below the earth's surface to produce clean, renewable electricity.. The Manager Financial Compliance will play a key role in the administration of debt instruments for Calpine Corporation and its subsidiaries to ensure compliance with all provisions of the debt instructions and within established SOX and internal audit procedures.
Founded in 2015, Phil is a San Francisco-based, Series D health-tech startup that is building a platform that interfaces between doctors, pharmacies, and patients to streamline the process of patients receiving prescriptions.. Reporting to the Senior Director, Finance, you will work closely with Finance, Accounting, Strategic Finance, and various Business partners to drive our financial planning and analysis processes for annual and long range planning.. 3 years of progressive experience in investment banking, private equity, and / or corporate / strategic finance.. Ground floor opportunity with one of the fastest-growing startups in health-tech. Fully remote working environment
Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. The Derivatives Trader will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for a variety of derivative products including options, futures, and swaps. Develop and execute trading strategies in various derivatives markets, including but not limited to equity options, commodity futures, and listed swaps. Stay abreast of macroeconomic indicators, company news, and other market-moving information. Minimum of 5 years of experience in a similar role, preferably at a proprietary trading firm, hedge fund, or investment bank (or equivalent experience).
Designed with a focus on enabling professionals to effectively scale their trading businesses, T3 includes a diverse community of individuals with backgrounds in investment banking, quantitative trading, private equity, hedge funds, and other non-finance fields. The Derivatives Trader will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for a variety of derivative products including options, futures, and swaps. Develop and execute trading strategies in various derivatives markets, including but not limited to equity options, commodity futures, and listed swaps. Stay abreast of macroeconomic indicators, company news, and other market-moving information. Minimum of 5 years of experience in a similar role, preferably at a proprietary trading firm, hedge fund, or investment bank (or equivalent experience).
Conduct market research, site assessments and other due diligence related to site acquisition and development feasibility;.. Minimum of 2‐3 years of relevant experience (e.g. real estate, corporate finance, investment banking, management consulting, or private equity). Related owns and manages a premier portfolio of assets valued at over $60 billion, including the 28-acre Hudson Yards neighborhood on Manhattan’s West Side. Since 1989, Related California has undertaken a range of transformational developments from best in class luxury high rise residential properties to the redevelopment of obsolete public housing, spanning a broad spectrum of urban infill, affordable, mixed-income and market rate multi-family developments. Related California has a long history of community partnership, having collaborated with more than 40 municipalities and over 30 non-profit organizations throughout California, and has successfully developed and managed a broad range of property types throughout Alameda, Contra Costa, Los Angeles, Orange, Sacramento, San Bernardino, San Diego, San Francisco and Santa Clara counties.
Banking Specialist: This position will support Sterling Bank & Trust a division of EverBank, N.A. The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. Performs cash vault and/or other financial center operational responsibilities as directed. No Experience Required; 2+ Years Preferred.. 3+ years of retail banking and/or financial services experience.