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business analyst, operations & strategy

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Exploratorium

<div><p><b>SUMMARY</b></p><p>
The Financial Analyst is a key partner in achieving the Exploratorium&rsquo;s mission and vision by providing financial guidance, support, and analysis to senior management and multiple departments within the organization. The Financial Analyst serves as a primary financial planning authority for assigned departments and leads cross-functional finance processes across the organization. The Financial Analyst exercises independent judgment and management-level authority over financial modeling, planning methodologies, and system administration within their portfolio of responsibility. The Financial Analyst brings their interest in both details and big picture concepts to communicate financial performance compared to budget, short-term and long-term business performance in their areas of responsibility, and other financial analysis as needed. The Financial Analyst owns financial planning infrastructure and stewards execution across departments. This position reports to the Director of Financial Planning &amp; Analysis.</p><p></p><p><b><br>
ESSENTIAL FUNCTIONS</b></p><ul><li>
Own and lead the annual budgeting and quarterly forecasting processes for assigned divisions.</li><li>
Work with Financial Analyst peers to prepare budget and forecast packages, including explanatory narratives, variance analysis, and presentation materials.</li><li>
Provide independent financial oversight across cost centers and departments within assigned portfolio.</li><li>
Create financial models for specific high-visibility projects or scenarios to facilitate operational or strategic decision-making.</li><li>
Identify financial risks and opportunities and provide strategic recommendations to department and senior leadership.</li><li>
Review data at the cost center/project level, division/consolidated group level, and organization level; ensure integrity of the submitted data.</li><li>
Improve financial outcomes by analyzing results, monitoring variances, identifying trends, and recommending actions to budget owners.</li><li>
Prepare presentation-ready financial reports, charts, tables, written summaries, and other materials.</li><li>
Acts as a financial business partner to department heads and senior managers, guiding budget decisions and financial strategy for assigned portfolios.</li><li>
Serves as the financial planning authority for assigned departments, providing independent recommendations to senior leadership on budget, forecast, and long-range planning decisions.</li><li>
Research and resolve inquiries for assigned departments and/or functional areas.</li><li>
Lead personnel cost tracking and payroll variance analysis.</li><li>
Support the Director of FP&amp;A in the development and maintenance of long range financial plan.</li><li>
Convene and lead financial planning meetings with department leadership to align assumptions, timelines, and resource strategies.</li><li>
Serve as institutional administrator and functional owner of Workday Adaptive Planning, responsible for system governance, reporting architecture, access controls, and continuous improvement.</li><li>
Manage special projects and other duties as assigned.</li></ul><p></p><p><b><br>
MINIMUM QUALIFICATIONS</b></p><ul><li>
BA/BS degree in finance, accounting, business or closely related field</li><li>
5 years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, and institutional or departmental financial management; experience in a complex nonprofit, museum, higher education, or similarly matrixed organization preferred</li><li>
Demonstrated experience guiding annual budget development, regular forecasting, and long-range financial planning processes for multiple departments, programs, or business units</li><li>
Advanced Excel skills; strong working knowledge of Microsoft Office Suite and Google Workspace applications</li><li>
Advanced knowledge/ownership of software administration and experience in administration of enterprise financial planning systems</li><li>
Proven ability to develop, maintain, and interpret complex financial models, scenario analyses, and management reports to support strategic planning, resource allocation, and operational decision-making</li><li>
Strong attention to detail combined with sound judgment and the ability to maintain a broad institutional perspective</li><li>
Self-motivated with the ability to work effectively with minimal direction and manage multiple projects; adeptness at working on both solo projects and team projects</li><li>
Excellent verbal and written communication skills</li><li>
Demonstrated ability to build effective working relationships and influence decision-making across all levels of the organization, including guiding budget managers and departmental leaders through planning and forecasting processes</li><li>
Proven ability to interpret financial information for managers, directors, and non-finance stakeholders and work collaboratively all levels of the organization</li><li>
Demonstrated discretion, professionalism, and sound judgment in handling confidential and sensitive financial information</li></ul><p></p><p><b><br>
PREFERRED QUALIFICATIONS</b></p><ul><li>
Experience working in a non-profit organization; understanding of non-profit financials and accounting practices</li><li>
Experience working in Workday Adaptive Planning, especially work experience as an Administrator</li><li>
Familiarity with business intelligence and data visualization tools (e.g. MS Power BI or Tableau)</li><li>
Experience with SQL/database report building, particularly in Salesforce</li></ul><p></p><p><b><br>
PHYSICAL REQUIREMENT</b></p><p><i>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</i></p><ul><li>
This position is based in San Francisco, California, with staff expected to work on site a designated number of days per week based on department requirements</li><li>
Ability to work at a computer and view a monitor for extended periods of time.</li><li>
Ability to use standard office equipment, including a computer, keyboard, telephone, printer and copier</li><li>
Ability to lift, carry, push or move materials up to 20 pounds</li><li>
Ability to occasionally bend, reach, stoop, and move throughout the workplace</li></ul><p></p><p><b><br>
APPLICATION DEADLINE</b></p><p>
This position is open until filled</p><p></p><p><b><br>
HOW TO APPLY</b></p><p>
This is a <b>regular, full-time (37.5 hours per week), exempt non-union position</b> that includes benefits. The salary for this position is $90,000 to $95,000 DOE. Applicants must be authorized to work in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time. Please, no phone calls in regards to this job. <b>Please include a cover letter with your application. Applications submitted without a cover letter will not be considered for review.</b> To apply, please visit the Exploratorium job page.</p><p></p><p><br>
The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment.</p></div>

Financial Analyst

InfoTrack US

<div>About InfoTrack<p>
InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We're global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.</p><p>
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.</p>
About the role<p>
</p><p>We are seeking a FP&amp;A Senior Analyst, Platform North America, to support financial planning and strategic analysis efforts. As FP&amp;A Senior Analyst, Platform North America, you will support in-country FP&amp;A initiatives. The ideal candidate will possess strong technical grasp of financial/accounting concepts, along with a strong understanding of financial modeling, forecasting, and business analytics. As a self-starter, you will be hands-on, capable of delivering within a high-performing, global team. In this hybrid role, you will report to the Head of FP&amp;A, ATI Global and have a dotted line to local Controllers in the United States and Canada.</p><p><b>
This is a hybrid role based out of our office in San Francisco.</b></p><br>
Responsibilities<ul><li><b>
Reporting &amp; Planning</b></li><li><ul><li>
Execute budgeting and forecasting processes, including model updates, assumption validation, and consolidation across entities.</li><li>
Perform detailed variance analysis against budget, forecast, and prior periods, identifying key performance drivers and trends.</li><li>
Analyze key financial and operational KPIs, providing structured insights (MoM, YTD, trend analysis).</li><li>
Collaborate with cross-functional finance and non-finance stakeholders to build, validate, and maintain financial and operational data.</li><li>
Act as a finance contact for operational teams, bridging financial analysis and business performance.</li><li>
Partner with local Controllers and support Global Head of FP&amp;A with group-level planning, reporting, and performance review across business units.</li><li>
Develop and refine financial models to improve accuracy, transparency, and alignment with business drivers.</li><li>
Dive deeply into financial and non-financial data to become a subject matter expert and provide actionable insights.</li><li>
Support future initiatives such as new planning system implementation, ad-hoc projects including M&amp;A or IPO readiness.</li></ul></li><li><b>
General &amp; Business Partnering
</b></li><li><ul><li>Partner with cross-functional teams to ensure alignment of financial plans with strategic objectives.</li><li>
Support continuous improvement of FP&amp;A processes and tools to increase efficiency, accuracy, and timeliness of financial planning and reporting.</li><li>
Promote a teamwork mentality and proactive problem-solving across the finance function.</li></ul></li></ul><p></p><b><br>
Requirements</b><p><br>
</p><p><b>Education and Experience:</b></p><ul><li><ul><li>
Bachelor&rsquo;s degree in accounting, finance or related field</li><li>
CPA qualified</li><li>
3+ years&rsquo; post qualification experience in financial planning and analysis, corporate finance (inhouse or advisory) or similar fields</li><li>
Experience in Technology and/or legal services industry is preferred but not essential</li></ul></li></ul><p>
</p><p></p><ul><li><b>Knowledge and Skills</b></li><li><ul><li>
Strong financial modelling skills (budgeting, forecasting, scenario analysis)</li><li>
Combining superior attention to detail with ability to present financial information clearly and concisely to senior management and key stakeholders to support business decisions</li><li>
Solid understanding of financial reporting and its linkage to FP&amp;A</li><li>
Experience working in cross-functional and fast-paced environments</li><li>
Strong interpersonal skills for collaborating with different departments and levels within the global organization</li><li>
Experience with Workday Adaptive Planning/Reporting and NetSuite</li><li>
Advanced Excel skills with the ability to build financial models to support decision-making</li><li>
Excellent team player skills</li></ul></li></ul><p></p><p><b>
Compensation</b></p><p>
The anticipated starting base pay range for this role is listed below. Base salary is not the only component of our competitive total rewards package - you may also be eligible for bonus, commissions, equity, and other benefits as described below. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications.</p><p><b>
Base Pay</b></p><p>
$86,200 to $145,395 USD<br>
</p><br>
<br>
<b>Benefits</b><p><b><br>
What Sets InfoTrack apart</b></p><p>
At InfoTrack, we&rsquo;re committed to a workplace where everyone feels comfortable doing their best work and having fun! We also believe in a work/life balance that fulfills you while you&rsquo;re here and supports you when you&rsquo;re not. We built our benefits package to prove that we&rsquo;re committed to you having everything you need.</p><p>
Here is what we offer full-time employees:</p><ul><li>
401(k) Match
</li><li>Medical, Dental, &amp; Vision Insurance- 85% of employee premiums are covered by InfoTrack, and 70% for your family premiums</li><li>
Employer-funded Short/Long-Term Disability, Life, and Accidental Death &amp; Dismemberment (AD&amp;D) Insurance
</li><li>20 Days of Paid Time Off (PTO)
</li><li>11 Paid Holidays</li><li>
&ldquo;Be Me Time&rdquo; off for mental health, re-charging, volunteering</li><li>
Matching Gift Program</li><li>
Monthly Internet Stipend for Remote Employees
</li></ul><p><b>Our Commitment</b></p><p>
We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.</p><p>
InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.</p><p>
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</p></div><p></p>

FP&A Senior Analyst, Platform North America

David Joseph & Company

<div><p><b>San Francisco, CA &middot; On-site &middot; Full-time</b><br>
<b>Compensation:</b> $120,000&ndash;$300,000 + Competitive Equity</p><h2 class="jobSectionHeader"><b>
About the Company</b></h2><p>
An early-stage, venture-backed FinTech building AI compliance analysts that automate AML, KYC, KYB, and transaction monitoring end-to-end for banks and fintechs. The product operates inside browsers, APIs, and internal systems the way a human analyst would, and is already live with financial institutions across multiple regions.</p><p>
Founded 2024 &middot; Seed stage &middot; Small team &middot; Industry: FinTech</p><h2 class="jobSectionHeader"><b>
The Role</b></h2><p>
A backend-leaning Member of Technical Staff building the end-to-end systems that power production AI compliance workflows &mdash; high-performance infrastructure, reliability, and backend architecture supporting mission-critical automation.</p><p><b>
What you'll be doing</b></p><ul><li>
Architect agent behaviors and build the backend systems behind production AI compliance workflows</li><li>
Build browser agents that navigate legacy systems, portals, and third-party platforms, interpreting unstructured data</li><li>
Process risk signals at the speed money moves &mdash; millions of transactions, sub-second decisions &mdash; via distributed inference, caching, queue orchestration, and self-healing data pipelines on AWS</li><li>
Contribute to an in-house deep-research pipeline that keeps LLMs from conflating similar entities</li><li>
Optimize ML pipelines and ship product features, owning problems vertically</li></ul><p><b>
Tech stack:</b> Python, AWS; browser automation, computer vision, LLM systems.</p><h2 class="jobSectionHeader"><b>
Requirements</b></h2><ul><li>
Experience with backend development and/or ML, especially in Python and AWS</li><li>
Hands-on experience deploying software to production environments</li><li>
Strong communication skills and willingness to interact with clients</li></ul><h2 class="jobSectionHeader"><b>
Green Flags</b></h2><ul><li>
Experience with browser automation and computer vision</li><li>
Background with distributed inference and optimization on AWS</li><li>
Familiarity with LLM systems and deep research pipelines</li><li>
Experience building systems that process millions of transactions at scale</li><li>
Knowledge of compliance, AML, KYC, or financial crime domains</li><li>
Competitive coding background</li><li>
Contributions to open-source projects or personal projects on GitHub</li><li>
Prior experience as a founder or at an early-stage startup</li></ul><h2 class="jobSectionHeader"><b>
Red Flags</b></h2><ul><li>
Candidates from a pure data science background who lack strong technical skills</li><li>
Lack of hands-on experience deploying software to production</li><li>
Primarily academic or research experience without practical engineering work</li></ul><h2 class="jobSectionHeader"><b>
Why Join</b></h2><ul><li>
Build frontier AI agents in production, solving hard problems with no off-the-shelf answers</li><li>
Large, underserved market with real customer traction and measurable impact</li><li>
Small team with wide surface area &mdash; own features end-to-end across backend, ML, and product</li></ul><h2 class="jobSectionHeader"><b>
Details</b></h2><ul><li><b>
Location:</b> San Francisco, CA</li><li><b>
Work policy:</b> On-site</li><li><b>
Compensation:</b> $120,000&ndash;$300,000 + equity</li><li><b>
Visa sponsorship:</b> H-1B, O-1, OPT</li><li><b>
Experience:</b> 1+ years</li><li><b>
Employment type:</b> Full-time</li></ul></div>

Member of Technical Staff

University of California - San Francisco

<div><p>Certain terms and conditions of employment for this position, including the rate of pay, benefits, etc., are currently subject to negotiation with the appropriate union.
</p><p>The Oracle Cloud AI Architect is responsible for designing, implementing AI-enabled solutions, analytics, automation, and enterprise applications across Oracle Cloud Human Capital Management (HCM), Supply Chain Management (SCM), Financials (FIN), Procurement, and related systems. This role partners with business stakeholders, operational leaders, and technical teams to design and optimize scalable solutions that improve business operations, decision-making, and user experience across the enterprise.
</p><p>The incumbent applies advanced knowledge of Oracle Cloud architecture, enterprise business processes, data management, and AI-enabled technologies to support intelligent automation, predictive analytics, reporting, workflow optimization, and enterprise data initiatives. Responsibilities include leveraging Oracle Cloud technologies such as OTBI, BI Publisher, Smart View, Fusion Data Intelligence (FDI), Fusion Analytics Warehouse (FAW), Oracle AI services, and related analytics platforms to develop integrated and secure enterprise solutions aligned with organizational goals.
</p><p>This role collaborates closely with Business Systems Analysts, ERP functional teams, developers, integration teams, and leadership to support system enhancements, enterprise integrations, data governance, testing, upgrades, and continuous improvement initiatives. The position also evaluates emerging Oracle Cloud and AI capabilities, promotes self-service analytics and automation, and supports operational excellence through scalable, compliant, and data-driven enterprise solutions.
</p><p>This position includes regular onsite work, typically 1&ndash;3 days per month. The exact schedule and frequency may be adjusted as needed to meet departmental and operational demands<br>
</p><p></p><p><b>Department Overview
</b></p><p>The Business Informatics &amp; Analysis team is responsible for delivering functional expertise, business process analysis, and application support across the enterprise&rsquo;s Oracle Cloud ERP ecosystem. This team partners with business stakeholders, technical, and cross-functional teams to ensure that Oracle ERP modules&mdash;such as Finance, Procurement, Projects, Research, Supply Chain, and Human Capital Management (HCM)&mdash;are effectively configured, optimized, and aligned with organizational objectives.
</p><p>The team provides both strategic and operational support, including requirements gathering, solution design, process improvement, system configuration, testing, reporting, and training. Their work ensures that Oracle Cloud ERP and the boundary systems it integrates with enable accurate, efficient, and scalable business operations.</p></div><p></p>
<br><div><p><b>REQUIRED QUALIFICATIONS
</b></p><ul><li>Bachelor's degree in a related area and/or equivalent experience/training.
</li><li>5+ years of experience in business transformation, value engineering, strategy, or enterprise advisory roles, preferably in healthcare or higher education environments.
</li><li>5+ experienced with Oracle Fusion applications, analytics, or AI platforms
</li><li>3+ years of dimensional and relational data modeling experience
</li><li>2+ years building and delivering LLM/GenAI solutions
</li><li>Ability to understand and model complex knowledge-intensive processes Oracle ERP data structures and business processes (Finance, SCM, Research or HCM)
</li>Familiarity with highly complex data quality and governance issues and requirements.<br>
<li>
</li></ul><p></p><p><b>PREFERRED QUALIFICATIONS
</b></p><ul><li>Demonstrated effective communication and interpersonal skills. Demonstrated ability to communicate technical information to technical and non-technical personnel at various levels in the organization. Interpersonal and communications skills to work with both technical and non- technical personnel at various levels in the organization.
</li><li>3+ years of experience in relational database, SQL, or system development life-cycle project; and/or equivalent experience/training.
</li><li>1+ year of experience in an organization comparable to UCSF in terms of budget, size, complexity, scope of operation, and accounting systems
</li><li>Knowledge of supply chain, human capital management, or finance systems and processes within a healthcare or higher education environment
</li><li>Certifications
</li><li>Oracle Certifications
</li><li>Lean Six Sigma Black Belt (LSSBB)
</li><li>Project Management Professional (PMP)
</li><li>Certified Business Analysis Professional (CBAP)</li></ul></div>
<br><div><div><b>About UCSF<br>
</b></div><div></div><br>
<div>The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world&rsquo;s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.<br>
</div><div></div><br>
<div><b>Pride Values<br>
</b></div><div></div><br>
<div>UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence &ndash; also known as our PRIDE values .<br>
</div><div></div><br>
<div>In addition to our PRIDE values, UCSF is committed to equity &ndash; both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available here .<br>
</div><div></div><br>
<div>Join us to find a rewarding career contributing to improving healthcare worldwide.<br>
</div><div></div><br>
<div><b>Equal Employment Opportunity<br>
</b></div><div></div><br>
<div><i>The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.<br>
</i></div><div></div><br>
<div><div><b>Salary Information<br>
</b></div><div></div><br>
<div>The final salary and offer components are subject to additional approvals based on UC policy.<br>
</div><div></div><br>
<div>Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.<br>
</div><div></div><br>
<div>To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html</div></div></div><div></div>

Oracle AI Forward Engineer

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits.<br>
<br>
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p></p><p><b>
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**</b></p><p><b>
Job Description:</b><br>
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.</p><p></p><p><b>
Responsibilities:</b></p><p></p><ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance</li></ul><p></p><p><b>
Skills:</b></p><ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p><i>
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators</i></p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Relationship Banker - San Francisco West

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div>
</div><div><b>Required qualifications, capabilities, and skills</b></div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div>
</div><div><b>Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul><p>
</p></div><p>FEDERAL DEPOSIT INSURANCE ACT:
</p><p>This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.<br>
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</p><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
<b>ABOUT US</b><br>
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<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
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<b>ABOUT THE TEAM</b><br>
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<p>Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)

Youtube

<div><p>This role may also be located in our Playa Vista, CA campus.</p><p>
Applicants in the County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</p><p>
Applicants in San Francisco: Qualified applications with arrest or conviction records will be considered for employment in accordance with the San Francisco Fair Chance Ordinance for Employers and the California Fair Chance Act.</p><br>
Note: By applying to this position you will have an opportunity to share your preferred working location from the following: <b>New York, NY, USA; Atlanta, GA, USA; Chicago, IL, USA; Mountain View, CA, USA; Los Angeles, CA, USA; San Bruno, CA, USA; San Francisco, CA, USA</b>.<h3 class="jobSectionHeader"><b>
Minimum qualifications:</b></h3><ul>
<li>Bachelor's degree or equivalent practical experience.<br>
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<li>10 years of experience in advertising, marketing technology, management consulting, or product management.<br>
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<li>2 years of experience managing individuals and leading cross-functional teams.<br>
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<li>Experience leading operational initiatives.</li></ul><br>
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Preferred qualifications:</b></h3><ul>
<li>Experience in Google&rsquo;s ad solutions and value proposition in the market, and creative ads products and generative AI.</li>
<li>Ability to manage multiple projects and stakeholders, as well as influence and drive results without official authority.</li>
<li>Ability to operate and drive clarity in a fast moving and ambiguous space, and to navigate large complicated organizations.</li>
<li>Ability to influence product leadership through development of strategic programming and event execution that focuses on showcasing strategic priorities and key pain points.</li>
<li>Excellent problem solving and analytical skills, with the ability to provide data driven insights to shape strategy and key decisions.</li>
</ul><div><h2 class="jobSectionHeader"><b>About the job</b></h2><p>
This role sits in the YouTube Ads GTM team with a mission to fuel innovation that keeps YouTube and Video free and accessible to the world by effectively monetizing YouTube with advertisers. The Creative team's mission is to accelerate advertisers and partners' ability to create more effective ads that will drive their business objectives and grow Google/YouTube investment. The team plays a vital role in empowering advertisers and partners with the creative solutions and resources they need to be set up for success across the Ads platforms.</p><p>
As the Senior Manager, you will lead a team focused on first-party creative products for the YouTube and Video ad solutions while also driving cross-GPS creative efforts to ensure a cohesive customer experience. In this role, you will work collaboratively with stakeholders across GPS, Product, Marketing, gTech, GTM, and Sales to ensure Creative offerings meet the needs of our advertisers while also driving commercialization strategy and execution globally.</p><p></p>
Individual pay is determined by factors including job-related skills, experience, and relevant education or training.
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US: $186000 - $270000 (USD) + 20% bonus target + equity + benefits<br>
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Learn more about benefits at Google.</div><div><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2><ul>
<li>Partner with Product and Engineering to shape the roadmap for emerging creative solutions, vetting product-market fit and ensuring alignment with YouTube Ads' strategic goals.</li>
<li>Build strategic business cases for innovations by leveraging customer needs and market trends to prioritize features that solve real-world advertiser pain points.</li>
<li>Lead go-to-market strategy for YouTube/Google Creatives, managing early-stage pilots and translating complex features into clear business motions that empower global teams.</li>
<li>Serve as the primary market feedback channel, leading test and learn incubation phases and synthesizing data from pilots to iterate before global scaling.</li>
<li>Lead high-performing ICs and orchestrate alignment across Sales, Marketing, Legal, and PR to ensure a unified approach to launching new creator solutions.</li>
</ul></div>Google is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Google's EEO Policy and EEO is the Law. If you have a disability or special need that requires accommodation, please let us know by completing our Accommodations for Applicants form.</div>

Senior Manager, Creative Solutions, YouTube Ads GTM

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