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Wealth at Work - Investment Counselor - Director (San Francisco)

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 10 years of related experience. Expertise in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions. US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education Bachelor's/University degree, Master's degree preferred. Location & Compensation Primary Location: San Francisco, California, United States. Full time salary range: $200,000.00 - $300,000.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Benefits Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. J-18808-Ljbffr

  • Mission District, CA

  • no content

Healthcare AI Engineer: LLMs, Production ML & Impact (San Francisco)

A leading healthcare technology company in San Francisco is seeking an AI/Machine Learning Engineer to design and deploy AI solutions that transform health data into valuable insights. You will lead projects that directly impact patient care, working within a supportive culture dedicated to diversity and innovation. Ideal candidates will have extensive experience in machine learning, strong Python skills, and familiarity with LLM frameworks. This role offers a competitive salary and a flexible hybrid work environment. J-18808-Ljbffr

  • Mission District, CA

  • no content

Founding Head of Engineering - MedTech - Hybrid (Boston)

Founding Head of Engineering - MedTech - Hybrid This range is provided by Evolution USA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $160,000.00/yr - $200,000.00/yr Additional compensation types Stock options What You’ll Do Technical Architecture & Leadership Design and evolve data-intensive architecture for performance and scale Make thoughtful decisions on frameworks, infrastructure, and trade-offs Implement observability, auditability, and reliability standards across services Balance speed with scalability and long-term maintainability Software Development & Delivery Lead development from prototype to production with rapid feedback loops Build modular, cloud-based services for data ingestion and workflow automation Translate ambiguous requirements into clear deliverables and measurable outcomes Maintain a bias toward simplicity, clarity, and integrity Team Building & Culture Recruit, mentor, and inspire a small, high-performing team Create a culture of ownership, learning, and accountability Be both a hands‑on builder and a technical leader Infrastructure, Security & Operations Establish CI/CD pipelines and cloud environments Oversee uptime, performance, and incident response Ensure compliance with enterprise‑grade security and regulated‑industry standards Your Background You’re a builder with integrity, someone who thrives under pressure, values direct feedback, and loves solving complex problems elegantly. Execution‑driven: You measure progress in working systems, not presentations Technically deep: You can design, build, and debug across the stack Collaborative: You align with business goals and respect diverse expertise Systems thinker: You understand how automation, reliability, and compliance intersect AI‑pragmatic: You know where AI adds value, and where it doesn’t Preferred Background Experience building or scaling data‑heavy SaaS products (ideally in regulated domains) Background in search, recommendation systems, or complex data modeling Experience building AI/ML or intelligent automation solutions Strong grounding in cloud infrastructure, CI/CD, and security best practices Prior leadership experience in an early‑stage or high‑growth environment Why Join You’ll be building a genuinely hard technical product with real‑world impact, not just another wrapper around AI APIs. Equity: Meaningful early equity Ownership: Shape the foundation and grow into a long‑term executive or CTO role Impact: Help accelerate innovation in a $30B global industry Momentum: Already working with leading customers and advisors in MedTech Seniority level Mid‑Senior level Employment type Full‑time Job function Information Technology Industries Medical Equipment Manufacturing Benefits Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave J-18808-Ljbffr

  • Boston, MA

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Senior Investment Counselor & Wealth Strategy Director (San Francisco)

A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a CFA or MBA. The position offers a full-time salary ranging from $200,000 to $300,000, along with competitive benefits including medical and retirement plans. J-18808-Ljbffr

  • Mission District, CA

  • no content

Senior Corporate Counsel: Securities, Governance & M&A (Stamford)

A hospitality firm in Stamford, CT is seeking an Associate General Counsel to oversee corporate governance, ensure SEC compliance, and provide strategic legal counsel to executive leadership. The ideal candidate will have over 5 years of legal experience focused on corporate and securities law, with the ability to manage complex transactions and multiple priorities effectively. This full-time position offers a competitive salary ranging from $134,000 to $185,000, alongside a collaborative work environment. J-18808-Ljbffr

  • Stamford, CT

  • no content

Head of Enterprise Payments & AI Sales (San Francisco)

A dynamic technology startup based in San Francisco is seeking a candidate for a full-time role focused on enterprise partnerships and sales leadership in the payments and fintech sectors. Ideal applicants will have at least 5 years of experience in customer acquisition and a strong network in financial services. This is an exciting opportunity to join a high-growth startup backed by leading investors, allowing for flexible remote or on-site work arrangements. J-18808-Ljbffr

  • Mission District, CA

  • no content

Senior Private Audit Lead — GAAP/GAAS Expert (San Jose)

A respected CPA firm in San Jose is hiring a Senior Manager for Private Audit. This position involves leading audit engagements, managing audit teams, and ensuring compliance with U.S. GAAP and GAAS. The ideal candidate will have at least 8 years in public accounting with expertise in private company audits and strong leadership skills. Benefits include generous paid time off, full health insurance, and professional development opportunities. J-18808-Ljbffr

  • San Jose, CA

  • no content

Lead Test Engineer, Python Automation – LiDAR Manufacturing (San Francisco)

A technology company in San Francisco seeks a Test Engineering Manager responsible for developing production test software for LiDAR sensors. The ideal candidate will manage a team, ensuring high-quality results while contributing hands-on with strong Python skills and experience in test engineering. The role involves close collaboration with cross-functional teams to enhance test coverage and reduce time. A BS in a technical field is required, along with proven leadership experience in a fast-paced environment. J-18808-Ljbffr

  • Mission District, CA

  • no content

SAP - Director of Client Accounts (Boston)

About the job SAP - Director of Client Accounts Job Description The Director of Client Accounts will lead the strategic direction and growth of key client relationships for a prominent business and technology services organization. This high-level role is centered on building long-term partnerships with clients, driving revenue, and ensuring exceptional customer satisfaction. The position involves working directly with senior client stakeholders and managing a portfolio of significant accounts. RESPONSIBILITIES Develop and implement comprehensive strategies to manage and grow client accounts. Ensure alignment of client account plans with the broader business goals. Cultivate and strengthen relationships with C-suite and senior-level client executives. Lead client engagements, including presentations and negotiations, to secure new business. Drive revenue by identifying and executing on growth opportunities within accounts. Maximize opportunities for upselling, cross-selling, and expanding service offerings. Oversee and mentor a team of senior account managers to achieve business objectives. Align the team's activities with company-wide strategic initiatives. Monitor account health through performance metrics and develop action plans for improvement. Provide regular updates on account statuses and revenue forecasts to executive leadership. MINIMUM AND/OR PREFERRED QUALIFICATIONS EDUCATION A bachelor's degree in Business, Finance, Accounting, or a related discipline is required. Advanced degrees such as an MBA or a master's/PhD in a relevant field are preferred. EXPERIENCE 10 years in client management, sales leadership, or business development, with a track record of driving revenue. Proven success managing high-value, complex client accounts and consistently meeting revenue goals. Experience within the business consulting or technology services sectors is ideal. SKILL REQUIREMENTS Strategic Leadership: Proven ability to define a clear vision and inspire teams to meet goals. Influencing Skills: Strong ability to influence client decisions and internal stakeholders. Cross-functional Collaboration: Effective at working with various teams to drive client success. Global Mindset: Ability to work across diverse client cultures and adapt strategies accordingly. Coaching and Mentoring: Experience in guiding and developing talent within the team. Client Relationship Management: Expertise in managing and expanding key client relationships. Market Insight: Ability to assess market trends and identify growth opportunities. Sales Strategy: Skilled in formulating and executing winning sales strategies. Contract Negotiation: Proficiency in managing complex agreements and contracts. Technical Acumen: Understanding of integrating solutions into client ecosystems. J-18808-Ljbffr

  • Boston, MA

  • no content

VP of Engineering (San Francisco)

We're looking for an incredible VP of Engineering tobuild a world class engineering culture and team. You will and shapetechnology and product to deliver an unparalleled experience to users. Responsibilities Oversee platform, applications, database, and technology infrastructure, ensuring you & your team effectively develop & deliver planned features on time and in an efficient manner. Directly contribute to building the platform, writing code and creating tech stack. Create and maintain processes that ensure high quality products can be delivered Manage & build technology & engineering organization. You will mentor and empower a diverse group of engineers by defining individual roles and responsibilities, generating buy-in, allocating resources, and managing team and individual progress and happiness. Be a key thought partner, informing strategic and product roadmaps, identifying inefficiencies, and implementing methods to streamline execution across the company. Drive and own key architectural and technical trade-off decisions that balance serving rapidly growing customer demand while building a scalable platform for the long term; ensure technology is versatile and set up to scale & enhance properly with future growth. Requirements We're looking for someone who is: Up for the challenge of solving problems while working and building with intent in a fast paced environment. Not afraid to get their hands dirty, write code and fulfill the evolving role as manager of a small but fast growing team. Energized by the ambiguity and intensity inherent in a rapidly growing, early stage company, taking initiative to drive the team to achieve great things. Extremely comfortable working on fullstack applications, web and mobile, and databases. Experienced with synthesizing input from internal & external teams, and from within the tech organization, to make critical prioritization decisions. Very capable of designing, implementing, and revising development and testing processes that yield high quality products, deliver results on time, and maximize the team's happiness. Experienced with, and enjoys, the unique challenges of marketplaces. Experienced with leading a team at a venture-backed company (or equivalent) through a product launch. Very capable of hiring, motivating, mentoring, managing, and assessing distributed teams. Very collaborative with other team members within & across teams and US/international cities, and an excellent communicator Extremely agile & flexible, since we will evolve a lot as a company. Experience Worked for over 10 years in fast paced environments 4 years managing an engineering team (in-house and outsourced), preferably in an early stage startup environment. Technical skills required: HTML/CSS front-end expertise Familiarity with React Native Familiarity working with databases like MySQL Experience with vendor system/application integration J-18808-Ljbffr

  • Mission District, CA

  • no content

Tax Manager (San Francisco)

Large consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits. The Team The Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. Qualifications Required Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week 5 years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry Bachelor's degree in accounting, finance, or other business-related field One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Ability to travel up tp 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Advanced degree such as MST, MAcc, JD, or LLM Knowledge of fund accounting and general ledger accounting Experience reviewing partnership and/or trust documents Experience managing projects including scheduling, budgeting, client correspondence, and billing Strong communication, interpersonal, and organizational skills Excellent research and writing skills The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. J-18808-Ljbffr

  • Mission District, CA

  • no content

Tax Senior Manager (San Jose)

Introduction to the team Join a values-driven accounting firm where you'll have fun while solving complex and interesting business challenges. Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard. Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions. Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits. Develop and execute a business development plan which includes networking, new client development and client expansion activities. Qualifications Bachelor's degree in accounting or related field required; Master's degree in Taxation preferred Minimum of 7 years of related experience Previous experience in a public accounting firm preferred CPA or Bar License required Minimum of 4 years supervising and training experience Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large, multi-state, internationally active middle-market clients preferred Proven market facing skills required to develop new business and sustain existing excellent client relationships Must have visibility and recognition within your industry specialization and in your local market Proven success managing multiple client engagements Excellent written and verbal communication and interpersonal skills J-18808-Ljbffr

  • San Jose, CA

  • no content