107 finance manager jobs found

Position Title Senior Relationship Manager - Fund Finance Location Palo Alto, CA 94301 Job Summary The Senior Relationship Manager will be responsible for building and managing commercial loan relationships within Fund Finance. The Sr. RM is a specialized role focused on providing liquidity and leverage solutions directly to the investment funds managed by Venture Capital (“VC”) and Private Equity (“PE”) sponsors. Using subscription credit facility as the primary fund finance product offering, the Sr. RM acts as a strategic partner to Chief Financial Officers (“CFOs”), fund controllers and Capital Markets executives in optimizing fund performance and management of capital calls. Job Responsibilities: New Business Origination:  Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE). Relationship Management: Works...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in the Northern part of California ideally within close driving distance of Sacramento, CA. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses. This is a G2 band role. #LI-COLE Job...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support our Corporate/Private sector team working the territory of Southern California for our Retirement Solutions team. Living within the territory with a strong preference to be in the greater Los Angeles area is a requirement of the job. This is a G.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote solutions that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Hybrid:   1-2 days in office   | Location:   Pleasanton, California Book Focus:   General, Professional Liability | Requirement: active property & casualty (P&C) license    Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.   Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.   To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role reports through our Pet Insurance Product team. We will consider candidates looking for a full-time remote position. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Are you motivated by a challenge and enjoy identifying and solving problems? Are you skilled at making decisions to ensure regulatory and legal compliance that protects the business and its...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Our work is essential to helping Nationwide build future capability to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality and collaboration. If you enjoy gathering input and information, working independently and on a team and...

Purpose of the Role The Technical Project Manager for Revenue Systems sits at the intersection of project execution and programlevel thinking — managing day-to-day delivery while maintaining visibility into how individual workstreams connect to broader revenue operations goals.   In this role you'll coordinate closely with a dedicated engineering team in Poland, US-based Solution Architects and Business Analysts, and business stakeholders across Sales, Finance, and Product. You'll translate complex requirements into structured delivery plans, keep cross-functional teams aligned across time zones, and ensure that projects spanning Salesforce, Conga CPQ, NetSuite, and Workato land on time and with the right outcomes.  This is a high-visibility role for someone who brings both the rigor of a project manager and the technical awareness to hold meaningful conversations with architects and engineers — without needing to write the code.  Key Responsibilities  Project &...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position will primarily handle business in the Los Angeles metro area with preferred work location being in either Glendale or in Orange County. Los Angeles, CA applicants: Pursuant to the Los Angeles Fair Chance Ordinance, we will consider qualified candidates with criminal histories in a manner consistent with the law. Los Angeles County, CA applicants: Pursuant to the Los Angeles County Fair Chance Ordinance for Employers and the   California   Fair...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re seeking a Project Manager II to lead and support operational and business initiatives across the organization. This role requires a strong communicator who can effectively coordinate across teams, manage project execution, and contribute to successful delivery of key initiatives.  The ideal candidate brings a solid foundation in project management...

SUMMARY: Customer Service Assistant is focused on providing excellent customer service for Retail Truck Insurance Agency. Duties include assisting clients via phone calls and emails, administrative and data entry tasks to support the service of current clients and potential clients.  This is a hybrid position reporting to our AF Group -La Palma Campus*.      RESPONSIBILITIES/TASKS: Take client phone calls and communicate policy change requests to Team Members.   Issuing Certificates of insurance for our clients.  Inputting potential business in our core C1 system as well as various online platforms.  Creating of policy files in Image Right System.  Daily / weekly filing of correspondence to Image Right System. Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers. Works effectively on the assigned...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets. The Account Manager will work directly with clients to assess their insurance needs, develop customized coverage plans, and provide ongoing...

HUB SoCal is looking for full-time trainees (Assistant Account Managers) to join our team. If you’re a  self-motivated individual with a strong interest in having a successful career, we want to speak with YOU!    This role requires that you commit to working 40 hours per week. This is a regular, full-time position with HUB which includes all HUB benefits.  Successful completion of your training will pave the way for you to obtain a Property & Casualty License.    Do you possess the following traits? ·       A  self-starter   attitude, with   enthusiasm to learn the insurance industry ·         Excellent  verbal & written communication   skills ·       Strong  organizational   skills,   and  the ability  to  multi-task ·       A  team player with a desire to help others ·       A  passion   to   learn   and   be   mentored  by  experienced professionals Requirements College Graduates, Final Year College Students with an expected...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

Role : Pricing Actuary     Location :  San Francisco Bay Area, CA / Austin, TX / Dallas, TX / Morristown, NJ (Hybrid)  Reports To : Senior Manager, Pricing Actuary   Open to Relocation? We’ve Got You Covered:  This role is open to candidates willing to relocate to one of our hub locations.  Hippo offers relocation assistance to support your move , so you can focus on doing impactful work—not the logistics of getting here.  About Hippo:     Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home.     About the Role:      We are seeking a detail-oriented, analytical actuary to help...

Position Title CRE Relationship Manager Sr Location San Francisco, CA 94111 Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable...

This is an exciting opportunity for a blended role for Manager, Data Science within our Data Product space. The Manager Data Science is responsible for architecting, building, and deploying production-grade machine learning models, AI solutions, and data products while leading a team of advanced data professionals. This is a highly technical, hands-on role that requires a combination of strong experience developing scalable solutions and zero to one product launch moving them from concept through production. This role requires hands-on technical contribution and is not solely an oversight function. The ideal candidate has demonstrated experience building data products and operationalizing machine learning within a cloud environment such as Azure, AWS, or similar platforms. This role requires comfort working with modern data architectures, integrating data pipelines, and managing the full lifecycle of models and AI applications. This individual has expertise in machine learning,...

Hi we’re HUB . We are proud to be ranked among the world’s largest insurance brokerages, advising businesses and individuals on how to prepare for the unexpected. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our clients and organization.  About the Position The Training Supervisor leads a team of Trainers and a Training Coordinator who bring the learning experience to life at the Hub Financial Center (HFC) as part of the Training Team . This role focuses on supporting and developing the team as they deliver engaging, high-quality technical and soft skills training that helps team members feel confident and prepared in their roles. Working closely with other training leaders, the Training Supervisor helps shape programs, guide facilitation strategies, and foster a positive, learner-focused environment. This is a...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great...