132 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...

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...

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Senior Consultant will focus on leading client projects. They will not have direct sales responsibilities, but they will be expected to support sales activities when an opportunity is identified by our leadership and sales organizations, or a lead comes directly from the market. When managing a client engagement, the Senior Consultant will generally serve as the day-to-day project manager, but there could be instances where the Senior Consultant is overseeing the project with a project manager reporting to the Senior Consultant. Project leadership responsibilities will vary by project, but will typically include project management, document preparation, data analysis and assimilation, meeting facilitation, and client/service provider communication. Essential Duties and Functions include the following....

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...

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...

Revenue Process Design & Optimization Own the end-to-end mapping, documentation, and continuous improvement of core revenue processes including lead-to-opportunity, opportunity-to-close, and quote-to-cash workflows. Identify process breakdowns, exception patterns, and compliance gaps through data analysis and stakeholder interviews; design targeted remediation plans. Develop and maintain standardized process frameworks, playbooks, and operating procedures that scale across Sales, BDR, Customer Success, and Renewals teams. Lead structured process reviews on a recurring cadence, synthesizing field feedback and system data to surface improvement opportunities. Partner with the Commercial Systems team to ensure Salesforce configurations align with and reinforce documented process standards. Cross-Functional Stakeholder Management Act as the primary process authority and trusted advisor to senior go-to-market leaders across Sales, Marketing, Finance, and Customer...

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...

What We Do Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first finance automation platform designed specifically for insurance — combining AI and embedded fintech to modernize how money moves across the entire policy lifecycle, from collections to disbursements. In five years, we've become the market leader: trusted by thousands of insurance businesses nationwide, processing billions in transactions annually, and growing 200%+ year over year. How We Do It Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable...

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...

What We Do Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first finance automation platform designed specifically for insurance — combining AI and embedded fintech to modernize how money moves across the entire policy lifecycle, from collections to disbursements. In five years, we've become the market leader: trusted by thousands of insurance businesses nationwide, processing billions in transactions annually, and growing 200%+ year over year. How We Do It Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable...

What We Do Insurance is a $10T industry still running on PDFs, email threads, and manual reconciliation. Ascend is changing that. We built the first finance automation platform designed specifically for insurance — combining AI and embedded fintech to modernize how money moves across the entire policy lifecycle, from collections to disbursements. In five years, we've become the market leader: trusted by thousands of insurance businesses nationwide, processing billions in transactions annually, and growing 200%+ year over year. How We Do It Ascend automates the financial operations that insurers, MGAs, and agencies run every day — and embeds directly into the transactions where money actually moves. AI is driving the cost of software toward zero. The companies that win won't just sell tools — they'll capture value at the point of the transaction itself. Ascend is built for exactly that moment. Our customers don't just adopt software; they unlock measurable...

About MGT Insurance MGT is the first AI-driven, neo-insurer focused on evolving commercial P&C insurance for the brokers and small business owners. By combining the expertise of industry veterans with state-of-the-art technology, we are ushering in the next evolution of commercial insurance and working to move the industry forward through the use of modern technology, better processes, and a rock-star team. We seek visionary leaders who thrive in dynamic, entrepreneurial settings, and excel in autonomous roles. Job Summary The Product Development Manager, Commercial Insurance will play a key role in developing, enhancing, and managing MGT’s commercial P&C products. This role leads new product development, manages coverage and form updates, supports regulatory filings, and develops underwriting guidelines. You’ll work cross-functionally with underwriting, claims, actuarial, compliance, distribution, and engineering to bring products from concept to market and...

About the Position Location: Remote within the continental United States Reporting to the Directo of Reporting on the Finance team, the Group Tax Manager will lead all US direct and indirect tax compliance, planning, and advisory activities across Nearmap's global operations in the United States while providing coordination support for operations in Australia, and Poland. This is a hands on technical role with primary responsibility for managing US federal and state tax compliance (income tax, sales and use tax, and employment tax across 40+ state nexus jurisdictions) as well as supporting tax operations in Australia and Poland through collaboration with group reporting and financial operation teams. The Group Tax Manager will also manage transfer pricing policy, monthly intercompany calculations and settlements, and serve as the key tax technical resource for the finance leadership team. This role requires deep expertise in multinational tax structures, strong cross...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...