Banking And Financial Services Jobs in Eldridge, CA

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

One of Swoons top clients in the Artificial Intelligence space is hiring a Professional Services Sourcing manager to join their team out of San Francisco, CA!

Details:

Location: Hybrid - San Francisco

Rate: $80-$95/hour W2

Duration: 6 months to start with chance of extension

This person will bridge strategic category leadership and day-to-day sourcing execution. This role sits between category coordination and category strategy, with a stronger tilt toward sourcing ownership, supplier strategy, and cross-functional deal execution. It will also be involved in M&A activities, helping to integrate the vendors of acquired companies.

Day to Day:

• Lead end-to-end sourcing for professional services engagements, from intake through negotiation, contracting, and award.
• Negotiate MSAs and ISAs with a wide range of professional services firms and align commercial terms to OpenAI's risk and governance standards.
• Build and run competitive processes (RFP/RFQ), including scope shaping, bid evaluation, and commercial recommendation development.
• Partner with Legal, Finance, Security, and Extended Workfoce teams to structure agreements that balance speed, flexibility, compliance, and value.
• Standardize sourcing playbooks, rate card approaches, and service taxonomy to reduce fragmentation across the category.
• Build playbooks and repeatable frameworks for M&A-related sourcing and contract integration activities.

Requirements:

• 8+ years of experience in sourcing, category management, procurement, or commercial operations in fast-scaling environments.
• Strong sourcing and negotiation experience across professional services, consulting, or contingent/advisory spend.
• Experience in M&A post merger integration of contracts
• Experience balancing strategic category goals with high-volume, hands-on sourcing execution.

Position Summary

The Account Manager oversees the daily operations of an assigned location, ensuring exceptional service for clients and guests. This role involves managing staff, maintaining strong client relationships, overseeing financial aspects such as revenue and payroll, and performing valet duties when needed.

Primary Objective

To lead and manage valet operations by delivering outstanding guest service, optimizing efficiency, and driving financial performance. The Account Manager focuses on staff development, operational excellence, and customer satisfaction, ensuring a safe, professional, and organized valet experience while continuously improving service quality and business growth.

Duties and Responsibilities

Client Relationship Management

Serve as the primary contact for each property, ensuring contractual obligations are met while fostering open communication, addressing concerns, and building trust with stakeholders to strengthen partnerships and identify opportunities for service improvements and business growth.

Daily Operational Oversight

Manage scheduling, staffing, and quality assurance to ensure smooth daily operations at each location. Conduct regular site visits to identify and resolve issues, maintain equipment, improve processes, and uphold consistent customer service standards.

Financial and Administrative Tasks

Monitor site-level revenue, payroll, and expenses to identify trends and irregularities, working with the Regional Director on cost control and accurate record-keeping to keep operations financially on track and within budget.

Team Supervision and Training

Recruit, train, and coach hourly associates, set clear performance expectations, and foster a positive work environment by modeling professionalism and enforcing company policies to support employee satisfaction and excellent customer service.

Communication and Reporting

Provide regular updates to management through reports on progress, challenges, and account needs, while using personal devices as needed to coordinate promptly during emergencies or urgent situations.

Supervisory Responsibilities

Actively involve staff in planning, decision-making, and process improvement while taking full responsibility for team performance. Maintain an open and accessible leadership style, providing regular feedback, supporting skill development, and encouraging professional growth. Seek and apply feedback from both internal and external customers, promote a culture of quality, and continuously work to enhance processes, services, and supervisory skills to drive team success.

Additional Responsibilities

Other tasks may be assigned as needed to support the company’s overall operational and financial objectives, with the expectation that the management remains flexible and responsive to evolving business needs. Attend required staff meetings and complete assigned training modules in a timely manner. Including but not limited to the ability to work flexible hours when needed, particularly during financial close periods and occasional travel for financial reviews, audits, or corporate meetings. May be required.

Knowledge, Skills, and Abilities

Competency/Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

A high school diploma or GED is required, with at least three years of supervisory experience in parking, hospitality, or a similar customer service field. Additional training or certifications in leadership or business management is beneficial.

Certificates and Licenses

A valid driver’s license and reliable transportation are required for this role, along with maintaining an acceptable motor vehicle record with no more than three moving violations within a three-year period. Candidates must also pass and maintain a clean background check. No special certifications are necessary for this position.

Hospitality, Customer Service, and Communication

Provide exceptional guest service through professional communication, active listening, and personalized assistance, creating a welcoming and memorable experience that aligns with company standards and fosters a positive environment for guests and team members.

Advanced Client Management Skills

Build strong relationships by understanding client needs, resolving issues promptly, and anticipating requirements. Coordinate across locations and adjust strategies to ensure client satisfaction and support long-term partnerships.

Strong Analytical and Problem-Solving Abilities

Analyze revenue and payroll, identify discrepancies, resolve operational inefficiencies, and develop solutions to improve performance and accuracy.

Effective Training and Leadership Skills

Provide hands-on coaching, build strong teams, and ensure consistent operations through knowledge of training methods, operational software, and leadership principles, fostering accountability, clear communication, and employee engagement across multiple sites.

Payroll Management

Manage payroll with a focus on scheduling and overtime control, guiding managers to create efficient schedules that optimize labor costs and improve operational efficiency.

Excellent Communication and Reporting Skills

Provide regular updates to operations and HR while maintaining clear communication with internal departments and external vendors, ensuring complex information is shared clearly and effectively.

Work Environment

The work environment for this role includes both indoor and outdoor settings, requiring collaboration with teams, vendors, and clients on-site and in corporate environments. Associates may frequently use computers, communicate via phone, and perform duties in or around parking facilities. Regular exposure to outdoor weather conditions—including extreme heat, cold, humidity, and wet environments—is expected. The location can be noisy, with moving vehicles operated by the public.

Physical Demands

Valet responsibilities require extended periods of running, standing and walking, along with the ability to lift and carry moderate weights, such as luggage. This role also demands specific vision abilities—including close, distance, peripheral vision, depth perception, and the ability to adjust focus—to maintain situational awareness and ensure the safety of guests, vehicles, and pedestrians on-site.

Cell Phone Use

Employees may be required to use personal cell phones for work-related communication, including coordination with team members, managers, and clients, as well as accessing work applications. Reimbursement for work-related phone usage will follow company policy.

Pay Transparency

PMC is committed to pay transparency and equity among all employees and provides employees an environment where pay transparency and dialogue on compensation are allowed. PMC complies with Equal Employment Opportunity laws as well as federal, state, and local laws on compensation, pay transparency, and pay equity.

Additional Compensation and Benefits

• Health Benefits – Medical, vision and dental insurance – Upon eligibility
• 401K – Upon eligibility
• Supplemental Insurance – Life insurance and critical illness
• Bonus opportunities
• Internal leadership development program
• Paid time off
• Paid training
• Tuition assistance through Bellevue University – Up to $5,250 per year
• Nationwide discounts through Perks at Work
• Military friendly employer

Employee at Will

Employment with PMC is on an at-will basis, meaning either the employee or the employer may end the employment relationship at any time, for any reason, with or without cause or notice, in accordance with applicable laws. A 120-day introductory period applies.

Fair Labor Standards Act (FLSA)

This position is classified as exempt under the Fair Labor Standards Act (FLSA), meaning employees in this role are not eligible for overtime pay for hours worked beyond 40 in a workweek at a rate of one and one-half times their regular hourly rate. PMC adheres to all applicable federal, state, and local wage and overtime laws, ensuring that compensation complies with these legal standards. All hourly rates will meet or exceed the minimum wage requirements for your specific work location.

PMC is compliant with all state workman’s compensation laws.

Employee Leave

PMC is compliant with all state specific required and FMLA paid leave requirements, such as sick leave, state paid family leave, etc.

Equal Employment Opportunity (EEO) Statement

Parking Management Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

ADA and Equal Employment Opportunity (EEO) Compliance

Parking Management Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification.

Job Title: Valet Account Manager

Department: Valet Parking Division

Reports directly to: City Manager / Area Manager

Schedule: Full Time

Status: Exempt

Compensation: Salary plus potential bonus opportunities

(Salary can vary depending on market and applicable experience)

Oracle FDI Developer/Analyst

Contract

Palo Alto, CA (Remote or Hybrid if in SF Bay Area)

This position pays around $60 - $70/hr on W2

Responsibilities:

• Business Discovery & Analysis

-Lead requirements for workshops with FP&A, Accounting & Procurement.

-Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas.

• Data Modeling & Development & Go live (Oracle FDI)

-Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, and data products).

-Build/Configure reports, dashboards, and self-service datasets.

-Implement drill paths, prompts/filters, row-level security, and data

entitlements.

-Establish data quality checks & build/maintain documentation

-Conduct UAT and migrate in production environment

• Demos, Enablement & Iteration

-Run demos and showcases with Finance leadership and business stakeholders; collect feedback and iterate fast.

-Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics.

Required Qualifications:

• Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI)
• Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement
• Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times
• Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI
• Experience configuring drill paths, prompts, filters, row-level security, and data entitlements
• Knowledge of Oracle subject areas, views, and data products
• Experience mapping business metrics to source systems and reporting structures
• Ability to establish data quality checks and validation processes
• Experience conducting user acceptance testing and managing production migrations
• Strong documentation skills covering data models, configurations, and processes
• Ability to create training materials, playbooks, and how-to guides for end users
• Excellent communication skills with the ability to present to finance leadership and business stakeholders
• Ability to work autonomously with minimal supervision
• Strong organizational and prioritization skills

Preferred Qualifications:

• Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement)
• Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence
• Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes
• Experience with data integration tools or Oracle Integration Cloud
• Prior experience in a consulting or systems integrator environment
• Background working in multinational organizations or with global finance teams
• Experience driving self-service analytics adoption across an organization
• Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications

Core Competencies:

• Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions
• Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures
• Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making
• Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements
• Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams
• Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing
• Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities
• Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables
• Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities
• Collaboration: Ability to work effectively with technical and business teams across functions and geographies

• Perform scheduled preventative maintenance and necessary repairs to automobiles, trucks (light and heavy), trailers, vans and forklifts.
• Disassembles and overhauls motors, transmissions, clutches, rear ends and electrical systems.
• Complete all necessary documents, including vehicle records.
• Manage ordering and inventory of parts.
• Will act as a mentor to the class I & II mechanics.

Shift and Schedule

• Full-time
• Monday-Friday
• 7:00am until finished
• Flexibility to work overtime as needed

About You

We are looking for a self-motivated individual who enjoys working in a fast-paced environment. You have great communication skills. You are a problem solver with technical aptitude and a willingness to keep learning. Please apply now if you are the person we're searching for!

• Pay starting at $34.09 per hour. The employee will move to a higher rate of $35.92 per hour in the quarter after their 6 month anniversary.
• Benefits, subject to eligibility, and collective bargaining agreements (where applicable): Medical, Dental and Vision, Paid Time Off, 401(k) program with employer match, Child & Elder Care, Adoption Benefits, Paid Parental Leave, Fertility Benefits, Employee Resource Groups, Breastmilk Shipping Services, Dependent Scholarship Program, Tuition Reimbursement, Education Assistance, Employee Assistance Program, Personalized Wellness Platform, and more!

• High school diploma or general equivalency diploma (GED) preferred
• Valid driver's license
• Lift, push, and pull a minimum of 50 pounds repeatedly
• 3 years of fleet experience with the ability to work on all types of power units, trailers, and material handling equipment
• 3 years of previous experience working on hydraulics, electrical, suspension, and breaks.
• 2 years of experience using a computer to run diagnostics on fleet vehicles
• Able to supply own set of tools
• Will be required to achieve within the first year of employment with Keurig Dr Pepper: Automotive Service Excellence (ASE) Heavy and Medium duty certification, DOT Commercial Driver's License (CDL A), DOT brake and annual inspection certification, A/C Certification, Forklift Operator License

Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

A.I. Disclosure:
KDP uses artificial intelligence to assist with initial resume screening and candidate matching. This technology helps us efficiently identify candidates whose qualifications align with our open roles. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly to in lieu of clicking Apply. Please include the job title and location or Job ID # in the email subject line.

HVAC Service Manager – Commercial

We are seeking an experienced HVAC Service Manager to lead and grow our commercial service division. This role oversees daily service operations, manages field technicians, and ensures high-quality delivery across commercial and institutional projects. The ideal candidate brings strong technical HVAC knowledge, proven leadership experience, and a track record of driving profitability, efficiency, and customer satisfaction.

Responsibilities include dispatch coordination, scheduling, budgeting, service contract oversight, technician mentorship, safety compliance, and maintaining client relationships. You will support troubleshooting on complex systems including RTUs, VAV systems, chillers, boilers, and hydronic systems while ensuring preventive maintenance agreements and service calls are executed effectively.

Qualifications: 7+ years of commercial HVAC experience, prior supervisory experience, strong financial and operational acumen, and proficiency in service management software.

Benefits: Competitive salary, performance bonuses, company vehicle or allowance, health/dental/vision insurance, 401(k) with company match, paid time off, holidays, and career advancement opportunities.

Event & Catering Service Manager – $80,000–$90,000 + Benefits – San Francisco Bay Area, CA

The company is seeking an experienced Event & Catering Service Manager to lead the delivery of high‑volume, off‑site catering and events across the Bay Area. This role is ideal for a professional who thrives on organising seamless occasions, managing teams under pressure, and ensuring every detail lands perfectly.

The successful candidate will oversee weddings, corporate functions, banquets, and social events, taking responsibility for the full event journey — from initial client briefing through to post‑event review. Acting as the main point of contact for clients, the Event & Catering Service Manager will ensure that every occasion runs smoothly, safely, and on time.

This is a hands‑on, varied position where no two days are the same. One day may involve planning menus and floor layouts, while the next requires on‑site leadership, guiding the team and welcoming guests. The role offers real satisfaction for those who enjoy seeing a room come together and guests smiling.

Key Responsibilities

• Plan and manage banquets, weddings, meetings, and large‑scale off‑site events
• Meet clients to confirm requirements, menus, layouts, and staffing
• Collaborate with chefs, venues, and suppliers to deliver flawless service
• Prepare event sheets, floor plans, packing lists, and hire orders
• Supervise event and catering staff on‑site, ensuring service standards are upheld
• Oversee set‑up, service areas, and food safety compliance
• Resolve issues quickly and professionally during live events
• Record staffing and labour details, completing post‑event reviews

The Company

The organisation is a friendly, professional hospitality team known for well‑run events and warm service. Teamwork, clear communication, and pride in delivery are central to its reputation. The Event & Catering Service Manager plays a key role in maintaining and strengthening that reputation.

Benefits

• Competitive salary ($80,000–$90,000)
• 401(k)
• Health, dental, and vision insurance
• Paid time off

The Person

• Minimum 3 years’ experience as an Event & Catering Manager, Event Manager, or similar role
• Proven experience in off‑site catering and managing high‑volume events
• Strong organisational and time management skills
• Confident in leading teams on busy event floors
• Excellent client communication abilities
• Knowledge of food hygiene standards
• Calm, practical, and reliable under pressure
• Flexible with evenings, weekends, and holidays

How to Apply If you are ready to bring your expertise in off‑site, high‑volume catering to a team that values professionalism and pride in delivery, we would love to hear from you. Please apply directly through LinkedIn with your resume.

Sequoia Living – San Francisco High-Rise Community

Sequoia Living is seeking an experienced, mission-driven Director of Environmental Services to lead operations in our high-rise community. This is a highly visible leadership role responsible for creating a safe, clean, efficient, and beautifully maintained environment for the residents who call our community home.

If you are a hands-on, solutions oriented facilities professional who thrives in a dynamic environment and you are passionate about leading teams, elevating service standards, and improving the daily lived experience of residents this is a unique opportunity to make a meaningful impact.

Experience in a CCRC, senior living, healthcare, assisted living, or hospital setting is required.

Why This Role Matters

As the Director of Environmental Services, you are the operational backbone of the community. You ensure residents live in a well-maintained, safe, and welcoming environment while leading a diverse and dedicated team across plant operations, maintenance, housekeeping, laundry, landscaping, safety, and construction oversight. Your work directly impacts resident experience, staff satisfaction, regulatory compliance, and long-term asset preservation.

What You’ll Do (Key Responsibilities)

Leadership & Department Oversight

• Lead all Environmental Services functions, including plant operations, maintenance, housekeeping, laundry, landscaping, and safety programs.
• Recruit, hire, mentor, and develop supervisors and frontline staff; foster a culture aligned with Sequoia Living’s Mission, Vision, Values, and Commitment to Inclusion.
• Manage administrative operations, staff schedules, training, coaching, and performance review processes.

Facility Operations & Maintenance

• Oversee the community’s preventative and corrective maintenance programs, ensuring compliance with all Federal, State, and local regulations (EPA, ADA, OSHA/OSHPD, Titles 8, 19, 22 & 24).
• Review maintenance projects, repairs, and inventory needs; recommend improvement plans to community leadership and the Director of Design & Construction.
• Ensure the community’s safety programs (Fire, Disaster, Emergency Response, Hazardous Materials Plans) are up-to-date and fully implemented.
• Train staff in safe work practices, including asbestos and industrial chemical handling.

Construction, Capital Projects & Renovations

• Manage capital project planning and execution, including apartment renovations, building upgrades, and major infrastructure improvements.
• Maintain computerized capital budget tools, plan expenditures, and ensure timely project completion.
• Solicit and evaluate contractor bids; manage vendor relationships, permits, and certificates of insurance.

Budgeting & Resource Management

• Prepare and manage operating and capital budgets; track expenses and ensure cost control.
• Oversee energy conservation and utility monitoring to optimize efficiency.

Resident & Community Engagement

• Serve as a responsive partner to residents and committees on maintenance needs and special projects.
• Communicate professionally and collaboratively with department heads, staff, vendors, regulatory bodies, and Sequoia Living leadership.

Risk, Safety & Compliance

• Act as the community’s Safety Coordinator: oversee workplace safety programs, ensure incident reporting, support workers’ compensation processes, and lead safety initiatives.
• Identify and report resident concerns related to physical, mental, or emotional well-being.
• Participate in on-call rotation and support emergency response as needed.

What You Bring (Qualifications)

Experience

• 6+ years of hands-on experience in environmental services, facilities management, plant operations, or maintenance preferably in healthcare, senior living, or a residential community.
• 3+ years of supervisory or management experience leading diverse teams.
• Prior experience with building systems (HVAC, boilers, refrigeration, electrical/mechanical systems, automation, and life/safety equipment).
• CCRC or healthcare environment experience strongly preferred.

Education

• High school diploma required; 2+ years of college or trade school coursework in engineering, facilities management, or environmental services preferred.
• Bachelor’s degree in Engineering, Facilities Management, or related field strongly preferred.

Key Knowledge & Skills

• Regulatory & Compliance: Deep understanding of building codes, construction regulations, OSHA/OSHPD, Titles 8, 19, 22 & 24, ADA, and environmental compliance.
• Technical Proficiency: Ability to read blueprints, technical manuals, and schematics; strong understanding of HVAC, plumbing, electrical, carpentry, and mechanical systems.
• Safety & Risk Management: Expertise in workplace safety, hazardous materials handling, emergency response, and risk mitigation.
• Operational Excellence: Skilled in housekeeping, maintenance, landscaping, sanitation, and environmental cleaning standards.
• Project Management: Strong planning, scheduling, and vendor management experience.
• Technology Skills: Proficient with Microsoft Office and capable of learning maintenance, inventory, and HR systems.
• Communication & Leadership: Collaborative, calm under pressure, resident-centered, and able to lead with empathy and professionalism.

Why Work at Sequoia Living?

• A mission-driven organization devoted to enriching the lives of older adults.
• An opportunity to lead a critical operations team in an established and respected nonprofit community.
• A collaborative culture where your expertise directly shapes resident safety, comfort, and quality of life.
• A role with variety, challenge, and the ability to influence long-term building health and operational excellence.

Ready to Make an Impact?

If you are a proactive leader who finds purpose in maintaining exceptional environments, developing strong teams, and ensuring operational excellence we encourage you to apply. Join a community that values integrity, compassion, and innovation.

About F2

F2 is redefining how the financial sector operates by bridging the gap between legacy workflows in institutional finance and the future of AI-driven efficiency. While large financial firms comprise the backbone of the economy, their front and middle-office processes are still manual, spreadsheet-heavy, and fragmented.

F2 is the leading vertical AI platform purpose-built for private markets and commercial banking. We transform dense, unstructured deal materials into auditable, decision-ready insights in minutes. This is not generic AI tooling. It is core infrastructure embedded directly into underwriting, credit, and portfolio workflows. We are the only fully vertical platform in this space with meaningful, proven revenue and real product–market fit.

Role Overview

We are hiring an Enterprise Account Executive focused on commercial banking, investment banking, and private credit to own the full-cycle sales motion for F2’s AI platform within these institutions. You will run complex, multi-stakeholder enterprise sales cycles end to end, from first executive conversation through signed contract and expansion, while acting as a trusted advisor to senior banking leaders navigating AI adoption in regulated environments.

You will work closely with Product, Deployment, and Leadership to shape our enterprise go-to-market motion, bringing real-world institutional insight back into how we build, position, and scale F2 across private markets and commercial banking.

This role is ideal for a high-performing, domain-fluent operator with deep in-seat banking experience who thrives in ambiguity, understands how regulated institutions buy, and wants to help define how a leading vertical AI company wins true enterprise deals.

What You'll Do

• Own the full-cycle sales process for F2's AI platform with commercial and investment banking clients—from first meeting through signed contract and initial expansion.
• Prospect and engage Managing Directors, Group Heads, senior credit officers, and product leaders across corporate, commercial, and investment banking.
• Collaborate with Solutions Engineers and Product to design workflows and demos that showcase F2's differentiated value in credit underwriting, monitoring, and deal workflows.
• Lead pilots and proof-of-concepts, and coordinate with multiple stakeholders across front office, credit risk, operations, and technology.
• Navigate complex legal, risk, compliance, and procurement processes typical of regulated financial institutions.
• Build deep, multi-threaded relationships within key banking accounts, becoming a trusted advisor and long-term partner.
• Capture customer feedback and market signals to inform F2's go-to-market strategy, pricing, and commercial banking product roadmap.
• Contribute to playbooks and repeatable sales motions for commercial and investment banking as a core vertical.

You Might Be a Great Fit if You

• Have deep, in-seat experience in investment banking, commercial banking, or private credit.
• Bring a strong grasp of credit, underwriting, or capital markets workflows, or a clear aptitude to learn complex banking use cases quickly.
• Have experience engaging senior banking leadership in high-stakes decision environments.
• You are comfortable running long, strategic, multi-stakeholder enterprise cycles.
• You thrive in high-ownership environments where domain credibility matters.
• You want to operate at the intersection of finance and AI without leaving the institutional ecosystem behind.
• You communicate with precision, credibility, and executive presence.
• Bonus: Experience interfacing with risk, compliance, or technology teams within large financial institutions.

Why Join F2

• Direct impact on a critical growth vertical as commercial banks, investment banks, and private credit institutions adopt AI to modernize underwriting and portfolio workflows.
• Opportunity to sell a leading vertical AI platform with real product–market fit and a proven technology moat, embedded directly in high-stakes financial decision making.
• Work with a small, high-caliber team at a true inflection point for both F2 and AI in institutional finance, with meaningful traction and blue-chip customers already on the platform.
• Engage in true enterprise sales cycles with seven-figure contract values and senior banking leadership at institutions managing hundreds of billions to trillions in assets.
• Operate in a high-trust, high-standards culture where domain expertise is valued and you have real influence on product direction and enterprise go-to-market strategy.
• Competitive compensation, meaningful upside, and the opportunity to help redefine how institutional finance operates in the age of AI.

Compensation & Benefits

• Base salary: $130,000–$160,000
• Commission: Uncapped
• On-Target Earnings (OTE): $250k-$450k
• Medical, dental, vision coverage
• Unlimited PTO
• Hybrid flexibility in San Francisco
• Opportunity to revolutionize how banks and lenders operate with cutting-edge AI technology alongside a top-decile team

Our client is seeking a Junior Associate Attorney to join the Asset Securitization Practice Group in their San Francisco office. This is an excellent opportunity to join a finance‑focused firm known for developing innovative and practical legal solutions for complex financial transactions.

The successful candidate will have 1-3 years of experience at a law firm, bank, or other finance company.

Key Experience & Responsibilities

Our client is seeking candidates with experience in one or more of the following:

• Representing borrowers and lenders in commercial loan, lease, and/or structured finance transactions
• Representing borrowers and lenders in energy and project finance transactions
• Representing borrowers and lenders in fintech and other startup financing transactions
• Representing lenders in workout transactions
• Conducting due diligence on material agreements, organizational documents, and lien searches
• Preparing corporate housekeeping documents, financing statements, and other ancillary closing documents
• Drafting loan agreements, lease agreements, indentures, note purchase agreements, and/or offering documents related to the above transaction types

What We Are Looking For

• Strong communication and client‑relations skills
• Ability to manage multiple transactions simultaneously
• Excellent interpersonal, analytical, and writing abilities
• Superior academic credentials
• A collaborative, team‑focused approach

Qualifications

• Candidates must be members in good standing with the California Bar or eligible to waive in.