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Triad Financial Jobs in California (NOW HIRING)

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

Transformed a commission-based sales team into a triad model (sales + solution + delivery ... Utilize financial models (e.g., LTV, CAC) to optimize business performance. * Build and implement ...

... financial journey, promoting financial access and advancement with responsible lending and ... You will operate within a high-impact triad alongside Product and Management, focusing on long-term ...

Product Experience Designer

San Francisco, CA · On-site

$258.50 - $375.60/hr

... and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft ... Architectural Triad Partnership: Partner deeply with Product and Technical Leads (GPMs/VP/Solution ...

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Triad Financial information

See California salary details

$45.4K

$135.4K

$190K

How much do triad financial jobs pay per year?

As of Aug 24, 2026, the average yearly pay for triad financial in California is $135,381.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,100.00 and $151,500.00 per year, depending on experience, location, and employer.

What is a Triad Financial?

A Triad Financial job typically refers to a position within Triad Financial Services, a company specializing in consumer lending, loan servicing, and financial solutions. Jobs in this field may include roles in loan processing, underwriting, customer service, and financial analysis. Employees often work with clients to secure financing options and ensure smooth loan transactions. Positions may require financial expertise, customer service skills, and knowledge of lending regulations. Triad Financial careers can provide opportunities for growth in the financial services industry.

What are the key skills and qualifications needed to thrive in the Triad Financial position, and why are they important?

To succeed at Triad Financial, a strong background in financial analysis, account management, and client advisory services is essential, often supported by a degree in finance, accounting, or business. Proficiency with financial software such as QuickBooks, Microsoft Excel, and customer relationship management (CRM) systems, along with relevant certifications like CPA or CFA, is highly valued. Exceptional communication, attention to detail, and relationship-building skills help professionals excel in client interactions and collaborative projects. These competencies are vital to ensuring accurate financial management, effective client support, and the achievement of organizational goals.

What does a typical day look like for someone working at Triad Financial?

A typical day at Triad Financial often involves reviewing client portfolios, conducting financial analyses, and preparing customized reports or recommendations. Team members regularly communicate with clients to address questions, provide updates, or discuss potential financial strategies, as well as collaborate internally to solve complex cases. You may also attend team meetings, participate in ongoing training sessions, or stay updated with financial regulations and industry trends. This dynamic environment provides opportunities for professional growth and direct impact on clients' financial success.

What job categories do people searching Triad Financial jobs in California look for?

The top searched job categories for Triad Financial jobs in California are:

Infographic showing various Triad Financial job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $135,381 per year, or $65.1 per hour.

Practice Director- RN or LVN: Cisco, San Jose

Crossover Health

San Jose, CA • On-site

Full-time

Posted 9 days ago


Crossover Health rating

9.4

Company rating: 9.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz


Job description

About Crossover Health

Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare-Primary Health-built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover's Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound-in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle.

Job Summary

The Practice Director is responsible for clinical practice management and administrative operations at the region or region level; this includes providing leadership and direction to assigned Practice Managers, Practice Leads, Host Leads, Operations Leads, and Care Navigators. The Practice Director partners closely with the Medical Director and Account Management to develop region/market primary care strategies and plans aimed at achieving Crossover's quadruple aim: 1) decreased health care spend, 2) increased quality, 3) improved patient/member engagement, and 4) strong employee/provider engagement.
The Practice Director is responsible for ensuring the clinic operating controls and metrics are achieved, including maintaining clinical excellence, ensuring operating effectiveness and efficiency, planning for future clinic growth, and achieving financial goals.

Job Responsibilities

  • Provides patient/member care, using Crossover's patient-centered medical home approach.

  • Develops annual region/market goals and practice management plans, working with the Triad to monitor progress and continuously improve region/market performance.

  • Provides direction to ensure all clinical, financial, and administrative client and corporate metrics are captured and reported timely and accurately.

  • Ensures implementation of Crossover's standards of care and operations workflows throughout the region/region.

  • Ensures the region/market is operating in compliance with all applicable regulations and quality standards.

  • Partners with Triad, operations, and key stakeholders to develop and implement new lines of service.

  • Partners with Triad to develop and manage clinic financials, including budget expense tracking and patient co-pay collections.

  • Partners with the Triad to identify and recommend clinic growth ideas, including plans for client outreach and growing clinic utilization.

  • Co-leads clinical communication, supports corporate and client communication efforts.

  • Hires, coaches, and develops leadership talent. Assists in onboarding and training new team members. Encourages continuing professional education and development to enhance learning and meet licensing expectations.

  • Provides leadership to ensure schedule coverage is optimized across the region/market, including PRN pool management.

  • Conducts regular meetings with the Practice Management team to provide leadership in achieving practice goals and metrics.

  • Manages assigned staff, inclusive of Care Navigators, Leads, Hosts, and Operations leaders (dependent on market/region size as appropriate).

  • Performs other duties as assigned.

Required Qualifications

  • Bachelor of Science Degree in Nursing (BSN)

  • Active nursing license

  • 10+ years of clinical leadership experience

Preferred Qualifications

  • Advanced degree (MS, MBA, and/or MPH)

  • Advanced training or certification in management of clinic operations

  • Experience with primary care, physical medicine, coaching and other ancillary services.

  • Leadership skills and experience working in a highly collaborative, team environment

  • Excellent communication, interpersonal, and organizational skills

  • Clinical background in delivering multi-site, multi-client health care services at scale

  • Experience implementing successful change with large clinical teams

  • Able to measure, analyze and report back key clinical data/information to patients, care teams, and client representatives.

  • Passionate about delivering best-in-class patient care experiences in an integrated patient-centered primary care model.

  • Exhibits a strong work ethic, flexible, innovative, efficient and focused on results/outcomes

  • Sets the standard for personal integrity, honesty, teamwork, transparency, and accountability

Physical Job Requirements

  • May require standing, walking and sitting for extended amounts of time.

  • Occasionally lift and carry items weighing up to 50 lbs.

  • Manual and finger dexterity and hand-eye coordination

  • Includes full range of body motion including potential of handling and lifting patients.

  • Requires corrected vision, hearing and speech within normal ranges. Must be able to effectively communicate with patients and team members.

Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

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