Top Finance Jobs in San Francisco Bay Area, CA

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.

Lead and manage a Client Service Team supporting high-net-worth clients and Wealth Managers. Coordinate meetings, onboarding, reporting, hiring, training, performance management, and risk escalations (client complaints, fraud, KYC). Develop career paths, optimize workflows, assist advisor integrations, and provide solutions to improve operating efficiency and compliance.

Manage and grow a portfolio of commercial customers ($10M–$50M revenue) through advisory-led selling, cross-selling credit, liquidity, treasury, and wealth solutions. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities and manage risk and compliance.

Lead and grow a regional team of ~20 Financial Advisors, develop sales and marketing strategies, ensure FINRA supervision/compliance, recruit and mentor advisors, manage budgets, and drive sales of investment and insurance products.

Render credit decisions on complex HELOC applications per Consumer Lending policies and regulations. Review and verify documentation and income (including business tax returns/K-1s), identify counteroffer opportunities, meet productivity and credit quality standards, and communicate decisions to mitigate risk.

Drive new business and grow existing corporate and middle-market client relationships across Florida by advising on treasury, payments, and card solutions. Partner with internal teams, provide industry insights, and coordinate implementations to optimize treasury operations and achieve revenue targets and high client satisfaction.

Support Relationship Managers by managing end-to-end loan processes, underwriting and analyzing client financials, ensuring quality control, coordinating with internal/external partners, and preparing files for approval and closing across residential and commercial lending.

Support independent oversight of liquidity and interest rate risk in the banking book by reviewing ALM models, monitoring NII and EVE exposures, assessing non-maturity deposit and prepayment models, escalating exceptions, and partnering with Treasury and Model Validation to drive governance and improvements.

Sell and advise corporate and middle-market clients on treasury management and working capital/payment solutions, grow portfolio through new business, partner internally to ensure strong client experience.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investments, insurance, and estate planning to serve high-net-worth clients.