Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Senior Associate supports client relationships through operational functions, client servicing, report construction, and collaboration on financial strategies, requiring 2+ years of relevant experience.

As an Associate Director in Wealth Management, you will manage client relationships, conduct portfolio analysis, and devise customized financial strategies.

The Director of Financial Planning will lead financial planning for ultra-high-net-worth clients, manage end-to-end processes using eMoney, and collaborate with internal and external advisors to create actionable financial strategies.

The Director will manage client relationships, provide investment advice, support CEOs, and offer customized financial strategies. They will also handle portfolio analysis and client servicing needs.

Serve as product owner and execution lead for platform initiatives across Salesforce, integrations, and internal tools. Define requirements and user stories, manage backlogs and sprints, coordinate cross-functional stakeholders, ensure adoption through training and documentation, and drive post-launch iteration and continuous improvement.

The Associate will support team operations, manage client transactions, ensure compliance, and participate in educational sessions to enhance market understanding.

The Director of Wealth Management will manage client relationships, provide investment advice, and support portfolio analysis. Duties include client interactions, performance reporting, and strategic financial planning.

The Talent Acquisition Associate will manage full-cycle recruiting, partner with hiring managers, and maintain candidate pipelines, focusing on sourcing candidates.

As a Senior Associate, you will manage client relationships, support operational functions, and collaborate on financial strategies while ensuring exceptional service.

The Business Development Associate supports advisors in sourcing new business, managing pipelines, and tracking liquidity events while assisting in prospecting efforts.