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

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.

Serve as product-owner/business analyst for platform initiatives: define measurable requirements, manage backlogs and sprints, coordinate cross-functional stakeholders, drive adoption, and iterate on Salesforce, integrations, and internal tools.

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.

Design, build, and scale internal web applications, APIs, and workflow automations; integrate third-party systems; enable AI-ready data interfaces; improve reliability, observability, and CI/CD; partner with product, operations, and data teams to solve business problems.

Design, build, and scale internal platform applications, APIs, and workflow automations. Partner with product and operations to integrate third-party systems, improve reliability and observability, enable AI-ready data interfaces, and contribute to CI/CD and platform standards.

The Research Associate will manage alternative investments monitoring, contribute market strategy insights, and support due diligence efforts within investment processes.

The IT Program Manager oversees IT strategy, compliance, vendor management, and ensures alignment with regulatory standards and business objectives while managing relationships with Managed Service Providers and vendors.

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

The Tax Strategy Director will provide income tax planning for ultra-high-net-worth individuals, analyzing tax returns, developing models, and collaborating with advisors to implement strategies.

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