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

Provide high-touch, end-to-end client onboarding for wealth management clients: gather and review documentation, prepare account paperwork, coordinate with custodians and internal teams, maintain onboarding data in Salesforce, track funding and subscriptions, communicate status to advisors, and drive process improvements to ensure timely, compliant account openings.

Own platform initiatives for CRM, data integrations, and internal tools: define requirements, manage roadmap and backlog, translate needs into user stories, coordinate cross-functional delivery, drive adoption, create documentation and training, and iterate post-launch.

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

The Associate Director will manage client relationships, provide investment advice, perform portfolio analysis, and support the team through various advisory tasks.

The Associate Director will manage client relationships, provide investment advice, conduct performance reviews, and support portfolio analysis and client meetings.

The Associate Director will manage client relationships, provide investment advice, support portfolio management, and communicate financial strategies for clients in wealth management.

Provide operational and client-support functions for Partners including money movement, account setup and maintenance, client transaction communications, portfolio performance updates, database management, ad hoc project work, and compliance adherence. Participate in mentoring and educational sessions to grow toward more senior client-facing or operational roles over an 18-24 month timeframe.

Support Partners with operational functions including money movement, account maintenance, client service, and performance reporting. Engage in client meetings and develop tailored financial strategies.

Support CEOs and partners in managing client relationships through portfolio analysis, trade execution, account maintenance, alternative investment review, performance and allocation reporting, meeting preparation, customized financial strategies, client research and follow-up, and quarterly performance reviews.

Manage client relationships for an investment advisory firm: portfolio analysis, trade execution, account maintenance, performance and allocation reporting, alternative investment review, client meetings, research and follow-up, and customized financial strategies alongside Managing Directors and Partners.