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

Manage and grow mass affluent client portfolios, providing personalized financial solutions while ensuring compliance and achieving sales targets.

The Client Relationship Specialist supports financial planning, enhances client relationships, oversees marketing activities, resolves complaints, and develops insights supporting team objectives.

The Wealth Analyst Team Manager drives operational support and compliance in wealth sales, manages team performance, and develops strategies for client satisfaction while ensuring regulatory adherence.

The Senior Wealth Planner provides specialized wealth planning for HNW/UHNW clients, ensuring financial objectives are met through collaborative strategies and customized advice.

The CRE Relationship Manager is responsible for driving business development, managing key client relationships, executing financial transactions, and ensuring revenue generation through cross-selling bank products. The role includes oversight of client performance, facilitating strategic initiatives, and collaborating across departments to improve client solutions and processes.

Manage key client relationships, driving growth through strategic problem-solving, deal structuring, and revenue optimization, while ensuring compliance and risk management.