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

Develop and optimize content for financial professionals, translating complex topics into clear, engaging narratives. Own content initiatives from concept through publication, create thought leadership and sales enablement materials, repurpose content across channels, and evaluate performance. Coordinate campaigns, stakeholder reviews, approvals, timelines, and cross-functional meetings using project workflows such as Asana. Ensure content meets brand and regulatory requirements while identifying emerging marketing trends and improvement opportunities.

Leads advanced sales support for life insurance and annuity products by advising producers and field leaders on business succession, executive benefits, estate planning, taxation, and wealth transfer strategies. Provides case design, legal and technical guidance, client proposals, seminars, continuing education, training materials, and sales resources. Collaborates with product, underwriting, marketing, and field teams while managing external vendors and supporting Advanced Sales Department operations.

Supports financial professionals by creating and presenting comprehensive financial plans for individuals and business owners. Analyzes retirement, investment, tax, estate, insurance, education, and risk-management needs; coordinates specialists and client strategies; maintains documentation and compliance records; guides planning discussions; tracks follow-up actions; researches planning topics; and improves workflows, reporting, quality control, and technology adoption.

The Lead Underwriting Consultant oversees large life application underwriting, manages processes to meet financial objectives, and resolves complex underwriting issues.

Lead design, development, and implementation of complex software systems for life & annuity policy administration. Provide technical leadership, mentor engineers, architect scalable mainframe solutions, troubleshoot critical issues, and collaborate with stakeholders to meet performance, reliability, and security goals.

Lead broker-dealer and RIA back-office operations including account onboarding, trading support, cashiering, disbursements, suitability, and advisor support. Drive operational standards, SLAs, KPIs, regulatory exam readiness, vendor integrations (Docupace, Pershing, DTCC), process scalability, control remediation, and team development to support financial professionals and clients.

Lead end-to-end IT risk-based audits, test ITGCs and key IT risks, manage continuous audit testing, support external audits, advise on new technologies (cloud, AI, cybersecurity), communicate findings to leadership, and lead team development and advisory projects across the enterprise.

Design, build, and maintain advanced Workday reports, dashboards, and analytics to inform workforce planning and talent strategy. Partner with HR, HRIS, IT, and business leaders to define metrics, validate and govern data, perform deep-dive analyses, support Prism integrations, and deliver executive-ready insights, documentation, and training to enable data-driven HR decisions.

Lead Workday HCM and Recruiting implementation and post-go-live support, including configuration, testing, integrations, reporting, data integrity, documentation, training, and system optimization. Partner with HR, IT, and vendors to troubleshoot issues, manage releases, and drive process improvements to support HR operations and adoption.