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

13 Days AgoSaved
In-Office
San Fransisco, CA, USA
70K-90K Annually
Senior level
70K-90K Annually
Senior level
Consulting • Financial Services
Manage onboarding and transition activities for OCIO clients, including account setup, investment manager and custodian coordination, documentation review, AML/KYC validation, recordkeeping, and issue escalation. The role manages multiple concurrent implementations, serves as a client and consulting-team contact, improves onboarding workflows, and contributes to special projects that increase scalability and efficiency.
Top Skills: ExcelMicrosoft Powerpoint
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