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

Manages and expands affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and planning solutions. Acquires new clients, grows portfolio value, conducts high-touch client engagement and events, and partners with specialists. Ensures KYC, AML, SAFE Act, FINRA, insurance, and other regulatory requirements are met while supporting branch service and compliance objectives.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Develops relationships with real estate agents, builders, CPAs, branch partners, and referral sources to generate mortgage business. Coordinates with processors, underwriters, and closers, promotes Citi financial products, maintains regulatory compliance, and assesses lending risk. Requires mortgage sales experience, residential lending expertise, customer relationship skills, and NMLS registration.

Supports private banking clients through KYC, onboarding, and account-opening processes. Partners with sales, product, KYC, and account-opening teams to fulfill requests, maintain accurate documentation, identify process gaps, assess risks, and escalate control issues. Provides expert client service, manages complex issues and deadlines, advises stakeholders, and supports peer development while ensuring compliance with applicable laws and policies.

Originates residential mortgage loans by consulting with customers, analyzing financial and credit information, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate agents, builders, CPAs, branch partners, wealth teams, and other referral sources to generate mortgage business. Ensures compliance with consumer lending regulations, supports loan processing, promotes Citi financial products, and develops new and retained client relationships.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Builds relationships with clients, real estate professionals, builders, referral partners, bank teams, and wealth advisors to generate mortgage business. Ensures compliance with consumer lending laws, assesses risk, supports loan processing, promotes Citi financial products, and develops new and existing client relationships.

Build and deepen affluent and high-net-worth client relationships by assessing financial needs, providing holistic banking, credit, investment, and planning solutions, acquiring new clients, and expanding portfolio value. Maintain high-touch client engagement, generate referrals, coordinate with branch specialists, organize client events, and ensure compliance with KYC, AML, SAFE Act, mortgage licensing, and other regulatory requirements.

Manages Citi’s advisor recruiting program and related portfolio, supporting Regional Directors and Wealth Group Executives across the national wealth organization. Develops recruiting strategies, analyzes funnel performance, resolves process defects, manages risks and compliance, coordinates stakeholders, and improves hiring conversion. Leads recruiting forums, enhances the recruiting playbook, provides coaching and training, and communicates program status and trends to senior leadership. Requires advanced judgment, analytical ability, stakeholder influence, and extensive wealth or recruiting program experience.

Leads Citi’s West Coast Lending Advisory team, driving regional growth, team performance, client acquisition, and execution of tailored lending solutions. Advises ultra-high-net-worth clients and private bankers on complex loans secured by securities, real estate, aviation, fine art, collectibles, and other assets. Partners with underwriting and risk teams to structure compliant proposals, manages the lending pipeline, and serves as a subject matter expert on lending products and market opportunities.

Build and deepen relationships with affluent and high-net-worth clients by identifying financial needs, delivering holistic banking, credit, investment, and planning solutions, acquiring new clients, and expanding portfolio value. The role manages referrals, client engagement, events, compliance, KYC/AML requirements, and regulatory controls while coordinating with lending, financial advisory, and branch partners.

Leads a regional mortgage lending team while personally producing, registering, and closing mortgage loans. Manages customer relationships, referral partnerships, sales performance, hiring, coaching, and team development. Drives sales goals, resolves complex loan structures, identifies market opportunities, and ensures strong client experience, quality, compliance, and risk management. Requires 5–8 years of management experience, proven sales leadership, NMLS registration, SAFE Act compliance, and a bachelor’s degree or equivalent experience.