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

Leads regional and North American private bank marketing initiatives across thought leadership, content, digital channels, and client events. Develops strategic content and event agendas, manages end-to-end event execution, tracks marketing performance and ROI, conducts competitive research, and partners with senior leaders, bankers, investment teams, legal, and compliance. Supports UHNW client engagement across the Western Region and broader NAM markets while ensuring regulatory adherence.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and guiding applications through closing. Builds relationships with real estate agents, builders, CPAs, branch partners, and other referral sources to generate mortgage business. Promotes Citi financial products, coordinates with processors and underwriters, ensures regulatory compliance, assesses lending risk, and develops customer and referral-partner relationships.

Originates residential mortgage loans by assessing customers’ financial profiles, recommending lending solutions, managing applications through closing, and developing relationships with clients, real estate professionals, builders, and referral partners. Promotes Citi mortgage and related financial products, coordinates with processors and underwriters, maintains regulatory compliance, and supports customer homeownership goals.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds new client relationships, grows banking and brokerage assets, deepens existing relationships through financial planning, makes suitable securities recommendations, converts referrals, and identifies opportunities for partner referrals. Ensures KYC, AML, regulatory, and compliance adherence while supporting branch teams and coaching new hires.

Sources, evaluates, and executes investments in enterprise and fintech startups, especially AI companies. Leads due diligence, financial modeling, investment memos, deal execution, and post-investment support. Builds partnerships between portfolio companies and Citi business units, researches emerging financial-services technologies, develops thought leadership, and presents industry trends to internal and external stakeholders while maintaining compliance and managing risk.

Build and deepen affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and financial planning solutions. Acquire new clients, expand portfolio value, conduct high-touch engagements, organize client events, and partner with branch specialists. Ensure KYC, AML, SAFE Act, FINRA, insurance, mortgage licensing, and other regulatory requirements are met while managing client follow-up and risk.

Supports institutional clients by identifying and implementing equity derivatives solutions for hedging, yield enhancement, portfolio management, and alpha generation. Develops sales strategies, prospects and onboards clients, builds relationships, coordinates transactions with trading, structuring, legal, risk, and compliance teams, and manages client coverage. Ensures regulatory compliance, governance, risk assessment, required licensing, and responsible business practices.