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

Serves as the primary interface for complex treasury clients, leading integrated cash management and payment solution implementations. Coordinates stakeholders, manages project plans, resolves escalations, identifies cross-sell opportunities, develops data-driven client insights, and ensures successful delivery and post-implementation handoff. The role requires treasury sales experience, financial and product expertise, strong communication, project leadership, risk awareness, and the ability to manage multiple client activities.

Provides personalized financial advice and investment solutions to clients, builds financial plans, recommends brokerage and banking products, manages referrals, develops new client relationships, and supports risk and regulatory compliance. The role requires Series 7 and Series 66 licenses, or Series 63/65 with completion of the missing license within 60 days, plus SAFE Act registration. Work is primarily in-office, Monday through Friday with rotating Saturdays.

Manages corporate credit relationships and portfolios for Technology, Media, Telecom, and Gaming clients. Responsibilities include underwriting, financial analysis, loan structuring, credit approvals, risk monitoring, documentation negotiation, portfolio management, and regulatory compliance. Partners with relationship managers, product teams, legal, and risk functions to originate and manage credit facilities, exercise delegated approval authority, support revenue growth, and maintain asset quality. Also mentors junior teammates and may oversee a team.

Provides client service and operational support to multiple Financial Advisors, serving as a primary client contact. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, explaining banking offerings, maintaining relationships, identifying referrals, supporting compliance and risk management, and assisting with daily team activities. The role requires strong communication, organization, adaptability, discretion, and client focus.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate client materials, supporting banking and investment offerings, maintaining client relationships, following policies and managing risk, and assisting with daily team activities. The role requires strong communication, organization, judgment, client focus, and proficiency with Microsoft Office and Salesforce.

Leads the design and execution of Global Payment Operations quality control and testing strategies. Establishes governance, methodologies, inventories, reporting, and operating models; identifies control weaknesses and drives remediation and continuous improvement. Partners with business units, Risk, Audit, regulators, and Enterprise Independent Testing while supporting regulatory exams, monitoring, issue management, and team performance.

Supports Financial Advisors and clients by providing accurate, timely service, explaining banking and investment offerings, maintaining client relationships, completing client materials, fulfilling requests, and following bank policies. Helps identify business development opportunities, communicates client needs to advisors, manages sensitive information, and supports daily team operations. The role requires strong communication, organization, adaptability, client focus, and the ability to learn financial products and technology platforms.

Analyzes sanctions alerts and creates business rules to reduce false positives. Manages data quality, governance, controls, incidents, and remediation; supports application and client onboarding through data mapping and transformation. Queries large datasets, produces reports, performs trend and impact analysis, and partners with business and technology teams on requirements, testing, automation, and regulatory compliance.

Provides confidential administrative support to multiple executives, including calendar management, travel and expense processing, meeting coordination, correspondence, reporting, phone coverage, and meeting documentation. The role requires prioritizing competing objectives, handling sensitive information, communicating with senior leaders, resolving scheduling and administrative issues, and supporting Global Payment Operations.

Leads strategic and administrative support for the COO of Global Treasury and Merchant Operations. Manages procedures governance, executive communications, leadership meetings, budgets, process improvement, data-driven decisions, risk escalation, and organizational effectiveness initiatives. Coordinates cross-functional stakeholders, supports geographically dispersed teams, resolves workflow and operational issues, and promotes inclusive workplace programs while ensuring compliance and timely execution.