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

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Responsibilities include identifying growth opportunities, converting brokerage assets to advisory relationships, acquiring new assets, expanding wallet share, coaching advisors, leading pipeline reviews, supporting client meetings and events, and tracking performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM and reporting platform proficiency, regular territory travel, and securities licenses.

Provides comprehensive financial guidance, develops and manages client relationships, identifies needs, recommends banking and investment solutions, and conducts client reviews. The role includes structured training and required licensing through the SIE, Series 7, and Series 66 exams, followed by work in a financial center supporting banking, investment, and referral activities.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Identifies opportunities, drives brokerage-to-advisory conversions, acquires new assets, expands wallet share, and improves retention. Coaches advisors on advisory positioning, supports client and prospect meetings, leads pipeline reviews, contributes to recruiting and events, and tracks performance using data. Requires strong investment knowledge, consultative sales ability, communication skills, CRM proficiency, and securities licenses or the ability to obtain them.

Acquires and retains high-net-worth private banking clients, develops relationships, identifies business opportunities, and provides holistic recommendations across wealth structuring, credit, banking, and asset management. Leads client management processes, coordinates internal specialists, builds referral networks, and delivers a high-touch client experience. The role requires securities licensing, extensive private banking or financial services experience, strong sales and negotiation skills, and SAFE Act registration for applicable mortgage activities.

Analyzes commercial fraud alerts and large datasets to reduce false positives, assess fraud risk, and develop mitigation strategies. Creates business rules, reports, data controls, and analytical models using SQL, SAS, Excel, Tableau, and related tools. Partners with business and technology teams on requirements, testing, automation, data governance, incident resolution, and performance reporting. Supports fraud strategy, data quality, compliance, and senior management decision-making.

Develops and manages a high-net-worth client book by prospecting, assessing financial needs, recommending suitable investment products, servicing accounts, and building trusted relationships. The role includes client profiling, portfolio and wealth planning, referrals, business development, compliance documentation, Salesforce recordkeeping, mandated training, and collaboration with Merrill specialists. Compensation is substantially performance-based, with candidates expected to meet business growth goals and maintain required securities licenses.

Develops and manages relationships with high-net-worth clients and prospects. Responsibilities include prospecting, identifying financial needs, collecting client profile information, recommending suitable investment products, servicing accounts, building a book of business, documenting interactions in Salesforce, and meeting performance goals. The role includes training, mentorship, regulatory compliance, client presentations, referrals to specialists, and comprehensive wealth-planning support.

Supports the Regional Managing Director by executing business strategy, leading private wealth advisors, and driving UHNW client growth. Recruits, coaches, and retains talent; improves advisor productivity and client experience; builds cross-business relationships; oversees regulatory supervision for licensed advisors; manages risk; and represents the firm in market development, recruiting, and client events. Requires extensive wealth management leadership, advanced securities licensing, and travel up to 50%.

Provides personalized financial advice and investment solutions, develops financial plans, recommends banking and brokerage products, triages client needs, makes internal referrals, manages risk, and develops new client relationships. Requires securities licenses, investment knowledge, financial services or sales experience, regulatory diligence, and strong communication and relationship-building skills. The role is full-time, primarily in-office, with Monday-Friday availability and some Saturdays.

Engineer and operate AI monitoring, guardrail, observability, and governance applications in an on-premises OpenShift environment. Responsibilities include building APIs and integrations, deploying containerized services, managing model evaluation workflows, developing Grafana dashboards and alerting, troubleshooting production systems, optimizing scalability and performance, and improving controls for agentic AI applications. The role also leads cross-functional initiatives, mentors engineers, and supports operational planning in a regulated enterprise.