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

Manage a portfolio of middle-market clients to retain and grow treasury revenue. Develop strategic and marketing plans, coordinate RFPs, deliver integrated cash management solutions, perform account reviews, identify cross-sell opportunities, manage pricing and escalations, and partner with internal teams to ensure service fulfillment and client satisfaction.

Manage customized discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include asset allocation, portfolio construction, manager/security selection, trade execution, risk and compliance oversight, client communication, performance reviews, and collaborating on integrated wealth solutions while mentoring associates and supporting business development and client retention.

Support Financial Advisor team by managing client relationships, serving as client contact for non-administrative requests, assisting in client meetings on investments and account performance, executing the team service model, managing onboarding and escalations, monitoring client satisfaction, and ensuring regulatory registrations (Series licenses, SAFE Act) and firm-required disclosures/designations are maintained.

Provide client service support to Financial Advisors by handling client requests, educating clients on banking and investment offerings, ensuring accurate materials, aligning practices with policies, deepening client relationships, and supporting day-to-day team activities to achieve operational excellence and client advocacy.

Configure and implement business strategies into marketing decision engines; design and develop operational initiatives, support testing and triage, translate requirements into decision logic, collaborate with Product, Marketing, Risk, and Technology teams, and use SQL/Python/SAS and decisioning platforms to enable cross-channel targeting and eligibility.

Partner with Treasury Sales Officers to develop revenue-driving strategies, support sales through implementation and onboarding, manage client relationships, perform pricing and opportunity analyses, prepare presentations and pitchbooks, conduct industry research, ensure sales data accuracy, and participate in in-person client calling and client-facing activities.

Provide consumer lending advice and originate residential mortgage loans by sourcing clients, managing pipelines, and collaborating with loan fulfillment partners. Grow market share through external networking with realtors, builders, and community contacts while ensuring compliance with federal/state regulations and SAFE Act registration requirements.

Manage and grow treasury revenue for a portfolio of large corporate clients by developing customized cash management, payments, trade, FX and card solutions. Drive client acquisition and expansion, lead pricing and negotiations, support client planning and portfolio development, foster digital adoption, and partner with bankers and product specialists to deliver profitable, client-focused treasury strategies.

The Principal Engineer will lead the technical strategy for Stablecoin solutions, focusing on secure blockchain applications and architecture development, enhancing software efficiency and delivery quality.

Lead enterprise marketing strategy for digital discoverability across search, LLMs, social and paid channels. Coordinate cross-functional teams, agencies, and media partners to drive integrated campaigns, measure ROI, ensure compliance, and evolve search/LLM visibility practices to improve brand authority and performance.