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

The role manages teams developing strategies to understand risks, optimize performance, and drive analytics for fraud prevention, while building relationships across departments.

The role provides client service support for Financial Advisors, ensuring timely and accurate client communications and maintaining relationships. Responsibilities include educating clients on services, aligning practices with bank policies, and supporting team needs with a client-first focus.

The ServiceNow Platform Operations Specialist manages the ServiceNow platform, supports user requests, resolves incidents, and oversees code quality and monitoring while coordinating with cross-functional teams.

Responsible for providing analytical support for Global Markets, focusing on AML/KYC client due diligence. Tasks include research, reporting, and compliance with regulatory requirements.

Provide client service support to Financial Advisors, ensuring timely and accurate delivery of services while fostering client relationships and aligning with bank policies.

Provides tailored financial advice to clients, develops financial plans, manages client relationships, and recommends financial products. Must achieve SAFE Act registration.

The Financial Solutions Advisor Trainee will obtain industry licenses and develop skills to provide holistic financial advice to clients, managing relationships, and recommending investment strategies.

The Relationship Manager supports Financial Advisors and manages client relationships while assisting with client meetings and coordinating sales activities. Must register under the SAFE Act and maintain qualifications.

Manage client relationships and service delivery for Private Wealth Management, ensuring compliance, high-quality client service, and operational efficiency.

Responsible for managing mortgage referral requests for Low to Moderate Income clients, originating loans, conducting workshops, and ensuring compliance with lending regulations.