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

The Senior Client Relationship Manager manages client relationships and partners with Plan Advisors to support financial plan governance, compliance, and client engagement. They ensure high-quality service, organize fiduciary meetings, and review investment reports, while managing workflows in Salesforce and facilitating participant education initiatives.

Manage full-cycle leave administration for multiple clients, ensure compliance with federal/state/local leave laws, advise HR/management on leave policy and accommodations, onboard new clients, produce reports, and identify process efficiencies while providing high-quality customer service.

Lead and elevate the client experience for large, complex employee benefits accounts (3,000+ lives). Own renewals, coordinate carriers/vendors, manage multi-disciplinary service teams, navigate self-funded and alternative funding strategies, resolve escalations, provide strategic guidance, support retention and growth, and mentor junior team members.

Lead Southern California risk, actuarial, and analytics strategy for employee benefits. Serve as market-facing advisor, drive client retention and growth, oversee advanced modeling (funding, stop-loss, forecasting), lead analytics team, scale delivery, and partner with national centers of excellence to align tools and execution.

Perform onboarding and ongoing compliance oversight for Registered Investment Advisor (RIA) representatives, including U4/U5 and ADV 2B filings, monitoring Outside Business Activities, compliance testing, regulatory research, responding to inquiries, and coordinating with internal stakeholders to mitigate compliance risks.

The Account Manager oversees day-to-day operations of client accounts, communicates with clients about benefits, manages internal teams, and addresses client needs while striving for client satisfaction and business growth.

The Account Manager supports Account Executives in servicing High-Net-Worth clients by processing insurance documents, maintaining records, liaising with carriers, and responding to client inquiries.

The PEO Pricing Consultant advises PEOs on pricing decisions for new business opportunities, analyzes risk profiles, and builds relationships with client contacts while managing underwriting processes.

Manage and advise a book of employee benefits clients, lead renewals and benefits strategy, coordinate internal service teams, ensure compliance (5500 filings), grow accounts through cross-sell, and deliver proactive client communications and enrollment support.

The Senior Financial Benefit Consultant leads financial strategy and analysis, collaborates with cross-functional teams, and produces complex financial models for clients, focusing on healthcare benefits and cost management.