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

Manages and deepens a portfolio of large business clients by providing deposit, cash management, credit, treasury, and customized financial solutions. Builds trusted client relationships, supports referrals and new relationship acquisition, partners with product and banking specialists, and ensures strong client experience, profitability, regulatory compliance, and risk management.

Conduct semiconductor equity research by analyzing financial statements, regulatory filings, news, industry trends, and company events. Build Excel-based financial and industry models, perform valuations, develop stock recommendations, and write research notes and sector reports. Communicate findings to clients, management teams, industry experts, and internal Sales and Trading partners while fulfilling market intelligence requests.

Provides client service, operational, marketing, and administrative support to Private Client Advisors. Responsibilities include account opening, money movement, investment trades, issue resolution, relationship and account reviews, wealth-planning assistance, performance reporting, lead generation, risk management, Know Your Customer procedures, compliance documentation, and workflow tracking.

Supports cross-currency solutions sales by coordinating portfolio reviews, client presentations, prospecting, pricing proposals, and value analysis. Collaborates with sales, banking, FX, product, and technical teams to identify business opportunities, assess client needs, develop solution presentations, aggregate data, and coordinate strategic product initiatives. The role requires knowledge of transaction banking, foreign exchange, cross-border payments, and accounts payable and receivable workflows.

Sell and expand treasury management services to multinational corporate clients by prospecting new business, leading client conversations and process reviews, partnering with bankers and product teams, representing client needs in product development, delivering thought leadership, and managing portfolio risk and profitability.

Lead design, deployment, automation, and maintenance of Windows Server infrastructure across physical, virtual, and container environments. Create provisioning and image deployment automation, ensure security/regulatory compliance, collaborate cross-functionally, drive AI-assisted engineering adoption, architect infrastructure changes, and deliver complex enterprise programs.

Lead a public finance banking team to structure and execute complex municipal bond financings, build client relationships, develop financial models, collaborate across the firm, mentor staff, and represent the firm at industry events.

Manage and grow high-net-worth client relationships by providing tailored financial planning, lending and wealth management solutions. Build and maintain a pipeline through prospecting and networking, collaborate with internal partners, conduct in-person client meetings, and ensure compliance with regulatory and risk requirements.

Serve as the primary lending sales professional for the western division: originate and manage lending pipeline, structure complex lending solutions, partner with advisors and internal teams, drive business development, educate advisors, ensure disciplined execution and compliance, and support productivity and product enhancements.

Provide production support for ServiceNow instances: monitor availability, troubleshoot application flows and integrations, manage APIs, apply best practices, automate operational tasks, document SOPs, collaborate with product and development teams, and participate in on-call rotations.