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

Lead relationship development and sales for mid-corporate clients with a national insurance focus. Drive new business, deepen client relationships, deliver integrated treasury and payments solutions, act as national insurance subsector champion, partner with internal product and marketing teams, manage proposals and RFPs, and ensure compliance and KYC alignment.

Originates, grows, and retains profitable commercial client relationships across Diversified Industries (capital goods, transportation, logistics, heavy equipment). Partners with bankers and product teams to sell banking solutions (credit, treasury, syndicated finance, commercial card), meet sales goals, and provide national territory coverage while driving innovation and cross‑business collaboration.

Drive growth of cross-currency payments and FX solutions across North America by partnering with Sales, Banking, and Product teams. Manage pipelines, execute sales cycles, develop client proposals and presentations, perform opportunity analysis, and provide product feedback to inform roadmap enhancements.

Lead engineer designing, building, and operating AI-focused infrastructure: write secure production code, implement CI/CD for ML, use IaC and automation, manage Kubernetes/Docker, optimize cloud resources, drive adoption of enterprise AI-assisted engineering and responsible AI practices.

Provide comprehensive financial planning and relationship-based advice to individuals and families, build a book of business, acquire and deepen client relationships, coordinate with partners, educate clients on digital tools, and maintain regulatory licensing and high ethical standards.

Provide client service and operational support to Private Client Advisors: process account openings, money movements and trades; maintain client relationships; prepare performance reports; manage KYC, risk and compliance tasks; assist with relationship reviews, referral management and new lead generation while supporting team operations.

Manage and grow high-net-worth client relationships through personalized financial planning, lending and wealth solutions. Acquire new clients, build referral networks, collaborate across business lines, conduct in-person consultations, and ensure regulatory and risk compliance.

Sell JPMorgan Chase wealth management solutions to High Net Worth and Ultra High Net Worth prospects; generate new assets from bank referrals, existing clients, and personal business development; collaborate with bankers and wealth advisors to deliver tailored investment, trust, estate, insurance, and planning advice; maintain market knowledge and drive a focused sales process.

Provide comprehensive financial planning and goals-based investment advice to individuals and families; build and grow a book of business through client acquisition and relationship management; coordinate Chase partner referrals; educate clients on digital tools; maintain required securities and insurance licenses.

Provide sales support to Payments Sales Managers and Client Managers by preparing customized presentations, analyzing data for client growth, maintaining account plans and pipeline, coordinating meetings, documenting call reports, and ensuring compliance and quality in sales processes to drive retention and expansion.