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

Provide holistic financial planning and advice to individuals and families, build a book of business, acquire and retain clients, offer personalized investment solutions, coordinate referrals with partners, and educate clients on digital tools and investment strategies.

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.

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.

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 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 comprehensive financial planning and advice to individuals and families, build and manage a book of business, deliver personalized investment solutions and partner referrals, educate clients on digital tools, and support goals-based planning while upholding integrity and teamwork.

Lead credit risk assessment and decisions for a TMT leveraged finance portfolio. Perform due diligence, financial modeling, credit structuring, documentation review, portfolio monitoring, risk rating assignment, and present portfolio reviews. Mentor analysts and coordinate with middle office and data teams to ensure accurate credit data and compliance.

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.

Provide client service and operational support to Private Client Advisors: process account openings, money movements and trades; prepare performance reports; manage relationship and account reviews; resolve client issues; support risk, compliance and documentation requirements; assist with wealth planning, referral management and lead generation; prioritize work and meet deadlines while fostering team culture.

Lead relationship development and business growth for the Insurance Services discipline. Support new-client origination and deepen existing relationships, manage a comprehensive credit book, maintain Salesforce dashboards, analyze data and reports, coordinate internal stakeholders and strategic partners (IB, DCM, Payments), and travel to key markets for training and business development.