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

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.

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.

Lead vision, strategy, and delivery for a cap table product supporting private company equity management. Own domain modeling, data quality, integrations, governance, KPIs, and cross-functional delivery to build secure, API-first capabilities for issuers, investors, and internal workflows.

Lead payments sales for FinTech & Gaming clients: develop new and existing client relationships, build pipeline, sell treasury/merchant/trade solutions, manage RFPs, collaborate across product, risk, legal, and implementation to deliver integrated payment solutions.

Provide holistic financial planning to affluent and high-net-worth clients using J.P. Morgan Wealth Plan software. Collaborate with integrated teams to create and present customized plans covering asset allocation, retirement, trusts & estates, tax, insurance, philanthropy, college savings, and cash flow. Educate teams, cultivate referral relationships with advisors, develop business opportunities, and travel among regional offices as needed.

Lead technology risk and controls for AI and broader tech environments: identify, quantify, and mitigate compliance and operational risks; provide SME guidance to technologists; use enterprise AI to synthesize evidence and reporting; govern controls, monitor effectiveness, recommend enhancements, and influence executive decision-making.

Develops and leads communication and engagement strategies for Chase Travel’s independent travel advisor community. Manages newsletters, town halls, leadership messaging, recognition programs, onboarding, networking, and community initiatives. Partners with leadership, operations, suppliers, and advisor-facing teams to improve participation, satisfaction, retention, and advisor experience. Tracks engagement metrics, analyzes feedback, establishes communication governance, and recommends improvements.

Coordinates group air travel programs from intake and setup through post-event follow-up. Serves as a liaison among clients, travel advisors, and internal teams; manages timelines, documentation, bookings, traveler activity, arrivals, departures, reports, quality control, and stakeholder updates. Requires three or more years of travel-industry experience, GDS or self-booking tool proficiency, Microsoft Office skills, strong communication, and multitasking abilities.

Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families. Builds and manages a book of business through client acquisition, relationship development, personalized investment solutions, and partner referrals. Educates clients on digital banking and investment tools while maintaining strong knowledge of financial markets, ethical standards, and goals-based planning.

Manage end-to-end domestic and international corporate travel bookings using Sabre, including PNRs, ticketing, and exchanges. Resolve complex, time-sensitive travel issues, coordinate with vendors, and support independent travel advisors and clients. Maintain strong client relationships through clear communication, accuracy, organization, and high-quality service while handling high volumes of requests. Stay current on travel industry practices, regulations, products, destinations, and operating procedures.