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

The Technical Business Analyst will bridge technical and business aspects, collaborating with teams to improve portfolio management practices and providing documentation and training for system enhancements.

The Advisor Enablement Strategist partners with Advisors to enhance practice management using technology tools, supports technology adoption, conducts training, and develops strategies to improve productivity and efficiency.

Analysts assist in wealth planning by conducting analytics, interpreting data, and supporting advisors in investment recommendations, while also presenting findings to clients.

Lead initiatives for the Direct Indexing and Tax Managed Strategies platform, collaborating with various teams to enhance products and services. Manage project delivery from ideation to launch, ensuring solutions deliver business value and improve client experience.

The Regional Manager will drive sales growth through building relationships with financial advisors and servicing existing clients, requiring strong problem-solving and independent work skills.