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

Build and maintain relationships with financial advisors and advisory organizations for personalized indexing and separately managed account solutions. Present investment strategies, portfolio concepts, and analytics; explain complex investment topics; support advisor education; conduct portfolio analysis, attribution, and risk discussions; and collaborate with client service, portfolio management, training, and business development teams to improve client engagement and business growth.

Leads sales, relationship development, and business growth across approximately 250 RIA firms in California, Nevada, and Hawaii. Develops territory strategies, expands advisor relationships, presents investment solutions and market insights, achieves sales and retention goals, and represents Vanguard at client and industry events. The role combines primarily virtual engagement with targeted field sales and requires strong capital markets knowledge, consultative selling ability, and regulatory licensing.

Responsible for full-stack engineering, focusing on responsive UI development, API design, and integration for investment applications while ensuring performance and usability across investment workflows.

Leads strategy, roadmap, operating model, budget, and organization for Vanguard Personalized Indexing. Oversees advisor and investor digital products, personalization capabilities, analytics, platforms, APIs, data governance, risk controls, and enterprise transformations. Builds leadership teams, drives adoption and measurable outcomes, and partners across technology, investments, operations, data, and client experience in a regulated wealth management environment.