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

The Commercial Middle Market BDO is responsible for client acquisition, managing sales pipelines, and collaborating to deliver financial solutions.

The BDO is responsible for acquiring new clients, managing sales pipelines, and collaborating with team members to provide financial solutions for Middle Market clients.

Serve as primary wealth planning expert for high‑net‑worth clients (> $10M investable), lead discovery and develop multi‑generational wealth strategies, design and deliver comprehensive wealth plans, coordinate implementation with Private Bank team and specialists, supervise and coach analysts/strategists, and produce thought leadership and training.

Responsible for business development in treasury management, client service excellence, managing client portfolios, and risk management while adhering to policies.

Responsible for developing profitable client relationships and managing a large portfolio, with a focus on credit evaluation and banking solutions. Requires strong financial analysis and relationship management skills, particularly with senior executives.