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

Provide personalized financial planning and investment solutions to existing clients and warm leads using Fidelity planning tools. Conduct one-on-one appointments, leverage technology for efficient meetings and follow-up, grow relationships through proactive outreach and referrals to wealth management partners, and educate clients on investment solutions. Role requires in-branch, client-facing work and adherence to regulatory requirements.

Work face-to-face with existing clients in an Investor Center to provide personalized financial planning and comprehensive investment solutions. Build and deepen client relationships, uncover needs, present complex strategies, onboard additional client assets, and support retirement and investment goals. Use firm resources and training to deliver outstanding client experiences and meet results-driven targets.

The Principal Quant Developer will collaborate with quant research teams to build a Fixed Income research system, involving hands-on coding and system architecture.

As a Financial Consultant, you'll provide personalized financial guidance to clients, leveraging existing relationships and the firm's resources to create investment strategies.

The Director of Prime Trading will manage client relationships, oversee daily trading operations, analyze risk and margin activities, and coordinate trading support. The role requires strong market awareness and effective communication within teams.

As a Planning Consultant, you will provide financial planning services, deepen client relationships, and collaborate with Financial Consultants to enhance client success.

The Vice President of Business Development for Private Shares drives new business growth within the startup ecosystem by building founder pipelines, generating deal flow, and enhancing client acquisition through relationships and events.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.

The Vice President, Advanced Planning leads financial and estate planning for high net worth clients, utilizing tools like eMoney, coaching junior members, and engaging in client relationships, mostly remotely.

Consult with large defined contribution clients on retirement benefit programs, aligning strategies with business objectives under ERISA regulations, while managing multiple projects and fostering team collaboration.