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

5 Days AgoSaved
Hybrid
San Francisco, CA, USA
150K-269K Annually
Senior level
150K-269K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Sell ETF, mutual fund and multi-asset products to prospects and advisors, develop prioritized business plans, deliver customized presentations, act as regional product expert, maintain competitive and regulatory knowledge, collaborate with internal partners to recommend solutions, and execute strategic, cross-functional initiatives to generate fee revenue.
5 Days AgoSaved
Hybrid
San Francisco, CA, USA
85K-145K Annually
Senior level
85K-145K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.
Top Skills: Salesforce
5 Days AgoSaved
Hybrid
San Francisco, CA, USA
85K-145K Annually
Senior level
85K-145K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Prepare portfolio materials and reports for client reviews, manage account documentation and transactions (including DTC transfers and physical certificates), process cash transfers and fund trades, analyze fee worksheets, communicate with clients and portfolio managers, support tax research and risk management, and begin advising and participating in client meetings using GDWM.
Top Skills: All-In-One Bank ApplicationsCitDtcEdsGdwmImsPasPims
5 Days AgoSaved
Hybrid
San Francisco, CA, USA
189K-500K Annually
Senior level
189K-500K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Lead discretionary OCIO relationships for institutional clients (foundations, endowments, healthcare). Develop and implement long-term investment strategies, oversee portfolio construction and monitoring, manage client relationship teams, coordinate internal resources for execution, present performance and outlooks to boards, and support business development and RFP efforts.
5 Days AgoSaved
Hybrid
San Francisco, CA, USA
85K-145K Annually
Junior
85K-145K Annually
Junior
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Support a Senior Financial Advisor in client relationship management, financial analysis, and meeting preparation. Develop investment knowledge, use eMoney and internal partners to create proactive recommendations, assist with account servicing and CRM updates, and gradually build client relationships toward owning a book of business.
Top Skills: Client Relationship Management (Crm)Emoney Financial Planning
5 Days AgoSaved
Hybrid
San Francisco, CA, USA
189K-331K Annually
Senior level
189K-331K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Analytics • Financial Services • Cybersecurity
Manage investment activities for high-net-worth trusts and individual portfolios. Develop and execute investment strategies, coordinate with client service teams and legal, ensure adherence to national guidelines, lead investment committees, provide thought leadership, and mentor others while meeting performance and risk objectives.
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