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

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.

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.

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.

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.

Manage a portfolio of wealth management and fiduciary clients, provide holistic, goals-driven advice on trusts, estates, investments and tax matters, identify business opportunities, mentor junior staff, and ensure compliance with fiduciary standards and internal policies.