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

The VP Success Manager Leader drives advisor success and satisfaction across a division, leading a team to optimize engagement and delivery of growth strategies.

The Sr. Tax Planner will create and present tax plans, review tax returns, and provide strategies while collaborating with advisors to enhance client financial planning.

The AVP, Regional Lead will support operational functions, manage escalations, lead strategic projects, ensure compliance, and drive efficiencies in financial supervision across designated regions.

The Regional Branch Administrative Manager will lead support staff, manage operations, and enhance team performance to ensure high client satisfaction and continuous improvement in the branch's services.

The Senior Financial Planning Consultant enhances financial planning practices through education and consulting, develops financial plans, and supports advisors with tools and resources.

Lead the Client Service Associates for the Managed Support Team, overseeing administrative operations and ensuring exceptional support for Financial Advisors nationwide. Drive excellence, partner with internal teams, and support associate development in a fast-paced environment.

The Supervisory Principal supervises transactions in complex products, leads staff, manages projects, and ensures compliance with regulations.