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

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations. Build and deepen long-term client relationships, communicate complex financial solutions, manage a book of business, grow practice through referrals, and obtain required licenses and FINRA registrations.

Advise and manage an assigned book of clients on complex gift and estate planning. Develop client engagement plans, create educational content, lead internal teams to deliver high-quality charitable gift consulting, and resolve client issues. Support events, communications, and program management for nonprofit development stakeholders.

Lead coverage and strategic relationships with institutional investment consultants to grow and retain AUM by positioning Nuveen's investment capabilities. Drive buy ratings and mandates, respond to RFPs and data requests, analyze consultant research, coordinate onboarding with legal/compliance/operations, prepare reporting, support product launches and global distribution, and maintain CRM activity logs.

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.