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

The Wealth Management Associate supports Financial Advisors by managing client relationships, developing financial strategies, and enhancing client experiences through effective communication and organization.

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

Leads investment management for private wealth clients by developing asset allocation models, overseeing investment managers, evaluating performance and benchmarks, implementing investment strategies, and supporting client meetings. Provides portfolio analysis, investment recommendations, reporting oversight, and guidance on compliance and investment policies while collaborating with Financial Advisors and Private Wealth Advisors.

Leads client service and business management for Financial Advisor and Private Wealth Advisor teams. Oversees daily operations, team priorities, client communications, support staff, business plans, performance tracking, hiring, training, and firm initiatives. Develops and implements client service models, supports client meetings and financial reporting, coordinates business matters, and improves operational efficiency while maintaining strong internal and external relationships.

Own the roadmap, backlog, requirements, and delivery of Morgan Stanley and E*TRADE mobile app enhancements. Lead cross-functional Agile teams across design, technology, QA, legal, compliance, marketing, and client services. Analyze customer feedback, mobile analytics, competitor trends, and KPIs to prioritize features and measure outcomes. Manage testing, launches, documentation, business cases, and stakeholder communications while ensuring mobile, web, and API experiences meet client and architectural needs.

Supports Financial Advisors and Private Wealth Advisors with client service, account transactions, meeting preparation, follow-up tracking, financial plans, portfolio reports, research, and business development activities. The role also assists with digital and in-person marketing, client meetings, operational administration, and firm initiatives. Requires financial services product knowledge, strong client service and organizational skills, proficiency with Microsoft Office and Excel, and active securities licenses.

Manages and develops client relationships for a Financial Advisor team, assesses client goals, analyzes investment opportunities, recommends wealth-management strategies, and advises clients in accordance with team objectives. The role also supports business development through presentations and seminars, maintains regulatory compliance, and coordinates required licensing and registrations across applicable states.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Wealth Management Analysts support Financial Advisors in client service and business development, including financial planning and reporting.