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

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Morgan Stanley

Sr. UHNW Sales Specialist - Executive Director

Reposted One Month AgoSaved
In-Office
San Francisco, CA, USA
150K-250K Annually
Senior level
150K-250K Annually
Senior level
Fintech • Financial Services
Partner with private bankers and financial advisors to grow UHNW banking revenue through lending and deposit solutions. Lead advisor engagement, structure complex lending and deposit strategies, pre-screen transactions, mentor junior specialists, and drive regional business development and execution for mortgage, securities-based lending, and tailored lending products.
Morgan Stanley Logo
Morgan Stanley

Vice President, Financial Planning Director - Western Region

Reposted One Month AgoSaved
In-Office
2 Locations
140K-200K Annually
Senior level
140K-200K Annually
Senior level
Fintech • Financial Services
The Financial Planning Director partners with Financial Advisors to create personalized financial plans for HNW clients, focusing on tax strategies, estate planning, and risk management.
Top Skills: MoneyguideproMorgan Stanley Proprietary Planning Platform
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