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

Manage and grow treasury relationships with municipal and public-sector clients across New Jersey and surrounding markets. Advise government entities on cash management, commercial card, merchant services, trade, and supply chain finance solutions. Acquire new clients, expand existing portfolios, identify cross-sell opportunities, coordinate onboarding with internal partners, and provide public-sector market insights. The role requires strong client communication, treasury sales expertise, ethical judgment, and local and regional travel.

Lead end-to-end governance and operational oversight of the GCC Operate Phase, driving operating model consistency, vendor and stakeholder management, SLA/KPI delivery, continuous improvement, and resource/financial optimization across global shared services.

Work on M&A, equity and debt transactions for digital infrastructure clients (data centers, fiber, broadband). Prepare financial models and valuations, conduct due diligence, draft pitch materials and transaction documents, support business development, and manage client interactions across deal execution.

Manage and improve corporate giving data systems: build and maintain Tableau/Excel dashboards, respond to ad hoc data requests, clean and govern community data, administer Bonterra/CyberGrants, and lead project management for giving programs and strategic initiatives while partnering with enterprise stakeholders.

Lead automation and orchestration for enterprise Vulnerability Management. Build integrations and data pipelines across security tools, cloud, and ServiceNow; automate intake, prioritization, remediation tracking, and reporting; optimize workflows, dashboards, and asset correlation; collaborate with engineering and cloud teams to scale risk-based remediation and improve data quality.

Provides high-level executive support, including calendar and meeting management, domestic and international travel coordination, expense reporting, presentations, meeting documentation, data entry, filing, and small project oversight. Acts as a trusted advisor and gatekeeper while managing competing priorities, sensitive information, stakeholder communications, and occasional office management duties. The role requires discretion, autonomy, strong organization, executive presence, and flexibility in a fast-paced environment.

Manages private banking client relationships throughout mortgage and commercial lending processes, from prequalification and credit analysis through underwriting, closing, and post-close servicing. Supports Relationship Managers with prospect meetings, pricing, deal structuring, client communications, and pipeline management. Reviews clients for deposit opportunities and coordinates meetings and events. Provides credit pre-screening support and mentors junior Client Relations Managers and Associates.

Leads the full equity research publishing lifecycle, including editorial review, supervisory approval, production, quality control, regulatory compliance, and distribution. Oversees publishing systems and high-volume workflows while ensuring adherence to FINRA requirements, internal controls, and risk standards. Builds and develops a high-performing research publishing team, partners with stakeholders, and drives accuracy, timeliness, professional presentation, and continuous improvement.

Underwrite and analyze specialty lending requests for private banking and ultra-high-net-worth clients. Manage loans end to end from initial inquiry through approval, closing, funding, and post-closing activities. Review financial statements, collateral, credit history, and documentation; recommend loan structures and terms; monitor pipelines and portfolio performance; ensure regulatory and policy compliance; and coordinate with relationship managers, credit officers, investment advisors, trust services, and external parties.

Supports the Transition Manager in managing end-to-end onboarding and transitions for Private Wealth Advisors, advisor teams, and their books of business. Coordinates stakeholders, gathers documentation, prepares technology and operational readiness, explains policies and requirements, resolves issues, and delivers a high-touch concierge onboarding experience. The role requires strong organization, communication, relationship management, financial industry knowledge, and travel for advisor transitions and onboarding activities.