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

Generates phone-based sales for student lending products by responding to inbound inquiries, advising borrowers, recommending lending options, identifying cross-sell opportunities, and completing follow-up throughout the origination process. Provides subject matter expertise, delivers a consistent customer experience, and supports consumer lending sales goals through effective communication, problem solving, and relationship development.

Investment Banking Associate supporting global M&A, equity, and debt transactions for digital infrastructure clients. Responsibilities include financial modeling, business valuation, transaction structuring, industry and company due diligence, client meetings, preparation of marketing and transaction documents, pitch development, and business development. The role manages deal flow, supports senior bankers, and serves as a key client contact.

Develop, test, implement, maintain, and support RPA solutions for banking business lines using UiPath tools. Partner with stakeholders to identify automation opportunities, create proofs of concept, document solutions, promote best practices, and mentor other automation developers. The role focuses on improving efficiency, reducing costs, supporting customer experiences, and advancing automation strategies across the organization.

Develop and manage a wealth management practice by conducting client discoveries, creating personalized financial strategies, growing relationships, generating referrals, and prospecting for new business. The advisor collaborates with branch partners and internal specialists to provide financial planning, investment management, insurance, and estate planning services. The role requires active securities and insurance licenses, financial advisory experience, and a demonstrated ability to manage client relationships and develop new business.

Provides virtual wealth advisory services to mass-affluent clients by analyzing financial circumstances, recommending investment strategies, and selling investment and insurance products. Builds and expands client relationships, acquires and retains customers, collaborates with branch personnel, meets sales goals, and maintains compliance with company, regulatory, and legal requirements.

Serve as the senior, client-facing investment expert advising high-net-worth and institutional clients. Develop Investment Policy Statements, recommend investment solutions and manager selection, review performance, provide market analysis, and maintain ongoing client communication and tailored investment strategies.

Oversee property-related projects and operations, including planning, budgeting, cost control, stakeholder coordination, risk management, reporting, and closeout. Lead Project Analysts through coaching and process improvement while ensuring consistent project administration, documentation, financial reconciliation, and portfolio reporting. Collaborate with internal teams, contractors, vendors, and organizational leadership to improve project execution, operational efficiency, and project management system adoption.

Develop and advance the organization’s Insider Threat Program by assessing capabilities, creating behavioral indicators, enhancing detection analytics, and investigating suspicious activity. The role analyzes security, fraud, and behavioral telemetry; configures monitoring technologies; reduces false positives; produces risk reporting and metrics; and partners with Cybersecurity, Fraud, HR, Legal, Risk, and Technology teams to improve insider-risk detection and response.

Leads acquisition marketing across consumer and business banking products, overseeing campaign strategy, audience targeting, channel mix, offer testing, performance optimization, and measurable customer growth. Manages cross-functional execution across paid and owned channels, partners with analytics and business stakeholders, forecasts performance, and develops a high-performing marketing team.

Leads marketing strategy and growth initiatives for consumer checking, deposits, and wealth management businesses. Partners with senior stakeholders to drive acquisition, deposit growth, engagement, retention, and relationship expansion. Develops go-to-market strategies, segmentation, targeting, positioning, messaging, customer journeys, KPIs, and measurement frameworks. Uses customer insights, analytics, market trends, and competitive intelligence to prioritize investments and optimize performance across a matrixed organization.