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

Leads digital deposits acquisition and sales across the customer journey, owning funnel performance from traffic through funding and early engagement. Develops growth strategy, conversion optimization, experimentation, personalization, channel economics, and performance management. Partners across Marketing, Product, Technology, Analytics, Operations, Risk, Finance, and Retail Distribution to improve customer growth and outcomes in a regulated banking environment.

Leads retail deposit growth and sales strategy across branch and assisted channels. Drives checking and savings acquisition, balance growth, household expansion, sales productivity, lead conversion, and customer engagement. Develops market-specific growth plans, performance metrics, executive reporting, and governance. Partners across distribution, product, marketing, digital, technology, analytics, finance, risk, and learning teams while leading through influence in a regulated banking environment.

Provides advanced administrative and executive support to the Head of Consumer Credit Management & Decision Sciences and leadership team. Responsibilities include complex calendar management, meeting and event coordination, domestic and international travel arrangements, expense reporting, executive communications, presentations, confidential records, leadership meeting follow-up, and transformation initiative coordination. The role requires strong judgment, organization, discretion, communication skills, executive presence, and the ability to manage shifting priorities in a hybrid environment.

Supports governance and operational execution for a Construction-to-Permanent lending program. Advises stakeholders on complex loan scenarios, construction contracts, draw schedules, budgets, exceptions, risk, and policy requirements. Maintains program documentation, controls, procedures, and certification materials; facilitates training; identifies trends and emerging risks; and recommends improvements. Partners with Credit Risk, Operations, Servicing, Legal, Sales, Project Review, and Draw Administration to ensure compliant, consistent loan execution.

Owns the strategy, roadmap, delivery, and optimization of personalized customer engagement and communications across email, SMS, push, mobile, online banking, and emerging channels. Translates customer insights and business needs into prioritized requirements, leads agile delivery, drives experimentation, and aligns cross-functional stakeholders. Success is measured through adoption, activation, engagement, satisfaction, retention, loyalty, relationship growth, and customer lifetime value.

Coordinates branch closures and network transitions across field leadership, operations, marketing, communications, legal, risk, and enterprise partners. Builds transition plans, readiness routines, escalation paths, customer communications, performance tracking, and continuous-improvement playbooks. Uses market insights and performance data to identify risks, support customer retention and migration, improve execution quality, and provide executive-ready recommendations.

Provides virtual wealth-management advice to mass-affluent clients through phone and video consultations. Analyzes client finances, recommends investment strategies and insurance products, develops client relationships, grows assets under management, acquires and retains clients, achieves sales goals, and maintains regulatory and company compliance while partnering with branch personnel.

Leads deposit retention and engagement strategy across MMA and CD portfolios. Develops maturity journeys, targeting, customer treatments, offers, banker plays, digital experiences, and balance-consolidation initiatives. Partners with Pricing, Analytics, Marketing, Digital, Retail, and Relationship Banking teams to convert portfolio insights into coordinated actions. Establishes scorecards and closed-loop measurement for retention, sales, treatment response, and channel conversion while ensuring regulatory and operational compliance.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, expanding client relationships, generating referrals, and coordinating internal specialists across financial planning, investments, insurance, and estate planning.