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

Develop and manage a wealth management practice by discovering client goals, creating tailored financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, business partners, and referral sources to generate introductions and grow the client book. Proactively promote Citizens Wealth Management capabilities while collaborating with internal specialists and operating within a branch-based consumer banking environment.

Leads the strategy, roadmap, governance, adoption, and value realization of Consumer Banking data products. Owns the data product portfolio across banking domains, prioritizes investments, partners with senior business and technology leaders, and drives reusable, trusted, AI-ready data capabilities. The role focuses on product management and business outcomes rather than engineering delivery, platform operations, reporting, governance execution, or model development.

Leads acquisition credit strategy and execution for consumer and small business portfolios. Translates risk appetite and business objectives into credit policies, decision strategies, implementation roadmaps, governance, controls, and performance measures. Partners with product, finance, marketing, technology, operations, analytics, compliance, legal, and risk teams to ensure effective implementation and monitoring. Evaluates portfolio performance and emerging risks while providing recommendations and updates to senior leadership.

Build and maintain branch network performance reporting, dashboards, semantic models, and analytical datasets using SQL and Alteryx. Translate banker, branch, market, and enterprise data into actionable insights for senior leaders. Lead analytical projects, manage timelines, communicate executive-ready findings, improve reporting processes, and mentor junior analysts. Partner with Distribution and Consumer Bank leadership in a hybrid, primarily onsite environment.

Develop and manage a wealth advisory practice by discovering client goals, creating personalized financial plans, expanding client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and external partners to deliver financial planning, investment management, insurance, and estate planning solutions. This branch-based role requires active securities and insurance licenses, business development experience, and familiarity with high-net-worth clients.

Leads field marketing for Citizens Private Bank and Private Wealth across Southern California. Develops market-specific go-to-market plans, local sponsorships, events, content, and brand activations tied to growth goals. Partners with bankers, advisors, executives, communications, events, and enterprise marketing teams to support office openings, advisor-team integrations, executive engagement, and pipeline generation. Builds a scalable regional marketing model and represents the private banking brand with senior stakeholders and external partners.

Leads the strategy, modernization, convergence, and innovation of the bank’s consumer deposit product portfolio. Oversees core platform transformations, product rationalization, system conversions, technology roadmaps, regulatory alignment, customer experience, and performance metrics. Partners across Technology, Operations, Risk, Compliance, Finance, and Digital Banking while managing and mentoring product managers. Requires extensive banking leadership, deposit product expertise, and experience delivering large-scale transformation initiatives.

Conduct independent fundamental research on U.S. large-cap equities, including financial statement analysis, earnings coverage, valuation, forecasting, and financial modeling. Generate, pitch, and defend investment ideas; advise wealth teams; write investment commentary and research; present views to senior audiences; and use Excel and AI tools to scale research. The role requires broad market expertise, strong communication skills, CFA certification, and minimal oversight.

Manages, acquires, and deepens commercial business banking relationships with companies generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Drives loan, deposit, and fee-income growth through consultative selling, prospecting, referrals, community engagement, and collaboration with internal partners. Maintains customer satisfaction, manages moderately complex portfolios, and operates within risk, compliance, and performance goals.

Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.