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

Branch-based Wealth Advisor who builds and grows a personalized wealth management practice through client discovery, outreach, and referrals. Delivers financial planning, investment management, insurance, and estate planning by collaborating with internal specialists and partners to serve high-net-worth clients and expand relationships.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

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.

Branch-based Wealth Advisor builds and manages personalized wealth management practices, conducts client discovery, develops tailored financial plans, grows relationships and referral channels, and collaborates with internal specialists to deliver investment, insurance, estate, and financial planning services.

Branch-based Wealth Advisor builds personalized wealth management plans, grows client relationships through outreach and partner referrals, leverages specialists for investment, insurance, and estate planning, and focuses on new business development and high-net-worth servicing.

Lead and develop an endpoint engineering team managing Windows, Mac, and mobile devices. Oversee device configuration, Intune and Configuration Manager operations, patching, vulnerability remediation, compliance reporting, and Tier III incident response. Partner with cybersecurity, service desk, DEX, and infrastructure to improve endpoint reliability, security, and user experience while driving modernization, automation, and audit-ready operational controls in a regulated banking environment.

Own and translate AI product vision into prioritized backlog, detailed requirements and acceptance criteria. Collaborate with cross-functional agile teams to deliver features, track OKRs and metrics, run demos, prototype UIs, provision data and analyze usage to drive customer-focused product decisions and adoption.

Provide white‑glove relationship support to high‑net‑worth private banking clients: manage communications, coordinate events, travel and ticketing, maintain Salesforce CRM, prepare meeting materials, support business development, handle expense reconciliation, and manage the team’s digital presence while ensuring discretion and compliance.