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

Serve affluent and complex customers as primary financial advisor in branch: acquire and deepen relationships, deliver multi-product banking, lending, and investment solutions, coordinate with Wealth/Home Lending/Business Banking, promote digital adoption, manage a book of business, ensure compliance and accurate documentation, and meet licensing and risk standards.

Grow and manage relationships with affluent and complex clients through discovery-driven advice, proactive outreach, and coordinated multi-product solutions. Own a book of business, deepen deposits, lending, investments, and refer to Wealth/Home Lending/Business Banking. Support daily banking needs, champion digital adoption, ensure accurate documentation and regulatory compliance, and coach peers to deliver a differentiated customer experience.

Manage and grow relationships with affluent customers by delivering holistic financial guidance across deposits, lending, investments, and business banking. Acquire new clients, manage a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, ensure compliance and accurate documentation, and support branch team performance. Role requires licensing and adherence to risk and regulatory standards.

Serve as strategic advisor to the Fargo Product Executive, driving product strategy, portfolio governance, operating rhythms, executive communications, and cross-functional alignment for Wells Fargo's AI-powered Fargo digital assistant. Lead planning, OKRs, performance reporting, executive briefings, and initiatives to boost engagement, growth, and operational efficiency.

Lead and grow a team shaping enterprise digital product strategy across high-priority initiatives. Define roadmaps, align senior stakeholders, partner with product, design, engineering, analytics, and risk to drive execution, translate insights into decisions, create executive communications, and establish governance to deliver measurable business and customer outcomes.

Provide advanced investment analysis and recommendation support to Financial Advisors and clients, including allocation adjustments, performance attribution, risk evaluation, tax-aware rebalancing, scenario modeling, and documentation to support implementation, compliance, and audits.

Lead strategy and execution for digital, mobile, and cross-channel analytics. Define multi-year roadmap, scale automated measurement and governed data products, deliver executive insights, oversee product and identity/authentication analytics, establish measurement frameworks and analytics governance, integrate research and behavioral analytics, and manage multiple teams to improve customer experience and business outcomes.

Serve customers in-branch to support everyday banking needs, open accounts, process transactions and credit applications, handle teller/cash duties, build relationships, promote products and referrals, use digital tools, and comply with risk and regulatory requirements while coordinating with branch teammates and licensed specialists.

Own and grow a defined book of affluent customers by delivering multi-product banking, credit, and investment solutions. Acquire new clients through proactive outreach and appointments, coordinate with Wealth, Home Lending, and Business Banking partners, ensure accurate documentation and regulatory compliance, and drive digital adoption and retention.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Own a defined book of business, perform discovery-driven planning, coordinate with Wealth/Home Lending/Business Banking partners, support digital adoption, handle everyday banking needs, ensure compliance and documentation, and meet licensing and registration requirements.