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

The Senior Wealth Advisor develops and maintains relationships with high net worth clients, providing tailored financial solutions and advice to help achieve their financial goals.

The Senior Wealth Advisor builds relationships with affluent clients, provides tailored financial solutions, and ensures compliance while leveraging a team of experts for client service.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

The Data Engineer will develop and optimize data pipelines, manage data architecture, support cross-functional teams, and ensure data security and integrity.

The Manager of Management & Performance Analytics will oversee reports and tools to improve key business elements, enhance advisor performance metrics, support client service performance, and ensure effective use of Power BI for reporting.

The Financial Planner will assist in preparing financial plans, data management, and document analysis, working under the Wealth Management Teams. This role is ideal for candidates seeking to grow their technical expertise in financial planning.

As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.

The Tax Associate prepares tax returns for clients, creates quarterly estimates and projections, and answers tax queries while collaborating with the wealth management team.