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

Own the end-to-end tax product vision, roadmap, and execution, including AI-powered tax preparation and planning. Lead cross-functional teams across engineering, design, data, tax, and operations; manage software vendor relationships; define AI automation and evaluation strategies; integrate tax capabilities into the broader technology platform; protect sensitive data; and measure product outcomes through usage data, quality metrics, and stakeholder feedback.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the sales pipeline from initial engagement through conversion. The role requires strong financial services expertise, client relationship development, CRM proficiency, sales leadership, organization, and the ability to drive growth in a high-volume environment.

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

Supports Regional Vice Presidents by maintaining Salesforce data, managing pipelines, coordinating advisor routing and proposal requests, handling sales communications, protecting speed-to-lead, supporting events, and organizing prospect information for onboarding. The role improves sales execution, responsiveness, conversion, and operational efficiency in a high-volume financial services environment.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.

Leads a market as a player-coach, serving high-net-worth clients as a senior wealth advisor while coaching and developing other advisors. Responsibilities include financial planning, investment analysis, client retention, fiduciary advice, referral-driven practice growth, regulatory compliance, and coordination with tax, estate, insurance, and portfolio experts. The role also supports acquired-practice integration and requires up to 20% travel for client meetings and training.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing and delivering comprehensive financial plans, coordinating across investment, tax, and estate specialists, managing client meeting prep and follow-up, and progressively taking on client ownership while ensuring compliance and high-touch client service.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

Serve as lead tax advisor for ultra-high-net-worth families: develop multi-year tax strategies, lead year-round planning (entities, estate, charitable, liquidity), identify cross-border issues, coordinate compliance and outside advisors, oversee tax exams/controversies, manage and mentor tax team, and ensure tax advice is integrated with overall family office planning.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.