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

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.

The Relationship Manager I is responsible for managing client relationships, ensuring high-quality service delivery, supporting business growth, and enhancing client experiences in wealth management.

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.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.