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

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.

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.

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.

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

Prepare and deliver income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Communicate with clients, perform tax research, respond to notices, coordinate tax support staff, and stay current on tax law. Support wealth advisors and ensure timely, accurate tax services.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.