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

Support advisors serving high-net-worth clients by assisting with client onboarding, preparing meeting materials, using financial planning and CRM software for plan development, performing data entry and plan modeling, and contributing to client service and business development initiatives.

Designs, configures, and deploys Agentforce agents and autonomous workflows within Salesforce Financial Services Cloud. Integrates agents with MuleSoft APIs, external data, and financial planning platforms; implements Einstein AI capabilities; and ensures security, compliance, and reliable agent behavior. The role also tests and monitors agents, mitigates hallucination risks, analyzes usage data, incorporates advisor feedback, and evaluates new Salesforce AI features.

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.

Manages the integration of newly acquired wealth management firms, including technology migrations, operational transitions, project plans, stakeholder coordination, training, KPI tracking, risk mitigation, and documentation. The role coordinates billing, trading, reconciliation, client PMS data, and adoption of Mariner’s systems while ensuring timely, seamless integration.

Leads scalable organic growth by optimizing prospect journeys, engagement, funnel progression, and conversion. Develops personalized outreach, nurturing, experimentation, AI-enabled experiences, dashboards, KPIs, and enablement tools for sales and advisor teams. Partners cross-functionally with Sales, Marketing, Digital, Product, Technology, Operations, and Analytics to execute growth roadmaps, improve CRM and automation capabilities, and drive measurable pipeline and client acquisition outcomes.

Conduct due diligence and evaluate public markets asset classes, maintain a focus list of recommended strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors with manager searches and client meetings, produce research deliverables and educational materials, lead RFPs for large relationships, mentor associates, and support onboarding, conferences, and special projects.

Leads the design, delivery, and scaling of Motivational Interviewing-based Client Centered Communication training. Facilitates training for financial professionals, provides individual coaching, develops AI-supported transcript evaluation, establishes scoring standards, analyzes performance data, coordinates certification alignment, and supervises a CCC Instructor. The role partners with business leaders to embed communication competencies across the organization and strengthen advisor-client trust and engagement.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.

Leads the Cyber GRC function, including cybersecurity governance, policy and control frameworks, regulatory compliance, audit readiness, vendor risk, security awareness, AI governance, cyber risk quantification, and executive reporting. Partners with security, IT, legal, procurement, and business teams while representing the organization to regulators, auditors, and third-party assessors. Builds scalable programs and leads enterprise cybersecurity initiatives in a highly regulated financial-services environment.

Lead insurance operations team to drive service excellence for financial advisors through reporting, escalations, process improvements, project management, cross-functional collaboration, and people leadership to ensure consistent, high-quality operational performance.