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

Review retail advertising and marketing communications for compliance with firm policy, FINRA and SEC rules; document and retain records; explain required changes to submitters; research policy questions; maintain internal compliance materials; follow vendor workflows; assist team members and meet service-level timeframes.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.

As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.

The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.

The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.

The Senior Compliance Analyst reviews retail communications for compliance with laws and firm policies, assists team members, and maintains compliance materials.

The Senior TPA Sales Consultant will develop sales strategies, provide retirement plan design consulting, maintain advisor relationships, and ensure revenue targets are met while managing a sales pipeline and promoting fiduciary services.

The Wealth Management Consultant builds and manages relationships with Tier 2 advisors, driving engagement and satisfaction through Cetera's growth tools and support.

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.