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

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.

The Compliance Analyst will ensure all retail communication complies with laws and regulations, manage reviews and correspondence with regulatory bodies, and maintain compliance documentation.

As a Senior Compliance Analyst, you will review retail communication for compliance with laws and firm policies, manage internal compliance materials, and assist other analysts while meeting tight deadlines.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

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 Advanced Planning Consultant develops sophisticated wealth strategies for high-net-worth clients, collaborates with advisors, and provides strategic recommendations while ensuring regulatory compliance.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to deliver integrated financial solutions while ensuring compliance with regulations.