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

Support and drive growth for RIA network firms, track P&L changes, develop strategic initiatives, and improve business efficiency.

The VP, Partnership Strategy at Focus Financial Partners will manage relationships with 50+ partner firms, enhance operational efficiency, and drive strategic growth initiatives in the wealth management sector.

The Associate Wealth Advisor develops and presents financial plans, manages client relationships, and supports financial advisors in various areas including investments and compliance.

Support Wealth Advisors by creating and presenting financial plans, developing tax/estate/insurance strategies, executing investment and trading recommendations, managing client communications in CRM, and leading select client relationships while collaborating on advisory team initiatives.

The Associate will support M&A activities, conducting financial analysis, due diligence, and deal structuring, while coordinating across teams for successful execution of deals.

The Lead Advisor Development Manager develops and executes training for advisors, improving skills across client experience and financial technology platforms while collaborating with leadership to address learning needs.

The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.