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

The Vice President, Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, provides ongoing support, and sources and converts prospects. The role also drives referrals, closes leads, mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

Provides employment-law counsel on employee relations, investigations, agreements, restrictive covenants, litigation, policies, and acquisitions. Partners with HR, recruiting, business leaders, and Legal to manage risk and support business objectives. Conducts legal research, drafts documents, supports due diligence and disputes, and uses legal technology and AI tools to improve efficiency. Requires a J.D., active U.S. bar license, and at least two years of employment law experience. This is a fully remote role.

Leads full-cycle recruitment for financial advisors and teams, including sourcing, pipeline development, candidate relationship management, vetting, onboarding coordination, recruitment campaigns, and performance reporting. Partners with leadership, marketing, and cross-functional teams to attract qualified and diverse talent. Requires strong networking, employment-law knowledge, recruiting technology expertise, communication, judgment, and AI literacy.

Owns and governs the enterprise Design System, including components, tokens, patterns, documentation, accessibility, and adoption. Designs responsive interfaces and prototypes, validates implementation quality, and partners with UX, product, engineering, architecture, and business teams. The role also establishes AI-ready design standards, reviews AI-assisted outputs, manages design-system priorities, and coaches teams on consistent application across enterprise products.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.

Acquire and close high-net-worth clients with more than $500,000 in investable assets through direct marketing channels. Support financial advisory teams, conduct client presentations, explain wealth management strategies, develop financial plans, increase assets under management, and ensure smooth post-sale client transitions. The role requires consultative selling, relationship development, strategic planning, CRM usage, regular travel up to 50%, and Series 65 or 66 licensing.

Develops and manages marketing strategies for a portfolio of financial advisor teams across the Northeast. The role analyzes growth opportunities, creates marketing plans and budgets, monitors performance, recommends actions, and drives advisor accountability. It partners with Practice Management, Advisor Marketing Specialists, Corporate Marketing, and other stakeholders to coordinate execution. Responsibilities include Salesforce and dashboard analysis, documentation, presentations to leaders and advisors, budget optimization, cross-functional initiatives, and testing AI-enabled marketing tools. The position is remote with approximately four to six annual trips.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.