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

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 Tax Associate supports the advising team by preparing tax returns, ensuring compliance, responding to client inquiries, and assisting with tax planning and document management.

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

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

The Portfolio Consultant at Wealth Enhancement provides tailored investment solutions and support to advisors, enhancing client relationships and driving business growth through strategic initiatives and presentations.

The Digital Marketing Intern will assist with executing digital campaigns, researching audience insights, monitoring performance, and collaborating with teams on marketing initiatives.

Lead and scale the Premium+ paid marketing program for advisor teams, managing an 8-10 person team. Own program strategy, onboarding, Canva workflow alignment, Salesforce campaign tracking, reporting, SOPs, training, and cross-functional collaboration to drive adoption, ROI, and advisor growth. Travel up to 15%.

Lead marketing integrations from LOI through 90+ days post-close, managing a small onboarding team, partnering cross-functionally to drive early growth activation, build scalable playbooks and automation, track KPIs, and step into execution to ensure smooth transitions for acquired advisor teams.

Lead complex technical accounting tasks including ASC 340-40, M&A transaction support, audit-related documentation, technical accounting research, and ad hoc project support. Prepare reconciliations, amortization schedules, journal entries, and financial statement footnotes while collaborating cross-functionally to ensure GAAP compliance and improve processes.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.