Top Finance Jobs in San Francisco, CA

The Investment Consultant - Relationship Manager develops client relationships, advises on investment strategies, and collaborates with Financial Advisors to meet clients' financial goals.

Provide high-quality client service and support Financial Advisors/Private Wealth Advisors by executing money movements, answering account inquiries, onboarding and maintaining accounts, entering orders and profile data, educating clients on digital tools, and performing administrative tasks (calendar, travel, expense reports). Assist in marketing and team business plans, stay current on policies/platforms, and participate in firm initiatives and special projects.

Provide high-touch client service and operational support to Financial Advisors and Private Wealth teams, including onboarding, account maintenance, processing transactions, preparing client materials, resolving inquiries, and supporting marketing and administrative activities.

The Wealth Management Associate supports Financial Advisors by managing client relationships, preparing financial reports, and assisting in business development efforts.

The Financial Planning Director partners with Financial Advisors to offer tailored financial planning for high-net-worth clients, focusing on advanced strategies in areas like tax, retirement, and estate planning.

Lead and execute complex M&A, divestitures, joint ventures, restructurings, and public/private capital markets transactions for healthcare and life sciences clients. Develop valuations and financial models, prepare client materials, manage deal processes, coordinate cross-firm teams, advise clients strategically, and mentor junior staff while supporting business development.

Lead end-to-end management of Morgan Stanleys affordable housing private equity portfolio, including sourcing, underwriting, approvals, closings, asset and portfolio management, governance, risk monitoring, performance reporting, and exits. Act as senior product owner and relationship manager with fund managers, sponsors, legal and risk partners, present to governance forums, and lead a team to ensure disciplined execution and strong portfolio performance aligned with community development objectives.

The Branch Examiner conducts independent risk-based examinations, evaluates compliance at retail branches, and collaborates with management on corrective action plans.

The Group Director supports Financial Advisors in client service management, oversees team operations, fosters relationships, and ensures business efficiency.

Wealth Management Analysts support Financial Advisors by providing client service, assisting with business development, and managing financial reports. They ensure exceptional client service and assist in organizational tasks related to marketing and research.