Top Finance Jobs in San Francisco, CA

Support structuring and execution of complex domestic and cross-border healthcare and life-sciences M&A transactions. Build valuation analyses and financial models, collaborate with coverage teams, provide strategic advice to clients, manage deal execution, client engagement, and tight deadlines.

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.

Wealth Management Analysts support Financial Advisors by assisting with client service, business development, digital marketing, financial reporting, and administrative tasks.

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.

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

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.

The Executive Director leads Calvert’s Responsible Investment strategies, providing market insights, supporting sales, client engagement, and managing product expertise to drive sustainable investment performance.

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