Top Sales Jobs in San Francisco, CA

Supports overall market management by driving sales growth, profitability, client service, employee retention, recruiting, team development, compliance, risk management, and financial performance. The role assists with regulatory oversight, supervisory planning, expense management, marketing initiatives, and leadership of market-wide programs while preparing for future branch or management responsibilities.

Drive institutional fundraising and client growth across the West Coast by developing asset-owner relationships, positioning public and private market investment solutions, partnering with consultant relations and investment teams, and supporting fund marketing. The role requires strong institutional sales expertise, investment acumen, communication skills, and FINRA Series 7 and 63 licenses. It also includes mentoring junior professionals and traveling as needed.

Supports private wealth advisors by managing client relationships, onboarding and maintaining accounts, processing requests and transactions, preparing financial plans and reports, addressing alerts, and coordinating administrative activities. The role also supports marketing initiatives, client events, team business planning, and advisor operations while maintaining compliance with firm procedures. Strong client service, organization, financial-services knowledge, and computer skills are required.

Develops and manages client relationships for a Financial Advisor or Private Wealth Advisor team. Advises clients on investment strategies, analyzes financial needs and opportunities, delivers wealth management and financial planning solutions, and supports business development through presentations and seminars. Ensures compliance with industry regulations and firm policies while coordinating with advisors and leveraging Morgan Stanley’s investment services.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include maintaining client relationships and accounts, processing money movement and orders, answering account questions, onboarding clients, managing digital tools, coordinating calendars and meetings, preparing expenses, and supporting team marketing initiatives. Requires active securities registrations, financial services product knowledge, strong Microsoft Office skills, organization, communication, and client service abilities.

Support Private Bankers and Financial Advisors by identifying cash management and lending opportunities, delivering product and service support, developing marketing pipelines, communicating product and policy updates, and collaborating with cross-functional teams to meet revenue targets and client needs.

Lead UHNW private banking business development and lending efforts by partnering with Private Bankers and Financial Advisors. Drive adoption of tailored lending and deposit solutions, structure complex depository and credit strategies, mentor junior specialists, pre-screen and execute transactions, and support regional growth initiatives while managing advisor and client relationships.