Top Tech Jobs & Startup Jobs in San Francisco, CA

Provides registered client service and administrative support to private wealth and financial advisors. Responsibilities include managing client accounts, processing money movement and securities orders under direction, answering account questions, onboarding clients, maintaining documentation, supporting digital tools, coordinating calendars and meetings, preparing expenses, and assisting with marketing and business planning. Requires active securities licenses, financial services knowledge, strong organizational and interpersonal skills, and advanced Microsoft Office proficiency.

The Executive Relationship Manager builds trust with high-net-worth executives, providing comprehensive support and education on equity compensation and wealth management solutions to meet client needs.

Lead and execute complex healthcare investment banking transactions, including M&A, divestitures, restructurings, recapitalizations, leveraged buyouts, strategic advisory assignments, and public or private capital markets transactions. Advise regional and international clients, collaborate with senior professionals across the firm, develop client relationships, and deliver creative, high-quality financial advice under demanding deadlines.

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.

Provides branch and complex operational support, including document management, mail distribution, money movement, trade adjustments, operational alerts, audit readiness, compliance monitoring, issue escalation, and administrative duties. Supports service managers, sales, risk, and home-office partners; assists with onboarding and remediation projects; promotes digital client services; and maintains knowledge of policy and platform changes.

The PWM Business Service Officer leads a team to enhance client service, oversees operations, manages relationships, and develops talent.

Supports Financial Advisors and Private Wealth Advisors with client service, account administration, financial planning, portfolio and proposal reporting, research, and business development activities. Responsibilities include preparing client meetings, tracking follow-ups, supporting money movement and order entry, executing digital and in-person marketing activities, preparing financial plans and reports, researching client needs, and participating in client meetings and firm initiatives.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movements and orders, maintaining client accounts, answering account inquiries, onboarding clients, supporting digital tools, coordinating calendars and meetings, preparing expense reports, handling office tasks, and assisting with team marketing and business plans. Requires financial services knowledge, active securities licenses, strong organization, communication, and Microsoft Office skills.

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.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include processing money movement and account transactions, onboarding and maintaining client accounts, answering account questions, supporting digital tools, coordinating calendars and meetings, preparing expenses, managing documentation, and assisting with advisor marketing and business plans. Requires securities licenses, financial products knowledge, strong organization, client service skills, and Microsoft Office proficiency.