Top Tech Jobs & Startup Jobs in San Francisco, CA

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.

Provide daily client service and administrative support to Financial Advisors/Private Wealth Advisors, handling money movements, account onboarding and maintenance, client inquiries, digital tool enrollment, scheduling, travel/expense processing, and participation in firm initiatives to support advisor teams and client relationships.

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.

Provide exceptional client service and support to Financial Advisors in managing client relationships, transactions, and administrative tasks while remaining compliant with policies and procedures.

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.

Lead and supervise branch Support and Service Professionals, drive service excellence, coach and onboard staff, partner with sales and risk teams, manage operational tasks (client inquiries, expense tracking), implement process improvements, and support the Market Business Service Officer on service initiatives and training.

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

Provide client-facing service and administrative support to Financial Advisors and teams: execute transactions, onboard and maintain accounts, answer account queries, manage calendars and travel, prepare expense reports, support marketing and digital tools, and participate in firm initiatives.

Provide high-touch client service and administrative support to Financial/Private Wealth Advisors: execute money movements, onboard and maintain accounts, answer non-investment inquiries, assist with documentation and digital tool enrollment, manage calendars/travel/expenses, support marketing and firm initiatives, and maintain compliance with policies and procedures.

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