Top Tech Jobs & Startup 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 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.

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.

Registered Client Service Associates support Financial Advisors and teams by providing client service, executing transactions, and managing administrative tasks to enhance client relationships.

The Registered Client Service Associate provides client support and administrative assistance to Financial Advisors, helping manage client relationships and account inquiries.

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 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.