Top Tech Jobs & Startup Jobs in San Francisco, CA

2 Days AgoSaved
In-Office
San Mateo, CA, USA
88K-132K Annually
Senior level
88K-132K Annually
Senior level
Aerospace • Appliances
Build and deepen relationships with affluent and HNW clients to provide holistic financial planning and solutions. Source and convert referral leads, manage client engagement and events, coordinate with product specialists and branch partners, ensure KYC/AML and regulatory compliance, and maintain required registrations and licenses.
Top Skills: ExcelMicrosoft OutlookMicrosoft WordMoney Guide ProNationwide Mortgage Licensing System And Registry (Nmls)Naviplan Select
2 Days AgoSaved
In-Office
San Francisco, CA, USA
88K-132K Annually
Senior level
88K-132K Annually
Senior level
Aerospace • Appliances
Senior relationship manager who acquires and deepens High Net Worth client relationships through financial planning, referrals, and high-touch engagement. Provides holistic banking, credit and investment solutions, ensures compliance (KYC/AML, SAFE Act), partners with product specialists, organizes client events, and meets regulatory registration requirements (FINRA, Insurance Group 1, MLO).
Top Skills: ExcelMicrosoft OutlookMicrosoft WordMoney Guide ProNaviplan Select
Reposted 4 Days AgoSaved
In-Office
Pleasant Hill, CA, USA
88K-133K Annually
Senior level
88K-133K Annually
Senior level
Aerospace • Appliances
The role involves building and managing client relationships in the affluent and High Net Worth segment, providing tailored financial solutions, adhering to compliance, and utilizing financial planning software.
Top Skills: MS OfficeMoney Guide ProNaviplan Select
13 Days AgoSaved
In-Office
San Francisco, CA, USA
88K-133K Annually
Senior level
88K-133K Annually
Senior level
Aerospace • Appliances
Build and deepen relationships with affluent and HNW clients, provide holistic financial planning and product solutions, source and convert referral leads, manage client events and high-touch engagements, ensure KYC/AML and regulatory compliance, and collaborate with branch and product specialists to grow portfolio.
Top Skills: ExcelMicrosoft OutlookMicrosoft WordMoneyguideproNaviplan Select
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