Top Tech Jobs & Startup Jobs in San Francisco, CA

Supports overall market management by leading sales growth, profitability, risk management, compliance, recruiting, team development, client service, and financial performance. The role assists the Market Executive with supervisory planning, regulatory oversight, personnel management, marketing initiatives, and strategic business development while preparing for future branch or market leadership.

Provide white-glove relationship management and support to high-net-worth executives, advising on equity compensation and Wealth Management products, managing complex equity plan transactions on Shareworks and Equity Edge, educating on 10b5-1 plans, identifying business development opportunities, coordinating internal teams, and ensuring compliant, timely service delivery.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, reporting, financial plans, portfolio and proposal tools, research, and digital marketing execution. The role also assists with business planning, seminars, webinars, client communications, and operational projects while maintaining compliance with firm policies and platforms.

The Executive Director will develop and manage institutional asset-owner relationships across the West Coast, drive fundraising across public and private market strategies, and deliver tailored investment solutions. The role partners with consultant relations, marketing, product specialists, and portfolio management teams to execute client strategies and fund marketing initiatives. Responsibilities include understanding institutional investment objectives, articulating investment strategies, mentoring junior professionals, and supporting relationship growth. Travel is expected as needed, and FINRA Series 7 and 63 licenses are required.

Develops and oversees client relationships for a Financial Advisor team, assesses client goals and circumstances, analyzes investment opportunities, and recommends wealth management strategies. Advises clients, supports financial planning, prepares presentations and seminars for business development, and ensures compliance with industry regulations and firm policies. Requires substantial financial industry knowledge, strong communication skills, active securities registrations, and at least five years of business experience.

Leads investment management for a private wealth team by developing asset allocation models, overseeing investment policies, evaluating managers, monitoring performance, recommending portfolio changes, and reviewing benchmarks. Participates in client meetings, conducts portfolio analysis, prepares investment materials, and addresses client questions. Requires extensive financial industry experience, securities licenses, strong analytical and communication skills, and knowledge of compliance requirements.

Leads client service and business operations for financial advisor and private wealth advisor teams. Defines service models, oversees support staff, coordinates business matters, manages client communications, supports client meetings and financial reporting, tracks performance, and executes business plans and firm initiatives. Requires extensive financial services experience, leadership ability, relevant licensing, and strong organizational and client service skills.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio and client reporting, research, and digital marketing administration. Provides backup client service coverage, assists with business plans and seminars, participates in client meetings, and completes firm initiatives. Requires financial-services product knowledge, strong organizational and communication skills, technical proficiency, and applicable securities licenses.

Drives regional AI adoption across Wealth Management by building relationships, delivering training and coaching, translating AI capabilities into field-ready workflows, and supporting business development, client engagement, prospecting, and campaign execution. Identifies adoption barriers, gathers feedback, coordinates with product, technology, communications, learning, and risk teams, and scales effective practices across markets. Requires strong Wealth Management knowledge, change-management or enablement experience, communication skills, and the ability to operate in a regulated environment.

Partner with Private Bankers and Financial/Private Wealth Advisors to grow UHNW banking revenue by originating and structuring lending and deposit solutions. Lead advisor engagement, develop business plans, educate on UHNW credit and liquidity strategies, mentor junior specialists, pre-screen transactions, and drive execution across mortgage, securities-based lending, non-purpose and tailored lending products.