Top Tech Jobs & Startup Jobs in San Francisco, CA

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.

Senior service leader supporting Financial Advisors/Private Wealth Advisors by shaping client service models, overseeing daily team operations, managing support staff, coordinating business matters, executing business plans, and ensuring exceptional client experience.

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.

Lead and grow branch revenue and profitability across assigned market branches by recruiting, training, and managing Financial Advisors; drive sales and marketing initiatives; ensure regulatory compliance and risk management; build cohesive teams, coach advisors, and report performance to the Market Executive.

Partner with Financial Advisors to deliver comprehensive financial plans for HNW and UHNW clients, providing advanced guidance on tax mitigation, estate and trust planning, executive compensation, retirement distribution, insurance, and charitable strategies. Lead client-facing planning conversations, coach advisors, track planning outcomes and metrics, run educational sessions, and stay current on tax, estate, product, and market developments.

Lead and manage client service model for Financial Advisor/Private Wealth teams. Cultivate client and partner relationships, prepare/review client reports and financial plans, attend client meetings, oversee support staff, coordinate business matters, implement business strategies, manage client communications, and drive operational efficiencies.

Support Financial/Private Wealth Advisors by managing client relationships, preparing financial plans and performance reports, assisting with investment strategies, executing orders, and coordinating business development, marketing, and client events. Ensure compliance, use firm planning tools, and deliver high-quality client service while improving practice management and operational efficiency.

Serve as relationship manager on a Financial Advisor team to develop and maintain client relationships, assess client goals, analyze investment opportunities, recommend strategies, deliver presentations for business development, and ensure compliance with industry rules.

Support financial advisors by delivering client service, executing transactions, preparing reports and financial plans, assisting with digital and in-person marketing, participating in client meetings, and performing research and administrative tasks to support business development and firm initiatives.

Senior litigation attorney to manage a docket of FINRA arbitrations, state and federal civil litigation, and regulatory enforcement investigations (SEC, FINRA, DOJ, state regulators) for Wealth Management and E*TRADE. Responsibilities include strategy, motions, discovery, witness prep, trials/arbitrations, supervising outside counsel, advising internal clients, risk analysis, and regulatory reporting.