Senior Product Manager - API & Agentic Banking Mercury Technologies IncSenior Product Manager - API & Agentic BankingSan Francisco, CA$239,000–$298,800 / yearLead the product vision for how our AI products - Command, CLI, MCP - transform the way people interact with their finance stack: from asking questions about their business to taking action on their behalf. Be dangerous across the stack and able to grapple directly with complex concepts; hands on experience building AI products with AI, and knowledge about RAG, evals, agent harnesses a plus.
Senior Account Executive, San Francisco (Startup Banking) RhoSenior Account Executive, San Francisco (Startup Banking)San Francisco, CaliforniaPrevious experience working in any one of the following areas is preferred: Experience selling subscription-based software technologies (SaaS), other software products, and/or financial services products. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission.
Account Executive, San Francisco (Startup Banking) RhoAccount Executive, San Francisco (Startup Banking)San Francisco, CA$83,000–$115,000 / yearFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
Advisor, Startup Banking - San Francisco RhoAdvisor, Startup Banking - San FranciscoSan Francisco, CaliforniaFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho’s differentiated technology to mid-market clients.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerSan Jose, CaliforniaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Treasury Sales Officer I - Global Payment Solutions - Business Banking Bank of America CorpTreasury Sales Officer I - Global Payment Solutions - Business BankingPleasanton, CA$108,000–$160,000 / yearEnsures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions. Desired Skills:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInternational Banking ExperienceInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
Investment Banking Associate 1/2, Healthcare M&A (Elite Boutique) Prospect Rock PartnersInvestment Banking Associate 1/2, Healthcare M&A (Elite Boutique)San Francisco, CaliforniaWith a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.
Business Banking Relationship Manager - Oakland, CA Bank of AmericaBusiness Banking Relationship Manager - Oakland, CAOakland, CaliforniaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.
Client Manager - Employee Banking and Investments Bank of AmericaClient Manager - Employee Banking and InvestmentsWalnut Creek, CaliforniaKey responsibilities include working with corporate clients, promoting Bank programs to employees to generate banking relationships, launching, and driving new employee banking programs to increase enrollments and deepen relationships, initiating and managing all new client onboarding, and program development and execution. US - CA - Rancho Cordova - 2882 Prospect Park Dr - 2882 Prospect Park Dr (CA3501), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813).
Private Banking Relationship Manager - San Francisco, CA California Bank & TrustPrivate Banking Relationship Manager - San Francisco, CASan Francisco, CA$135,000–$169,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register.
Senior Private Banking Rel Manager - Menlo Park, CA California Bank & TrustSenior Private Banking Rel Manager - Menlo Park, CAMenlo Park, CA$220,000–$270,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CASan Francisco, CA$135,000–$192,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingSan Francisco, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
NewInvestment Banking Associate | TMT Coverage Selby Jennings LtdInvestment Banking Associate | TMT CoverageSan Francisco, CAThe platform is well-known for having a strong culture comprised of amicable, sharp, & diverse individuals with a track record of high all-in pay, having had very strong bonuses this past year making it clear this trend is not, surpassing most BBs across all levels. Our firm is working with a prominent Full-Service Global Investment Bank's SF office, looking to bring an Investment Banking Associate in to join up with their high-performing TMT team.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateSan Francisco, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerWalnut Creek, CAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Analyst, Investment Banking - Healthcare Life Sciences (San Francisco) Moelis & CoAnalyst, Investment Banking - Healthcare Life Sciences (San Francisco)San Francisco, CA$110,000–$135,000 / yearPrimary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients.
Investment Banking Associate Healthcare/MedTech M&A (Global Middle Market) Prospect Rock PartnersInvestment Banking Associate Healthcare/MedTech M&A (Global Middle Market)San Francisco, CaliforniaBuild and maintain detailed financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions, and LBO analyses), merger models, and accretion/dilution analyses. This role provides the opportunity to work on a broad range of strategic M&A, capital raising, and advisory assignments for innovative medical device, diagnostics, life science tools, and healthcare technology companies.
Banking Product Owner Senior Manager Accenture PlcBanking Product Owner Senior ManagerSan Francisco, CAIn Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships.
iOS Engineer - Fintech / Banking Experience Phaxis LLCiOS Engineer - Fintech / Banking ExperienceSan Francisco, CAOur client, a rapidly growing start-up digital financial platform is seeking an experienced iOS Engineer to play a key role in building and scaling its mobile application ecosystem. You will lead the development of this company's iOS platform and help with a strategy that includes Android and web-based mobile platforms as the product suite expands.