62 Results for

Banking Jobs in Santa Clara, CA

Jobs

New!

San Francisco, CA3 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

New!

San Francisco, CA3 days ago

$100,000–$150,000

San Francisco, California20 days ago

$185,000–$250,000 Per Year

With 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.

Foster City, CA30+ days ago

Remote

$100,000–$135,000 Per Year

This is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.

San Francisco, CA30+ days ago

Full-time

You will collaborate with dedicated product specialists from various sectors such as Treasury and Security Services, Public Finance, Securities Trading, and Asset Management and Leasing to deliver our comprehensive range of services and products to our clients and prospects. As a Government Commercial Banker within our dynamic team, you will lead and grow a portfolio of public sector clients -cities, counties, special districts, school districts, transportation/transit, utilities, and other government entities -by delivering integrated treasury and credit solutions.

San Francisco, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, California15 days ago

This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. 2-4 years of M&A investment banking experience with a focus on technology sectors, including software, data & analytics, and/or tech-enabled services.

San Francisco, California30+ days ago

As a VP or Director, you will serve as an integral leader across all phases of the firm's M&A advisory activities, bridging senior leadership and junior bankers while maintaining direct client contact. Led by senior professionals with deep transactional experience, our client's Consumer Group serves as trusted advisors to investors and company leaders worldwide.

San Francisco, CA30+ days ago

Full-time

10+ years of relevant banking/coverage experience, including Technology investment banking and/or VC relationship coverage; demonstrated track record advising Technology companies across M&A and capital markets and engaging at the C-suite/board level. Relationship leadership Expand senior relationships with Technology-focused VC firms (GPs, firm leadership, Partners) across the US; serve as a strategic advisor on exit pathways, venture debt, and capital markets readiness for portfolio companies.

San Francisco, CA30+ days ago

Full-time

You will be responsible for managing a team of Credit Officers; and will take a leadership role in evaluating transactions and credit packages, closing transactions, and monitoring the team's portfolio of projects through repayment and conversion to permanent financing. As a Credit Risk Director in the Community Development Banking team, you will join a growing team of professionals who play an integral role in fulfilling the bank's Community Reinvestment Act (CRA) mission by financing the construction of affordable housing.

San Francisco, CA30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Palo Alto, CA30+ days ago

Senior candidates may be considered for an expanded producing Area Leader designation, with oversight responsibility for private bankers across Northern California and a direct role in shaping regional strategy alongside executive leadership. A well-capitalized and growing private banking platform is seeking a seasoned Private Banking Team Lead to cultivate and manage a portfolio of high-net-worth and ultra-high-net-worth clients across the Peninsula.

Santa Clara, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Job Summary : U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. Qualifications : Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics.

San Francisco, CA30+ days ago

Full-time

Skills Required: This position requires two (2) years of experience in the following: equity capital markets investment banking; executing Equity Capital Markets (ECM) transactions, including managing processes and driving deals through all stages to completion; applying a creative and strategic capital markets mindset to provide clients with relevant, actionable financing and advisory solutions; Creating detailed pitch books and marketing materials for client meetings and roadshows; Preparing and reviewing offering documents, prospectuses, and regulatory documentation for equity transactions; Analyzing equity markets, track trends, interpret market data, and working with SEC regulations and compliance requirements; executing IPOs and follow-on offerings, including conducting due diligence on financial statements and legal documents; Developing and maintaining complex financial models for valuation, scenario analysis, and transaction structuring; Organizing and outputting data and financial information using functionalities in PowerPoint and Excel including Vlookup, index match, data analysis add-ons, pivots, and VBA chart; Performing financial analysis using techniques including logistic regression, multivariate regression, and cohort analysis; Conducting comprehensive market research and analysis by utilizing Bloomberg, FactSet, and Thomson Reuters. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Economics, Finance, Business Management, Mathematics or related field of study plus 2 years (24 months) of experience in the job offered or as Investment Banking Equity Capital Markets, Investment Banking Analyst, or related occupation.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes. In this role, you will leverage your expertise in debt capital markets transactions, bond offerings, syndicated loans, credit facilities, debt refinancing, liability management exercises, covenant structuring, offering memorandum drafting, roadshows, and debt issuance processes to support the training of AI systems.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

We are seeking a skilled Investment Banking - ECM Expert to enhance xAI's AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts. You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world ECM dynamics.

San Francisco, CA30+ days ago

$204,250–$300,000 Per Year

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

San Francisco, CA30+ days ago

To be successful as an Investment Banking Technology Coverage, VP, you should have experience with: Developing and maintaining ample relationships with corporate clients by understanding their business, financial goals, and industry trends. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.

San Francisco, CA30+ days ago

Full-time

Job SummaryAs a Vice President in Private Capital Advisory & Solutions, you will leverage your experience in developing strong relationships with corporate client and leading global investors, and work across a range of private capital products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

San Francisco, CA30+ days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking.

San Francisco, CA30+ days ago

Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.

San Francisco, CA30+ days ago

$148,495–$174,700 Per Year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. + Collaborate with internal partners such as Business Banking Relationship Managers, product management and customer service staff to ensure the development and retention of profitable client relationships through effective account strategies.

San Francisco12 days ago

Full-time

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

San Francisco, CA30+ days ago

Full-time

Palo Alto, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore you will need to exhibit a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

San Francisco, CA30+ days ago

Full-time

As an experienced BDE in the Mid-Corporate Banking team, you will be responsible for sourcing and growing profitable relationships, championing a culture of innovation and a client-advisory mindset, while delivering JPMorganChase's strategic guidance through a wide breadth of products and services. The ideal candidate has a passion for building businesses, is strategic, delivers high-impact marketing activities, can operate independently, partners well internally and externally, is a strong communicator, and an engaging leader.

San Francisco, CA30+ days ago

Full-time

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, CA30+ days ago

Full-time

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Palo Alto, CA30+ days ago

Full-time

As a Product Manager in New Banking Architecture Delivery Platform Team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Los Gatos, CA30+ days ago

Enhance Banking Experiences: Recommend products and services tailored to customer needs, helping them improve their banking experience. Deliver Outstanding Service: Answer customer calls with a customer-first approach, solving their issues and making their banking experience memorable.

Mountain View, CA8 days ago

$130,900–$251,900 Per Year

Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 12+ years of experience in marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organizations. Bachelor’s Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 6+ years of experience in marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organizations.

Palo Alto, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

Full-time

Campbell, California21 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

San Jose, CA30+ days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

San Francisco, CA20 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

New!

Mountain View, CA5 days ago

$130,900–$251,900 Per Year

Masters Degree in Business Administration or related field AND 4+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience OR Bachelors Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 6+ years marketing, strategy, business planning, consulting, banking, finance, economics, and/or partner organization experience. Proven ability to engage, influence, and manage positive relationships with key stakeholders, including SLT/Corporate Vice President communities across engineering, marketing, finance, corporate strategy, business development, and external commercial partners.   .

Menlo Park, CA30+ days ago

Our WM business is one of the largest in the world with more than *** trillion in client assets, *** billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending.

Foster City, CA7 days ago

$115,000–$150,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).

Foster City, CA8 days ago

$150,000–$225,000 Per Year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

San Francisco, CA30+ days ago

$185,000–$210,000 Per Year

This customer-centric model allows Instabase to glean insights from diverse use cases and behaviors, ensuring we deliver top-tier solutions that provide unmatched advantages for everyday business operations. Proven ability to build strong collaborative working relationships with business partners, department leads, and investors and is seen as a trusted and objective advisor.

San Francisco, CA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

San Bruno, CA27 days ago

Full-time
Employee

As a part of the YouTube Finance team, you will be a part of the broader Strategy, Analytics, and Finance team (SAF) whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities, guiding the organization to make the best possible decisions, and enabling effective implementation with proactive and trusted risk management. You will be a well-rounded performer in a high-energy growth environment, bringing excellent data analysis skills, including SQL proficiency and modeling expertise, performing in-depth search into underlying assumptions while recommending efficient, scalable approaches.

San Francisco, CA30+ days ago

$300,000–$350,000 Per Year

You will work with leading brands in hospitality, leading financial institutions, and a carefully curated set of large enterprise companies with mission critical call center requirements as a trusted advisor to evangelize a solution for voice call management that will significantly improve their customer's experience and related business goals. PolyAI is searching for an Enterprise Account Executive to lead and grow our customer relationships with leading hospitality brands, financial institutions, and select Fortune 1000 companies with high volume call center requirements.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Banking job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Banking Jobs in Santa Clara, CA

Investment Banking Analyst Career Launch AI

Investment Banking Senior Analyst Career Launch AI

Investment Banking Associate 1/2, Healthcare M&A Prospect Rock Partners

Sr. Business Development Manager, Banking QuinStreet

Commercial Banker-Government Banking-Vice President JPMorgan Chase Bank, N.A.

Investment Banking - Leveraged Finance (Tech) - Vice President JPMorgan Chase Bank, N.A.

Investment Banking Associate 2 Technology M&A Prospect Rock Partners

Investment Banking Vice President Consumer M&A Prospect Rock Partners

Relationship Executive - Global Banking, Venture Capital Relationship Team, Technology Coverage - Managing Director JPMorgan Chase Bank, N.A.

Credit Risk Director, Community Development Banking - Executive Director JPMorgan Chase Bank, N.A.

Commercial Banker - Mid-Corporate Banking - Vice President JPMorgan Chase Bank, N.A.

Private Banking Team Lead MRISpokane

Commercial Banker - Emerging Middle Market Banking - Vice President JPMorgan Chase Bank, N.A.

Investment & Corporate Banking – Healthcare, Associate Mizuho Securities USA Inc.

Investment Banking Equity Capital Markets [Multiple Positions Available] JPMorgan Chase Bank, N.A.

Investment Banking Expert - DCM xAI

Investment Banking Expert - ECM xAI

Relationship Executive - Life Sciences Banking - Executive Director JPMorgan Chase

Commercial Banker - Life Sciences Banking - Vice President JPMorgan Chase

Investment Banking Technology Coverage, VP Barclays

Investment Banking - Private Capital Advisory & Solutions - Vice President JPMorgan Chase Bank, N.A.

Assistant Vice President, Fund Banking Stifel

Analyst, Healthcare Investment Banking Wedbush Morgan Securities

Business Banking Treasury Management Payments Team Lead U.S. Bank

2026 Experienced Investment Banking Analyst - Full-time Union Square Advisors

Relationship Executive - Applied Technology Banking - Executive Director JPMorgan Chase Bank, N.A.

Commercial Banker - Startup Banking - Vice President JPMorgan Chase Bank, N.A.

Relationship Executive - Healthcare Technology Banking - Executive Director JPMorgan Chase Bank, N.A.

Associate Banker, Technology Banking -Associate JPMorgan Chase Bank, N.A.

Business Development Executive - Mid-Corporate Banking - Executive Director JPMorgan Chase Bank, N.A.

Investment Banking - Private Capital Solutions - Associate JPMorgan Chase Bank, N.A.

Investment Banking - TMT Equity Capital Markets - Senior Associate/Junior Vice President JPMorgan Chase Bank, N.A.

Investment Banking - Mergers & Acquisitions - Technology, Associate/Vice President JPMorgan Chase Bank, N.A.

Treasury Management Officer - Real Estate Banking - Executive Director JPMorgan Chase Bank, N.A.

Vice President Product Manager - New Banking Architecture Delivery Platform JPMorgan Chase Bank, N.A.

Bank Teller Hire Up Staffing Services

Director, AI Strategy & Operations Program Manager Microsoft

J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

Financial Advisor Northwestern Mutual

CFO Advisor Joseph Michaels International

Financial Advisor Valued Merchant Services

Director, E+D Strategy Microsoft

Java Developer Veterans Sourcing Group

Financial Advisor Summitry

Senior Financial Advisor Summitry

Strategic Finance Manager Instabase

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Financial Analyst, YouTube Google

Enterprise Account Executive PolyAI

Resume Resources