166 Results for

Banking Management Jobs in Richmond, CA

Jobs

San Francisco, CA14 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. In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.

New!

San Francisco, CA1 day ago

$88,800–$165,600 Per Year

Application Deadline: 06/04/2026Address: 180 Montgomery St. Job Family Group: Commercial Sales & ServiceAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients in the technology industry. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.

San Francisco, CA14 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, CA14 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, CA12 days ago

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. Join Barclays as an Investment Banking Technology Coverage, AVP, where you will advise clients on a wide range of strategic transactions across software, internet and hardware group verticals.

Redwood City, CA17 days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

New!

San Francisco, CA1 day ago

$122,400–$228,000 Per Year

Application Deadline: 05/21/2026Address: 180 Montgomery St. Job Family Group: Commercial Sales & ServiceAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Engages with industry peers and networks to gather competitive insights and best practices, applying this knowledge to maintain a competitive edge.

San Mateo, CA11 days ago

As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.

New!

San Francisco, CA2 days ago

$129,200–$206,700 Per Year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. This role partners closely with Senior Managers, Directors, and broader account teams to execute account strategies, support revenue growth initiatives, and strengthen client engagement across Visa Direct offerings.

San Francisco, CA14 days ago

$150,000–$180,000 Per Year

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan.

New!

Walnut Creek, CA3 days ago

The Territory Sales Manager will also partner with bank personnel including commercial lenders, branch managers, personal bankers, and tellers, in helping to generate and respond to referrals of merchant services prospects. Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.

San Francisco, CA7 days ago

$70–$85

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

New!

San Francisco, CA1 day ago

Use a selection of sales techniques to identify, counter and resolve objections and uses a range of influencing skills to achieve closure of the deal and achieve personal targets, whilst knowing when to compromise to gain the most equitable solution without damaging future relationships. Manage, track and close complex or large sales that may cover multiple products/services within agreed timescales, using judgment to know when to influence key decision makers to achieve timely closure of deals.

San Francisco, CA28 days ago

HSBC’s Corporate & Institutional Banking (CIB) International Mid Markets (IMM) team is seeking a dynamic, results-oriented Relationship Manager to drive growth and deliver exceptional value to US-headquartered corporates with international presence/ambitions and revenues ranging from ~$100MM to over $2BN. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

New!

San Francisco, CA2 days ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

New!

Benicia, CA3 days ago

$85,000–$110,000 Per Year

Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! Oversee all aspects of branch operations including service & maintenance, Inside Sales, transportation & logistics, P/L, and employee related items (payroll scheduling, performance evaluations, etc.).

San Francisco, CA14 days ago

Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.

New!

San Francisco, CA1 day ago

$122,400–$228,000 Per Year

Application Deadline: 05/14/2026Address: 180 Montgomery St. Job Family Group: Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.

San Francisco, California30+ days ago

$165,525–$220,700 Per Year

Advises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.

Walnut Creek, 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 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.

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.

Burlingame, CA30+ days ago

$92,114–$156,880 Per Year

This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.

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, California7 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.

New!

San Francisco, CA3 days ago

$75–$85

Build and Execute an ROI-Driven Roadmap: Prioritize initiatives using clear success metrics, quantified impact, and business alignment. Summary: We are looking for a Lead Product Manager who thrives at the intersection of data, UX, and platform thinking, and who is motivated by improving funnel performance for both merchants and borrowers.

San Francisco, CA30+ days ago

$141,830–$263,408 Per Year

Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. * Sales Management ProcessEstablishes individual sales goals and objectives for team and creates an environment that encourages team members to develop profitable relationships and focus their efforts on achieving highest levels of performance.

San Francisco, California29 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

New!

San Francisco, CA4 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, CA4 days ago

$100,000–$150,000

San Francisco, California30+ 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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Walnut Creek, California22 days ago

Remote

$122,535–$208,715 Per Year

Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.

San Francisco, California30+ days ago

Remote

$92,114–$156,880 Per Year

New!

San Francisco, California2 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

Our client, a well-respected middle market investment bank, is actively seeking an Analyst 2 for their Technology M&A team in San Francisco. This role offers an excellent opportunity for a driven professional to advance their career in technology investment banking within a prestigious middle market firm.

San Francisco, CA30+ days ago

$140,000–$180,000 Per Year

With full regulatory approval and a vertically integrated technology stack, they’ve built something no one else in fintech has: a modern, compliant, real-time infrastructure layer that gives financial institutions direct, efficient access to ultra-safe government-backed assets. This role requires someone who’s fluent in banking decision cycles, credible with executive teams, and skilled at guiding institutions through complex risk, compliance, and treasury-oriented evaluations.

San Francisco, California30+ 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. What You'll Be Doing: The Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects.

New!

San Francisco, CA4 days ago

$150,000–$250,000

This Healthcare Investment Banking Analyst/Associate posting is an example of the roles featured on the Career Launch AI private job board — high-paying, competitive healthcare M&A and capital markets opportunities that members receive exclusive access to. A leading global investment bank (representative of our employer network) is hiring a Healthcare Investment Banking Analyst/Associate to support M&A execution, capital raising, and strategic advisory in the healthcare and life sciences sectors.

San Francisco, CA11 days ago

$200,000–$225,000 Per Year

You have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.

San Francisco, CA30+ days ago

$147,250–$245,000 Per Year

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, CA30+ days ago

$204,250–$300,000 Per Year

San Francisco, CA30+ days ago

$204,250–$300,000 Per Year

San Francisco, California11 days ago

$160,350–$210,000 Per Year

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, CA16 days ago

$100,000–$110,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering innovative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Financial Institutions, Healthcare, Industrial Growth and Services, Energy, Rental Services as well as Transportation and Logistics.

San Francisco, CA16 days ago

$150,000–$160,000 Per Year

San Francisco, CA16 days ago

$100,000–$110,000 Per Year

San Francisco, California18 days ago

$145,800–$194,400 Per Year

Qualifications: Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

San Francisco, CA30+ days ago

$200,000–$275,000 Per Year

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

$223,250–$325,000 Per Year

Our Mid-Corporate Market Executives in Commercial & Specialized Industries run businesses covering diversified industries including Consumer Retail, Business Services, Industrial and Manufacturing and numerous other sub industries focused on target companies with annual revenues of $100million to $2billion. Market Executives exhibit leadership attributes including decision autonomy, transaction sponsorship and negotiation, excellent communication skills, proven ability to motivate and lead a team of 10 or more all while retaining ownership of a select group of clients.

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Banking Management Jobs in Richmond, CA

Jobs

Managing Director, Venture Banking (Investor Coverage)Stifel

Commercial Banking - Technology Vertical Portfolio ManagerBMO Financial

Assistant Vice President, Fund BankingStifel

Investment Banking Technology Coverage, VPBarclays

Investment Banking Technology Coverage, AVPBarclays

Enterprise Systems ManagerMONTERRA CREDIT UNION

Commercial Banking - Diversified Industries Portfolio ManagerBMO Financial

VP, Assistant Branch ManagerCharles Schwab

Manager – Visa Direct Account ManagementVisa Technology and Operations LLC

Business Development Director (Asset Management / PE)bdo consulting

Merchant Relationship ManagerFresno First Bank

Interim Treasury ManagerVaco LLC

Vice President, Senior Sales ManagerHsbc Private Bank

Global Relationship ManagerHsbc Private Bank

Sr. Manager, Global Corporate DevelopmentVisa Technology and Operations LLC

Branch ManagerSunstate Equipment

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Directorciti private bank

Senior Private BankerBMO Financial

SVB - Relationship Manager II, Corporate Banking Relationship ManagementFirst Citizens Bank

Business Banking Treasury Management Payments Team LeadU.S. Bank

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

Sr. Business Development Manager, BankingQuinStreet

Relationship Manager Business Banking SrCity National Bank

Investment Banking Vice President Consumer M&AProspect Rock Partners

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

Lead Product Manager with Banking/UnderwritingKforce Inc.

Manager Commercial BankingCity National Bank

Venture Banking Credit Analyst (Summer 2026 Start)Stifel

Investment Banking AnalystCareer Launch AI

Investment Banking Senior AnalystCareer Launch AI

Vice President, Venture Banking (Project Finance)Stifel

Senior Relationship Manager Commecial BankingCity National Bank

Relationship Manager Technology BankingCity National Bank

Investment Banking Associate 2 Technology M&AProspect Rock Partners

Investment Banking Analyst 2 Technology M&AProspect Rock Partners

Enterprise Account Executive | Sell a First-of-Its-Kind Banking Infrastructure PlatformBundoran Group

Associate, Venture Lending & Banking- Project FinanceStifel

Healthcare Investment Banking Analyst / AssociateCareer Launch AI

Vice President, Investment Banking HealthcareWedbush Securities

Commercial Banker - Life Sciences Banking - Vice PresidentJPMorgan Chase

Relationship Executive - Applied Technology Banking - Executive DirectorJPMorgan Chase

Relationship Executive - Life Sciences Banking - Executive DirectorJPMorgan Chase

Business Development Director -Startup Banking- TechnologyFirst Citizens Bank

Analyst, Healthcare Investment BankingWedbush Securities

Investment Banking Analyst - Consumer & Retail (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Associate - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Investment Banking Analyst - Technology (San Francisco, CA)Oppenheimer & Co. Inc.

Senior Global Treasury & Payments Advisor- Corporate Banking TechFirst Citizens Bank

Investment Banking - TMT Equity Capital Markets - Senior Associate/Junior Vice PresidentJPMorgan Chase

Market Executive, Mid-Corporate Banking - Commercial & Specialized IndustriesJPMorgan Chase

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