Financial Solutions Advisor - Diablo Market Bank of AmericaFinancial Solutions Advisor - Diablo MarketPleasant Hill, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
VP, Data Platforms LendingClubVP, Data PlatformsSan Francisco, California$240,000–$270,000 / yearThis leader owns the strategy, architecture, and operation of Happen Bank’s enterprise data and AI platforms, ensuring secure, scalable, and reliable capabilities that power analytics, machine learning, operational decisioning, and business intelligence across the company. Experience building and operating cloud-based data ecosystems using technologies such as Databricks, dbt, Fivetran, data catalogs, observability tooling, and modern data governance platforms.
Software Engineer II - Digital Assets Early Warning Services, LLCSoftware Engineer II - Digital AssetsSan Francisco, CA$97,000–$124,000 / yearEarly Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). Designs, develops, and maintains software applications that support cross-border money movement and digital asset-enabled payment flows, with a focus on reliability, security, and scalability in regulated environments.
Food Category Manager Metasys TechnologiesFood Category ManagerOakland, CA$50–$80 / hourThe role is accountable for developing and executing multi-year category strategies that maximize value across the premises through cost optimization, risk mitigation, service quality, supplier innovation, sustainability, accessibility, and long-term stakeholder outcomes. Categories may include Professional Services, Human Resources, Health Insurance Benefits, Risk Services, Financial Services, and Marketing and Communications.
Financial Solutions Advisor- Peninsula Area Bank of AmericaFinancial Solutions Advisor- Peninsula AreaSan Mateo, CaliforniaUS - CA - Belmont - 2031 Ralston Ave - BELMONT BC (CA5149), US - CA - Burlingame - 400 El Camino Real (CA5105), US - CA - Daly City - 33 Southgate Ave - WESTLAKE BC (CA5172), US - CA - Daly City - 391 Gellert Blvd - SERRAMONTE PLAZA BC (CA5150), US - CA - Foster City - 909 E Hillsdale Blvd - FOSTER CITY BC (CA5157), US - CA - Millbrae - 555 Broadway - MILLBRAE BC (CA5141), US - CA - San Bruno - 465 San Mateo Ave (CA5108), US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 2485 San Bruno Ave - Portola District (CA5128), US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134), US - CA - San Francisco - 5150 Mission St - GENEVA-MISSION BC (CA5123), US - CA - San Francisco - 6 Leland Ave - VISITACION VALLEY BC (CA5135), US - CA - San Mateo - 2900 S El Camino Real - HILLSDALE BC (CA5143), US - CA - San Mateo - 300 S El Camino Real - Ap Giannini (CA5155), US - CA - South San Francisco - 955 El Camino Real - SOUTH SAN FRANCISCO BC (CA5146). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Boston MarketBelmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Relationship Banker - Shannon Southpark Financial Center Bank of AmericaRelationship Banker - Shannon Southpark Financial CenterUnion City, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - San Francisco Financial Market Bank of AmericaRelationship Banker - San Francisco Financial MarketSan Francisco, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin required Bank of AmericaRelationship Banker - San Francisco Financial Market - Bilingual Cantonese or Mandarin requiredSan Francisco, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Senior Private Banker BMO (Bank of Montreal)Senior Private BankerSan Francisco, CA$122,400–$228,000 / yearAdheres 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. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
SBA Advisor, Vice President BMO (Bank of Montreal)SBA Advisor, Vice PresidentSan Francisco, CA$122,400–$228,000 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
Financial Center Manager Bank of AmericaFinancial Center ManagerBerkeley, CaliforniaKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
NewFinancial Center Manager- Cantonese or Mandarin Preferred Bank of AmericaFinancial Center Manager- Cantonese or Mandarin PreferredOakland, CaliforniaUS - CA - Berkeley - 2129 Shattuck Ave - BERKELEY MAIN OFFICE (CA4112), US - CA - Emeryville - 4120 San Pablo Ave - EMERYVILLE BC (CA4137), US - CA - Oakland - 388 9th St - OAKLAND CHINATOWN BC (CA4133), US - CA - Piedmont - 345 Highland Ave - PIEDMONT BC (CA4205). Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
Financial Accounting Advisory Manager RSMFinancial Accounting Advisory ManagerSan Francisco, CA$88,900–$168,300 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
NewFinancial Accounting Advisory Director RSMFinancial Accounting Advisory DirectorSan Francisco, CA$126,500–$254,700 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
SEC Reporting & Technical Accounting Manager LendingClubSEC Reporting & Technical Accounting ManagerSan Francisco, California$109,000–$128,000 / yearYou'll apply technical accounting expertise to complex transactions, support the preparation of our external financial reporting, and partner across the business to deliver high-quality financial information while continuously improving processes and controls. You actively look for ways AI can improve your work-from accelerating research and analysis to enhancing drafting and problem solving-and you're thoughtful about accuracy, data sensitivity, and where human judgment is essential.
Sr Accountant LendingClubSr AccountantSan Francisco, California$88,000–$103,000 / yearYou've been using AI tools long enough in your daily life to have real opinions about them, what they're good at, where they fall short, and when to trust the output, and you're ready to apply that instinct at work. For select roles and locations, candidate interviews may be recorded, transcribed and summarized by tools such as artificial intelligence (AI) to assist our hiring managers with the application process.
Applied Legal Researcher HarveyApplied Legal ResearcherSan Francisco, California$180,000–$220,000 / yearWe are looking for a legal researcher with a strong understanding of how law firms, financial institutions, large corporations, and other organizations deliver professional services and execute complex legal and knowledge work tasks. Willingness and desire to do work in the trenches - e.g., grading hundreds of answers, breaking down thousands of documents - getting the models to do junior associate work requires a lot of things that look like junior associate work.