Product Engineer (Tax & Banking) Recruiting From ScratchProduct Engineer (Tax & Banking)San Francisco, CaliforniaThis is an exciting chance to join a rapidly growing company in the fintech space, contributing to innovative solutions that make financial management easier for consumers. This company is focused on creating innovative solutions that simplify banking and tax processes, making financial management accessible and efficient.
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.
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.
Investment Banking Vice President Tech M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Vice President Tech M&A (Global Advisory)San Francisco, CaliforniaAs a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability. Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients.
Account Executive, San Francisco (Startup Banking) RhoAccount Executive, San Francisco (Startup Banking)San 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.
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 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. Supports comprehensive plans for product development and deployment, including engaging in the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities.
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 Analyst | Technology Selby Jennings LtdInvestment Banking Analyst | TechnologySan Francisco, CAThey operate at the cutting edge of technology and specialize in enterprise capital transactions and middle-market Internet, software, and consumer technology deals, offering unparalleled exposure to high-growth sectors and hands-on deal execution. Selby Jennings is partnering with a Global Middle Market Investment Bank working with founder-led technology companies.
Investment Banking VP | Technology, Elite Boutique | SF Selby Jennings LtdInvestment Banking VP | Technology, Elite Boutique | SFSan Francisco, CAWith offices in San Francsico, this firm is renowned for its deep industry knowledge, exceptional execution capabilities, and a consistent track record of advising on some of the most high-profile and complex transactions in the Consumer space. Proven expertise in building complex financial models and conducting in-depth valuation analyses using methodologies such as DCF, LBO, precedent transactions, and comparable company analysis.
Investment Banking Senior Associate/VP | Lifesciences, Elite Boutique | SF Selby Jennings LtdInvestment Banking Senior Associate/VP | Lifesciences, Elite Boutique | SFSan Francisco, CAWith an office in SF, this firm is renowned for its deep industry knowledge, exceptional execution capabilities, and a consistent track record of advising on some of the most high-profile and complex transactions in the Lifesciences space. Proven expertise in building complex financial models and conducting in-depth valuation analyses using methodologies such as DCF, LBO, precedent transactions, and comparable company analysis.
Business Banking Credit Portfolio Officer II / III Bank of America CorpBusiness Banking Credit Portfolio Officer II / IIISan Francisco, CA$70,000–$95,800 / yearResponsibilities:Analysis of client financial information, identification/mitigation of potential risks, compliance with regulatory requirements and evaluation of collateral in determination of credit worthinessComplete monitoring activities via analysis of clients' financial performance and collateral evaluation to ensure appropriate requirements are metListen in to client meetings to develop a deeper understanding of the client's business, management team, and past and future performanceReview completed client requests to ensure compliance with policy and proceduresUnderstand how credit data is used internally and provided to regulatory partnersAssist with periodic portfolio reviewsSupports the credit monitoring process for existing clients. Back to search results Business Banking Credit Portfolio Officer II / III Phoenix, Arizona; San Francisco, California; Modesto, California; Chicago, Illinois; Frisco, Texas; Los Angeles, California; Ontario, California; Saint Louis, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Senior Backend Engineer Fintech Start-Up (Digital Only Banking) Phaxis LLCSenior Backend Engineer Fintech Start-Up (Digital Only Banking)San Francisco, CAYou will work directly with the technical founders to architect, build, and ship a financial services platform across international markets. Comfort working at true startup scale small team, high ownership, significant ambiguity.
2027 Investment Banking Associate Program (CA) - Early Careers Wells Fargo Bank2027 Investment Banking Associate Program (CA) - Early CareersSan Francisco, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
2027 Investment Banking Summer Associate Program (CA) - Early Careers Wells Fargo Bank2027 Investment Banking Summer Associate Program (CA) - Early CareersSan Francisco, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Associate, Credit Solutions - Innovation Banking HSBC Holdings PlcAssociate, Credit Solutions - Innovation BankingSan Francisco, CAYour final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. 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.
2027 Commercial Banking Summer Internship - Early Careers (CA/CO) Wells Fargo & Co2027 Commercial Banking Summer Internship - Early Careers (CA/CO)San Francisco, CA$34.38–$51.92 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Investment Banking Associate 2 Technology M&A (Global Advisory) Prospect Rock PartnersInvestment Banking Associate 2 Technology M&A (Global Advisory)San Francisco, CaliforniaTheir global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients. As an Associate, you will work on focused deal teams with direct client exposure and meaningful transaction responsibility from day one across diverse Business & Tech-Enabled Services verticals.
Senior Commercial Banking Portfolio Manager Wells Fargo BankSenior Commercial Banking Portfolio ManagerSan Francisco, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area.