Sr. Uhnw Sales Specialist - Executive Director Morgan StanleySr. Uhnw Sales Specialist - Executive DirectorSan Francisco, CA$150,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Lead advisor engagement efforts by partnering with Financial Advisors and Private Wealth Advisors to profile client bases, identify complex banking opportunities, develop business plans and increase adoption of UHNW lending and deposit solutions.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorAlameda, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Marketing Officer San Francisco FoundationMarketing OfficerSan Francisco, CAPosition Summary The Marketing Officer helps develop and lead the execution of integrated marketing strategies that reach, engage, and cultivate high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and professional advisors who make or influence philanthropic decisions. Proven strategic and analytical capability, including using data and insights to optimize marketing strategies, translate high-level organizational goals into actionable plans, and lead cross-functional initiatives in dynamic, fast-paced environments.
AI/ML Lead Engineer Franklin Resources IncAI/ML Lead EngineerSan Ramon, CA$180,000–$212,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.
Co-Founder & CEO - AI WealthTech FutureSight VenturesCo-Founder & CEO - AI WealthTechSan Francisco, CaliforniaYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
AWM, External Investing Group, Early-Stage Capital, Investment Associate - San Francisco The Goldman Sachs Group IncAWM, External Investing Group, Early-Stage Capital, Investment Associate - San FranciscoSan Francisco, CA$100,000–$170,000 / yearWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.
Director, Partnerships Altruist CorpDirector, PartnershipsSan Francisco, CA$300,000–$350,000 / yearLead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James), aggregators (Captrust, Mariner, Mercer, Hightower), and adjacent technology providers (CRMs, financial planning, portfolio management) - through to signed pilots and platform-wide rollouts. Build and own Hazel''s partnership pipeline across tech integrations, distribution (broker-dealers, aggregators), affiliates, and industry networks; deliver against partnership-sourced ARR targets each quarter.
Staff Back End Engineer, Platform Altruist CorpStaff Back End Engineer, PlatformSan Francisco, CA$200,000–$240,000 / yearYou will collaborate closely with engineering leadership, product managers, and cross-functional teams to solve challenging technical problems and deliver exceptional solutions. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Staff Site Reliability Engineer Altruist CorpStaff Site Reliability EngineerSan Francisco, CA$203,000–$275,000 / yearYou will collaborate closely with engineering leadership, product managers, and cross-functional teams to solve challenging technical problems and deliver exceptional solutions. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Senior Back End Engineer, Platform Altruist CorpSenior Back End Engineer, PlatformSan Francisco, CA$200,000–$240,000 / yearYou will collaborate closely with engineering leadership, product managers, and cross-functional teams to solve challenging technical problems and deliver exceptional solutions. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Senior Site Reliability Engineer Altruist CorpSenior Site Reliability EngineerSan Francisco, CA$200,000–$240,000 / yearYou will collaborate closely with engineering leadership, product managers, and cross-functional teams to solve challenging technical problems and deliver exceptional solutions. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Managing Director, Fund Banking (Fund Finance) Stifel Financial CorpManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated "VC/PE"). 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.
Vice President, Venture Banking (Enterprise) Stifel Financial CorpVice President, Venture Banking (Enterprise)San Francisco, CAStifel 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 ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.
Client Service Analyst - Investments Bank of MontrealClient Service Analyst - InvestmentsSan Francisco, CA$69,000–$127,800 / yearMay act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Senior Director, Philanthropic Advising East Bay Community FoundationSenior Director, Philanthropic AdvisingOakland, CA$150,000–$170,000Minimum of five (5) years of experience in philanthropic advising, fundraising, management consulting, or related strategic advisory work, with demonstrated success securing and stewarding six- and seven-figure commitments and/or managing complex client or donor relationships. This role is intentionally designed to serve as a senior, strategic advisor and fundraiser for EBCF’s largest and most complex philanthropic partners, including individual, corporate, and institutional funders, in service of EBCF’s mission of advancing a Just East Bay.
Head Of Regulated Industries, Customer Success AnthropicHead Of Regulated Industries, Customer SuccessSan Francisco, CA$320,000–$350,000 / yearThat includes navigating compliance, procurement, security and model-risk reviews; building champions across business, technology and risk functions; change management under strict controls; and value realization across consumption and seat-based models. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAPalo Alto, CAFull timeProvide 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.
Trust Officer Bank of Marin BancorpTrust OfficerNovato, CA$99,487–$146,615 / yearAs a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.
Senior QA Engineer, Platform Altruist CorpSenior QA Engineer, PlatformSan Francisco, CA$185,000–$230,000 / yearTechnical aptitude - Proficiency with SQL and comfort validating data directly in the database; proficiency with Java or another object-oriented language; hands-on experience building API automation with REST Assured and Postman; able to get up to speed on modern backend stacks (Spring Boot, Postgres, Kubernetes, Kafka, Temporal, Snowflake). That makes quality here a different problem: there is rarely a screen to click through, the consumers of what you test are other engineering teams, and a defect that escapes doesn''t affect one feature - it affects everything built on top of it.