Vice President Investment Banking Selby Jennings LtdVice President Investment BankingSan Francisco, CAThe firm is currently investing heavily in building out its software M&A practice in Silicon Valley, anchored by a senior banker who joined from a leading technology focused investment bank. The team operates in a lean structure with strong deal flow expectations, offering significant ownership across transactions, direct client exposure, and broader responsibility beyond a traditional execution seat.
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.
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.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingSan Francisco, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
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.
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 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.
Mobile Engineer - Fintech / Banking Start-Up Experience Phaxis LLCMobile Engineer - Fintech / Banking Start-Up ExperienceSan Francisco, CAOur client, a rapidly growing start-up digital financial platform is seeking an experienced Mobile Engineer to play a key role in building and scaling its mobile application ecosystem. You will lead the development of this company's mobile platform and help with a strategy that includes both iOS and Android as well as web-based mobile platforms as the product suite expands.
iOS Engineer - Fintech / Banking Experience Phaxis LLCiOS Engineer - Fintech / Banking ExperienceSan Francisco, CAOur client, a rapidly growing start-up digital financial platform is seeking an experienced iOS Engineer to play a key role in building and scaling its mobile application ecosystem. You will lead the development of this company's iOS platform and help with a strategy that includes Android and web-based mobile platforms as the product suite expands.
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.
Business Banking Relationship Manager BMO (Bank of Montreal)Business Banking Relationship ManagerSan Francisco, CA$69,000–$127,800 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Relationship Manager, Japanese Banking (Pac Rim) Bank of MontrealRelationship Manager, Japanese Banking (Pac Rim)San Ramon, CA$69,000–$127,800 / yearBuilds and maintains strong long-term relationships with the banks 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.
Investment Banking, Capital Markets Operations, Account Onboarding Associate/Vice President BTIG Norway ASInvestment Banking, Capital Markets Operations, Account Onboarding Associate/Vice PresidentSan Francisco, CA$170,000–$230,000 / yearThe position requires strong operational execution, attention to detail, and the ability to coordinate across internal stakeholders (Sales, Trading, Syndicate, Capital Markets, Legal, Compliance, Risk, Finance, Technology) and external clearing firms to ensure accounts are opened and maintained accurately, efficiently, and in accordance with firm policies and applicable regulatory requirements. This role is responsible for end-to-end onboarding and opening of DVP (Delivery versus Payment) and Cash-Custody accounts across multiple clearing firms, ongoing account maintenance, and broader administrative workflows that support Capital Markets coverage and governance.
Investment Banking, Capital Markets Operations, Securities Transfer & Settlement Associate/Vice President BTIG Norway ASInvestment Banking, Capital Markets Operations, Securities Transfer & Settlement Associate/Vice PresidentSan Francisco, CA$170,000–$230,000 / yearThis role is responsible for the end-to-end management of transfer workflows-primarily DWAC and DRS transfers-to ensure timely, accurate settlement of transactions across issuers, transfer agents, clearing firms, clients, and internal stakeholders. The role also supports critical "flow of funds" coordination for Capital Markets transactions, wire transfer authorization workflows for Venture Capital and Private Equity trading clients, and related clearing firm journals and settlement support.
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.
Hybrid | Investment Banking & M&A Specialist — $90–$140/hour 24-MagHybrid | Investment Banking & M&A Specialist — $90–$140/hourSan Francisco, CaliforniaWe are sharing a specialised full-time opportunity for senior investment banking and M&A professionals with deep transaction experience and the ability to evaluate, structure, and improve advanced AI systems working on complex financial tasks. This role works closely with AI research and programme teams to improve how advanced models reason about investment banking, transaction analysis, and other professional finance workflows.
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.