Online Banking Jobs in Burlingame, CA
Synergy Management Group
San Francisco, CA
Responsibilities : Lead Capital Raise: Spearhead a seed-stage fundraising round ($250K–$500K) by managing the entire capital raise cycle, from developing investor materials to closing deals. This role involves developing investor materials, targeting high-net-worth investors, and managing the entire capital raise process from start to finish in collaboration with the CEO.
Bank of America
San Francisco, CA
Collaborates 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. US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$140,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.
University of San Francisco
San Francisco, CA
locations USF Hilltop Campus time type Part time posted on Posted 30+ Days AgoThe University of San Francisco is located in the heart of one of the world’s most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. The department seeks candidates from the field of sociology or related sub-disciplines who can teach one or more of the following undergraduate courses: Social Worlds of Children; Sociology of Education; Urban Education.
Bank of America
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Bank of America
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Bank of America
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Stripe, Inc
San Francisco, CA
Own the development and administration of a complex long-range financial model across all of SoFi’s business units; identify and monitor key performance metrics and develop actionable insights. Strategic Finance enables SoFi to develop and execute on its growth strategy by driving financial visibility and accountability, built on strong relationships and grounded in facts.
Orange County Comptroller
San Francisco, CA
Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Morgan Stanley
Menlo Park, CA
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members. Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors.
Novo Holdings
San Francisco, CA
Take lead on creating models in Excel to assess new potential and current investments, including all aspects of bottom-up operational forecasting, valuation models (e.g., discounted cash flow valuation, return / hold valuation, and peer group valuation), and capital structure models. For an immediate or near-term start in its San Francisco office, Novo Growth is seeking an Associate who can contribute to the identification, origination, evaluation, diligence, and negotiation of new investments as well as to asset management activities within its growing portfolio.
Goldman Sachs Group, Inc.
San Francisco, CA
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Etalk Global Ltd
San Francisco, CA
Benefits:Basic salary of RMB 15 000 (2100 USD) per month plus extra hours are available (can get extra 5000-7000 RMB per month); round-trip international airfare bonus (USD 8 00 for 4 months and USD 1 5 00 for 10 months – paid at the completion of program period); airport pick-up and travel assistance if necessary; free accommodation on/ off campus in the form of a furnished flat with one bedroom, living room, kitchen and bathroom (24 hour hot water shower ) , TV, internet, bed, etc., but you will have to pay utilities, which should be no more than RMB 5 00 a month (average costs) ; f or every 1 0 - month contract term you will have 4 -week half-paid vocation (RMB 7500). Focus/Objectives:eTalk Live Tutoring is screening prospects for our partner in China college graduates/teachers with excellent English language skills to work at high schools in Jilin City, Dalian City , Yiwu City , Huzhou City and other cities in China.
Bank of America
San Francisco, CA
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients ( This role does not have any specific client acquisition goals ). Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Menlo Ventures
San Francisco, CA
Work closely with the Accounting team to develop a strong understanding of key financial metrics and KPIs, support and gain insight into the monthly close process, perform deep-dive analyses into all components of working capital, and leverage internal and external benchmarking to evaluate and improve the accuracy and effectiveness of balance sheet and cash flow forecasting. A thoughtful hybrid work policy that combines in-office days and trips to team and company-wide events depending on location to ensure you stay connected to your work and teammates, whether you’re local to one of our offices or remote.
Bank of America
Palo Alto, CA
Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Citizens Bank
San Francisco, CA
You’ll work directly with Private Bank leadership to elevate our end-to-end lending strategy—including pricing, policy design, operational workflows, and process execution—across consumer and business lending products. This is a high-stakes role for a detail-obsessed operator with elite writing skills, ability to synthesize risk, return and client impact into actionable decisions, and the discipline to drive complex workstreams from ambiguity to execution.
University of San Francisco
San Francisco, CA
The Design Program, inside the Department of Art + Architecture at the University of San Francisco, invites applications for a pool of qualified, temporary, part-time instructors to teach on-site, in-person classes for our Design Program. This position seeks candidates from the field of Design who can teach undergraduate studio classes at all levels, from introductory to advanced, in the areas of print, digital, interactive, product, and information design.
Bank of America
San Francisco, CA
The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients.