Senior Banking Jobs in Hillsborough, 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.
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.
TieTalent
San Francisco, CA
Sector expertise: Experienced internal and external business leader; proven ability to maintain an extensive network of business relationships, including the executive management of clients, prospects, referral sources, and other influential relationships in market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial finance expertise delivering best-in-class lending, leasing and other financial services coast to coast.
HBSC Strategic Services
San Francisco, CA
At HBSC, we provide a suite of digital and organizational consulting services for Fortune 1000 companies and government agencies that focus on transforming the customer experience, innovating business models and accelerating digital efficiency. Project Management expertise including: defining scope, setting project timelines and milestones, driving deliverables, identifying risks, integrating workstreams and managing issues / decisions.
Oliver James Associates Ltd.
San Francisco, CA
My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. Technical Proficiency: Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
Oliver James Associates Ltd.
San Francisco, CA
My client offers External Auditors exposure to long-term, strategic consulting engagements within highly technical areas, enabling them to develop strong and diverse A&F skillsets. Technical Proficiency: Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
Oliver James Associates Ltd.
Palo Alto, CA
My client offers External Auditors exposure to long-term, strategic consulting engagements within highly technical areas, enabling them to develop strong and diverse A&F skillsets. Technical Proficiency: Excellent desktop skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
Oliver James Associates Ltd.
Palo Alto, CA
My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. Technical Proficiency: Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
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 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.
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.
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.
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.
UBS
$65000 - $85000 YEAR
San Francisco, CA
We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
City National Bank
$44.28 - $75.42 HOUR
San Francisco, CA
Participates in the loan management process by providing loan underwriting and portfolio management expertise to a team of Relationship Managers across the Bank, focusing on the Investor CRE portfolio, which includes stabilized/mini-perm loans and related products across various real estate asset classes. Participate in ongoing portfolio management, including risk assessments, real estate reviews, and loan modifications, identifying risks proactively.
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.
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.