Senior Banking Jobs in San Francisco, 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.
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.
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.
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.
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.
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.
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.
Menlo Ventures
San Francisco, CA
You will help us build unit economic frameworks to better understand our business model to drive continuous improvement of KPIs, while collaborating with cross-functional business partners to evaluate the ROI of products, features, and initiatives. Build strong working relationships with cross-functional teams including Product, Risk, Analytics, and Banking Strategy to strategically advise on financial impact and improve business performance.
Bank of America
San Francisco, CA
He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. 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.
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.
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.
Goldman Sachs Bank AG
San Francisco, CA
The Investment Strategy Group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives world-class investment advice that can help generate superior and consistent returns. PAG team members work with PWAs to help them understand the attributes and risks of different investment strategies and construct client portfolios based on strategic and tactical views of the Investment Strategy Group (ISG).