Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

As a Financial Solutions Advisor Trainee, you will obtain licenses and learn to manage client relationships while providing financial advice and solutions. You will work with affluent clients and receive training to develop your advisory skills within a centralized team.

Oversee compliance and business functions for Merrill Wealth Management, supporting Financial Advisors while managing risk and market profitability. Responsibilities include adherence to standards, coaching staff, and driving business growth initiatives.

Responsible for originating loans, offering financial advice, and managing client relationships to meet their borrowing needs.

This role involves analyzing day-to-day issues, providing resolutions, and supporting operational solutions within Global Payment Operations, focusing on wire transfers and ACH payments.

The Master Data Hub Operations Specialist maintains the MDH platform, providing technical support, coordinating incident responses, and leading initiatives for application and infrastructure management.

Responsible for managing teams to drive analytics and strategies for risk management and fraud control, exploring AI solutions for authentication.

The Credit Executive develops new credit relationships with strategic clients, manages existing portfolios, and leads the process of custom credit solutions while ensuring compliance and risk management.

The role involves providing Consumer Lending advice, managing client relationships, and employing community development strategies to enhance mortgage lending services. It requires understanding of credit and lending guidelines.

The Consumer Product Strategy Analyst III performs complex analyses to minimize loss exposure, support fraud risk strategies, and improve organizational performance through data-driven insights.

This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.