Last updated: 2025-05-22

78 Financial Services Sales And Management jobs in San Francisco.

Hiring now: Client Service Spec @ Umpqua Ban, Financial Service Rep Ben @ Travis Cre, Advisor Development Progr @ Bank Of Am, Loan Sales Spec @ Onemain Fi, Merrill Financial Solutio @ Bank Of Am, Dir Cardholder Experience @ Visa, Private Banker Pbo @ Citizens B, Private Bank Relationship @ Citizens, Mgr 2 Biz Ops @ Intuit, Wealth Mgr @ Redwood Cr.Explore more at at kaamvaam.com

🔥 Skills

relationship management (12) business development (12) sales (8) negotiation (7) client relationships (6) Business Development (6) financial products (5) financial services (5) customer service (5) client experience (5)

📍 Locations

San Francisco (54) Napa (4) Pleasanton (4) Benicia (3) Menlo Park (3) Fairfield (2) Mountain View (2) Berkeley (1) Concord (1) Foster City (1)
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Umpqua Bank

Client Service Specialist Benicia
Skills & Focus: banking, client service, teller transactions, cash handling, customer needs, relationship banking, risk mitigation, financial products, compliance, teamwork
About the Company: Umpqua Bank creates a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. They value Trust,…
Experience: 1 year of banking or customer service experience, preferred
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), employee assistance program, life insurance, disability, tuition assistance, mental h…

Travis Credit Union

Financial Service Representative - Benicia Branch Benicia
Skills & Focus: member relationships, financial goals, financial conversations, financial education, loans, accounts, cash handling, regulations, CRM, community events
Financial Service Representative - Benicia Branch Benicia
Skills & Focus: financial services, member relationships, cash transactions, financial education, banking regulations, customer service, teamwork, financial products, community involvement, digital solutions
About the Company: A financial services organization providing banking and financial products.
Benefits: Competitive medical, dental, vision insurance, mental health offerings, employee performance incentives, merit increase…

Bank Of America

Advisor Development Program - Financial Solutions Advisor Trainee Berkeley
Skills & Focus: financial solutions, wealth management, client relationships, investment advice, Securities Industry licenses, sales role, team environment, consultative analysis, performance goals, financial planning
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: minimum of one year of financial services industry or sales experience
Salary: $28.80 - $32.00 hourly
Type: Full-time
Benefits: We provide industry-leading benefits, access to paid time off, resources and support to employees.

Umpqua Bank

Branch Manager Concord
Skills & Focus: relationship banking, client service, branch operations, growth targets, team leadership, consumer lending, business lending, financial statements, community involvement, regulatory compliance
About the Company: Umpqua Bank offers relationship banking and a culture where associates thrive, dedicated to supporting customers and communities.
Experience: 3 years of banking experience, including consumer lending and exposure to business lending
Salary: $70,000 to $100,000
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid time off, wellness resources, and more.

Onemain Financial

Loan Sales Specialist Fairfield
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Customer experience, Credit, Leadership
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Salary: $18.00-$22.00
Type: Full-Time and Part-Time
Benefits: Health insurance, 401(k) matching, Employee Stock Purchase Plan, Tuition reimbursement, Paid time off, Paid sick leave,…

Bank Of America Merrill Lynch

Merrill Financial Solutions Advisor - Central Shoreline CT Market Fairfield
Skills & Focus: wealth management, investment products, client relationships, financial goals, advisory team, client needs, investment advice, technology, business growth, certified financial planner
About the Company: A leading financial services corporation providing wealth management, banking, and investment services.
Experience: Two years' experience in financial services and/or a sales environment; minimum one year in investments industry
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Not specified in the job posting

Visa

Director, Cardholder Experiences - Network Processing Foster City
Skills & Focus: subscription management, product development, market strategy, client engagement, product commercialization, go-to-market strategies, product roadmaps, stakeholder communication, payment solutions, growth opportunities
About the Company: Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to electronic payments.

Citizens Bank

Private Banker, PBO Menlo Park
Skills & Focus: Private Banking, sales management, client experience, operational integrity, customer service, high net worth, P&L management, relationship building, team leadership, wealth management
About the Company: Citizens Private Bank is part of Citizens Bank, focused on Wealth Management and Banking.
Experience: 4 years sales management experience in Private Banking
Salary: $80,000 - $140,000 per year plus additional earnings
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Private Bank Relationship Manager PE/VC Menlo Park
Skills & Focus: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
About the Company: Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…
Experience: 7+ years in relationship management within PE/VC sector
Salary: $150,000 - $225,000 per year, plus incentive earnings
Type: Full-time
Benefits: Medical, dental, vision, retirement, paid time off, flexible work arrangements, education reimbursement, wellness progr…

Citizens

Private Bank Relationship Manager Menlo Park
Skills & Focus: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
About the Company: Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respec…
Type: Full-time
Benefits: Citizens provides comprehensive benefits focused on supporting whole-person well-being.

Intuit

Manager 2, Business Operations Mountain View
Skills & Focus: servicing, operations, fintech, credit cards, lending, customer-centric, compliance, automation, workflow, regulatory standards
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities it serves, offering products like TurboTax, Credit Kar…
Experience: 10+ years in servicing or operations, ideally within fintech, credit cards, lending, or financial services
Senior Staff Product Manager: Lending new offerings & channels Mountain View
Skills & Focus: Product Management, Lending, Customer Empathy, Product Lifecycle, Cross-Functional Teams, Performance Metrics, Innovation, Cash Flow, Growth, Financial Services
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers wor…
Experience: 7-10 years of experience in product management
Salary: $191,500 - $259,000
Type: Full-time
Benefits: Eligible for a cash bonus, equity rewards, and benefits.

Redwood Credit Union

Wealth Manager Napa
Skills & Focus: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporti…
Type: Full-time
Associate Financial Advisor Napa
Skills & Focus: customer service, investment planning, financial goals, portfolio reviews, advisory accounts, mutual funds, stocks, bonds, regulatory compliance, training program
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporti…
Experience: Entry-level to 2 years in financial advisory or related field
Type: Full-time
Credit Model Specialist Napa
Skills & Focus: pre-approval campaigns, data analytics, Member experience, risk assessments, marketing collaboration, compliance guidelines, vendor performance, Return on Investment analysis, financial product offerings, campaign management
About the Company: Redwood Credit Union is a not-for-profit financial institution dedicated to serving the best interests of its Members and communities since 1950. They focus on…
Type: Full-time

Umpqua Bank

Branch Manager Novato
Skills & Focus: relationship banking, team leadership, branch operations, client service, community involvement, consumer lending, business lending, performance management, audits, financial statements
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 3 years of previous banking experience, including consumer lending and exposure to business lending origination experience required.
Salary: $75,000.00 to $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) retirement savings plan with employer match, an employee assistance program, …

Piedmont Capital

Loan Officer Oakland
Skills & Focus: Loan Officer, commercial real estate, financing solutions, refinancing, due diligence, finance rates, competitive programs, relationship building, structured training program, mentorship
About the Company: Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Fran…
Type: Full-time

Palantir

Deal Team Member Palo Alto
Skills & Focus: deal structuring, negotiation, commercial customers, legal, finance, sales, engineering, commercial terms, project management, stakeholder management
About the Company: Palantir builds the world’s leading software for data-driven decisions and operations.

Adp

Private Equity District Manager Pleasanton
Skills & Focus: HCM, sales, Private Equity, business development, quota, consulting, finance, presentation skills, relationship management, territory management
About the Company: ADP is a global leader in Human Capital Management (HCM) helping over 1,000,000 companies across the globe manage their most valuable asset -- their employees.
Experience: 5+ years of sales experience
Salary: $54,300.00 - $117,400.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Cmg Financial

Loan Officer Pleasanton
Skills & Focus: mortgage loans, customer relationships, financial products, loan application, networking, community relationships, FHA, VA, conventional loans, data collection
Experience: A minimum of 3 years of current mortgage origination experience with a proven track record of success

Lennar

Escrow Officer Pleasanton
Skills & Focus: Escrow Officer, title insurance, business development, customer service, closing documents, real estate, fund disbursement, property transactions, market research, client communication
About the Company: Lennar Title is centered around personal growth, innovation, and diversity. Lennar provides an excellent work environment with plenty of opportunities for adva…
Experience: At least 3 years of Escrow Officer experience
Salary: $30 to $40 per hour
Type: Full-Time
Benefits: Health insurance, 401(k) Retirement Plan with a company match, Paid Parental Leave, Education Assistance Program, Adopt…

Adp

Major Accounts Private Equity District Manager Pleasanton
Skills & Focus: Private Equity, HCM, Sales, Business Development, Client Relations, Strategic Initiatives, Quota, Team Collaboration, Networking, Sales Training
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 5+ years of quota carrying, outside business-to-business sales experience
Salary: $54,300.00 - $117,400.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Lendbuzz

Market Development Manager San Francisco
Skills & Focus: sales leader, Automotive Finance, dealer contacts, building relationships, market presence, signing dealerships, contract volume, high-growth sub-markets, sales team, strategic building
Type: Full-time

Bank Of America

Leasing Credit Senior Officer San Francisco
Skills & Focus: financial analysis, underwriting, risk management, loan structuring, client interaction, credit assessment, transaction structuring, legal document negotiation, due diligence, credit risk
Experience: 7+ years in commercial banking or finance industry with significant commercial credit experience
Salary: $120,400.00 - $200,000.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employees

Cardless

Product Manager San Francisco
Skills & Focus: credit card, loyalty platform, consumer businesses, engagement tools, marketing tools, financial products, cross-disciplinary work, consumer customers, new financial products, product management
About the Company: We’re building a credit card and loyalty platform that consumer businesses use to engage their customers. We’ve launched 14 credit cards, including for Alibaba…
Type: Full-time

Visa Inc.

Director, Community Segment San Francisco
Skills & Focus: consulting, strategic growth, sales pipeline, client engagement, financial institutions, digital payments, profitability analysis, customer acquisition, project management, data analysis
About the Company: Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa’s network clients, including both financial services and merchant…
Type: Hybrid

Citizens

Sr PB Lending Specialist - Residential San Francisco
Skills & Focus: loan processing, underwriting, credit policy, loan origination, financial analysis, quality control, loan pipeline, client relations, approval decision, loan closing
About the Company: Citizens is a financial institution offering banking and lending services, with a focus on community engagement and inclusive culture.
Experience: 5+ years in residential processing & underwriting
Salary: $100,000 - $130,000 per year
Type: Full-time
Benefits: Comprehensive medical, dental, vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangeme…

Unlimit

Business Development Team Member San Francisco
Skills & Focus: fintech, payment processing, banking as a service, BaaS, financial services, commercial growth, business development, pipeline, market opportunities, DeFi
About the Company: Unlimit is a global fintech company that offers a large portfolio of financial services, including payment processing, banking as a service (BaaS), and an on&o…

Varo

Contractor or Independent Consultant San Francisco
Skills & Focus: digital banking, financial inclusion, storytelling, contractor, consultant, mission-driven, customer service, branding, marketing, FDIC insured
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.
Salary: $45-$55/hr.
Type: Contract

Smartbiz Bank

SBA Business Development Officer Tier 4 San Francisco
Skills & Focus: SBA 7a loans, Business development, Small business, Loan processing, Credit evaluation, Client relationship, Networking, Loan documentation, Site visits, Financial services
About the Company: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S., focused on transparency and personalized customer service.
Experience: 5-10 years in SBA Lending
Type: Full-time
Benefits: Competitive salary and equity, health benefits, flexible vacation, 401k, remote/work flexibility

Bridge

Account Manager San Francisco
Skills & Focus: account management, sales strategy, revenue growth, customer retention, upsell opportunities, commercial negotiations, quantitative analysis, customer relations, technical requirements, fintech
Experience: Minimum of 5+ years of full sales cycle or closing experience with existing business accounts.
Type: Full time

Citizens

Various Roles in Business Banking and Technology San Francisco
Skills & Focus: Business Banking, Technology, Risk Management, Product Development, Marketing, Analytics, Corporate Banking, Wealth Management, Customer Experience, Diversity & Inclusion
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full-Time
Benefits: Comprehensive benefits package including educational assistance.
Middle Market Relationship Manager II San Francisco
Skills & Focus: relationship management, credit solutions, business risk, financial modeling, commercial financing, strategic business discussions, client acquisition, portfolio management, cross-selling, collaboration
About the Company: Citizens provides a variety of banking products and services and is committed to fostering an inclusive culture.
Experience: 5-7 years of relevant industry background including combined experience in Commercial Banking and Middle Market Business Management
Salary: $212,800 - $250,000 per year, plus an annual discretionary bonus
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Mercury

eCommerce Sales Executive San Francisco
Skills & Focus: eCommerce, sales pipeline, prospect, close, pipeline management, financial tools, credit products, sales cycles, merchant needs, capital offers
About the Company: Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
Experience: 1 year+ of closing experience as an account executive
Salary: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $134,600 - $168,200; US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,100 - $151,400; Canadian employees (any location): 127,100 - 158,900 CAD
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity, and benefits.

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst San Francisco
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Stellar Development Foundation

Business Development Manager San Francisco
Skills & Focus: business development, blockchain, consulting, financial inclusion, partner management, enterprise-scale, cross-border, trade finance, negotiation, ecosystem
About the Company: The Stellar Development Foundation (SDF) is a non-profit organization focused on working with and supporting changemakers to create equitable access to the glo…
Experience: 3+ years
Salary: $145,000 - $205,000
Type: Full-time
Benefits: Competitive health, dental & vision coverage, flexible time off, paid parental leave, gym reimbursement, 401K match, da…

Moody's

Financial Sales Professional - Asset Liability Management San Francisco
Skills & Focus: Balance Sheet Management, Asset Liability Management, sales, banking, financial institutions, CRM, relationship management, cross-sell, consultative selling, pipeline management
About the Company: Moody's unites the brightest minds to turn today’s risks into tomorrow’s opportunities by creating an inclusive environment.
Experience: 8+ years in business-to-business sales roles, preferably in banking and financial services.
Salary: $143,300.00 - $207,650.00
Type: Full-time
Benefits: Competitive benefits package including medical, dental, vision, parental leave, paid time off, 401(k), life, disability…

Stellar Development Foundation

Head of Payments BD San Francisco
Skills & Focus: business development, payments, blockchain, stablecoin, ecosystem, cryptocurrency exchanges, merchant payment systems, strategic relationships, sales leadership, go-to-market strategies
About the Company: The Stellar Development Foundation (SDF) is a non-profit organization focused on working with and supporting changemakers to create equitable access to the glo…
Experience: 10+ years of relevant experience with a proven track record of success in business development, with significant experience in payment processing, fintech, or blockchain/crypto-related roles.
Salary: $255,000 - $385,000
Type: Full-time
Benefits: Competitive health, dental & vision coverage, Flexible time off + 15 company holidays, Up to 12 weeks of paid parental …

Blackrock

Aladdin Business, Technical Relationship Manager, Associate San Francisco
Skills & Focus: Technical Relationship Management, Aladdin, financial services, FinTech, equity products, fixed income, derivatives, portfolio analysis, risk management, project management
About the Company: At BlackRock, we help more people experience financial well-being. Our clients save for retirement, pay for their children's education, buy homes, and start bu…
Experience: 2+ years of work experience in the financial services industry
Salary: $110,000.00 - $170,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off (FTO), support for working p…

Piedmont Capital

Loan Officer San Francisco
Skills & Focus: loan officer, commercial real estate, financing solutions, refinancing, due diligence, finance rates, relationship building, competitive programs, training program, mentorship
About the Company: Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Fran…
Type: Full-time

Visa

Vice President, Global Head of Product for FX and Multicurrency Solutions San Francisco
Skills & Focus: Product Management, Foreign Exchange, Multicurrency Solutions, Strategic Leadership, Team Management, Product Development, Market Analysis, Stakeholder Engagement, Customer Focus, Financial Management
About the Company: Visa Inc. is a global payments technology company that connects consumers, businesses, financial institutions, and governments to fast and secure electronic pa…
Type: Hybrid

Moody's

SVP-Relationship Management (Public Finance) San Francisco
Skills & Focus: business development, Public Finance, financial instruments, capital markets, ratings process, relationship management, negotiation, sales, market outreach, strategic leadership
About the Company: At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where e…
Experience: 12+ years of professional experience (5+ years of experience in Public Finance)
Salary: $192,500.00 - $279,200.00
Type: Full-time
Benefits: Moody’s offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(…

Anchorage Digital

Member of Client Operations, Custody San Francisco
Skills & Focus: operations, client transactions, custody operations, client experience, transaction reviews, operational processes, cross-functional teams, transaction approvals, institutional clients, product features
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Mercury

Credit & Underwriting Strategist San Francisco
Skills & Focus: underwriting, credit risk, analytics, B2B lending, data-driven, credit decisions, financial analysis, stakeholder engagement, regulatory compliance, risk assessment
About the Company: Mercury is hiring a Credit & Underwriting Strategist. Our Credit & Underwriting team is looking for an experienced individual contributor to help scale our cre…
Experience: 5+ years in credit, underwriting, analytics, or risk roles
Salary: $142,900 - 160,700
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

Crm Workflow

Outbound Product Manager San Francisco
Skills & Focus: Customer Relationship Management, Customer Service Management, Field Service Management, Financal Services, product roadmap, market dynamics, enablement content, product evangelist, industry influencers, go-to-market

Succinct

BD & Growth Lead San Francisco
Skills & Focus: Zero Knowledge Proofs, ZKVM, Business Development, Growth Lead, Customer Relationships, GTM Function, Crypto-Native, Technical Products, Product Management, Marketing
About the Company: Succinct’s mission is to make zero knowledge proofs accessible to any developer, offering state of the art zkVM technologies and a hosted infrastructure layer …
Experience: Experience with highly technical products and building customer relationships.
Salary: Above-market salary and generous equity compensation
Type: Full-time
Benefits: Health, dental, and vision insurance for employees and their dependents; Lunch and dinner provided at the office; Optio…

Highnote

Senior Product Manager – Credit Servicing San Francisco
Skills & Focus: credit servicing, product management, payments infrastructure, API-driven, billing, collections, operational tooling, market research, product roadmap, KPI assessment
About the Company: Highnote is an embedded finance company that sets the standard in modern card platform management. As an all-in-one card issuer processor and program managemen…
Experience: 8+ years of product management experience
Salary: $175,000-$225,000
Type: Hybrid
Benefits: Flexible Paid Time Off, 100% healthcare coverage + 75% coverage for dependents, 401k program, Paid Parental Leave, Equi…

Succinct

BD & Growth Lead San Francisco
Skills & Focus: Zero Knowledge Proofs, ZKVM, Business Development, Growth Lead, Customer Relationships, GTM Function, Crypto-Native, Technical Products, Product Management, Marketing
About the Company: Succinct’s mission is to make zero knowledge proofs accessible to any developer, offering state of the art zkVM technologies and a hosted infrastructure layer …
Experience: Experience with highly technical products and building customer relationships.
Salary: Above-market salary and generous equity compensation
Type: Full-time
Benefits: Health, dental, and vision insurance for employees and their dependents; Lunch and dinner provided at the office; Optio…

Marcus & Millichap Capital Corporation

Originator San Francisco
Skills & Focus: debt sourcing, equity sourcing, permanent loans, bridge loans, construction loans, commercial banks, CMBS lenders, insurance companies, private equity, credit unions
About the Company: A subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) focused on sourcing debt and equity.
Experience: Experience in sourcing permanent loans, bridge loans, and construction loans.
Salary: $66,560 plus commission
Type: Full-time

Angellist

Treasury Product Lead San Francisco
Skills & Focus: Treasury, Product Lead, banking, financial infrastructure, money movement, startups, investors, product ownership, business opportunities, partner relationships

Two Dots

Enterprise Account Executive San Francisco
Skills & Focus: underwriting, consumer, real estate, financial documents, AI, lending decisions, relationship management, client engagement, business development, growth
About the Company: Two Dots is using AI to remake the way consumer underwriting is done, starting with residential real estate. They focus on harnessing financial documents to ma…
Experience: 2-6+ years of experience in consulting, investment banking, or fast-paced B2B startups
Salary: $95K – $125K • $0 – $125K Commission
Type: Full-time
Benefits: Comprehensive equity package, substantial benefits, environment based on trust, ownership, flexibility, and a growth mi…

Anchorage Digital

Client Experience Team Lead San Francisco
Skills & Focus: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Lincoln Financial

Relationship Management Consultant San Francisco
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management San Francisco
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Ameriprise Financial

Branch Manager San Francisco
Skills & Focus: branch management, business growth, coaching, recruiting, client experience, leadership, investment solutions, risk management, sales activities, network development
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years of relevant work experience
Salary: $68,640 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacat…

Foundation Risk Partners

Personal Lines Account Manager San Francisco
Skills & Focus: client service, consultation, personal accounts, renewals, applications, retention, relationships, underwriting, negotiation, coverage
About the Company: one of the fastest growing insurance brokerage and consulting firm in the US
Experience: Minimum 3 years of Personal Lines experience required
Salary: $70,000 - $80,000 USD
Type: Full-time
Benefits: comprehensive range of health-related benefit options including medical, vision, and dental; 401(k) with company match;…

Modern Treasury

Sales Engineer San Francisco
Skills & Focus: Sales Engineer, solution design, API, executive communication, customer facing, demoing, storytelling, payment systems, finance processes, accounting fundamentals
About the Company: Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock ne…
Experience: 4+ years of customer facing technical roles
Type: Full-time

Chime

Lead Product Operations Manager, Credit Furnishing & Bureau Strategy San Francisco
Skills & Focus: credit reporting, credit bureau engagement, Metro2 reporting, FCRA compliance, data furnishing, bureaus relationships, credit data transparency, regulatory standards, data accuracy, operational efficiency
About the Company: Chime is a financial technology company dedicated to providing responsible credit-building products and financial services. We empower our members to take cont…
Experience: 8+ years in financial services with a focus on credit furnishing, data reporting, or credit bureau operations
Salary: $157,590 - $218,900
Type: Full-time
Benefits: Full medical, dental, vision, life, disability insurance; 401k match; generous paid time off; wellness stipends; parent…

Vouch Insurance

Client Manager San Francisco
Skills & Focus: Account Management, Commercial Insurance, Risk Solutions, Client Relationships, Sales, Communication, Account Retention, Insurance Packages, Property and Casualty, Startups
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business ins…
Experience: 3+ years of Account Management experience within the Commercial Insurance space
Salary: $78,000 to $83,000 per year
Type: Full-time
Benefits: Competitive compensation and equity packages, health, dental, and vision insurance, parental leave, flexible vacation t…

Bank Of America

Treasury Sales Officer San Francisco
Skills & Focus: treasury, sales, relationship management, liquidity management, payments, foreign exchange, working capital, digital transformation, client experience, negotiation
About the Company: Bank of America is a leading global financial institution dedicated to responsible growth and serving clients worldwide.
Salary: $105,000.00 - $150,000.00 annually
Type: Full-time

Plaid

Account Manager San Francisco
Skills & Focus: account management, customer relationships, Fintech, integration, scaling, product expansion, partnership management, stakeholder relationships, cross-functional, solutions-oriented
About the Company: We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation b…

Woodruff Sawyer

Benefits Producer San Francisco
Skills & Focus: client revenue, client retention, sales strategies, business solutions, target accounts, C-suite, insurance license, profitable goals, relationship management, market trends
About the Company: Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innova…
Experience: 4-8+ years of proven industry experience
Salary: Anticipated salary between $150,000.00 - $200,000.00
Type: Hybrid
Benefits: Medical, Dental, and Vision coverage; 401k Retirement Plan with company match; Ownership in the company through our ESO…

Bank Of America

Treasury Sales Associate San Francisco
Skills & Focus: treasury sales, client relationship management, revenue growth, financial services, product penetration, client analysis, industry research, pricing models, client meetings, relationship building
About the Company: A financial services corporation dedicated to responsible growth and inclusive workplace practices.
Experience: Two or more years of B2B sales and/or client service experience in a financial services environment
Salary: $95,000.00 - $108,000.00 annually
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources and support for employee growth and well-being

Visa

Analyst - Visa Crypto Product Team San Francisco
Skills & Focus: crypto, product, partnerships, client management, business development, remittance, launch, analysis, strategic, fintech
About the Company: Visa is a global payments technology company that enables consumers, businesses, banks, and governments to use digital currency.
Type: Full-time

Umpqua Bank

Client Service Specialist San Francisco
Skills & Focus: Client Service, Banking Transactions, Customer Service, Relationship Building, Cash Handling, Compliance, Risk Mitigation, Financial Needs, Professional Development, Diversity Commitment
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 1 year of previous banking or customer service experience, preferred.
Salary: $20.00 to $30.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Ripple

Manager, Global Payments San Francisco
Skills & Focus: business development, partnerships, sales, Banking, Finance, Tech, Consulting, Crypto, blockchain, stablecoins
About the Company: At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions …
Experience: 3+ years of experience in business development, partnerships or sales in Banking, Finance, Tech, Consulting, and/or Crypto
Salary: $156,000 - $195,000 USD
Type: Full-time
Benefits: Competitive salary, bonuses, equity, healthcare, retirement benefits, family planning benefits, generous vacation polic…

Clipbook

Growth Associate (Client Success) San Francisco
Skills & Focus: client success, sales process, upselling, cross-selling, consultative relationships, account management, public relations, public affairs, advocacy, non-profit
About the Company: Clipbook is a venture-backed AI B2B SaaS research and analysis platform for communications and public affairs teams. We serve a diverse clientele with over 300…
Experience: 1-3 years experience in the communications, public affairs, or PR space is preferred; experience as an account manager or similar role is a plus.
Salary: $78,000 - $85,000 a year
Type: Full-time
Benefits: Full medical, dental, and vision benefits, unlimited/flexible PTO policy, bonuses for team-wide milestones, 401(k).

Plaid

Experienced Developer Relations Engineer San Francisco
Skills & Focus: Developer Relations, APIs, Open Banking, FDX specification, Financial Institutions, Documentation, Reference Implementations, Tooling, Network Enablement, Data Partnerships
About the Company: Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fort…
Experience: Experienced
Type: Full-time

Visa

Senior Director of Financial Institutions, North America Visa Direct San Francisco
Skills & Focus: sales management, money movement, client engagement, financial institutions, cross-border payments, team leadership, market insights, sales targets, strategic partnerships, RFP development
About the Company: Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to fast, secure, and reliable electro…
Experience: Significant experience in sales management and client engagement
Type: Full-time

Citizens Bank

Middle Market Relationship Manager III San Francisco
Skills & Focus: relationship management, commercial banking, credit solutions, financial modeling, risk management, business development, client acquisition, portfolio management, strategic thinking, negotiation
About the Company: Citizens, its parent, subsidiaries, and related companies, provides equal employment and advancement opportunities to all colleagues and applicants for employm…
Experience: 10+ years of relevant industry background including combined experience in Commercial Banking and Middle Market Business Management.
Salary: $212,800 - $250,000 per year
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Vouch Insurance

Placements Specialist (Broker) San Francisco
Skills & Focus: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk manageme…
Experience: 3+ years of property & casualty insurance experience
Salary: $70,000-$75,000
Type: Full-time
Benefits: Health, dental, and vision insurance, parental leave, flexible vacation time, wellness allowance, technology allowance,…

Unlimit

N/A San Francisco
Skills & Focus: fintech, financial services, payment processing, banking as a service, BaaS, crypto, DeFi, GameFi, financial borders, international operations
About the Company: Founded in 2009, Unlimit is a global fintech company that offers a large portfolio of financial services, including payment processing, banking as a service (B…

Stripe

Account Executive for Crypto/Stablecoins San Francisco
Skills & Focus: sales, product expertise, crypto, stablecoins, business development, customer relationships, pipeline management, market strategy, technical dialogues, negotiations
About the Company: Stripe is a leading financial infrastructure platform empowering a diverse range of businesses—from startups to global enterprises—to manage payments and explo…
Experience: 8+ years of customer-facing experience at a leading technology or payments company

Moody's

Sr Industry Expert - Corporate Accounts - Consumers/Auto San Francisco
Skills & Focus: Corporate Accounts, Consumers, Sales, Business Development, Client Relationships, Market Opportunities, Senior Stakeholders, Industry Events, Risk Perceptions, Market Intelligence
About the Company: At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We strive to create an inclusive environment where everyone feels…
Experience: 10-12 years of industry experience
Salary: $170,000 - $220,000
Type: Full-time
Benefits: Medical, dental, vision, parental leave, paid time off, 401(k) plan, life, disability, accident insurance, employee sto…

Visa Direct

Team Lead, NA Super Regional/Regional and Community Banks San Francisco
Skills & Focus: payment service, fund transfers, cross-border, transaction volume, client relationships, growth initiatives, portfolio management, client account development, revenue targets, strategic account growth
About the Company: Visa Direct is a payment service that enables domestic and cross-border fund transfers/disbursements to accounts in the U.S. and around the world, facilitating…

Mercury

Senior Manager - Treasury Operations San Francisco
Skills & Focus: Treasury, operations, brokerage, account onboarding, trade processing, regulatory compliance, team efficiency, financial technology, customer experience, performance metrics
About the Company: Mercury is building a complete finance stack for startups, working hard to create the easiest and safest banking experience possible to simplify entrepreneurs'…
Experience: 5 years of firsthand experience with operational management processes at a fintech or other financial institution, with 3 years of direct exposure to broker-dealer and/or RIA operations.
Salary: $171,200 – $214,000 for US employees in specific high-cost locations; $154,100 – $192,600 for US employees outside of those areas; CAD 161,800 – 202,200 for Canadian employees.
Type: Full-time
Benefits: Total rewards package includes base salary, equity (stock options), and benefits.