72 Financial Services Sales And Management jobs in San Francisco.

Hiring now: Financial Service Rep Hil @ Travis Cre, Loan Sales Spec @ Onemain Fi, Head Of Clearing Services @ Visa, Sr Private Banker @ Citizens, Sr Mgr Of Capital Markets @ Robinhood , Exchange Platforms Spec C @ Google, Sr Staff Prod Mgr Lending @ Intuit, Prod Mgr Banking Partners @ Earnin, Wealth Mgr @ Redwood Cr, Financial Solutions Advis @ Merrill We.Explore more at jobswithgpt.com.

🔥 Skills

business development (11) relationship management (9) financial services (8) Business Development (7) product management (7) fintech (7) sales (7) customer service (6) risk management (6) CRM (5)

đź“Ť Locations

San Francisco (39) Mountain View (6) Menlo Park (5) Napa (4) Pleasanton (4) Foster City (3) Oakland (3) Palo Alto (3) Fairfield (2) Redwood City (2)
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Travis Credit Union

Financial Service Representative - Hillcrest Branch Antioch
Skills & Focus: Financial Service Representative, member relationships, financial goals, CRM, member experience, banking regulations, cash and non-cash transactions, retail sales, community events, financial education
About the Company: Travis Credit Union is committed to enhancing the financial well-being of its members through a range of services and personalized member experiences.
Experience: Minimum 1 to 3 years of related experience depending on the position level
Salary: $22.83/hour - $33.42/hour depending on experience and position level
Type: Part-time
Benefits: Competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit …

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,…

Travis Credit Union

Financial Service Representative Fairfield
Skills & Focus: member relations, financial goals, customer service, cash transactions, community events, CRM, banking regulations, retail sales, financial education, teamwork
About the Company: Travis Credit Union is committed to helping members achieve their financial goals through personalized service and products.
Experience: Minimum 1 to 3 years of related experience depending on the level.
Salary: $20.94/hour - $30.66/hour
Type: Full-time
Benefits: Competitive medical, dental, and vision insurance, employee performance incentive plan, 401(k) with employer match, gen…

Visa

Head of Clearing Services Foster City
Skills & Focus: payment processing, settlement, card networks, product management, stakeholder collaboration, innovation, customer experience, data-driven, roadmap, partner management
About the Company: Visa is a global leader in payments technology, delivering solutions that enable faster, more secure payment processing for merchants and consumers across the …
Type: Hybrid
Sales Executive, Issuer Processing Services Foster City
Skills & Focus: sales strategies, financial institutions, issuer payment processing, contractual arrangements, account strategies, sales volume, market share, negotiation, client relationships, product management
About the Company: Visa is responsible for developing, maintaining, and executing sales strategies for US Financial Institutions.
Experience: Senior level functional sales experience
Type: Hybrid
Senior Director, Credit Product Management (Global) Foster City
Skills & Focus: Credit Product, operational efficiency, best practices, drive innovation, thought leadership, collaboration, consumer experiences, digital payments, credit-card issuance, analytics
About the Company: Visa is a global payments technology company that facilitates digital currency for consumers, businesses, banks, and governments. Visa operates the world's lar…
Type: Hybrid

Citizens

Sr Private Banker Menlo Park
Skills & Focus: Client Relationship Management, Financial Solutions, Wealth Management, Investment Strategies, Business Development, Networking, Risk Management, Compliance, Client-focused, Collaboration
About the Company: Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
Experience: 7+ years of experience in consultative financial services industry
Salary: $130,000 - $160,000 per year
Type: Full-time
Benefits: Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…
Sr Private Banker Menlo Park
Skills & Focus: Private Banker, Wealth Management, Asset Management, Client Relations, Investment Strategies, Financial Planning, Risk Assessment, Portfolio Management, Financial Advisory, Customer Service
About the Company: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Type: Full Time
Sr Private Banker Menlo Park
Skills & Focus: Private Banking, Wealth Management, Financial Services, Client Relations, Investment Strategies, Banking Products, Portfolio Management, Risk Management, Customer Service, Financial Planning
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Robinhood Markets

Senior Manager of Capital Markets Menlo Park
Skills & Focus: capital markets, debt funding operations, financial resources, risk management, institutional investors, securitization, analytical skills, relationship management, regulatory requirements, consumer asset classes
About the Company: Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood…
Experience: 7+ years of experience in capital markets, corporate finance, or a related field
Salary: $149,000 — $175,000 USD (Zone 1)
Type: Full-time
Benefits: Market competitive and pay equity-focused compensation structure; 100% paid health insurance for employees with 90% cov…

Citizens

SR Private Banker Menlo Park
Skills & Focus: wealth management, financial services, private banking, customer service, investment strategy, relationship management, client portfolio, financial planning, risk assessment, credit analysis
About the Company: Citizens is a financial institution focused on providing banking services and building inclusive communities.
Type: Full-time

Google

Exchange Platforms Specialist, CTV, Sellside Product Go-To-Market Mountain View
Skills & Focus: go-to-market, business development, product management, programmatic advertising, Connected TV (CTV), client service, data analysis, product training, stakeholder communication, market analysis
About the Company: Google is a global technology company known for its search engine, advertising services, consumer electronics, and software products.
Experience: 6 years in go-to-market, business development, or product specialist in the programmatic space or digital advertising industry; 2 years in consulting, product management, business strategy, operations, or project management.
Salary: $147,000-$216,000 + bonus + equity + benefits
Type: Full-time
Benefits: Bonus, equity, and additional benefits including health and wellness programs.

Intuit

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.
Business Operations Manager Mountain View
Skills & Focus: loan servicing, program management, operational oversight, compliance, risk control, issue remediation, analytical skills, organizational skills, vendor relationships, fintech
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: 5+ years of experience in business operations, program management, or operational leadership, ideally within the lending or fintech industry.
Salary: Mountain View, CA $132,500 - $179,000; San Diego, CA $116,500 - $157,500
Type: Full-time
Benefits: Cash bonus, equity rewards and benefits, competitive compensation package

Earnin

Product Manager - Banking Partnerships Mountain View
Skills & Focus: product management, banking partnership, compliance, regulatory, consumer products, user needs, data analysis, growth, P&L responsibility, communication skills
About the Company: EarnIn is a pioneer of earned wage access, creating financial products for those living paycheck to paycheck, allowing community members to access their earnin…
Experience: 4+ years of hands-on experience in consumer-facing product management, 3+ years in banking partnerships
Salary: $189,000 - $231,000
Type: Full-time
Benefits: Ownership stake in the company
Product Leader Mountain View
Skills & Focus: earned wage access, product management, bank partnership, consumer products, user needs, analytical skills, product vision, P&L responsibilities, growth, diverse community
About the Company: As one of the first pioneers of earned wage access, EarnIn focuses on delivering real-time financial flexibility for individuals living paycheck to paycheck. T…
Experience: 6+ years in consumer-facing product management; 3+ years in banking partnerships.
Salary: $218,400 - $267,000 + benefits
Type: Full-time
Benefits: Ownership stake in the company, benefits included with the salary.

Intuit

Group Manager, Accounting Operations - Lending Mountain View
Skills & Focus: Accounting, Operations, Finance, Management, Leadership, Team, Data, Technology, Hybrid Work, Customer Success
Salary: $155,500 - 210,500
Type: Full-time
Benefits: We support our employees by offering benefits you need to stay healthy, achieve financial security, and enjoy peace of …

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

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Oakland
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
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: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

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

Renew Financial

Account Manager Oakland
Skills & Focus: Sales, Client Relationships, Financing Applications, Customer Satisfaction, Program Support, Training, Collaboration, Consumer Finance, Salesforce, Communication Skills
About the Company: Renew Financial is the nation’s leader in affordable financing products for renewable energy and energy efficiency projects that help move America toward a cle…
Experience: 3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
Type: Full-time

Ladder

Business Development Manager, Financial Institutions Palo Alto
Skills & Focus: business development, financial institutions, partnership strategy, networking, relationship management, cross-functional collaboration, performance metrics, stakeholder management, API integrations, analytical approach
About the Company: Ladder is a company focused on simplifying the life insurance process using technology and AI to reduce the time of obtaining coverage.
Experience: 4+ years
Salary: $138,000 - $190,000
Type: Hybrid
Benefits: Excellent medical, dental, and vision coverage; Flexible paid time off; Stock options; 401k match program; Commuter ben…

First Technology Federal Credit Union

Relationship Banker Palo Alto
Skills & Focus: financial transactions, customer service, sales, consultative conversations, financial needs, product recommendations, service objectives, compliance, account maintenance, communication skills
Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
Salary: $25.63 - $30.94 per hour + monthly incentives
Type: Full-time
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; accrue up to 17 days of Paid T…

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Palo Alto
Skills & Focus: client management, investment advisory, wealth management, relationship building, financial solutions, risk management, sales performance, portfolio management, financial goals, banking
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: 4+ years of progressive professional and/or military experience
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development opportunities, potential growth opportunities, mentorship.
Financial Solutions Advisor (Partially Licensed) Pleasanton
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
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: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

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, …

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, …

Bluevine

Credit Underwriting and Collections Leader Redwood City
Skills & Focus: underwriting, collections, leadership, mentorship, collaboration, credit decisions, regulatory requirements, continuous improvement, interpersonal skills, problem-solving
About the Company: Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With be…
Experience: 12+ years in commercial underwriting and collections, 5+ years of leadership experience
Salary: $193,500 - $241,900
Type: Full-time
Benefits: Excellent health coverage, 401K with 3% company match, PTO, mental health benefits, monthly WFH stipend, generous paren…

Zum

Head of Treasury Redwood City
Skills & Focus: Treasury, Risk management, Relationship builder, Commercial banks, Investment advisors, Insurance partners, Service providers, SaaS, Electrifying fleets, Strategic planning
About the Company: Zum is a rapidly expanding Series E startup backed by industry leaders Sequoia Capital, SoftBank, Spark Capital, and GIC, with a bold mission to transform the …
Type: Full-time

Blackrock

Hybrid Market Leader/Sales Specialist San Francisco
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Bitgo

Product Manager San Francisco
Skills & Focus: financial products, margin lending, collateral management, credit lines, risk assessment, team leadership, product development, market awareness, client engagement, digital assets
About the Company: BitGo is the leading infrastructure provider of digital asset solutions, delivering custody, wallets, staking, trading, financing, and settlement services from…
Experience: 6+ years
Salary: $160,000 - $200,000 USD
Type: Full-time
Benefits: Competitive base salary, bonus, and stock options; 100% company-paid health insurance for employees, partners, and depe…

Visa

Client Growth Analyst San Francisco
Skills & Focus: client-facing, growth strategies, account performance, transaction monitoring, program management, financial targets, go-to-market strategies, cross-selling, stakeholder communication, data analysis
About the Company: Visa Direct is a cutting-edge payment service that allows clients to facilitate domestic and cross-border fund transfers/disbursements to Visa accounts using p…
Type: Hybrid

Scotiabank

Associate, Technology Investment Banking San Francisco
Skills & Focus: Investment Banking, Financial Modeling, Client Presentations, Financial Analysis, Mergers & Acquisitions, Debt Capital Markets, Capital Advisory, Business Development, Industry Research, Team Collaboration
About the Company: Scotiabank is a leading bank in the Americas, providing a full range of advice, products, and services including personal and commercial banking, wealth manage…
Experience: 2-4 years
Salary: 175,000.00 - 225,000.00
Benefits: Flexible benefit programs designed to support unique family, financial, physical, mental, and social health needs.

Cardless

Job Title (not specified) San Francisco
Skills & Focus: financial products, credit cards, partner, business, curiosity, humility, intensity, ownership, impact, venture capital
About the Company: We make it easy for businesses to create and scale financial products that customers love—starting with credit cards. We’ve launched 14 credit cards, including…
Type: Full-time

Blackrock

Securities Lending Client Strategist, Analyst San Francisco
Skills & Focus: Data-Driven Insights, Technical Innovation, Project Leadership, Client Engagement, Marketing, SQL, Python, Collaboration, Analytical Skills, Communication
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…
Experience: 1-3 years of relevant experience or an advanced degree with related exposure.
Salary: $80,000.00 - $95,000.00
Type: Full-time
Benefits: Strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents, and Flexible Time…
Director, Institutional Pensions Relationship Management San Francisco
Skills & Focus: relationship management, institutional investors, asset management, capital raising, consultative dialogue, financial markets, team collaboration, sales strategy, mentoring, investment solutions
About the Company: BlackRock is one of the world’s leading asset management firms, committed to helping people experience financial well-being.
Experience: 10+ years in institutional relationship management and fundraising.
Salary: USD$194,000.00 - USD$270,000.00
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, Flexible Time Off (FTO), and tuition reimbursement.

Google

Exchange Platforms Specialist, CTV, Sellside Product Go-To-Market San Francisco
Skills & Focus: go-to-market, business development, product management, programmatic advertising, Connected TV (CTV), client service, data analysis, product training, stakeholder communication, market analysis
About the Company: Google is a global technology company known for its search engine, advertising services, consumer electronics, and software products.
Experience: 6 years in go-to-market, business development, or product specialist in the programmatic space or digital advertising industry; 2 years in consulting, product management, business strategy, operations, or project management.
Salary: $147,000-$216,000 + bonus + equity + benefits
Type: Full-time
Benefits: Bonus, equity, and additional benefits including health and wellness programs.

Nium

Sales Executive San Francisco
Skills & Focus: cross-border payments, client acquisition, sales skills, business operations, revenue generation, North America, fintech, payout network, regulatory licenses, integration compliance
About the Company: Nium, the global leader in real-time, cross-border payments, was founded on the mission to deliver the global payments infrastructure of tomorrow, today. With …
Experience: Experience in sales and client acquisition
Type: Full-time

Apollo Global Management, Inc.

Director of Sales - Private Banks and Wires San Francisco
Skills & Focus: sales, client engagement, alternative investments, wealth management, portfolio construction, asset allocation, financial services, institutional investors, marketing campaigns, CRM
About the Company: Apollo is a global alternative investment manager committed to capitalizing on opportunities across various asset classes.
Experience: Minimum of 6-7 years of experience in financial services industry
Salary: $175k - $225k
Type: Full-time
Benefits: Eligible for a discretionary annual bonus based on personal, team, and Firm performance.

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…

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

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…

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…

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…
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…

Lead Bank

Teller San Francisco
Skills & Focus: fintech, banking infrastructure, client support, personalized service, financial transactions, compliance, relationship-building, interdepartmental collaboration, teamwork, career growth
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services, operating an FDIC-insured bank headquartered in Kansas City, Mi…

Anchorage Digital

Member of Client Experience, CXM (Crypto Native) San Francisco
Skills & Focus: client experience, onboarding, account management, crypto, protocols, VCs, customer service, risk management, cross-team collaboration, operational needs
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Bank Of America

Leasing Credit Senior Officer San Francisco
Skills & Focus: financial analysis, underwriting, risk management, transaction structuring, due diligence, client focus, credit quality, approval process, negotiation, collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 7+ years in commercial banking or finance industry
Salary: $120,400.00 - $200,000.00
Type: Full time
Benefits: Industry-leading benefits, access to paid time off, resources and support for employees.

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

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…

Compound Planning

Wealth Advisor San Francisco
Skills & Focus: wealth advisor, HNW, UHNW, accreditation, financial problems, digital platform, high growth, impact, self-starting, strategically focused
About the Company: Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of s…
Experience: 2+ years of experience advising HNW+
Salary: Salary range commensurate with experience and location

Airtable

Sr. Manager of Commissions San Francisco
Skills & Focus: Leadership & Management, Plan Design, Commission & Bonus Calculations, Commissions Accounting, ICM System Ownership, Process Improvement, Automation, Sales Compensation, Cross-Functional Collaboration, Communication Skills
About the Company: Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizat…
Experience: Minimum 7+ years of work experience in a sales operations or finance role handling sales compensation, with at least 3 years in a people management role.
Salary: $180,000 - $254,900 USD
Benefits: Our total compensation package also includes the opportunity to receive benefits, restricted stock units, and may inclu…

Chainlink Labs

Strategic Account Manager - DeFi San Francisco
Skills & Focus: account management, business development, DeFi, web3, blockchain, stakeholders, product integration, community engagement, DAO governance, commercial negotiations
About the Company: Chainlink Labs is the primary contributing developer of Chainlink, the decentralized computing platform powering the verifiable web, helping power verifiable a…
Experience: 5+ Years of extensive account, new business and/or relationship management in technical environments; 2+ years experience working with decentralized applications (DApps), smart contracts, and blockchain technology.
Type: Full time

Stockpile

Client Service/Operations Representative San Francisco
Skills & Focus: client service, operations, customer retention, financial services, retail environment, brokerage account, trading inquiries, relationship building, proactive, coachable
About the Company: Stockpile is an innovative company focused on financial services and customer satisfaction.
Experience: Previous customer service or operations experience in financial services or retail environment.
Type: Temporary

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

Moody's

Business Development - Corporates Segment San Francisco
Skills & Focus: business development, sales strategies, client needs, corporate clients, complex products, strategic guidance, market expert, sales cycles, consultative selling, relationship management
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+ years
Salary: $85,000 - $165,000
Type: Full-time
Benefits: Moody’s offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, 401(k)…

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

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…

Plaid

Revenue Specialist San Francisco
Skills & Focus: Revenue, Billing, Recurring Payments, Sales, Account Management, Client Engineering, Product Marketing, Solution Adoption, GTM, Product Knowledge
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…

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

Column

Sales & Partnerships Manager San Francisco
Skills & Focus: sales cycle, credit and lending, business partnerships, client-facing role, technical product, financial services, negotiation skills, relationship building, ambiguity navigation, regulatory compliance
About the Company: Column is a bank and software company built from the ground up, offering technology-forward banking solutions to simplify the financial services supply chain. …
Experience: 5+ years of relevant work experience, particularly in client-facing roles and knowledge in credit and lending or structured finance.
Salary: $200,000 - $300,000 + equity
Type: Full-time
Benefits: Comprehensive health, dental, and vision plans, family planning and fertility benefits, FSA and HSA account options, 40…

Rho

Associate Account Executive San Francisco
Skills & Focus: lead generation, sales support, client engagement, fintech, corporate cards, banking services, CRM, sales strategies, communication skills, presentation skills
About the Company: From two-person startups to public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance b…
Experience: Bachelor's degree
Salary: $60,000-$65,000
Type: Full-time
Benefits: Equity, healthcare benefits, and paid time off.

The Trade Desk

Trading Specialist San Francisco
Skills & Focus: client-facing experience, trading-specific strategies, onboarding, performance measurement, analytical abilities, quantitative skills, collaborate cross-functionally, problem-solving, communication, account management
About the Company: The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world with a media buying platform that helps brands deli…
Experience: 3-5 years of working experience, digital experience a plus
Salary: $61,500—$112,800 USD
Type: Client Services
Benefits: Comprehensive healthcare (medical, dental, and vision), retirement benefits such as a 401k plan and company match, shor…

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 …

Moody's

Director Relationship Manager-Insurance Solutions San Francisco
Skills & Focus: relationship management, sales, client relationships, communication skills, financial services, insurance, presentation skills, negotiation skills, problem-solving, team collaboration
About the Company: Moody's unites the brightest minds to turn today's risks into tomorrow's opportunities by creating an inclusive environment.
Experience: 3 - 7+ years in a sales role
Salary: $118,300 - $171,700
Type: Full-time
Benefits: Medical, dental, vision, parental leave, paid time off, 401(k), life, disability, accident insurance, discounted employ…

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

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…