Banking and Financial Services Jobs in San Francisco

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm’s investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor’s degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Top tier San Francisco based VC fund is looking to add to their growing team! The firm's GC/CCO is targeting a 3-5yr funds attorney who is able to dig in across legal and compliance. Given the lean structure, having the ability to role up your sleeves is very important.

• 3-5yrs
• Funds attorney by background with compliance experience
• To sit in their downtown SF office 3-4x per week

CONVENTUS MISSION AND VISION

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

POSITION

Full-Time, Salaried, Performance-based bonus

LOCATION: San Francisco, CA - Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.

Conventus is seeking an experienced, strategic and hands-on Managing Director, General Counsel to serve as Conventus’ Chief Legal Officer. This senior leadership role is responsible for overseeing all legal, regulatory, and compliance matters across our lending and investment operations. The ideal candidate will bring deep expertise primarily in real estate secured lending, foreclosure activity, forbearance and loss mitigation efforts, loan product creation and loan structuring, and secondarily in fund management and securities compliance, and—along with a pragmatic, business-minded approach and the ability to roll up their sleeves and execute work directly when needed

RESPONSIBILITIES

Legal Strategy & Risk Management

• Serve as the primary legal advisor to executive leadership.
• Proactively identify legal, enterprise, and regulatory risks, and implement strategies to mitigate exposure.
• Oversee litigation, disputes, and all legal matters impacting the firm’s operations.

Real Estate Lending & Transactions

• Provide legal support for originations, structuring, negotiations, and closing of residential business purpose secured lending (bridge/fix & flip, construction, DSCR and multifamily).
• Draft, review, and negotiate loan documents, guarantees, intercreditor agreements, subordination agreements, and related documentation.
• Guide origination, closing and servicing teams on due diligence, title, escrow, foreclosure, workouts, and asset recovery.
• Manage external counsel relationships (including a network of local state counsel) related to loan transactions, and enforcement matters.
• Provide internal training on real estate transactions and documentation.

Fund Management & Securities Compliance

• Oversee legal and compliance matters related to fund formation, structuring, governance, and compliance with SEC and state-level securities laws.
• Partner with compliance consultants and auditors to maintain robust compliance program related to Registered Investment Advisor activities.
• Draft and review private placement memoranda, subscription agreements, investor communications, and marketing materials.
• Support investor relations on disclosure practices and regulatory filings.

Corporate Governance

• Oversight of governance issues for Conventus and its entities, including advice on corporate structure, entity formation, and LLC, LP and corporate governance documents.
• Review and manage vendor, lending partner (such as brokers), and third-party contracts.

Compliance & Internal Controls

• Develop and maintain policies and procedures to support compliance across lending, investment, and privacy.
• Monitor and respond to changes in regulatory requirements impacting the business.
• Conduct legal due diligence and risk analysis for strategic initiatives and transactions.

Internal Collaboration & External Counsel Management

• Serve as a collaborative partner to cross-functional teams, including credit & capital markets, finance and loan operations.
• Manage relationships with outside counsel for specialized legal matters and employment law, while maintaining a hands-on role in day-to-day legal work.
• Ensure compliance with federal and state lending laws.

QUALIFICATIONS

Required

• JD from an accredited law school; member in good standing with a U.S. state bar (California Bar or ability to register as In-House Counsel preferred)
• Licensed to practice in California
• 10+ years of legal experience, including meaningful in-house experience
• Experience operating in a fast-paced environment where judgment, prioritization, and responsiveness are critical
• Strong familiarity with real estate finance, commercial lending, consumer lending, or closely related products
• Breadth across legal disciplines, with the ability to support the business on commercial contracting, disputes, and other matters beyond core lending work
• Deep knowledge of lending regulations and compliance
• Experience with securitization or structured finance involving real estate-backed assets
• Hands-on approach with a willingness to engage directly in day-to-day legal work

Mindset and Character

At CHC, we look for future employees who demonstrate the mindset and character of our following core values:

Deliver Extraordinary Client Experience:

• Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.

Take Responsibility:

• Be proactive, know what you are responsible for, act with integrity and follow through to the end.

Respond with Urgency and Care:

• Balance speed with quality, ensuring that every response is both timely and impactful.

Grow Together:

• Grow together through a culture of intellectual curiosity, collaboration and celebration.

Requisition ID: 244968

Salary Range: 157,700.00-264,200.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Director, Treasury Management Office, Global Transaction Banking - SF, CA

As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers (CIBs) while overseeing a specific portfolio with annual revenues greater than $2 billion. You’ll serve as a trusted advisor and single point of contact across all markets, offering dedicated Global Transaction Banking (GTB) coverage for all products. TMOs will be organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your industry leading expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, you’ll strengthen existing connections, prospect new ones and introduce clients to strategic partners as you deliver Scotiabank’s global value proposition and local transaction banking platform.

• 
  
• Develop and implement strategies to identify new transaction banking business, while strategically managing existing client relationships to maximize revenue growth.
  
• Serve as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers, to provide integrated transaction banking solutions within a consultative and client driven framework.
  
• Lead the delivery of thought leadership to the market, prospects, and clients, in collaboration with solution/product partners on all transaction banking related topics at client roundtables, industry conferences, webinars, and client events.
  
• Responsible for delivering a seamless end to end client experience through effective stakeholder management and collaboration with solutions specialists and leading business process reviews aligned to key client sales opportunities.
  
• Share industry leading best practices, ideas, and strategies while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
  
• Collaborate with key partners including Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment and Servicing.
  
• Coach and develop junior talent.
  

• 
  
• 2 direct reports / team of 4
  
• Strong strategic and tactical planning skills
  
• Strong knowledge of sales and sales management skills
  
• Strong leadership and coaching skills along with strong interpersonal skills to facilitate a strong team environment
  
• Excellent written and verbal communication skills
  
• Strong negotiating and influencing skills
  
• Excellent analytical skills
  
• Excellent client experience understanding and perspective
  

• 
  
• 6+ years of transaction banking experience incl. global cash management, liquidity management, trade & working capital solutions, and / or corporate banking or global banking experience.
  
• Knowledge and understanding of transaction banking products, credit and risk processes and pricing philosophy.
  
• Excellent communication skills with a track record in building relationships with clients and prospects.
  
• Proven negotiation and active listening skills. Critical and strategic thinking.
  
• Concern and regard for managing operational and enterprise risk.
  
• Demonstrated experience of meeting or exceeding sales goals as a proven top individual contributor.
  
• Bachelor’s degree, MBA or equivalent
  
• International banking experience
  
• Strong creative solution and motivation for process improvement
  
• Proven track record of prioritizing competing priorities and leading small groups while delegating tasks
  
• Spanish / French Language competency is an advantage
  

• 
  
• Work in a standard office-based environment; non-standard hours are a common occurrence.
  
• Domestic and International travel required
  

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

Please note this is for San Francisco, CA, United States. You only need toapply to one location if there are multiple listed for the job.

Apply Now

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 for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs.

If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value.

THE WORK:

The Senior Director, Americas Controller will oversee all Americas accounting functions and lead process transformation efforts to support Ripple’s rapid growth. This includes driving operational excellence, ensuring compliance with accounting standards, and developing a high-performing team. You’ll partner closely with cross-functional leaders to align accounting with broader business goals, while implementing scalable systems and controls to ensure speed, accuracy, and compliance.

You will be expected to translate accounting needs into systems requirements and integration plans, and proactively engage in upstream product and revenue discussions, ensuring accounting is embedded early in business and system design.

You will also collaborate with regional controllers to lead process redesign and standardization across global accounting functions!

WHAT YOU’LL DO:

• Team Leadership & Development: Lead, mentor, and grow the Americas accounting team (corporate, crypto, broker/dealer, and consolidations). Build a culture of accountability, performance, and continuous improvement.
• Accounting Operations Oversight: Oversee all aspects of accounting operations, including accurate and timely transaction recording, reconciliations, and close processes. Manage and optimize partnerships with managed services providers.
• Process Optimization & Automation: Leverage Oracle Fusion ERP to streamline workflows, reduce manual work, and shorten the close cycle. Drive automation across accounting processes for scalability.Translate accounting needs into systems requirements and lead the integration of those requirements into scalable workflows.
• Process Redesign & Global Standardization: Lead process redesign and standardization across Americas accounting functions, working closely with international regional controllers to drive consistency and operational efficiency globally.
• Broker/Dealer & Trading Activity: Ensure timely and accurate accounting for broker/dealer activities, including OTC and crypto/fiat trading, in compliance with US GAAP and internal controls.
• Strategic Process Design: Define and implement best-in-class accounting processes and systems to support scale and ensure regulatory readiness. Contribute strategic insights during business model and product discussions.
• Cross-Functional Collaboration: Partner with FP&A, Tax, Product, Legal, and Finance Systems teams to align accounting strategies with business initiatives. Participate early in business planning to ensure financial implications and accounting needs are fully considered.
• Crypto Industry Expertise: Navigate the unique accounting and regulatory landscape of crypto assets, helping to ensure compliance and innovation coexist.
• Close Transformation: Continuously improve the month-end and year-end close cycles, balancing speed, accuracy, and compliance.
• Internal Controls & Compliance:Ensure robust internal controls and readiness for external audits. Manage relationships with auditors and regulatory stakeholders.

WHAT YOU'LL BRING:

• Degree or equivalent experience in Accounting, Finance, or related field; CPA (active or inactive) required. MBA or advanced degree is a plus.
• 12+ years of progressive accounting experience
• 5+ years in a senior leadership role
• Proven success leading large, diverse accounting teams and ability to inspire and coach a team through shifts from manual execution to automated, analytical work
• Experiences in operational and GL accounting and proven ability to effectively own a tier 1 ERP such as Oracle Fusion
• Experience leading cross-functional process transformation and standardization efforts
• Comfortable participating in product and revenue discussions with an eye toward financial systems and controls
• Strong cross-functional leadership and collaboration skills
• Deep knowledge of U.S. GAAP, especially as it applies to broker/dealer transactions, crypto accounting, and consolidation
• Experience with FINRA, SEC, and other broker/dealer reporting requirements
• Hands-on experience with Oracle Fusion ERP to optimize and automate accounting processes
• Expertise in multi-entity consolidations and high-volume reconciliations
• Prior experience in a regulated financial services or fintech company strongly preferred
• Experience or passion for the cryptocurrency industry is highly valued
• Strategic problem solver with strong problem-solving abilities
• Excellent verbal and written communication skills
• Ability to clearly convey complex financial topics to technical and non-technical audiences

CA Annual Base Salary Range

$248,000 — $279,000 USD

WHO WE ARE:

Do Your Best Work

• The opportunity to build in a fast-paced start-up environment with experienced industry leaders
• A learning environment where you can dive deep into the latest technologies and make an impact. A professional development budget to support other modes of learning.
• Thrive in an environment where no matter what race, ethnicity, gender, origin, or culture they identify with, every employee is a respected, valued, and empowered part of the team.
• In-office collaboration for moments that matter is important to our culture, and we give managers and teams the flexibility to decide which 10+ days a month they come in.
• Bi-weekly all-company meeting - business updates and ask me anything style discussion with our Leadership Team
• We come together for moments that matter which include team offsites, team bonding activities, happy hours and more!

Take Control of Your Finances

• Competitive salary, bonuses, and equity
• Competitive benefits that cover physical and mental healthcare, retirement, family forming, and family support
• Employee giving match

Take Care of Yourself

• R&R days so you can rest and recharge
• Generous wellness reimbursement and weekly onsite & virtual programming
• Generous vacation policy - work with your manager to take time off when you need it
• Industry-leading parental leave policies. Family planning benefits.
• Catered lunches, fully-stocked kitchens with premium snacks/beverages, and plenty of fun events

Benefits listed above are for full-time employees.

Ripple is an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.

Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Manages, prepares, administers, and directs control of budget / organization resources. Manages the activities of the financial / resource analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Provides guidance to subordinates to achieve goals in accordance with established policies. Work is reviewed and measured based on meeting objectives and schedules. Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules.

The final salary and offer components are subject to additional approvals based on UC policy.

Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.

The salary range for this position is $110,400 - $235,400(Annual Rate).

To learn more about the benefits of working at UCSF, including total compensation, please visit: J-18808-Ljbffr

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Technology Associate Banker is for you.

As an Associate Banker in the Technology Industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.

You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore you will need to exhibit a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.

Innovation is happening everywhere, and Technology delivers locally and therefore you will have deep local connections and market knowledge.

“This role is not eligible for employer sponsored immigration support of any kind.”

• 
  
• Demonstrate ability to build a brand within your market that represents the Technology Industry group at JP Morgan as the “Leading Innovation Economy bank serving the best and most diverse clients”
  
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
  
• Relentless focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
  
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
  
• Show passion about innovation, the start‑up ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  

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• 3+ years of related experience
  
• Strong understanding of Commercial Banking products and services
  
• Excellent sales management and business development skills
  
• Proficiency in building and maintaining positive client relationships
  
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  
• Self‑directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
  
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
  

• 
  
• Bachelor’s degree and formal credit training preferred
  
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
  

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

• 
  
• Job Identification 210599684
  
• Job Category Relationship Manager
  
• Business Unit Commercial & Investment Bank
  
• Posting Date 02/20/2025, 07:31 PM
  
• Job Schedule Full time
  
• Job Shift Day
  

The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion.

The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule.

• 
  
• Champion a culture of innovation and a customer centric mindset
  
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  
• Deliver the entire firm across lines of business
  
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
  
• Lead specially assigned projects for the benefit of region and national team
  
• Hire, manage, coach, mentor and retain a high performing and diverse team
  
• Foster a diverse, equitable and inclusive work environment
  

• 
  
• Typically a minimum of ten years account relationship management experience with a focus on business relationships
  
• Understanding of Commercial Banking products and services with knowledge of the region
  
• Ability to mobilize internal networks and resources
  
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
  
• Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
  
• Sales management and business development skills with proficiency in building and maintaining positive client relationships
  
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
  

• 
  
• Bachelor’s degree and formal credit training preferred
  
• Strong technology experience; digital background preferred
  
• Flexible to changing business priorities and ability to multitask
  
• FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe
  

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations.

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

• 
  
• Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
  
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

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• 10+ years of related experience
  
• Expertise in providing investment advice and solutions.
  
• CFA, MBA degree or other advanced degree a plus.
  
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
  
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  

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• Bachelor's/University degree, Master's degree preferred
  

Primary Location: San Francisco, California, United States

Full time

Base Salary: $200,000.00 - $300,000.00

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.