BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years in Relationship Management, Account or Portfolio Management in corporate banking with sales metrics; bachelor’s degree; credit knowledge; Pacific Rim experience preferred.
Modern Wealth Management: Provides personalized financial planning and investment management services.
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
Chicago or Denver or San Francisco or New York City or Scottsdale or San Jose
$69k-$84k/yrHybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
3+ YOERequires 3+ years in customer service or contact center roles, preferably B2B SaaS and retirement services, with analytical, problem-solving, communication, organizational, retention, and cross-functional skills.
Google Workspace, Zendesk, Intercom, Gong, Jira, Slack
San Francisco or Watsonville or Monterey or Salinas or Santa Cruz or Gilroy or Carmel
$70k-$110k/yrFieldFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year of business banking relationship management or related lending experience, business credit knowledge, strong communication, risk judgment, and proficiency in Microsoft Office tools.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOE3–4 years relationship banking experience, typically a bachelor’s or equivalent, NMLS registration required, strong underwriting, sales, and financial analysis skills.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Requires FINRA Series 7 and 66 or Series 63 and 65 licenses, wealth planning and financial sales experience, client advisory skills, regulatory knowledge, and expertise in banking, investments, and insurance.
Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yrOnsiteFull Time
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Business Relationship Manager San Jose CA Area, Assistant Vice President
San Jose, California, United States
$99k-$148k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience, strong consulting and credit skills, ability to manage and grow business banking relationships, register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Nationwide Mortgage Licensing System and Registry (Registry)
Plano or Austin or Bellevue or Santa Clara or Overland Park or Boise or Morristown
$138k-$214k/yrHybridFull Time
EricssonNasdaq Stockholm: ERIC B: Global provider of telecommunications equipment and services.
5+ YOEBachelor's degree, 5+ years IFM contract experience (bids/solutions across countries), strong negotiation, supplier and stakeholder management, project management, strategic and analytical skills, excellent written and verbal communication.
OKX: Global cryptocurrency exchange and Web3 digital wallet developer.
6+ YOEBachelor's degree in business or related field, English fluency, and 6+ years in VIP business development within crypto, private banking, finance, or trading. Requires market analysis, communication, negotiation, and US financial regulations expertise.
KPMG: Global professional services network providing audit, tax, and advisory.
8+ YOE8+ years in the emerging growth ecosystem with business development/client relationship experience, bachelor’s degree required, developing Bay Area network and VC/PE relationships, ability to travel, U.S. work authorization required.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience, experience sourcing/managing client portfolios, knowledge of deposit/cash management, ability to assess credit and structure lending, intermediate Microsoft Office skills, LO qualification required.
Wealth Relationship Manager - Alum Rock / Eastridge.
Los Gatos or San Jose
$88k-$133k/yrOnsiteFull Time
CitiNYSE: C: A global financial services providing banking and credit services.
5+ YOERequires 5–8 years of experience, bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office proficiency, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, MoneyGuidePro, NaviPlan Select