Citi jobs in San Jose, CA - 1039 jobs

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting-conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings-organize the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep‑dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day‑to‑day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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. Qualifications 6‑10 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; ability to multi‑task FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's/University degree; Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Oct 30, 2025 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. #J-18808-Ljbffr

A leading global financial services firm seeks a Divisional Director of Lending in San Francisco to drive growth and profitability of lending solutions. The role includes developing sales strategies, managing the lending team, and fostering key relationships. Candidates must have over 10 years in financial services, strong leadership skills, and be licensed or willing to obtain necessary licenses. This position offers a dynamic work environment with significant responsibility. #J-18808-Ljbffr

About the program Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients. Receive the tools needed for professional growth and career advancement Encounter new opportunities and challenges that will prepare you for the next level Build your professional network and interact with colleagues across the firm Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down. A single applicant should not create multiple email addresses to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design. Job Info Job Category Associate Locations San Francisco, California, United States Areas of the Firm Asset & Wealth Management Anaplan Salary Range Lower Limit 150,000 Anaplan Salary Range Upper Limit 175,000 Healthcare & Medical Services We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer… Learn More #J-18808-Ljbffr

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands‑on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities‑based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high‑impact initiatives and transactions. Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. Oversee and manage the end‑to‑end lending pipeline, ensuring efficient deal flow, high‑quality execution and timely closing of transactions. Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. Build, mentor, and develop a high‑performing lending team, fostering a culture of accountability, collaboration, and continuous learning. Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities‑based lending, custom lending and mortgage products. Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills 10+ years of experience in financial services, with a focus on lending solutions within wealth management. Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: 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. #J-18808-Ljbffr

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross‑functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross‑functional teams. Strong organizational, analytical, and problem‑solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross‑functional collaboration Data analysis and reporting Training and facilitation 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. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

Title: Associate - Equity Research, TMT-Media Division: Global Investment Research Job Function: Research Analyst Salary Range: USD 150,000 - 225,000 From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. Job Summary and Responsibilities Build strong industry knowledge of the Media, Cable, and Telecom sectors Contribute to the generation and execution of investment ideas Write reports/notes on companies under coverage Communicate with the equities sales force and traders, clients and company managements Interpret data and perform analysis on market, economic and technology trends Qualifications Bachelor's Degree in Finance, Economics, Accounting, or similar 3+ years experience in Sell Side or Buy side research Experience covering technology sector-preferably Media Strong financial modeling and analysis experience Working knowledge of accounting, finance, and valuation Ability to work in a fast‑paced, high‑energy environment Comfortable taking initiative and being resourceful/entrepreneurial Ability to multi‑task and work with numerous teams About Goldman Sachs At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. Vacation & Time Off We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr

A global financial services firm is seeking a Lead Software Engineer to advance open source governance within its engineering platform team. This role involves building tools for evaluating and integrating open source projects, developing high-quality code, and leading evaluation sessions with stakeholders. Ideal candidates will have 5+ years of experience, advanced Python and Java skills, and a strong understanding of open source practices. Join us to shape developer environments and enhance collaboration in open source contributions. #J-18808-Ljbffr

A leading financial services company based in San Francisco is seeking a Senior Manager for Software Engineering to oversee a team focused on delivering innovative cloud-based solutions. The role requires a strong background in various programming languages, substantial experience in managing people, and a passion for technology trends. Candidates should have at least 6 years in software engineering and proven leadership skills. This position offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr

Director, Technical Program Management (AI/ML Products) - lead programs that deliver on critical business goals and build large-scale products & platforms. About Capital One At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper. We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. About the Team As a Director of Technical Program Management (TPM) on Capital One's Intelligent Foundations and Experiences (IFX) AIML product & platform organization, we're looking for someone who can help us build robust, scalable platforms that enable state-of-the-art AI capabilities to be integrated with both customer-facing and internal applications. The platforms are the foundational blocks on which Capital One's various lines of business will build AI experiences for customers, developers and other internal stakeholders. In addition to the technical program, you will help pave the way for an expanding TPM discipline within the team by leveraging your industry knowledge to teach what a great TPM can achieve. Our TPM Directors have Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle Exceptional communication and collaboration skills Excellent problem solving and influencing skills A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker Experience as a TPM leader to grow and develop a team of TPMs, while also building the foundations for the TPM practice Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives Deep focus on execution, follow-through, accountability, and results Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done Highly tuned emotional intelligence, good listener, and empathy for teams and partners Qualifications Basic Qualifications: Bachelor's degree At least 7 years of experience managing technical programs Preferred Qualifications: 7+ years of experience designing and building data-intensive solutions using distributed computing 3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS 3+ years experience building highly scalable mobile products & platforms 3+ years of experience with Agile delivery 3+ years years experience delivering large and complex programs where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact Experience in building systems & solutions within a highly regulated environment Bachelor's degree in a related technical field (Computer Science, Software Engineering) MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience Additional Information At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Salaries for part-time roles will be prorated based on hours worked. Cambridge, MA: $226,000 - $257,900 for Director, Technical Program Management McLean, VA: $226,000 - $257,900 for Director, Technical Program Management New York, NY: $246,500 - $281,300 for Director, Technical Program Management Richmond, VA: $205,400 - $234,400 for Director, Technical Program Management San Francisco, CA: $246,500 - $281,300 for Director, Technical Program Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary offered will be in the offer letter. This role is eligible to earn performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI), discretionary or non-discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits. Learn more at the Capital One Careers website. Eligibility varies based on status. This role is expected to accept applications for a minimum of 5 business days. No agencies, please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination. Capital One will consider qualified applicants with a criminal history in compliance with applicable laws. If you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information will be kept confidential and used to provide needed accommodations. For technical support or questions about Capital One's recruiting process, please email **********************. Capital One does not provide, endorse nor guarantee third-party products or information available through this site. Capital One is comprised of several entities; postings in Canada, the United Kingdom, and the Philippines refer to Capital One Canada, Capital One Europe, and Capital One Philippines Service Corp, respectively. #J-18808-Ljbffr

A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees. #J-18808-Ljbffr

A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds. Competitive salary offered in the range of $70,000 to $200,000 annually. #J-18808-Ljbffr

A leading financial institution in the United States is seeking a Distinguished AI Engineer in San Francisco, CA. This role involves developing AI-powered products and requires at least 8 years of experience in AI and ML algorithms. The ideal candidate is proficient in programming languages like Python and Java, with a strong focus on optimizing AI systems for performance and scalability. This position offers a competitive salary range of $293,600 - $335,100 and comprehensive benefits. #J-18808-Ljbffr

A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits. #J-18808-Ljbffr

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Global Payments Solutions (GPS) is one of HSBC's global transaction banking product lines generating over 10% of HSBC Group revenues. Supporting Corporate and Institutional Banking (CIB). Our GPS business is made up of almost 10,000 people in over 55 countries and is uniquely positioned to help clients make and receive payments, and manage liquidity and working capital across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry's most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years. For our largest corporate clients GPS Sales has implemented a sector focused coverage approach, recognizing that clients in different sectors have unique cash management needs. Various sector teams exist including: Technology Media & Telecoms, Consumer, Healthcare, Energy Materials & Power, Industrials, Transport, Real Estate and Professional Services. We are seeking a high caliber professional to join our Sales team in the TMT sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates. Key elements of this role: Work in close partnership with Banking Coverage and the wider GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in the Technology, Media and Telecommunications sector Adopt a needs-based advisory approach to understand customer requirements and provide appropriate cash management solutions that meet those requirements Lead, manage and collaborate with the HSBC team across markets and functions to develop appropriate solutions, deliver sales proposals / Request for Proposal responses / client pitches through to implementation handover Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, as well as to provide ongoing coverage in response to clients' evolving challenges and requirements Feedback to the GPS Product and Channels teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate Formulate, support and drive CIB and GPS industry sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities Coach and lead team members across the group on sales strategy formulation, deal pipeline management and sales conversion techniques Collaborate with global and regional sales leads and GPS teams to develop a deal pipeline that is aligned with Banking Coverage and prioritized according to opportunity and value to both the client and HSBC You´ll likely have the following qualifications to succeed in this role: Demonstrated track record of dealing with complex global corporates Experience of managing a client portfolio and/or responsibility for driving a P&L / client cross-sell and satisfaction metrics, plus a proven sales record with strong data analytical skills Understanding of global cash management techniques, market and competitive trends and regulatory environment Detailed knowledge of day to day workings of a Corporate Treasury environment, Foreign exchange, payments, Liquidity and working capital Strong knowledge of local / regional / global cash management clearing services, products, techniques and strategies Trusted experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk management, structures, credit, products, processes, in an individual contributor capacity Experience of working in an International Corporate Banking environment, or experience with HSBC Group Corporate products and services Established ability in identifying and meeting customer needs through matching a broad range of products and services and in delivering creative and flexible customer solutions, to a deadline University graduate with at least 5 years of relevant experience in cash management, banking relationship management and/or corporate product sales The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. #J-18808-Ljbffr

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 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. #J-18808-Ljbffr

* You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good.* Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production.* You get fulfillment from empowering others to achieve their potential and you actively drive professional development through mentoring and coaching. You are hands-on when necessary and lead by example.* You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven.* You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss.* You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown.* Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 8 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 6 years of experience developing AI and ML algorithms or technologies* At least 3 years of people leadership experience* 5 years of experience managing and leading an engineering team* 7 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)* Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang* Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production* Excellent communication and presentation skills, with the ability to articulate complex AI concepts to peers Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

A leading financial technology company seeks a seasoned professional to articulate a bold technical vision and ensure quality design and implementation. Candidates should have at least 7 years of software engineering experience, expertise in cloud technologies like AWS and Azure, and a strong ability to mentor within the tech community. This role offers a comprehensive package of benefits and supports overall well-being. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build relationships with new clients and deepen existing client relationships. This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans. #J-18808-Ljbffr

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr