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First Citizens Bank jobs in San Francisco, CA - 554 jobs

  • Senior Wealth Advisor for High-Net-Worth Clients

    First Citizens 4.8company rating

    First Citizens job in San Francisco, CA

    A leading financial institution is seeking a Wealth Consultant in San Francisco, CA. This role focuses on acquiring high net worth clients and providing holistic wealth management planning. Candidates should have a Bachelor's Degree and substantial experience in client acquisition and financial planning, along with necessary licenses. Competitive salary between $210,000 to $300,000 per year with a comprehensive benefits program. #J-18808-Ljbffr
    $97k-127k yearly est. 4d ago
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  • Fixed Income Trader I

    First Citizens Bank 4.8company rating

    First Citizens Bank job in San Francisco, CA

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. SF, CA This position will assist members of the trading, portfolio management, and investment research teams in identifying relevant data, aggregating and parsing data, creating/managing reports and increasing efficiencies across the investment teams. The role includes operational support for the investment teams, as well as trading and market analysis across various sectors of the fixed income market, including government, corporate and securitized bonds. Responsibilities * Research and Analysis - Conduct in-depth analysis of fixed income markets, including interest rates, credit spreads, economic data and macro factors. Communicate market insights and relative value opportunities to the investment teams. Stay informed of economic indicators and geopolitical events affecting fixed income markets. Assist with security type analysis. * Operational Support - Assist in troubleshooting middle office and operational issues from a trading perspective including, but not limited to dealer know your client (KYC) requests, trade fails, and settlement monitoring. Assists in counterparty onboarding, which includes identifying and initiating new trading relationships. * Bond Trading - Execute trades (both buying and selling) for individual client portfolios. Utilize market intelligence to monitor trends in the fixed income sector while providing recommendations to investment strategy based on market analysis. Manage trade execution across various trading platforms as well as security selection for individual client portfolios. Qualifications Bachelor's Degree and 1 years of experience in Investment and market knowledge OR High School Diploma or GED and 5 years of experience in Investment and market knowledge Preferred Education: Bachelor's DegreePreferred Area of Study: Finance, Mathematics or EconomicsPreferred Area of Experience: Trading and risk management: Preferred Skills: Effectively manage and coordinate multiple activities, Knowledge of fixed income markets, Risk management and compliance awareness , Trading and risk system proficiency: Bloomberg, MarketAxess and Aladdin, Microsoft Office proficiency. The base pay for this position is generally between $101,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $101k-160k yearly 26d ago
  • Impactful Private Wealth Relationship Manager

    Bank of America 4.7company rating

    San Francisco, CA job

    A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr
    $69k-109k yearly est. 1d ago
  • Environmental Finance - Assistant Director of Project Management - Project Finance

    U.S. Bank 4.6company rating

    San Francisco, CA job

    Environmental Finance - Assistant Director of Project Management - Project Finance page is loaded## Environmental Finance - Assistant Director of Project Management - Project Financelocations: Saint Louis, MO: San Francisco, CA: Charlotte, NC: New York, NY: Chicago, ILtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 6, 2026 (30+ days left to apply)job requisition id: 2025-0028280At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.## **Job Description**USBIF is currently seeking a candidate to join our growing team of finance professionals as an Assistant Director of Project Management (ADPM). The ADPM's responsibilities include leading a team of Project Managers (PMs) and Project Manager Associates (“PMAs”) who underwrite, structure, negotiate, close, and asset manage complex renewable energy Project Finance loans. The ADPM is responsible for managing the PMs and PMAs on their team to balance 1) production capacity to achieve volume and profitability goals as well as the management of a growing portfolio of assets while maintaining credit quality, 2) the customer experience, and 3) work-life balance for the team.**Job Responsibilities:** • Train, mentor, and be an ongoing resource to team members throughout underwriting, closing, and asset management. Coach PMs/PMAs to maintain a balanced approach to timely identifying issues, problem solving, and managing risk. • Review, provide constructive feedback, and approve credit packages for the team, ensuring product and credit quality are maintained. • Coach and develop PM Team staff in support of achieving their individual business goals, including short-term personal goals and long-term career paths. • Maintain a culture of inclusion where all people and perspectives are valued and leveraged; recognize and reward contributions and accomplishments. • Build and maintain a sense of team culture and teamwork within the group. Transparently share information and provide context for management and strategic decisions. • Organize and lead meetings (internal group meetings, process improvements, feedback sessions, training, and knowledge sharing). • Work collaboratively with the PM leadership team on staff assessments, consistency in talent management practices, planning, developing training resources and identifying opportunities to enhance the employee experience. • Actively work to improve processes, leverage best practices, increase efficiencies, and coordinate across other functional departments to enhance the customer experience. • Responsible for keeping current on commercial lending policies, products, and services. • Ensure team compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Acts, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas.**Basic Qualifications** - Typically Bachelor's degree, or equivalent work experience - Typically 10 or more years of banking and/or tax credit industry experience - Typically three or more years of management experience**Preferred Skills/Experience:** • In depth knowledge of complex renewable energy project finance transactions, loan documentation, and deal structure mechanics • High degree of familiarity with utilizing project finance models to underwrite debt and/or tax equity. • In-depth knowledge of construction/term project finance lending and related products. • Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. • Familiarity with critical banking processes and procedures, including credit policy review and approval. • Expertise with investor and/or lender risk mitigation. Ability to apply knowledge to new business opportunities (e.g. new tax credit programs, new asset classes or products) to address relevant risks and benefits. • Demonstrated ability to effectively coordinate and manage people, processes and customer relations. • A team player who leads by example, promoting learning and mentorship with excellent interpersonal and teamwork skills. • Able to manage a staff working on multiple transactions at different stages concurrently while in different locations across the country. • Ability to conceptualize and structure complicated transactions that rely on knowledge of the industry, accounting practices, financing tools and underlying operating businesses. • Ability to read and negotiate complex legal documents and work effectively with attorneys when needed. • Demonstrated ability to navigate internally to problem solve and find answers or paths forward when one is not readily clear. • Effective listener and advanced communication skills, both oral and written. • Highly motivated self-starter who has a good attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability. • Energized by working in a collaborative team environment that is dynamic and evolving.**Location Expectations** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits #J-18808-Ljbffr
    $126k-173k yearly est. 1d ago
  • Wealth Consultant

    First Citizens 4.8company rating

    First Citizens job in San Francisco, CA

    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $72k-109k yearly est. 4d ago
  • Assistant Director Renewable Energy Project Finance & PM

    U.S. Bank 4.6company rating

    San Francisco, CA job

    A major financial institution in California is looking for an Assistant Director of Project Management to lead a team managing renewable energy Project Finance loans. The role involves training team members, reviewing credit packages, and improving customer experiences while maintaining team dynamics. Ideal candidates will have a bachelor's degree, extensive banking experience, and skills in leadership and financial analysis. An inclusive and flexible work schedule is offered, along with comprehensive benefits. #J-18808-Ljbffr
    $112k-145k yearly est. 1d ago
  • Commercial Associate - Global Commercial Banking - San Francisco Bay Area

    Bank of America 4.7company rating

    San Francisco, CA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $34k-55k yearly est. Auto-Apply 43d ago
  • Senior Business Data Analyst

    First Citizens Bank 4.8company rating

    First Citizens Bank job in Santa Clara, CA

    This position supports initiatives within the Bank that improve enterprise data quality, governance, and analytics. Drives positive change across the Bank through technical innovation and continuous improvement initiatives. Creates and maintains technical documentation related to enterprise data. Provides expert consultation to team members, the Information Technology department, and other stakeholders on tactics that achieve data management goals. Responsibilities * Identifies and implements enhancements for the quality, management, and storage of enterprise data. Executes initiatives that improve profiling, exception reporting, and issue resolution as well as general fixes for the Enterprise Data Warehouse. Builds dashboards to modernize analytics where appropriate. * Enforces data policies and procedures across the enterprise. Encourages discussion and feedback from associates to identify areas of improvement within data management capabilities. * Facilitates initiatives that develop the Bank's data management capabilities. Assists management in creating and implementing business plans to achieve planned objectives. Maintains a strong knowledge of current and emerging technologies or trends impacting the financial service industry. * Creates and maintains technical documentation for systems, Queries, Enterprise Data Warehouse, which includes source-to-target mappings, data dictionaries, and other related materials. Qualifications * Min 15 + years of total experience as senior Data Analyst, financial services and banking experience is preferred * Experience with data modelling, data analysis, data visualization, API's and real time services preferred * Full understanding and hands on experience of waterfall and agile development practices * Skilled at simplifying technical details for diverse audiences and translating insights into strategic actions, forming strong partnerships with multiple cross-functional teams * Hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools * Prefer experience with Marketing systems - CDP, Campaign Automation etc. * Prefer hands-on experience with CRM systems, campaign performance tracking, and commonly used data tools Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $107k-135k yearly est. 26d ago
  • Digital-First Client Relationship Banker

    U.S. Bank 4.6company rating

    San Francisco, CA job

    A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr
    $32k-38k yearly est. 3d ago
  • International Solutions Specialist

    First Citizens Bank 4.8company rating

    First Citizens Bank job in San Francisco, CA

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. At First Citizens Bank, the newly formed International Solutions Team plays a pivotal role in advancing the global banking franchise of all our brands including First Citizens Bank, Silicon Valley Bank and CIT, by holistically supporting the strategy, positioning, and commercialization of our international solutions. This role requires strategic thinking, exceptional engagement capabilities, and a strong understanding of how treasury and finance functions operate within multinational and scaling companies. The successful candidate will act as a strategic advisor and subject matter expert across the full suite of international and treasury products - including FX, payments, liquidity, trade, working capital, and merchant solutions - by helping internal sales teams and clients navigate international product needs, streamline operations, and manage risk. Leveraging one of our hubs in SF, NYC, Raleigh or Charlotte as a base, this hybrid role will report to the Enterprise Head of International Solutions and will be an integral part of the broader Global Banking and Markets division. Responsibilities Client Advisory & Solutioning * Partner with senior sales teams to support our client's global growth across geographies/regulatory environments and provide subject matter expertise across our full suite of international solutions. * Facilitate whiteboarding sessions and help design holistic tailored solutions that support our clients cross-border needs. * Be a connector between clients and strategic ecosystem partners to enable collaboration that supports international growth. Product & Commercialization * Act as a key liaison between client-facing teams and product groups to influence roadmap prioritization and advocate for the development and commercialization of global and cross-border solutions. * Drive go-to-market campaigns, solution positioning, and product enablement initiatives. * Support cross product pricing discussions for international solutions, ensuring competitiveness and profitability. Thought Leadership & External Engagement * Create thought leadership content, client success stories, and market perspectives to support pitches and enhance First Citizens Bank's external profile. * Represent the bank at industry conferences, webinars, and proprietary client events by delivering insights on emerging trends that clients face when scaling globally. * Build and sustain brand visibility across target client segments through content, speaking opportunities, and partnerships. Internal Collaboration & Enablement * Provide coaching and enablement to sales and coverage teams, strengthening cross-product awareness and solution fluency. * Coordinate with risk, legal, compliance, and operations teams to ensure all activities adhere to relevant policies and regulatory requirements. * Work closely with Operational and Client Readiness teams leading cross divisional communication initiatives to advance awareness, understanding and positioning of existing and target state international solutions. * Serve as the connective tissue between internal stakeholders, client feedback loops, and market intelligence. Strategic Initiatives * Lead or participate in complex cross-functional strategic initiatives with broad business impact, including product commercialization and transformation. * Contribute to enterprise-level efforts to expand global reach, optimize client experience, and improve operational scalability. Qualifications Bachelor's Degree and 4 years of experience in Corporate Treasury, Treasury Consulting or Banking OR High School Diploma or GED and 8 years of experience in Corporate Treasury, Treasury Consulting or Banking. * Strong knowledge of global cash management, liquidity management, FX, trade, working capital optimization, and cross-border banking. * Proven understanding of global payments infrastructure, corporate treasury operations, and banking technology ecosystems. * Experience leading go-to-market initiatives and/or treasury transformation projects. * Strong commercial mindset and success practicing, advising or delivering financial solutions for commercial clients. Preferred Qualifications: Bachelor's degree in Finance, Economics, Accounting or Business, or 10+ years relevant experience. Certified Treasury Professional (CTP), Certificate in International Cash Management (CertICM), or equivalent preferred. Preferred Skills: * Strategic and analytical thinker with ability to translate client needs into executable solutions. * Strong communication, influencing, and storytelling skills - able to distill complex topics into compelling client narratives. * Experience in strategic thinking, process re-engineering, and innovation frameworks. * Client-centric, collaborative, and adept at navigating matrixed organizations. * Creative, motivated, and committed to continuous improvement/learning and delivering best-in-class client experiences. * Demonstrated ability to manage operational and enterprise risk while driving growth. * Ability to navigate ambiguity and contribute with an entrepreneurial spirit. If hired in NY or CA, the base pay for this position is generally between $194,000.00 and $295,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $47k-78k yearly est. 26d ago
  • 2026 Investment Banking Summer Associate Program (California) - Early Careers

    Wells Fargo 4.6company rating

    San Francisco, CA job

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: * Building valuation models and supporting transaction execution * Conducting company and industry research * Preparing client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers on engagements across sectors and geographies * Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications * 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications * MBA with an expected graduation date of December 2026 to June 2027 * Strong verbal and written communication skills * Ability to operate effectively both independently and in teams * Advanced Microsoft Office (Excel, PowerPoint, Word) skills * Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $138.5k-287.6k yearly 60d+ ago
  • SVB - Partnerships Director

    First Citizens Bank 4.8company rating

    First Citizens Bank job in San Francisco, CA

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our San Francisco office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at svb.com. As Partnerships Director, you will be responsible for ensuring the success of partnerships across the organization. You will be responsible for building go-to market plans for partnerships while coordinating across various Business Units and Functions within the organization to scope, execute and activate partnerships. You will work closely with the Head of Partnerships to ensure smooth project execution and success of partnerships that support the business. In addition, you will establish and refine playbooks and Partnership operating model to govern partnerships across the organization. Responsibilities Partnership execution and stakeholder management * Engage with the business units to understand pain points and value drivers and solutions that serve the innovation economy * Lead senior Business Unit and Function leaders in developing and executing commercial plans, including distribution model, lead generation, marketing/brand/PR, operations, risk and compliance, and technical requirements to realize the full value of a partnership * Define performance management and synergy tracking process (e.g., KPIs, scorecards, etc.) and monitor success on ongoing basis Partner relationship management and ecosystem engagement * Engage with companies in market to prospect potential partner solutions that deliver value to SVB clients, augment product offers or unlock channels for lead prospecting * Negotiate and secure mutually beneficial partnerships that serve SVB clients and the SVB business units * Act as a community builder across innovation economy companies and firms, finding creative ways to engage founders and augment the SVB brand in a highly competitive market Strategy and operating model * Oversee the Partnership operating model and playbooks, making changes as needed to meet business and enterprise needs * Lead team through annual planning and business reviews, ensuring operating model and strategy are relevant in a fast-changing environment * Develop strategic portfolio reviews for partnerships * Align partnerships with cross enterprise strategy, objectives & roadmap * Identify synergies (revenue and cost) and minimize day-to-day impact on business * Understand organizational cultures in play and create a credible plan to bridge the differences Qualifications Bachelor's Degree and 8 years of experience in Partnership OR High School Diploma or GED and 12 years of experience in Partnership Preferrred Qualifications: * 12+ years of relevant professional experience required * Previous experience in innovation economy partnerships preferred * Experience in commercial banking sales; ideally experience with LFI risk and compliance * Ability to quickly secure buy-in from senior leaders across the organization * Ability to motivate and create enthusiasm while working through others - trainer, coach, and mentor * Results focused, attentive to detail, and process-oriented * Senior individual with proven track record * Strong communicator and polished presenter * Comfortable with leading teams through ambiguity Preferred Area of Experience: Commercial partnerships, commercial banking, LFI experience For San Francisco, the base pay for this position is relative to your experience but the range is generally $177,000-$236,000 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $177k-236k yearly 10d ago
  • Global Capital Markets Summer Analyst Program- 2027

    Bank of America Corporation 4.7company rating

    San Francisco, CA job

    Please Note: The Rates and Currencies Solutions Program is a separate application though it is a subdivision for Global Capital Markets. If you are interested in Rates and Currencies Solutions, please see the appropriate application link here We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Capital Markets business is focused on providing financial solutions across the capital structure and our Summer Analyst program will offer you insight into this business. Your training and development are our top priority, with extensive formal training offered at the start of the program in addition to on-the-job support, educational speaker events and mentorship throughout. Our capital markets internships offers you the ability to intern within one of the below groups. * Equity Capital Markets (ECM) is a product group within Global Capital Markets that focuses on raising equity (and equity-linked) capital for corporate clients, including financial sponsors. The group is split into four subgroups: Cash Origination, which focuses on the origination and execution of IPOs, follow-ons, and block trades; Strategic Equity Solutions Group (SESG), which focuses on the origination and execution of convertibles, At-the-Market (ATM) dribble programs, share repurchases, and derivative solutions for secondary sellers; Private Capital Markets (PCM), which focuses on the origination and execution of pre-IPO private capital as well as PIPEs; and ECM Syndicate, which is the execution arm for all public market transactions, including IPOs, follow-ons, blocks, and convertibles. In addition to our core advisory responsibilities, the group also is tasked with keeping clients up to date on the equity markets and macroeconomic events. * Investment Grade Capital Markets offers insight into the capital raising process with extensive formal training and mentorship throughout the program. Summer analysts are integral members of our team and will work closely with senior colleagues to gain exposure to a wide spectrum of clients, from large corporations to small-cap companies, as well as a variety of financing projects including regular-way debt capital raising, acquisition financing, liability management, and capital structure advisory. The Investment Grade Capital Markets Summer Analyst program prepares graduates for a career in capital markets through exposure to macroeconomics and their impact on capital markets, client coverage responsibilities and business development efforts, as well as the capital raising process and specific technical training on investment banking functions and credit markets. * Debt Advisory is a division of Global Capital Markets within the Global Corporate & Investment Bank. The team is a leader in liability management services, working with clients across the credit spectrum from A-rated Fortune 50 investment grade companies to high yield issuers, from performing to distressed facing imminent default. Clients include corporations, financial sponsors, financial institutions, governments and multilateral institutions across sectors around the world. Situations frequently supported by Debt Advisory include refinancing transactions, capital structure changes, mergers and acquisitions, spin-off transactions and divestitures, leveraged buyouts, bond covenant modifications and distressed situations. Debt Advisory executes transactions focusing on existing debt such as tender offers, exchange offers, consent solicitations, refinancings, recapitalizations, open market repurchases and capital market restructuring. Debt Advisory works closely with Investment Grade Debt Capital Markets, Leveraged Finance and the Global Corporate & Investment Banking coverage teams to provide solutions for our debt clients. * Latin America Debt Capital Markets (LatAm DCM) performs comprehensive, in-depth research on companies, sectors in Latin American and Caribbean countries. In this role, you will prepare recommendations on timing, size, and currency for Sovereign transactions in the region as well as work with various teams across the firm including Investment Banking and Corporate banking in each of our offices covering Latin America and the Caribbean. * Sustainable Banking Solutions provides deep expertise on ESG topics affecting clients funding needs, valuation, and strategic decisions. We offer a full spectrum of capital markets products and maintain seamless coordination with our Investment Banking, Corporate Banking and Capital Markets partners. * Leveraged Finance helps non-investment grade clients raise debt capital. Situations include Leveraged Buyouts (LBOs), Corporate M&A, Dividend Recapitalizations, and debt refinancing. The Leveraged Finance team works closely with groups across the Global Corporate & Investment Bank (GCIB) to deliver solutions for our clients and is consistently ranked either #1 or #2 on Wall Street by Dealogic As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Performing comprehensive, in-depth research on companies, sectors, new issue market, general market conditions and institutional investors * Prepare recommendations on timing, size and structure of transactions * Work with various teams across the firm including Investment Banking and Global Markets * Transaction execution and preparation of related documents Qualifications * Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the capital markets industry Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $58k-83k yearly est. 7d ago
  • Investment Banking Vice President, ECM

    Wells Fargo 4.6company rating

    San Francisco, CA job

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. In this role, you will: * Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact * Participate in large-scale planning for Investment Banking functional area * Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors * Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives * Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals * Lead Investment Banking projects and teams, or serve as a peer mentor Required Qualifications: * 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in the Equity Capital Markets products * Securities industry experience * Ability to develop and execute business vision, strategies, and goals * Investment banking experience * A Bachelor's degree or higher in accounting, finance, or economics * Strong, clear and concise written and oral communication skills * Strong credit skills * Strong risk management skills * Ability to analyze trends in the competitive marketplace and related marketing developments * Experience building partnerships and consulting effectively with leadership * Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Job Expectations: * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * Ability to travel up to 50% of the time * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Base Pay: * Base pay for this position is 250,000.00 USD Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 22 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $185k-300k yearly 13d ago
  • The Heights District | Teller

    Wells Fargo 4.6company rating

    South San Francisco, CA job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 6+ months of experience interacting with people, demonstrated through work, military, or education * Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 10 CHESTNUT AVENUE, SOUTH SAN FRANCISCO, CALIFORNIA, 94080 * 490 BROADWAY, MILLBRAE, CALIFORNIA, 94030 * 4648 MISSION STREET, SAN FRANCISCO, CALIFORNIA, 94112 * 2454 NORIEGA STREET, SAN FRANCISCO, CALIFORNIA, 94122 * 875 EL CAMINO REAL, SAN BRUNO, CALIFORNIA, 94066 * 135 SERRAMONTE CENTER, DALY CITY, CALIFORNIA, 94015 * 1595 SLOAT BOULEVARD, SAN FRANCISCO, CALIFORNIA, 94132 * 333 LINDEN AVENUE, SOUTH SANF FRANCISCO, CALIFRONIA, 94080 * 145 WEST PORTAL AVENUE, SAN FRANCISCO, CALIFORNIA, 94127 * 1380 LINDA MAR SHOPPING CENTER, PACIFICA, CALIFORNIA, 94044 * 6843 MISSION STREET, DALY CITY, CALIFORNIA, 94014 * 601 WESTLAKE CENTER, DALY CITY, CALIFORNIA, 94105 Benefits: Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. * 401(k) Plan * Paid Time Off * Parental Leave * Critical Caregiving Leave * Discounts and Savings * Health Benefits * Commuter Benefits * Tuition Reimbursement * Scholarships for dependent children * Adoption Reimbursement * Positions may not be available at all branch locations outlined in the posting. * Position requires full-time training for 4 weeks. Training schedule is as follows: Monday - Friday - 8:30am - 5:30pm. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $27.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $33k-37k yearly est. 9d ago
  • Commercial Product Manager III

    First Citizens Bank 4.8company rating

    First Citizens Bank job in San Francisco, CA

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. As a Commercial Product Manager II for Payment Facilitation, you will be part of a fast-paced team that is tasked with identifying, scoping, and launching new & cutting-edge solutions that enable B2B software companies to provide embedded payment services to their customers. You will work closely with internal teams (across Product, Risk, Marketing, Sales, etc.) and external partners to launch & grow the Payment Facilitation business (i.e., drive data & market analysis, define & execute marketing campaigns, build & prioritize our product roadmap, build & execute phased go-to-market strategies). This role has significant autonomy on recommending work for the product & partnership teams, prioritizing backlog, and developing our Payment Facilitation roadmap. This decision-making has a large impact on the actual product roll-out and requires strong analytical decision-making and strategic thinking. In collaboration, this role can make decisions on how processes are carried out, including research, user stories, feature implementation decisions, and timeframes. This role will make recommendations but also follow appropriate processes for approvals, (e.g.: on new vendors, product changes, risk policies, etc.) Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities * Product Management: Lead, manage, and contribute towards multi-functional workstreams (functional and technical) around core payment facilitation product and the embedded payments business. * Product Strategy: Proactively help guide the product strategy, contributing towards the development of go-to-market approaches, product vision, and roadmap development/management. * Program Development: Contribute and lead in development of program processes, controls, and documentation to align with business objectives. Collaborate with other teams to ensure alignment between product, business, and organizational needs. * Project Management: Partners with multi-functional stakeholders to lead, coordinate, and contribute towards the development and delivery of functional and technical workstreams. * Analysis: Compiles and analyzes data within client portfolios and market research. Compiles results into actionable insights for use in product development. Presents findings through both written and verbal communications. Qualifications Bachelor's Degree and 2 years of experience in product, analytics/data, and/or consulting OR High School Diploma or GED and 6 years of experience in in product, analytics/data, and/or consulting. Preferred Qualifications: Proven track record in owning product strategy and influencing road map decisions in completed mufti-stakeholder environments. Deep domain knowledge of embedded finance, B2b Payments, and PayFac Models, including regulatory and operational frameworks Experiment working with cross functional with executive stake holders, engineering, design, risk, compliance, and external partners to drive high impact outcomes. Strong experience in an agile development environment, roadmap planning, and go to market execution. Demonstrate ownership of full product lifecycle including product discovery, launch, and iteration. Excellent communication skills including the ability to present to senior leadership and influence across teams without direct authority. Familiarity with financial KPIs, margin models, and operational scalability considerations in product design. Excellent problem-solving & strategic ability; must be able to structure white-space problems, think creatively, generate hypotheses, and provide actionable recommendations to senior leaders Demonstrated leadership within an individual contributor role including mentoring peers, leading through influence, and contributing to product culture and best practices. Strong analytical thinking; must be able to independently drive quantitative & qualitative research The base pay for this position is generally between $98,000.00 and $131,000.00 Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $98k-131k yearly 26d ago
  • Manager Branch Sales

    First Citizens Bank 4.8company rating

    First Citizens Bank job in San Mateo, CA

    This position manages sales for multiple branches target markets. Implements and manages staffing and sales activity plans to meet business deposit and revenue growth goals. Drives accountability to the acquisition, expansion and retention of banking relationships within assigned branches. Coaches associates to improve or enhance sales performance. Engages in outbound calling activities to generate new business opportunities. This position oversees the productive collaboration between sales associates, branch partners, and back office support groups. Responsibilities * Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team * Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions. * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications Bachelor's Degree and 6 years of experience in Sales, consumer or business lending OR High School Diploma or GED and 10 years of experience in Sales, consumer or business lending License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, Knowledge of business deposit and cash management solutions, Business development, Networking and Building centers of influence. Preferred Qualification: Able to travel at least 50% of the time If hired in CA, the base pay for this position is generally between $150,000 and $195,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. * Location flexible* Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ***************************************** #LI-NC1
    $57k-68k yearly est. 15d ago
  • Investment Banking Vice President, ECM

    Wells Fargo 4.6company rating

    San Francisco, CA job

    **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **About this role:** The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **In this role, you will:** + Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact + Participate in large-scale planning for Investment Banking functional area + Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors + Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives + Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals + Lead Investment Banking projects and teams, or serve as a peer mentor **Required Qualifications:** + 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in the Equity Capital Markets products + Securities industry experience + Ability to develop and execute business vision, strategies, and goals + Investment banking experience + A Bachelor's degree or higher in accounting, finance, or economics + Strong, clear and concise written and oral communication skills + Strong credit skills + Strong risk management skills + Ability to analyze trends in the competitive marketplace and related marketing developments + Experience building partnerships and consulting effectively with leadership + Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment **Job Expectations:** + Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Ability to travel up to 50% of the time + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Base Pay:** + Base pay for this position is 250,000.00 USD **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 22 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-513404
    $185k-300k yearly 13d ago
  • 2027 Summer Internship, Early Careers - Investment Banking - CA (California)

    Wells Fargo 4.6company rating

    San Francisco, CA job

    2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: * Supporting financial analysis and contributing to transaction execution * Conducting company and industry research * Assisting in the preparation of client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications * 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications * Strong academic achievement * Bachelor's degree with expected graduation between December 2027 - June 2028 * Demonstrated interest in finance and financial markets * Strong analytical and communication skills * Proven ability to take on significant responsibility * Relevant internship experience * Ability to work effectively both independently and in teams * Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary locations include Los Angeles, and San Francisco Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $43.27 - $72.12 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $53 hourly 21d ago
  • Teller Concord

    Wells Fargo 4.6company rating

    Concord, CA job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 6+ months of experience interacting with people, demonstrated through work, military, or education * Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 2190 Willow Pass Road CONCORD, CA 94520 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $22.00 - $27.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 28 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $33k-37k yearly est. 7d ago

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