HSBC Bank jobs in San Francisco, CA - 46 jobs

A global financial institution is seeking a high-caliber professional for a sales role within the Technology, Media, and Telecommunications sector. The position involves developing business opportunities, tailoring cash management solutions, and collaborating with various teams for seamless client transitions. Ideal candidates will have significant experience in banking relations and strong analytical skills, with at least five years in relevant roles. The position is based in San Francisco with competitive pay and benefits. #J-18808-Ljbffr

Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr

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

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct higher value activities which will contribute to the overall cost efficiency ratio. * Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio * Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact of clients * Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate * Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day-to-day banking needs through servicing * Open and close the Wealth Center, review and approve day to day banking transactions You´ll likely have the following qualifications to succeed in this role: * Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products * Experience working in the financial services industry * Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals * Understanding of relationship management systems and experience managing clients * Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US * Series 7, 63, Life and Health insurance licenses required * Mandarin Language required Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time * Employees Health, Dental, Vision * 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan The Teller is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and efficiently, contributing to the prescribed customer experience levels, maintaining disciplined operational objectives; all while striving for excellence in the execution of the mentioned areas. This position's work schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs. Position Responsibilities: Customer Experience: Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulations and security procedures, and completes necessary documents. Use the provided electronics to document all transactions during their shift. Reconcile all transactions during and at the end of their shift. Maintains customer confidence and protects bank operations by keeping information confidential. Resolve basic customer complaints. Impact the customer experience following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Marketing Activities: Complete assigned daily planning activities. Act as a digital ambassador to transition customers to digital solutions. Provide for customer engagement by introducing customers to Comerica's products/services, digital solutions and addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Operational Risk: Ensure compliance with applicable federal, state and local laws and Regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: * 6 months of Retail or financial sales experience OR 2 years of U.S. Military service OR 1 year of college * 1 year of experience in customer service * 1 year of experience with personal computer, systems data entry or internet search Preferred Qualifications: Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a computer system Work Best Category: Category A - 100% in the office Hours: Monday-Friday 8:30am-5:30pm; Saturday 8:30am-12:30pm. Part-time hours will be scheduled within timeframes listed (up to 28 hours). Salary: For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $24.00 - $30.60 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

Responsible for complex direct indexing trading activities and processes. Ensures that performance standards are achieved while adhering to regulatory restrictions and constraints and providing exceptional client outcomes. Core Responsibilities Manages assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints. Collaborates and partners with investment advisors to deliver complex portfolio construction. Manages strategies for financial planning accounts and set up required personalized indexing capabilities for clients. Analyzes complex portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate escalated exceptions within trading instructions. Monitors portfolios trading activity to ensure portfolios track assigned index appropriately and correctly. Ensures the delivery of sophisticated portfolio construction and management strategy for complex financial planning accounts. Develops and maintains relationships with external clients and internal departments to ensure a successful strategic approach to meet client and business needs. Leads changes to departmental policies and procedures. Leads the implementation of workflow changes to meet evolving business needs and maintain adherence to external regulations. Participates in special projects and performs other duties as assigned. Qualifications Eight years' experience in the Financial Services industry or client services preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. CFA or CFP preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Future of Work During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely. As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew. When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers). The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way. Salary Range: $120,000.00 - $210,000.00

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. Location: San Francisco, CA About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Global Payments. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running Integrated Payments presentations both in person and over the phone to business owners or Independent Software Vendor (ISV) Partners to ultimately close deals within a fast sales cycle. As an Outside ISV Relationship Manager, you will report to and receive coaching from a District Manager. Activities include lead management from partners, managing the full sales process, and maintaining regular communication with the ISV District Sales Manager. Job Duties Your role as an ISV Relationship Manager is to close sales of our business solutions with merchants throughout the area. You will work closely with your District Manager to set appointments with business owners in person based on the ISV Partner leads assigned to you. You will then run scheduled appointments, uncover needs, and present the compatible integrated payment solutions to close sales in small to mid-sized businesses. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms, Salesforce and Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Additional Responsibilities Responsible for converting leads to sales from our ISV partners and self-source payments opportunities. Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) systems; Salesforce and Atlas. Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN. Continuously build and develop knowledge of current partnerships, product/service portfolio as well as changes and developments within the ISV partner portfolio, to remain up-to-date. Attend weekly team meetings and weekly one-on-one with leader. Additional responsibilities may be assigned as needed. Minimum Qualifications 18 years of age or older This position requires regular driving to visit client sites, therefore a valid drivers license is necessary Live in area relative to job posting location Ability to be in the field, a minimum of 75% of the time Desired Skills & Capabilities Excellent prospecting, communication, presentation, and partner management skills Works well independently and as part of a team; coachability is a must Pipeline management Incentive-driven sales “hunter” and “closer” Professional demeanor and impeccable integrity High sense of urgency and innate sales talent Enjoys cold-calling and speaking with people face to face Knowledge of Automotive, Medical, and Specialty Retail industries a plus Preferred Qualifications High school diploma/GED Prior experience in a B2B Sales role Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies Aware Driven Resilient Respectful Committedness Benefits Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Compensation Ready to grow your career and your paycheck? Here's the breakdown Base Salary: $40,000 Residual Income: Keep earning from your hard work Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Annual On-Target Earnings (OTE): $100,000+ Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now! Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments, is an equal opportunity employer. Global Payments, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-PR1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.

The Role This is an individual contributor data science (with a focus on GenAI) role. The GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated data scientist with proven experience in machine learning, GenAI-related projects, and data science. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems. You will have: * PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 4+ years plus of industrial experience. * Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding * Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools * Experience taking an application from research to production and realizing measurable value from it to the team or firm * Ability to work on and drive progress for multiple projects at the same time * Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions * Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results * Excellent planning, project management, leadership, and research skills * Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations * Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges The Team We are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Data Analytics and Insights

This exciting role will lead one of Fidelity's Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services & Non-Qual is Fidelity's equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants. The Role The SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships. This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise. The Expertise and Skills You Bring * Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. * Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. * Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans. * Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity. * Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing. * Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses. * Transparent and credible presence in the Equity Compensation industry * Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills. * Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes. * Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity. * Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results. * Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent. * Coach and mentor to provide continued career development and evaluate performance. * Provide leadership to build an empowered, diverse and inclusive team culture * Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline. * Ensure that team is compliant with all appropriate rules and regulatory requirements. * 15+ years of professional experience, 5+ years in institutional (B2B) sales and relationship management, with a proven record of driving results and demonstrating successful leadership across diverse roles is preferred. * Series 7, 24 & 63 licenses are required. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA Category: Sales

will partner with our San Francisco, North Bay and East Bay branches. The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For * Series 7, 63, 65, 66 required prior to hire * Insurance licenses must be obtained within 6 months of hire * Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings * A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills You Bring * Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance * Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products * Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs * An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results The Value You Deliver * You are helping families grow and protect their assets by: * Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer * Developing a comprehensive wealth and financial plan intended to organize the client's finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy * Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities * Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning * Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them. The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills * Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy * Juris Doctorate (ERISA specialty) * Your responsibilities will include: * Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity * Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations * Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs * Skills required for the role: * Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements * Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions * Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus * Outstanding partnership skills and ability to inventively influence others across groups * Strong critical thinking and problem-solving skills * Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. * High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. * Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. * Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. * Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. * Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. * Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. * Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Consulting

Director Quant Software Engineering, Derivatives The Role As a Director of Quant Software engineering, Derivatives, you will be a part of Quantitative Research and Investments Technology organization and will play a key role in defining and developing derivatives and other quantitative technology products to solve research problems for investment professionals and senior management executives leading strategic Quantitative research initiatives. You will be a part of a small team building a new derivatives application allowing valuing and managing complex derivatives contracts. You will distill abstract research-oriented problems to technology solutions and execute them quickly. You will work closely with senior executives, portfolio managers, analysts and researchers to deeply understand experimentation methodology and enable faster, better experiments using technology solutions. You will be collaborating with other technology team members in a dynamic and fast-paced environment. You will build scalable, reliable and highly available technology solutions based on engineering best practices in areas such as portfolio construction, risk management, and alpha research. The Expertise & Skills You Bring * Degree in a computational field such as Computer Science * 10+ years' hands on experience with software engineering * Practical experience developing applications for asset management or global capital markets * Experience working with derivatives for at least one asset class (interest rate, credit or FX) is must * Development experience using Python (Design, Develop, Test, Debug, Deploy) * Object Oriented development experience, ideally with Java & Python * Experience working with SQL and PL/SQL on Database (Oracle, Snowflake) * Exposure to test automation frameworks (unit & integration) * Experience with RESTful APIs * Experience with UI development with Angular is a plus * AWS cloud environment and understanding of CI/CD & DevOps * Experience using agile development practices. * Experience with numerical-analysis software libraries is a plus. * Focus on delivering customer value in a challenging environment. * Understand and adapt to changing business priorities. * Strong knowledge of technology trends in implementing business application The Team Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Information Technology

Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management

Work style: Office Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. HSBC may engage in immigration sponsorship for this position if needed. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. The Vice President, Technology Sector Relationship Manager serves as the go-to advisor for acquiring, retaining and growing Mid Cap customer relationships in the Technology sector. We are looking for a Vice President, Technology Sector Relationship Manager who is passionate about the Technology sector and with knowledge across the enterprise software, hardware, fintech, consumer, and climate tech segments. The candidate will be responsible as the primary point of contact for a portfolio of technology clients which will require knowledge of the sector/key sector trends as well as knowledge of products/solutions offered to technology companies. Every day, you'll build trust with clients and the Corporate Banking Centre teams by learning new concepts and researching information in real-time to provide creative solutions. As our Vice President, Technology Sector Relationship Manager you will: + Build existing customer relationships and secure new, long-term relationships with Technology sector customers, coherent with HSBC's strategy to be the Leading International Bank + Act as a strategic and trusted advisor to Technology sector clients at the headquarters level + Be responsible for client acquisition, selection, and screening and work closely with product specialists and HSBC's International Subsidiary Banking teams around the world in formulating and presenting solutions to meet clients' global needs + Ensure service excellence throughout all aspects of the client relationship. Lead, inspire, and motivate junior colleagues to ensure flawless relationship management service is delivered You´ll likely have the following qualifications to succeed in this role: + Experience managing Technology Sector clients + Proven understanding of commercial lending and risk assessment + Ability to identify and meet customer needs through matching a broad range of products and services + Experience managing many stakeholders through a complex decision-making process + Good level of business acumen and commercial awareness, including economic, cultural, procedural, and regulatory issues + FINRA licences 63 and 79 As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** San Francisco **Nearest Secondary Market:** Oakland

Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $22.50 - $35.46 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO) * Paid Holidays for Full Time/Part Time Employees * Health, Dental, Vision, 401k match and Life Insurance * Employee Assistance Program * Tuition Assistance Program (Full Time) * Financial Coaching and Benefit Guidance * Floating Cultural Holiday * Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) * Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: * Execute the proactive marketing activities for the attraction, retention, and expansion of customers. * Complete assigned daily planning activities. * Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. * Act as a digital ambassador to transition customers to digital solutions. * Initiate quality financial wellness conversations to add value to customers relationships. * Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective utilization of converge for customer relationship management. Operational Risk: * Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. * Ensure compliance and completion of necessary compliance related training. * Impact the operational and risk activities and related results for the RB role within the Banking Center. * Adhere to all Banking Center Risk Assessment and Compliance Standards. * Control and mitigate losses by following policies and procedures. Customer Experience Management: * Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. * Lead and oversee banking center activities in the absence of Banking Manager. * Consistently assess needs and add value to customers and prospects. * Educate and fulfill customer requests, routine and complex. * Resolve customer complaints. * Maintain and add value to deepen existing relationships. * Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. * Must successfully complete Comerica Platform Training Program. * Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. * Perform routine Teller transactions as needed. * Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: * Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience * 1 Year of Customer Service experience * 1 Year of Consumer Sales experience * 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: Monday-Friday 8:30am-5:30pm Salary: For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $27.00 - $33.00 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

The Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s). This is accomplished by ensuring banker readiness of all Relationship Bankers, conducting, and leading growth, contributing to a successful customer centric experience, and proactively managing operational risk activities while striving for excellence in execution in each of the mentioned areas. The Bank Manager will also provide transformational leadership in all areas. This position's work schedule involves occasional evenings/Saturdays and temporarily working at other assigned banking center locations based on staffing needs. Position Responsibilities: Leadership Activities: Lead, coach, evaluate, execute, and impact the proactive leadership activities for the attraction, expansion, and retention of customers. Develop banking center plans to determine, coordinate and execute growth activities by aligning weekly goals with sales and operations activities. Deliver daily coaching and evaluations for effective execution. Provide effective new consumer onboarding and engagement by routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions. Responsible for the acquisition of consumer business through the effective use of leadership activities. Participate in community involvement activities to increase bank outreach and foster new business client relationships at the banking center. Identify opportunities to introduce customers to partners at appropriate moments. Encourage referrals from client relationships and COI's. Talent Leadership: Develop and manage a high-performing team. Directly manage the day-to-day Human Resources processes for employees, including selection, training, performance management, disciplinary actions, individual career development, recognition, and retention. Operational Risk: Accountable for the compliance with applicable federal, state, and local laws and regulations; and Comerica policies and procedures. Recommend corrections when necessary. Ensure completion of necessary compliance related training for the colleagues at their banking center(s). Lead, coach, evaluate, and impact the overall management evaluation of operational and risk activities, and results within the Banking Center. Approve transactions within authorities. Manage the execution of opening/closing procedures. Customer Experience: Lead, manage and coach team to be able to assess customer and prospect needs and offer appropriate solutions. Ensure all colleagues, demonstrate the knowledge and skills to execute on customer needs. Proactively seeks to learn about new products, services, technologies, and customer service tactics; teaches others. Educate and fulfill customer requests, routine and complex. Resolve complex customer complaints. Impact the customer experience by leading, managing, and coaching colleagues using the defined customer experience guidelines. Partnership Activities: Lead, coach, evaluate, and impact the overall management of colleague efforts involving Banking Center Collaboration, i.e., referrals and closed business and the activities that support partnerships. Partner with defined Small Business Banker to grow business revenue and business customer experience. Proactively identify opportunities to introduce customers to partners. Qualifications: * Bachelor's Degree from Accredited University OR 4 years of relevant experience * 3 Years Management experience with staff development * 3 Years Consumer/Business sales development experience * 1 Year experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: Monday-Friday 8:30am-5:30pm; Occasional Saturdays 8:30am-12:30pm Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $81,250 - $131,250 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales