UBS jobs in San Francisco, CA - 146 jobs

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * San Francisco: the salary range for this role is $75000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * SIE, Series 7 and 66 licenses (for registered CSAs only) * ideally 3-5 years of experience in client service, within the finance sector * bachelor's or master`s degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

A cutting-edge AI firm in San Francisco is searching for a Growth Marketing Specialist to drive user acquisition through data-driven experimentation. You will manage paid search channels and leverage analytics to optimize audience targeting and creative strategies. The ideal candidate has 2-3 years of growth marketing experience and a strong analytical background. Enjoy competitive compensation and benefits in a fast-paced work environment focused on innovation and teamwork. #J-18808-Ljbffr

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr

A leading financial institution seeks a Relationship Manager in San Francisco, CA. The successful candidate will have extensive experience in relationship management, sales performance, and a strong client network to drive business growth. You will be responsible for developing new business, managing key client relationships, and ensuring high levels of client satisfaction. A Bachelor's degree in business-related fields is required, alongside significant banking experience. This role offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr

Compensation:Competitive base salary and meaningful equity Benefits:Health & dental insurance, gym reimbursement, daily team lunches We are an early stage applied AI lab building coding agents. We're on a mission to enable one billion humans to become software creators, and we are starting with a focus on data science and analysis use cases. Today, Julius writes and executes 1 million lines of code every 36 hours, has served over 1 million users and generated over 3 million data visualizations. We're a small technical team with experience from Uber, Microsoft and Facebook. We're making revenue and we're backed by some of best investors like AI Grant, and founders of Vercel, Notion, Perplexity, Palantir, Replit, Zapier, Intercom, Dropbox and researchers from OpenAI and Google DeepMind. Building intuitive and performant user interfaces is critical to making Julius easy to use for over 1 million users. Our interface has several moving parts including tool use, multi-step reasoning, code generation, code execution, file and secrets management, and more. You will get to define and build the experiences for all of these as we scale to our future milestones. What you'll do: Build products that bring AI capabilities to millions of people Design and implement intuitive, responsive, and performant user interfaces Optimize application performance and ensure cross-browser compatibility What we're looking for: 4 to 6 years of experience with React, Next.js, Tailwind CSS and Figma Examples of live projects or products you've built Bonus points: You have built an AI side project before, and like prompting and playing with LLMs #J-18808-Ljbffr

An AI technology firm based in San Francisco is looking for a candidate to build and scale their code-execution platform across cloud and on-prem environments. In this role, you will be responsible for designing a secure multi-tenant container infrastructure and driving observability practices. The ideal candidate should possess strong skills in Kubernetes and cloud technologies, including production container internals. Benefits include competitive salary and meaningful equity. #J-18808-Ljbffr

Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

A global leader in risk assessment seeks an experienced analyst in San Francisco to provide credit analysis for local governments. Candidates should have over 5 years of public finance experience, strong analytical skills, and a graduate degree in a related field. The position offers a competitive salary ranging from $143,300 to $207,650, along with a comprehensive benefits package, including health coverage and a 401(k) plan. Join a team that embraces innovation through AI to enhance analytical processes. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking a wealth planning specialist to provide advice and solutions for high net worth clients. This role requires at least 5 years of experience and a relevant degree. Responsibilities include leveraging financial analysis, collaborating with relationship managers, and delivering tailored planning solutions. The company offers a competitive salary, comprehensive benefits, and a supportive work environment focused on growth and innovation. #J-18808-Ljbffr

A leading North American bank is seeking a skilled professional to analyze credit information and support lending decisions for Commercial Banking clients. This role involves negotiating loan terms, monitoring portfolios, and enhancing client relationships to optimize financial performance. The ideal candidate should have 5-7 years of relevant experience and a bachelor's degree in a related field. The position offers a competitive salary range of $88,800 to $165,600, alongside career growth opportunities and a comprehensive benefits package. #J-18808-Ljbffr

A leading financial institution in San Francisco seeks an experienced Credit Portfolio Officer. The role requires analyzing credit information, negotiating loans, and managing a portfolio to ensure optimal performance. Candidates should have a bachelor's degree and 5-7 years of experience in credit or lending operations. Offering a competitive salary range of $88,800 to $165,600, along with health insurance and various other benefits, this position is essential for driving growth and enhancing client relationships. #J-18808-Ljbffr

A leading AI company is seeking a backend engineer to join their small technical team in San Francisco, CA. The role involves building products that bring AI capabilities to knowledge workers and scaling backend systems that power the core product. Candidates should have strong programming skills in Python, experience with cloud platforms, and knowledge of database handling. This full-time position offers competitive compensation and benefits, including health insurance and gym reimbursement. #J-18808-Ljbffr

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Fund Placement and Advisory, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies. Job Description We are actively seeking an Executive Assistant/Office Manager to join our San Francisco office. This is a unique opportunity to work closely with senior members of the team and counterparts across the firm. The candidate will play an important role in maintaining a professional environment that will create a differentiated experience for both visitors and employees in addition to providing exceptional administrative support. Executive Assistants serve as critical members of the team, therefore the ideal candidate will have a proactive mindset in order to anticipate business needs. The successful candidate can expect to be part of a highly driven and motivated team as well as be exposed to the many facets of Investment Banking. Strong performers can expect to take on elevated duties where suitable. Responsibilities: Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, presentations, market data, and CRM systems Calendar management and coordination of meetings/events/conferences, including complex travel arrangements Preparation and tracking of expense reports and reimbursements for individuals and vendors Prioritize daily work, track progress of projects, deadlines and follow ups, answer phones and take messages Facilitate visits from vendors, clients and firm personnel, which includes but not limited to the presentation of the room and setup of catering and AV equipment Assist with ad hoc responsibilities which may include but not limited to marketing materials, IT Support, mailings or deliveries and facility/building requests Support recruitment and onboarding initiatives, including interview scheduling, gathering feedback, reference checks and pre-hire/new-hire requests Maintain an ongoing Reception Desk presence as needed Coordination of office projects and upkeep of the corporate office space, including managing and ordering supplies Qualifications: Bachelor s Degree required Experience as an Executive Assistant in a corporate environment, ideally within financial services industry Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be a self-starter looking to make an impact on a team Must be able to maintain the highest level of confidentiality Driven mentality with strong interpersonal skills to interact with stakeholders and C-level clients in a professional and friendly manner Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, and ability to multi-task Able to meet designated deadlines and work effectively in a pressurized environment Able to handle regular activities without prompting Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), Zoom, and expense tracking Compensation: For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary is $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies Strong working knowledge of Microsoft Teams and Teams Rooms environments, including troubleshooting and administration. Hands-on experience with AV hardware, including video conferencing systems (e.g., Neat Bars, Poly), camera systems, displays, and audio equipment. Familiarity with AV control systems, preferably Crestron, including basic operation and troubleshooting. Understanding of professional audio systems, ideally with some exposure to Biamp or similar audio processing platforms. Experience supporting live production events, including managing audio, video, and camera systems. Knowledge of digital audio mixers and Dante audio. Knowledge of Vmix, BlackMagic Studio Cameras and switchers. Strong problem-solving and analytical skills, with a proactive approach to identifying and resolving issues. Ability to track, report and collaborate on any technical issues or concerns Ability to prioritize tasks efficiently, perform well under pressure, and demonstrate strong organizational skills in managing and resolving escalated incidents. Education A Bachelor's degree with 3-5 years of experience in Audio Visual Support or a related discipline. Responsibilities The (UCC) Support role is highly responsive and requires a proactive individual with strong technical and customer service skills. In addition to the core skills and competencies, the role also involves the following: Equipment Moves and Physical Setups for Events: The role has physical demands where the team handles transporting, setting up, and dismantling AV hardware such as (but not limited to) projectors, screens, speakers, microphones, lighting rigs, and associated cabling. This often involves lifting and moving heavy items like large displays and sound systems. Responsibilities include ensuring all systems function properly, minimizing downtime through troubleshooting, and adapting to various situations to deliver event solutions independently or under direction. Pre Event: Thoroughly testing all AV systems prior to events to identify and resolve any technical issues, ensuring all equipment is fully functional and optimized for performance. Event Support: The team will assist in the planning, coordination, and execution of various events. The role requires excellent communication skills, attention to detail, and the ability to work under pressure. This includes providing exceptional VIP support to executive leaders, coordinating events, and ensuring we have resources to enhance their overall experience. Collaboration and Customer Interaction: Work closely with the UCC towers of Operations and Engineering, following agreed processes and engaging in a collaborative approach. Provide excellent customer service managing incidents, service requests, customer interactions and troubleshooting of a range of cutting-edge UCC technologies. About the Team Our Unified Communications & Collaboration (UCC) Support team is responsible for delivering seamless communication and collaboration experiences across Moody's global offices. The team's main purpose is to provide expert technical support for meeting rooms, live events, and collaborative technologies, ensuring that employees, executive leadership, and external partners can connect and work together efficiently. For US-based roles only: the anticipated hiring base salary range for this position is $72,300.00 - $105,000.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

Application Deadline: 01/19/2026 Address: 2675 San Bruno Ave. Job Family Group: Retail Banking Sales & Service Bilingual in English and Chinese or Spanish Language is preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits. * Analyzes issues and determines next steps; escalates as required. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Basic specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A leading financial institution is seeking a Senior Relationship Manager to enhance business development efforts and maintain strong client relationships. The ideal candidate will have over 7 years of experience, a proven track record in business development, and expertise in risk management. This role is based in San Francisco, offering competitive compensation and benefits such as health insurance and retirement savings plans. #J-18808-Ljbffr

Application Deadline: 01/29/2026 Address: 180 Montgomery St. Job Family Group: Strategy & Change MANDATE Reporting to the Senior Manager, Sustainability Disclosure & Data Governance, this enterprise-wide role supports BMO's sustainability strategy, stakeholder engagement, management reporting and annual sustainability and climate disclosures. The Manager maintains and executes effective internal controls for voluntary and regulatory sustainability and climate reporting. ____________________________________________________________________________________ KEY ACCOUNTABILITIES: Disclosure * Manage project plans and reporting activities for timely delivery of sustainability and climate disclosures. * Align reports with voluntary frameworks and regulatory requirements. * Collect and validate sustainability data, advise on development of balanced, credible and streamlined disclosures, and oversee review/sign-off. * Select and manage third-party resources (consultants, writers, designers, translators). * Support assurance processes, address findings, and drive continuous improvement. * Monitor evolving standards and regulations (OSFI, ISSB/CSSB, CSRD, national, jurisdictional), assess impacts, and recommend enhancements and compliance approach. * Lead responses to external ratings/rankings and advise on continuous improvement opportunities. * Coordinate design, translation and website posting of public facing materials. * Maintain and update website content, as needed. Data Governance * Implement and maintain robust data governance and internal controls for accurate, auditable reporting. * Develop and act as subject-matter expert on policies, processes, and regulatory requirements. * Lead adoption and optimization of sustainability reporting software (Workiva) and provide training, communication, and troubleshooting. * Prepare presentations and messaging for senior management as needed. KNOWLEDGE AND SKILLS: * Degree in sustainability, business, finance, accounting or related field; Master's preferred. * 3-5 years' experience in financial services, audit/assurance, or sustainability. * Strong knowledge of reporting processes and internal control frameworks. * Excellent communication, analytical, and project management skills. * Ability to manage cross-functional collaboration and navigate complex environments. * Self-starter with strong problem-solving and change management capabilities. Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Your role Do you know how to create and drive a culture of asset growth? And foster loyalty? We're looking for a Market Director to: * serve as financial advisor to personal clients while managing branch responsibilities * be responsible for financial results, overseeing cost and risk management * attract, recruit, develop and retain skilled talent * coach all team members, getting them the right training and making sure development measures are results-oriented and transparent * manage and resolve all escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks Detailed salary information: * San Francisco: the salary range for this role is $250000 to $300000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5-7 years of experience with a leading financial institution * proven experience creating strong partnerships * series 7, 66 and 9/10 * motivated, self-directed and driven * skilled at creating a positive business culture About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables * Independently prepare, interpret, and discuss analytical data * Present to internal and external clients effectively and with confidence * Collaborate with colleagues across the globe to provide clients with seamless transaction execution * Generate new ideas and creative approaches that push the business forward * Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards) Detailed salary information: * Menlo Park: the salary range for this role is $175000 to $200000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring * Ability to work effectively with both corporate and private equity clients * Strong analytical skills and proficiency in all relevant financial analyses * Demonstrated track record of taking initiative and managing teams * Undergraduate degree and MBA or JD About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.