account manager

administrative assistant - investment firm Jobs in San Francisco

analyst

associate relationship banker - golden gate market - san francisco, ca Jobs in San Francisco

banking specialist

investment banker

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.<br>
<br>
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates&rsquo; physical, emotional, and financial wellness through affordable, competitive and flexible benefits.<br>
<br>
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.<br>
<br>
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.<br>
<br>
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!</p><p></p><p><b>
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**</b></p><p><b>
Job Description:</b><br>
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.</p><p></p><p><b>
Responsibilities:</b></p><p></p><ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance</li></ul><p></p><p><b>
Skills:</b></p><ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul><p></p><p><b>
Minimum Education Requirement:</b> High School Diploma / GED / Secondary School or equivalent</p><p></p><p><i>
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators</i></p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Relationship Banker - San Francisco West

Wells Fargo

<div><p><b>Why Wells Fargo:</b></p><p>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!</p><p></p><p><b>
About this role:</b></p><p>
Wells Fargo is seeking a Teller to join our National Branch Network. In this front line, customer focused role, you will support customers&rsquo; everyday banking needs through in-branch interactions, completing transactions accurately while delivering a welcoming and reliable experience. As a primary point of contact for customers, you represent the branch through strong service, attention to detail, and genuine care.</p><p></p><p>
As a Teller, you will build foundational banking skills while learning about customers&rsquo; needs and introducing them to helpful products, services, and digital tools. You will identify opportunities to support customers and connect them to the right banker for more detailed product conversations. You will work closely with branch teammates to keep daily operations running smoothly and deliver a consistent, high-quality customer experience. This role offers meaningful exposure to retail banking and serves as an excellent starting point for long-term growth and career mobility, supported by Wells Fargo&rsquo;s training, coaching, and team-based culture.</p><p></p><p><b>
In this role you will:</b></p><ul><li><p>
Deliver a positive and reliable branch experience by accurately processing transactions and engaging customers with care.</p></li><li><p>
Process routine service transactions (such as deposits, withdrawals, payments, and check cashing) with accuracy and attention to detail.</p></li><li><p>
Welcome customers, understand their needs, and guide them to efficient ways to bank, including digital tools, self-service options, or the appropriate team member.</p></li><li><p>
Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers.</p></li><li><p>
Identify potential product or service needs, introduce solutions at a high level, and refer customers to a banker for detailed guidance.</p></li><li><p>
Complete transactional and operational activities accurately, exercising sound judgment and managing risk in line with policies and controls.</p></li><li><p>
Use strong communication and active listening skills to clarify needs and provide clear, simple solutions or next steps.</p></li><li><p>
Collaborate with branch teammates to deliver strong operations and service, follow leadership direction, and escalate complex situations as needed.</p></li><li><p>
Resolve routine customer questions or concerns and escalate more complex issues to ensure timely resolution.</p></li></ul><p><b>
Required Qualifications:</b></p><ul><li><p>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</p></li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li><p>
Experience in customer-facing roles, with strong attention to detail and the ability to accurately process transactions across multiple systems in fast-paced environments.</p></li><li><p>
Strong verbal communication and active listening skills, with the ability to understand needs, ask effective questions, and clearly explain solutions.</p></li><li><p>
Ability to follow policies, procedures, and controls while maintaining accuracy and accountability.</p></li><li><p>
Proven cash-handling experience</p></li><li><p>
Demonstrated ability to quickly build accuracy, confidence, and consistency in customer transactions.</p></li><li><p>
Professional, integrity-driven approach focused on building trust through reliable service.</p></li><li><p>
Ability to recognize potential risk, ask questions, and appropriately escalate concerns to protect customers and the organization.</p></li><li><p>
Ability to understand customer needs, identify referral and service opportunities, and educate customers on digital banking tools to improve convenience.</p></li><li><p>
Strong collaboration and relationship-building skills, with the ability to work effectively with branch teammates to deliver a consistent customer experience.</p></li><li><p>
Organized and adaptable, with the ability to prioritize effectively in a dynamic, customer-focused environment.</p></li><li><p>
Ability to resolve routine customer concerns with sound judgment and professionalism.</p></li></ul><p></p><p><b>
Job Expectations:</b></p><ul><li><p>
Ability to work a schedule that will include Saturdays</p></li><li><p>
This position is not eligible for Visa sponsorship</p></li></ul><p></p><p><b>
Posting Location(s):</b></p><ul><li><p>
1595 Sloat Blvd<br>
SAN FRANCISCO, CA 94132<br>
United States of America</p></li></ul><p></p><p><b>
Pay Range</b></p><p><br>
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.</p>
$22.00 - $27.50<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Benefits
</b></p><p></p><p>Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.</p><ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p><b>
Posting End Date:</b></p><p></p>
5 Jul 2026<ul><li><b><i>Job posting may come down early due to volume of applicants.</i></b></li></ul><p></p><p><b>
We Value Equal Opportunity</b></p><p></p><p>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.</p><p></p><p>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.</p><p></p><p><b>
Applicants with Disabilities</b></p><p></p><p>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.</p><p></p><p><b>
Drug and Alcohol Policy</b></p><p></p><p><br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.</p><p></p><p><b>
Wells Fargo Recruitment and Hiring Requirements:</b></p><p></p><p>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.</p><p>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</p></div><p></p>

Part Time Teller | Sloat & Springfield

Thinking Machines

<div><div><p>Thinking Machines Lab's mission is to empower humanity through advancing collaborative general intelligence. We're building a future where everyone has access to the knowledge and tools to make AI work for their unique needs and goals.</p>
<p>
We are scientists, engineers, and builders who&rsquo;ve created some of the most widely used AI products, including ChatGPT and Character.ai, open-weights models like Mistral, as well as popular open source projects like PyTorch, OpenAI Gym, Fairseq, and Segment Anything.</p></div><div><h3 class="jobSectionHeader"><b>
About this role</b></h3>
<p>
As a member of our Strategic Finance / FP&amp;A team, you will operate at the core of our finance organization, driving the financial strategy for major functional domains (e.g., Compute &amp; Infrastructure, Go-to-Market, Product). You will build and maintain sophisticated financial models, analyze business performance and investment trade-offs, partner closely with leaders across the business, and deliver executive-level presentations to inform decision-making.</p>
<p>
This role is ideal for someone who thrives in fast-paced, ambiguous environments, has deep analytical rigor, strong business partnership skills, and is excited to make a meaningful contribution to scaling a technology business.</p>
<h3 class="jobSectionHeader"><b>
What you&rsquo;ll do</b></h3>
<ul><li>Develop, own and maintain financial models (P&amp;L, operating model, scenario modelling) to support planning, forecasting, and strategic decision-making.</li>
<li>Help us stand up a strong compute measurement and budgeting process to help plan the largest cost bucket</li>
<li>Lead budgeting and quarterly/annual forecasting processes; analyze variances and translate them into actionable insight.</li>
<li>Partner cross-functionally with business stakeholders (e.g., engineering, product, sales, marketing, infrastructure) to understand drivers, demand, capacity, against financial targets.</li>
<li>Provide financial guidance on major investment decisions: build business cases (e.g., expand capacity, build vs. buy, launch new product, entering new market), quantify ROI, present recommendations to senior leadership and/or Board.</li>
<li>Develop and monitor key metrics and dashboards (e.g., unit economics, cost trends, efficiency, productivity, capacity utilisation) and drive insights and optimization.</li>
<li>Prepare high-quality executive &amp; Board-facing deliverables including presentations, memos, and scenario summaries.</li>
<li>Stay abreast of market and competitive dynamics (e.g., technology/infrastructure market, go-to-market channels, pricing models, business model shifts), and ensure financial strategy evolves accordingly.</li>
<li>Partner with accounting and other finance functions to ensure alignment of financial planning with the broader company&rsquo;s financial framework and strategy.</li>
</ul><h3 class="jobSectionHeader"><b>Qualifications</b></h3>
<ul><li>10+ years of experience in strategic finance, corporate finance, FP&amp;A, investment banking, consulting, growth/private equity, or an equivalent high-growth technology environment</li>
<li>Proven expertise in financial modelling and forecasting; skilled at building detailed P&amp;Ls, operating models, scenario analyses.</li>
<li>Strong business partnering skills: ability to work with non-finance leaders, translate complex financial data into actionable business insights, influence leadership decisions.</li>
<li>High comfort with ambiguity, rapid change, and scaling-up environments.</li>
<li>Excellent communication skills, both verbal and written, able to craft compelling narratives and presentations for executives/Board.</li>
<li>Familiarity with SQL, BI tools (e.g., Tableau, Looker) and advanced Excel/Google Sheets proficiency.</li>
<li>Experience with AI or R&amp;D-heavy companies is a major plus.</li>
</ul><h3 class="jobSectionHeader"><b>Logistics</b></h3>
<ul><li><b>Location</b>: This role is based in San Francisco, California.</li>
<li><b>Compensation</b>: Depending on background, skills and experience, the expected annual salary range for this position is $275,000 - $325,000</li>
<li><b>Visa sponsorship:</b> We sponsor visas. While we can&rsquo;t guarantee success for every candidate or role, if you&rsquo;re the right fit, we&rsquo;re committed to working through the visa process together.</li>
<li><b>Benefits</b>: Thinking Machines offers generous health, dental, and vision benefits, unlimited PTO, paid parental leave, and relocation support as needed.</li></ul><h3 class="jobSectionHeader"><br>
</h3></div><div><p><i>
As set forth in Thinking Machines' Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
</i></p><p><i>Thinking Machines Lab will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the California Fair Chance Act, the San Francisco Fair Chance Ordinance, and any other applicable state or local fair chance ordinance or law.</i></p></div></div>

Strategic Finance Director

1 Hotels

<div><p>Grow with us...</p><p></p><p>
Life at Starwood Hotels is based on a simple idea: the world is beautiful and we want to keep it that way. But we can&rsquo;t do it alone. That&rsquo;s why hiring thoughtful and inspiring Team Members and Leaders who understand that our people, collaboration, stellar service, and respect for nature are so important to us.</p><p></p><p>
There are few elements more important to a luxury guest experience than the guest room itself, and we are obsessive about ensuring that the public areas of the hotel remain perfectly pristine and impeccably neat. We&rsquo;re currently in search of a detail-devoted, cleanliness-obsessed Houseperson to join our team. It&rsquo;s a unique opportunity to be part of the luxury hospitality industry&rsquo;s most innovative, exciting brand.<br>
(Inside Tip: unexpected details are everything.)<br>
<br>
About you...</p><ul><li>
Passionate about cleanliness, enjoys physical work and has previous similar work experience.</li><li>
A team player, hard worker, and detail oriented.</li><li>
Is flexible and willing to meet the demands of a 24-hour operation.</li></ul><p></p><p><b>
About us...</b></p><p></p><p>
As a mission-driven company, our purpose is our true north, and our compass guides the way. The purpose we live by impacts the lives of our team members, drives the experiences for our guests, builds community with like-minded travelers and takes care of the planet we live in. Founded in 2006 by Barry Sternlicht, Starwood Hotels is a luxury hotel brand management company and affiliate of global private investment firm Starwood Capital Group.</p><p></p>
$33.76 per hour<p></p><p>
Starwood Hotels is an Equal Opportunity Employer. We believe in a diverse, sustainable workforce with an empowered, inclusive culture. We are committed to non-discrimination on any protected basis covered under applicable law. If you require any special accommodations, please visit People Operations.</p></div>

Housekeeping Houseperson

Data Scientist, Product Analytics

<div><p><b>Why Wells Fargo:</b></p><p>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!</p><p></p><p><b>
About this role:</b></p><p>
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers&rsquo; goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.</p><p></p><p>
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth.</p><p></p><p>
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo&rsquo;s training and coaching.</p><p></p><p><b>
In this role you will:</b></p><ul><li><p>
Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement</p></li><li><p>
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions</p></li><li><p>
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals</p></li><li><p>
Support everyday banking needs, including new account openings, service requests, and credit applications</p></li><li><p>
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards</p></li><li><p>
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs</p></li><li><p>
Deliver accurate, compliant service while exercising sound judgement within defined risk controls</p></li><li><p>
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</p></li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li><p>
Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations</p></li><li><p>
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement</p></li><li><p>
Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs</p></li><li><p>
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience</p></li><li><p>
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed</p></li><li><p>
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience</p></li><li><p>
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns</p></li></ul><p></p><p><b>
Job Expectations:</b></p><ul><li><p>
Ability to work a schedule that will include Saturdays</p></li><li><p>
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support.</p></li></ul><ul><li><p>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</p></li><li><p>
This position is not eligible for Visa sponsorship</p></li></ul><p></p><p><b>
Posting Location(s):</b></p><ul><li><p>
1595 Sloat Blvd<br>
SAN FRANCISCO, CA 94132<br>
United States of America
</p></li></ul><p></p><p><b>Pay Range</b></p><p><br>
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.</p>
$23.00 - $31.00<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Benefits
</b></p><p></p><p>Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.</p><ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p><b>
Posting End Date:</b></p><p></p>
6 Jul 2026<ul><li><b><i>Job posting may come down early due to volume of applicants.</i></b></li></ul><p></p><p><b>
We Value Equal Opportunity</b></p><p></p><p>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.</p><p></p><p>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.</p><p></p><p><b>
Applicants with Disabilities</b></p><p></p><p>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.</p><p></p><p><b>
Drug and Alcohol Policy</b></p><p></p><p><br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.</p><p></p><p><b>
Wells Fargo Recruitment and Hiring Requirements:</b></p><p></p><p>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.</p><p>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</p></div><p></p>

32 Hour Personal Banker | Sloat & Springfield

Houlihan Lokey

<div><p><b>Business Unit:</b></p>
Corporate Finance<p><b>
Industry:</b></p>
General
<p><b>Overview</b></p>
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
<p><b>Corporate Finance</b></p>
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&amp;A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&amp;A transactions.
<div><p><b>Scope</b><b>:</b></p></div><p></p><div><p>
As an Executive Assistant, you will have delegated authority from the Head(s) of Corporate Finance (the &ldquo;Head(s)&rdquo;) to perform advanced administrative tasks on special projects and confidential assignments directly related to significant Company matters with minimal supervision. You will exercise considerable discretion and independent judgment in prioritizing and professionally managing the Head(s)&rsquo; external contacts. You will also independently plan, organize and schedule work based on necessary deadlines and priorities. The Executive Assistant role requires extensive knowledge of Company operations and organizational procedures. It may also require regular use of technical and business vocabulary.</p></div><p></p><div><p><b><br>
Core</b><b> </b><b>Responsibilities</b><b>:</b></p></div><div><div><ul><li><p>
Provides administrative support to the Head(s) and their direct team in an efficient and timely manner. Stays informed of current projects, issues, and priorities across the line of business and takes on additional tasks as appropriate.</p></li></ul></div><div><ul><li><p>
Manages the following processes on behalf of Corporate Finance (&ldquo;CF&rdquo;) Management:</p></li></ul></div><div><ul><li><p>
Event Request process review and approval up to $1000</p></li></ul></div><div><ul><li><p>
Quarterly Business Review Process &ndash; including facilitating materials and complex scheduling with discretion over timing on behalf of the Head(s)</p></li></ul></div><div><ul><li><p>
Innovation Submission Committee Administration &ndash; including creation of a process for a new committee, drafting of communications, and furthering committee objectives</p></li></ul></div><div><ul><li><p>
Performance Review Process &ndash; including helping coordinate year-end review meetings, managing event logistics, and serving as on-site support for the year-end review meeting in Dallas</p></li></ul></div><div><ul><li><p>
Manages highly confidential, business sensitive information.</p></li></ul></div><div><ul><li><p>
Exercises independence, judgement, and discretion in meeting acceptance, creation, and overall scheduling on behalf of assigned executive(s).</p></li></ul></div><div><ul><li><p>
Coordinates travel, hotel accommodations, and meeting facilities. Researches, negotiates, and arranges off-site meetings, events, and dinners. Develops itineraries to ensure maximum efficiency and convenience for each trip. Keeps track of potential clients and other contacts to meet in each destination city and schedules meeting opportunities.</p></li></ul></div><div><ul><li><p>
Creates and submits expense reports for assigned executive(s) in a timely manner, adhering to the Company&rsquo;s expense policies to ensure timely reimbursement. Proactively obtains missing receipts and reconciles credit card statements to ensure all expenses are submitted.</p></li></ul></div><div><ul><li><p>
Manages event planning and on-site event execution for Corporate Finance, including working with the Marketing Department to develop budgets, selecting venues, assisting with registration, coordinating with speakers, making menu selections (including special requirements), planning group activities, selecting and ordering event gifts, and other related tasks.</p></li></ul></div></div><div><div><ul><li><p>
Independently creates company-wide correspondences on behalf of assigned executive(s).</p></li></ul></div><div><ul><li><p>
Maintains a professional work environment, helping to create and foster a positive CF administrative culture.</p></li></ul></div><div><ul><li><p>
Assists with training and onboarding of new administrative assistants to ensure understanding of Company and departmental policies and procedures.</p></li></ul></div><div><ul><li><p>
Understands and upholds Company and departmental policies and procedures.</p></li></ul></div><div><ul><li><p>
Responds to requests for assistance from other business units, groups, and internal and external colleagues and proactively offers assistance when available.</p></li></ul></div><p></p><div><p><b><br>
Additional</b><b> </b><b>Responsibilities:</b></p></div><div><ul><li><p>
Assures that the executive(s)&rsquo; schedules are aligned with identified priorities. Uses independent judgment in rearranging the executive(s)&rsquo; schedule daily to ensure efficient use of time and manageable workload.</p></li></ul></div><div><ul><li><p>
Effectively coordinates and collaborates with colleagues, clients, and stakeholders at all levels to complete tasks and/or projects as needed.</p></li></ul></div><div><ul><li><p>
Performs other related duties and special projects as assigned.</p></li></ul></div></div><p></p><div><div><p><b>
Qualifications</b><b>:</b>
</p></div><div><ul><li><p>Exceptional attention to detail and organizational skills.</p></li></ul></div><div><ul><li><p>
Minimum of five (5) years of experience in an advanced administrative position, preferably in the professional or financial services industry.</p></li></ul></div><div><ul><li><p>
Intermediate or advanced knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).</p></li></ul></div><div><ul><li><p>
Demonstrates effective decision-making skills and can make decisions independently or with minimal direction.</p></li></ul></div><div><ul><li><p>
Excellent analytical skills with the ability to work proactively and independently.</p></li></ul></div><div><ul><li><p>
Strong interpersonal and communication skills with ability to work with colleagues and clients.</p></li></ul></div><div><ul><li><p>
Advanced written communication skills, with accurate spelling, grammar, and punctuation.</p></li></ul></div><div><ul><li><p>
Ability to communicate in a clear, precise, and professional manner in both written and verbal communications.</p></li></ul></div><div><ul><li><p>
Ability to exercise good business judgment when responding to the needs of clients and stakeholders, both internal and external.</p></li></ul></div></div><div><div><ul><li><p>
Ability to multitask, prioritize, and manage the completion of projects in an efficient and timely manner independently or with limited supervision.</p></li></ul></div></div>
<p><b>Compensation and Benefits</b></p>
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm&rsquo;s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
<p>$120,000 - $130,000</p>
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate&rsquo;s relevant qualifications, skills, and experience and the location where this position may be filled.
<p>Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:</p><p></p><p><b>
2026 Benefits</b></p><p></p><p><b><i>
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.</i></b></p>
#LI-117799</div>

Executive Assistant

Explore 22+ Investment banker in San Francisco this July. Find roles across top companies and apply now to boost your career.