Banker [Multiple Positions Available]

DESCRIPTION:

Duties: Oversee the design development and delivery of strategic banking initiatives for sophisticated ultra-high net worth (UHNW) technology entrepreneurs. Independently source develop and cultivate new and manage existing relationships with UHNW technology industry clients by understanding their wealth management needs and providing targeted banking advice regarding proposed financial solutions that fulfill their personal and business needs in the short- medium- and long-term. Advise UHNW technology clients on their overall balance sheets including asset allocation investment management wealth planning credit and banking needs and drive a strategic and holistic goals-based planning approach. Partner with internal specialists to provide interdisciplinary expertise and to connect clients with all lines of business across the firm. Collaborate to develop cross lines of business programs and offerings for national technology industry vertical clients inviting clients to all key events and sponsorships and facilitating the exchange of business referrals. Represent the Private Bank at key technology industry national conferences by spearheading organization of specific events sourcing speakers and moderating panels. Design and curate strategic marketing content for technology business development in order to help bankers expand their client reach. Drive development of customized lending platform solutions for technology clients across lending and concentrated holdings for founders with highly-concentrated private positions. Develop framework for customized holdings and gifting analysis for executives and billionaires with executive-level compensation charitable gifting opportunities and tax considerations. Utilize the firms investment platform to influence sophisticated clients charitable gifting private credit fixed income and tax loss harvesting strategies. Acquire new business assets both from existing client base and from new client acquisition. Ensure the teams strict adherence to all risk and control policies regulatory guidelines and security measures.

QUALIFICATIONS:

Minimum education and experience required: Masters degree in Business Administration Finance Economics or related field of study plus five (5) years of experience in the job offered or as Banker Private Banker Investment/Wealth Management Associate Financial Analyst or related occupation. The employer will alternatively accept a Bachelors degree in Business Administration Finance Economics or related field of study plus seven (7) years of experience in the job offered or as Banker Private Banker Investment/Wealth Management Associate Financial Analyst or related occupation.

Skills Required: This position requires five (5) years of experience with the following skills: financial services sales; traditional investments; alternative investments including hedge funds real estate and private equity; wealth planning; private banking; fixed income; currency capital markets; macroeconomics; tax; trust and estate; credit and liquidity management; performing portfolio construction using goals-based scenarios and mean-variance optimization analysis to integrate financial goals and anticipated changes in income and spending patterns; using Monte Carlo simulations to generate multi-period projections which subject and stress hypothetical portfolio allocations to complex potential future market conditions; analyzing decomposition of expected return volatility and liquidity of various strategic asset allocations; and performing risk analysis on portfolio asset allocations using historical index data to test the performance of asset allocations during historical market conditions. This position requires three (3) years of experience with the following skills: conducting market research financial modeling and scenario analyses to drive financing and strategic initiatives across SaaS artificial intelligence (AI) Cloud and financial technology (Fintech) while advising C-suite executives including founders Chief Executive Officers (CEOs) Chief Technology Officers (CTOs) Chief Investment Officers (CIOs) and tech-focused family offices; performing quantitative analysis of Annual Recurring Revenue (ARR) net retention burn multiples Intellectual Property (IP) collateral and customer concentration in order to underwrite pre-Initial Public Offering (IPO) private-market executives and founders and to assess credit worthiness of concentrated assets owners within the private market; building models to review key tax considerations and option exercise opportunities based on 409a valuation preferred rounds and anticipated future valuation to help clients strategically plan around Restricted Stock Units (RSUs) Performance Stock Units (PSUs) and Performance Stock Options (PSOs) tied to product adoption revenue milestones and liquidity scenarios; executing detailed portfolio modeling and tax impact computations around Qualified Small Business Stock (QSBS) stacking Section 1202 exemptions lifetime gift and Generation Skipping Tax (GST) planning ahead of founder liquidity events; researching and analyzing donor-advised funds impact-investing vehicles and grant structures to align clients digital transformation goals with tax-efficient wealth transfer; reviewing client holdings to determine best gifting candidates including private shares of tech companies and digital assets; and synthesizing complex technical and financial analyses including cloud architectures AI model risks and tokenization strategies into clear presentations for boards investors and family offices. This position requires one of the two following groupings of FINRA licenses: SIE 7 63 and 65; or alternatively SIE 7 and 66.

Job Location: 560 Mission Street San Francisco CA 94105

Full-Time. Salary: $350000 - $350000 per year.