Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

RIA Channel Asset Manager & Client Advisor - NorCal

JPMorganChase

A leading financial institution is seeking a Client Advisor for Northern California and the San Francisco Bay Area. This role involves establishing and growing relationships with Registered Investment Advisors and Family Offices. The ideal candidate will have a Bachelor’s degree, Series 7 & 63 licenses, and 3 years of client relationship management experience. Applicants should demonstrate strong communication skills and a willingness to travel. The position offers a competitive salary and benefits package. #J-18808-Ljbffr JPMorganChase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the RIA Channel Asset Manager & Client Advisor - NorCal in San Francisco, CA vacancy
  •  ...Description J.P. Morgan Asset Management is committed to...  ...exceptional service to our clients and business partners. Our...  ...for them. As a Client Advisor in the Institutional Advisor Channel, you cover Northern California...  ...grow relationships with RIAs, Bank & Trusts, and... 
    Suggested

    JPMorgan Chase & Co.

    San Francisco, CA
    more than 2 months ago
  • Technical Regional Sales Manager (NorCal & PNW)Join a leader in advanced neuroimaging technology and help drive the future of functional brain...  ...to base pay, direct-hire employees may be eligible for client offered benefits such as medical, dental, and vision coverage... 
    Suggested
    Immediate start

    Real Staffing Group

    San Francisco, CA
    1 day ago
  • A leading financial services firm seeks a Client Advisor to serve Northern California and the San Francisco Bay Area. The role involves building...  ...have at least 3 years of experience in client relationship management and possess strong communication and interpersonal skills.... 
    Suggested

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day ago
  • Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining... 
    Suggested

    Crowe

    San Francisco, CA
    2 days ago
  • $115k - $250k

     ...Territory Manager - NorCal San Francisco, Sacramento, Oakland, Fresno, San Jose Ceribell is a medical technology company focused on...  ...Calling Expertise: Utilize cold calling skills to engage potential clients in the hospital setting, not limited to clinics or physician... 
    Suggested
    Contract work
    Local area
    Flexible hours

    Ceribell

    San Francisco, CA
    3 days ago
  • Regional Sales Manager - NorCal + Northwest full-time Experience : 5+ years Posted: Oct 9, 2025 Position Summary FranklinWH is a rapidly...  ...business opportunities and establish relationships with potential clients in the energy industry. Drive sales by promoting products... 
    Full time
    Work at office

    Franklin Whole Home

    San Francisco, CA
    5 days ago
  • $70k - $75k

     ...Work. Job Description As an Account Manager at Doka USA, you will play a pivotal role...  ...for managing and developing the NorCal market, with a focus on the Bay Area territory...  ...maintain strong relationships with existing clients, understanding their needs and ensuring... 
    Full time
    Temporary work
    Local area
    Immediate start
    Flexible hours

    Doka Group Inc

    San Francisco, CA
    15 hours ago
  • Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience... 
    Flexible hours

    Baker Tilly US

    San Francisco, CA
    1 day ago
  • A leading CPA advisory firm in San Francisco seeks a valued Business Advisor to deliver assurance and consulting services to middle-market clients. You'll work closely with firm leadership, mentor staff, and drive client engagement. The ideal candidate should have a Bachelor... 

    Ledger Executive Search

    San Francisco, CA
    3 days ago
  • $185k - $200k

     ...process.About the Role:Gusto is looking for a VC & PE Partnerships Manager to own and scale our relationships across venture capital (VC)...  ...model, and success metrics for this motion.About the Team:The Channel Partnerships function sits within Gusto’s broader Partnerships... 
    Full time
    Work at office
    Local area
    2 days per week
    3 days per week

    Gusto

    San Francisco, CA
    2 days ago
  • $275k

     ...beneficial AI systems. We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead...  ...real estate investments and outcomes Partner with external advisors (brokers, consultants, legal) to execute strategic initiatives... 
    Work at office
    Relocation
    Visa sponsorship
    Flexible hours

    Visa Hunt

    San Francisco, CA
    4 days ago
  •  ...creatively about commercial real estate. Clients and investors rely on us for expertise that...  ..., hospitality, and brokerage and asset services. Our award-winning, collaborative...  ...independence.POSITION SUMMARY:The Property Manager is responsible for all aspects of managing... 
    Full time
    Contract work
    Remote work
    Shift work

    Transwestern

    San Francisco, CA
    2 days ago
  • $220k - $275k

    About the TeamCome join a high-performing AMER Channel Partnerships team at Miro, a fast-growing B2B SaaS company. We are a collaborative...  ...a core part of the business.About the RoleAs a Channel Partner Manager, you will be a quota-carrying leader responsible for... 
    Temporary work
    Work from home

    Miro

    San Francisco, CA
    4 days ago
  • $117.7k - $193.05k

    Primary Purpose of Position:Manage the property/portfolio to enhance long-term value. Manage and provide day-to-day direction and supervision...  ...contact with tenants focusing on improving service delivery and client satisfaction.Review tenant alteration plans prior to... 
    Contract work
    For contractors
    Work at office
    Local area

    Boston Properties

    San Francisco, CA
    4 days ago
  • $97.85k - $227.24k

     ...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business...  ...future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities... 
    Local area

    KPMG

    San Francisco, CA
    1 day ago
  •  ...the first time ever, you can manage and automate every part of the...  ...levers for growth is the Broker channel.We're looking for a Channel...  ...for benefits brokers and their clients.In this role, you’ll own and execute...  ...used, including co-branded assets, case studies, and first call... 
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    2 days ago
  •  ...expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single...  ...Rippling.com addresses.About the roleRippling is expanding its Channel Marketing Team to include dedicated coverage for Private Equity... 
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    4 days ago
  • $163.2k - $220.8k

    Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth...  ...Sonsini, we are committed to providing our clients with both exceptional legal counsel and a...  ...in how we work. We are seeking a Senior Manager to support the execution of our feedback... 
    Full time
    Immediate start
    Worldwide

    Wilson Sonsini Goodrich & Rosati

    San Francisco, CA
    2 days ago
  • $110k - $140k

     ...acquired by bp in 2024. This is a hybrid role based in our Austin, Denver,or San Francisco office. What You'll do The Asset Manager plays a critical role in maximizing the financial and operational performance of a portfolio of utility-scale solar assets. This... 
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Monday to Friday

    Lightsource bp

    San Francisco, CA
    3 days ago
  •  ...here has a voice, ships meaningful work, and helps shape how AI can make the world safer and more connected. The role: The Channel Sales Manager will be responsible for developing and managing Coram AI’s indirect sales strategy through a network of strategic channel partners... 
    Remote work
    Flexible hours

    GrabJobs

    San Francisco, CA
    2 days ago
  •  ...Channel ManagerAt Kargo, our mission is to build a connective tissue between the physical world of freight and the digital ecosystem used to manage it. We believe that advancements in smart infrastructure are critical to enabling a safer and more efficient future for logistics... 
    Local area

    Kargo

    San Francisco, CA
    3 days ago
  • $200k - $275k

     ...integrity and creative, rigorous, and objective analysis. Case Management Lead one to three cases at a time Manage teams of Associates Organize...  ...basis Data Analysis Work with complex databases and raw client data in Stata, R, and other programs Utilize tools such as Microsoft... 
    Contract work
    For contractors
    For subcontractor
    Live in
    Work at office

    Secretariat

    San Francisco, CA
    4 days ago
  • $124k - $280k

     ...ManagerJob Description & SummaryThe OpportunityAs a Digital Assets Senior Manager, you will lead the charge in integrating and architecting enterprise...  ...readiness and functional technologies, working closely with clients to deliver innovative solutions that align with their... 
    Full time
    Contract work
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $99k - $232k

     ...LevelManagerJob Description & SummaryThe OpportunityAs a Digital Assets Manager, you will lead the integration and platform architecture...  ...efficiency. As a Manager, you will guide and develop teams, manage client service accounts, and oversee client engagement workstreams.... 
    Full time
    Contract work
    H1b

    PwC

    San Francisco, CA
    2 days ago
  • $23.2 - $27.29 per hour

    Job TitleAssistant Property Manager, MultifamilyAstellaJob Description SummaryThe Assistant Property Manager is responsible for maintaining...  ...to company standards.Track and evaluate advertising, and all client traffic.Assist the team by maintaining and modeling the Cushman... 
    Minimum wage
    Full time
    Work at office
    Flexible hours

    Cushman & Wakefield

    San Francisco, CA
    4 days ago
  • $175k - $210k

     ...platform offering expertise in property management, investment management, development, and...  ...platforms, Greystar has nearly $79 billion of assets under management, including over $35...  ...portfolio performance, strengthening client relationships, developing and inspiring... 
    Full time
    Work at office
    Local area
    Immediate start
    Shift work

    Greystar

    San Francisco, CA
    1 day ago
  • $115.1k - $156.9k

     ...tax compliance, transaction support, regulatory reporting, and management planning purposes. Perform and review valuation analyses...  ...timelines, and deliverables. Serve as a primary point of contact for clients throughout the valuation process and maintain strong client... 
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    San Francisco, CA
    5 days ago
  •  ...with a wine importer and/or distributor. You will build trusted advisor relationships, present our wines with knowledge and passion,...  ...local market. Responsibilities include targeted monthly plans, managing 100+ accounts, and weekly staff trainings and tastings, with travel... 
    Local area

    Turquoise Life Beverage Brands

    San Francisco, CA
    4 days ago
  • $91.22k - $172.99k

     ...tax and assurance firm, providing clients with a genuine coast-to-coast and...  ...Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing on the Bay area. This...  ...great opportunity to be a valued advisor delivering tax and business advisory... 
    Local area

    Baker Tilly US

    San Francisco, CA
    3 days ago
  • JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments... 

    JPMorganChase

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to RIA Channel Asset Manager & Client Advisor - NorCal. Be the first to apply!