UHNW Custom Lending Lead & Solutions Advisor
JPMorganChase
JPMorganChase seeks a Custom Lending Specialist in San Francisco to support ultra-high net-worth clients and Financial Advisors by delivering tailored lending solutions. This role requires expertise in analyzing liquidity needs and aligning credit strategies while managing high volumes of requests. Ideal candidates will possess at least 6 years of financial services experience and strong analytical skills. Benefits include healthcare coverage, paid parental leave, and retirement plans. A valid Series 7 & 66 license is necessary, or must be obtained within 120 days of employment. #J-18808-Ljbffr JPMorganChase
- Goldman Sachs Bank AG is seeking a Vice President for their Custom Model Portfolio business in San Francisco. This position combines... ...client engagement, focusing on delivering tailored investment solutions. The ideal candidate will have at least 8 to 12 years of experience...Suggested
- Dormont Manufacturing Co is seeking a Solutions Lead based in the San Francisco Bay Area. You will be responsible for hands-on deployment of Speakeasy and serve as a key escalation point on customer engagements. The ideal candidate has significant back-end/API engineering...Suggested
$125k - $290k
...Management (GSAM) is one of the world's leading investment managers. With more... ...institutions, financial advisors and individuals. OUR IMPACT Multi Asset Solutions (MAS) is a multi-asset class... ...investment management solutions customized to meet the investment objectives...SuggestedFull timeTemporary workPart time$157.04k - $235.56k
Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated... .... Our Lending Advisors serve as dedicated... ...broader and more customized lending... ...Affluent, HNW, and UHNW clients on lending... ...delivering market leading solutions Solid understanding...Suggested- A leading AI platform provider in San Francisco is seeking a Solution Architect to partner with Sales and customers. This role involves translating business needs into technical solutions, running technical discovery, and managing hands-on implementations. Candidates should...Suggested
$110k - $165k
A leading ConTech startup in San Francisco is seeking a Customer Solutions Engineer to join their growing team. The role involves leading technical discovery, onboarding clients, and managing complex implementations. The ideal candidate has 3-8 years of experience in Customer...$230k - $350k
...Lead Account Executive, Large Customer, Marketing Solutions This role will be based in New York City, Chicago, or San Francisco. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of...Work at officeFlexible hours- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior... ...good use by serving as your customers' chief point of contact... ...electronic newsletters, outbound lead sourcing, and other... ...and cities grow, delivering solutions to solve all their financial...Work experience placementLocal areaImmediate startRelocation
$85k - $125k
As a Senior/Lead Business Analyst - Lending Strategy & Execution within our Private Bank, you’ll be a catalyst... ...experience, and drive scalable solutions across our consumer and business... ...Work for Us At Citizens, you'll find a customer-centric culture built around helping...Local areaFlexible hours- Northern Trust in San Francisco seeks a Senior Portfolio Advisor to manage a large, fee-based personal investment book for UHNW clients, delivering high-touch service and sophisticated investment solutions. You will collaborate with sales and relationship teams, guide...
$110k - $170k
...A leading AI solutions provider in San Francisco is seeking a Customer Success Lead to manage enterprise customer relationships and ensure successful integration of its AI solutions. The role demands a strong background in stakeholder management and technical acumen,...$175k - $226k
The Role As one of Candid Health’s first Solutions Consultants, you will serve as a strategic partner to our Sales team and be at the... ...growth. In this role, you will work with our largest prospective customers to ensure we demonstrate clear, measurable value to their...- Solutions & Customer Success Lead — AI Systems / Infra What if you could own customer success for cutting‑edge AI systems — guiding teams through on‑premise deployments, developer cloud onboarding, and high‑stakes POCs? Our client — a next‑generation AI infrastructure...Full time
$152k - $222k
...issues for internal/external partners or customers. Experience in either system design or... ...technical role (e.g., software engineering, solutions consultant, etc.) or equivalent... ...clients and/or product partners. You will lead cross‑functional teams in Engineering, Sales...Temporary workWork experience placement- ...and care deeply about solving customer problems with precision. If... ...multiplier for our Payments, Lending, and Telco which supports (CashApp... ...& Operating Cadence Lead efforts to maintain rigorous... ...follow-up Partner with Sales, Solutions Consulting, Customer Success,...
- A next-generation AI infrastructure startup is seeking a Solutions & Customer Success Lead in San Francisco or remotely within the U.S. You will be responsible for customer success for AI systems, guiding teams through deployments and technical support. The ideal candidate...Full timeRemote work
- Sift is seeking a customer-focused Professional Services Consultant with fraud prevention expertise... ...implement, optimize, and scale our fraud solutions. The role spans fraud strategy, technical... ...gaming, and digital businesses. You will lead onboarding, support API integrations,...Remote job
- ...Financial Solutions Advisor Stage I (FSA I) – a career entry point that combines training, client relationship building, and comprehensive... ...skills. Build, manage, and deepen relationships with banking customers, small business owners, and higher‑net‑worth clients....Immediate startMonday to FridayShift workDay shift
$63.25k - $121.2k
...structuring for HNW and UHNW individuals,... ...strategies, rather than leading platform-wide... .... Client and Advisor Support. Participate... ..., insurance, and lending partners to support... ...integrated client solutions. Additional... ...relationships with customers and stakeholders....Work at officeLocal areaDay shift- CoreWeave in San Francisco is looking for a Technical Solutions Manager passionate about GPU infrastructure and AI applications. The role involves leading strategic customer relationships and ensuring successful adoption of CoreWeave’s solutions. The ideal candidate will...
- ...Francisco is seeking a Senior Programmatic Account Manager for Large Customer Sales. This onsite role focuses on managing a diverse... ...their marketing objectives, and delivering strategic advertising solutions to drive growth. You will work with cross-functional teams to...
- ...Consultant to drive high‑value integrations for Commercial and Mid‑Market customers in the United States. You will bridge customers and Ramp’s technical teams, shaping ERP, HRIS, and API solutions while guiding cross‑functional collaboration with Activation, Account...
- Runbook Inc. is seeking an Engagement Manager in San Francisco to lead our mission of automating manual coordination within the... ...signing, collaborating closely with product teams to deliver custom solutions for clients. This position is ideal for candidates with 4-10 years...Contract work
- Docusign is seeking a Lead Product Manager to define the product vision and roadmap for... ...partner closely with stakeholders to deliver solutions that enhance growth and efficiency. This... ...products, and a commitment to improving customer experiences. The position operates in a...
$150k - $250k
...on-demand expert network that connects leading organizations with trusted experts across... ...offices in Brooklyn and Bangalore. Our customers include the fastest-growing digital health... ...We are looking for a Director, Client Solutions ****to lead and scale our Client Solutions...Full timeWork at officeRemote work- A leading design collaboration platform is seeking a Manager, AMER Solutions Consulting to lead their team in driving customer success across Enterprise and Strategic accounts. The ideal candidate will have extensive experience in SaaS and a proven track record of managing...Remote work
- A leading customer service AI company in San Francisco is seeking a Solutions Operations Manager to enhance operational efficiency within their Professional Services and Solutions Engineering teams. This role involves designing processes, analyzing metrics, and collaborating...
$142k - $207k
...Experience in project management, leading complex and operational... ...knowledge and experience in video solutions, including knowledge of the... ..., and commitment to maximize customer success. You act like an... ...business growth. Act as a video advisor to major brands and agencies,...Shift work- ...servers, Terraform Providers, and AI‑enabled API docs. Our customers today include leading tech companies and fortune 100 enterprises such as... ...engineering teams significant time and toil. About the role As a Solutions Lead, you’ll own the hands‑on deployment of Speakeasy...Work at officeRelocation3 days per week
- Grw AI in San Francisco is seeking a Founding CX Lead to own customer experience and build the function for their AI-driven solutions. This role involves managing the end-to-end customer lifecycle, analyzing customer data, and fostering proactive engagement. Ideal candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Custom Lending Lead & Solutions Advisor. Be the first to apply!
- hvac comfort advisor San Francisco, CA
- remote advisor San Francisco, CA
- comfort advisor San Francisco, CA
- innovation advisor San Francisco, CA
- advisor San Francisco, CA
- trade advisor San Francisco, CA
- attorney advisor San Francisco, CA
- at home advisor San Francisco, CA
- scientific advisor San Francisco, CA
- operations advisor San Francisco, CA

