Bailard
Bailard is seeking a motivated, client-focused individual to join their wealth management team in a hybrid role within the San Francisco Bay Area. The position emphasizes strong operational skills, attention to detail, and the ability to build positive relationships with clients and colleagues in a fast-paced environment. Candidates are expected to demonstrate a client-centric mindset and proficiency with Microsoft Office applications while supporting the firm's values-driven culture.
Headquarters
Foster City, California, United States
Company Size
51-200 employees
Founded
1969
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bailard.
53% above the average for this role
Investment Reporting Manager
BakerAvenue Wealth Management
Wealth Advisory Manager
BakerAvenue Wealth Management
Private Client Office Director, SVP
Flagstar Bank
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
Empower
Specialist, Client Processing Representative – Wealth Services
Oracle
Wealth Management Client Associate
Bank of America