oraclecloudinfrastructure
This management and client-facing role leads the Investment Advisory function within Global Private Banking, delivering tailored investment solutions and advisory services to select clients in the Private Banking and Key Client Group segments. The position requires a seasoned financial markets professional to manage investment advisory teams, oversee complex cross-asset class portfolios, and drive business development through strategic client engagement. The role focuses on ensuring compliant, high-quality investment advice while maximizing portfolio performance in alignment with client objectives and bank standards.
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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,
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