Top Tech Jobs & Startup Jobs

Provides personalized financial and investment planning to customers, recommends mutual funds and retirement products, builds client relationships, acquires new business, generates referrals, and meets sales targets. The role requires regulatory licensing, financial industry knowledge, strong communication, analytical, problem-solving, collaboration, and influencing skills. The planner may work across multiple branches and channels while ensuring compliant, accurate, and customer-focused service.

Manages relationships with mass-affluent clients by identifying financial needs, recommending banking, investment, lending, and insurance solutions, and acquiring new assets. Builds referral and community relationships, executes sales plans, supports onboarding, delivers client service, and meets portfolio growth targets. The role also mentors branch personnel, reviews credit applications, ensures regulatory compliance, manages risk, and maintains client confidentiality. Required licensing includes SIE, state Life and Health insurance, and specified securities licenses, obtainable within 120 days if not already held.

Serves as the primary contact for mass-affluent clients, identifying financial needs and recommending banking, investment, insurance, lending, and advisory solutions. Builds and expands client relationships, acquires new assets, meets sales targets, manages portfolios, supports onboarding, and develops referral networks. Collaborates with financial advisors and internal partners, mentors branch personnel, ensures regulatory and risk compliance, reviews credit applications, and delivers high-quality service while executing business and sales plans.

Owns the complete digital product lifecycle, from strategy, research, and customer experience definition through roadmap development, backlog prioritization, launch, adoption, and retirement. Translates business needs into technology requirements, leads cross-functional teams, manages budgets and timelines, develops go-to-market strategies, and ensures products deliver customer and business value. The role also requires stakeholder influence, risk management, team development, and data-driven decision-making.

Builds and manages strategic relationships with mortgage brokers, brokerages, builders, and investment advisor offices. Develops market plans, generates appointments, grows referrals and market share, represents home financing products, and coaches partners on program and regulatory requirements. Negotiates pricing and application presentation, monitors referral performance, identifies risk concerns, and collaborates with stakeholders to deliver customer solutions and strategic initiatives.

Provides senior technical leadership for enterprise Site Reliability Engineering, focusing on platform reliability, resilience, automation, observability, AIOps, cloud modernization, and operational excellence. The role establishes reliability objectives, leads automated remediation and infrastructure-as-code initiatives, advances monitoring and telemetry, supports transformation programs, and mentors engineers through influence rather than direct people management.

Manage and grow commercial banking client relationships through business development, deal structuring, credit approvals, and cross-selling products. Analyze market trends, prepare executive reports, resolve complex client issues, ensure regulatory compliance, and collaborate with internal stakeholders to optimize portfolio returns and exceed ROE targets.

Performs comprehensive business credit analysis, evaluates financial health and lending risk, reviews applications and security documentation, makes or supports credit decisions, develops risk profiles, monitors portfolios, prepares reports, and ensures compliance with lending policies, regulatory requirements, audit standards, and internal controls. Collaborates with relationship managers and stakeholders to resolve issues, support funding, improve processes, and protect the bank from credit, fraud, and operational risks.

Serves as the primary relationship manager for high- and ultra-high-net-worth clients, delivering integrated banking, lending, investment, and financial planning solutions. Develops client portfolios, drives business growth and referrals, coordinates internal specialists, conducts client reviews, manages risk and regulatory compliance, and leads strategic initiatives. Provides personalized advice covering credit, mortgages, liquidity, investments, retirement, estate, tax, trust, and insurance planning while mentoring team members and supporting regional business goals.

Leads Canadian Business Banking segment, credit, and lending operations, including underwriting, adjudication, funding, middle office, file reviews, KYC remediation, and fraud due diligence. Oversees credit authority, portfolio quality, risk management, regulatory compliance, operational productivity, process simplification, and technology-enabled transformation. Partners with sales, product, risk, AML, and fraud teams while developing leaders, strengthening controls, improving client experience, and driving organizational performance.