Top Tech Jobs & Startup Jobs

Manage large, complex client investment portfolios, develop and document investment plans (IPS), perform annual reviews, advise clients, mentor junior staff, support investment strategy development, ensure compliance with fiduciary and regulatory requirements, and identify new business opportunities.

Manage onboarding and daily administration of Global Capital Markets accounts, handle payments, reconciliations, reporting, debt service, compliance collections, transfers/DWACs, and maintain client relationships while coordinating with operations, compliance, investors, auditors, and vendors.

Own the end-to-end product lifecycle for fraud-related features, define strategy and roadmap, write requirements and manage backlogs, coordinate with Risk/Compliance/Tech, analyze performance, manage vendors, and present recommendations to leadership.

Field-embedded enablement leader driving sales performance and CRM adoption across Consumer Banking channels. Leads Salesforce initiatives, designs dashboards and coaching programs, conducts onsite/virtual coaching, analyzes performance data, and advises leaders to close skill gaps and improve frontline execution.

Prepare and review complex federal, state, and local trust and individual tax returns; manage tax reporting for investment accounts; research and resolve tax issues and notices; coordinate with advisors, portfolio managers, and clients; validate account coding and tax reserves; supervise secondary reviews and ensure tax compliance for assigned accounts.

Lead municipal bond research, credit due diligence, and portfolio construction. Execute and manage fixed-income trading across custodial platforms, maintain buy lists, monitor valuations and trade settlements, support advisors, and oversee external manager due diligence and reinvestment programs.

Plan and execute internal audits, including complex engagements and SOX Section 404 testing; prepare audit programs, workpapers and reports; evaluate internal controls; supervise and train audit staff; liaise with external auditors; recommend corrective actions and ensure compliance with banking laws, auditing standards, and COSO framework.

The Financial Associate provides high-level client service and operational support in wealth management, managing client documentation, workflows, and communications while assisting with portfolio oversight and investment activities.

The Senior .NET Software Developer designs, develops, and tests custom software applications, mentors junior developers, and collaborates with teams to implement solutions.

Assist in creating credit decision scorecards, develop credit risk modeling strategies, analyze data, validate credit default rates, and support projects.