Top Tech Jobs & Startup Jobs

Sell and support treasury management products by providing product marketing, sales demonstrations, financial/pro-forma analyses, pricing proposals, and RFP responses. Prepare contracts and documentation, collaborate with relationship managers and internal teams, maintain industry knowledge, leverage reporting/sales tools to identify opportunities, and ensure compliance with laws and bank policies.

Support comprehensive financial planning for high-net-worth and affluent clients by gathering financial data, preparing plan projections and recommendations, participating in client meetings, coordinating with internal specialists, and maintaining compliance. Assist Wealth Advisors and Senior Planners with client deliverables, monitoring plan progress, and identifying business development and cross-selling opportunities.

Lead development and execution of marketing strategies and communications for the bank, focusing on private wealth products. Manage campaigns, collateral, website content, email and social media, vendors, events, and compliance. Conduct market research, track ROI, ensure brand consistency, and support stakeholders across lines of business.

Sell and market treasury management products to commercial customers; prepare pricing proposals and RFP responses; perform financial and technical analyses; collaborate with bankers and internal teams to craft commercial banking proposals and contracts; maintain industry knowledge, identify sales opportunities, and ensure compliance with policies and regulations.

Develop and execute compliant marketing strategies and communications aligned with corporate priorities. Support private wealth products with campaigns, collateral, website and social content, email marketing, vendor management, market research, ROI tracking, and stakeholder collaboration to ensure consistent brand and regulatory adherence.

Lead development and execution of marketing strategies and communications for the bank, supporting private wealth and other lines of business. Manage campaigns, collateral, website content, social and email marketing, vendor relationships, market research, compliance adherence, and ROI tracking. Coordinate with stakeholders and ensure brand consistency.

Lead IT governance by aligning IT Services with risk, audit, and compliance requirements. Manage IT policies, change management and the Change Advisory Board, CMDB and asset governance, vendor/contract and budget activities, and support business continuity, disaster recovery, and SDLC compliance within a regulated banking environment.

Manage and grow a commercial real estate client portfolio by originating, structuring, pricing, and closing loan and deposit relationships; coordinate credit applications and administration; present credit requests; cross-sell products and mentor less experienced lenders.

Support portfolio construction, trading, and implementation across equity, fixed income, and mutual fund strategies. Execute trades, manage allocations, reconcile post-trade activity, run reports, support model management, and liaise with client-facing teams and programmers to improve systems and workflows.

Perform accounts payable tasks including vendor setup, invoice and expense report processing, imaging and record retention, payment accuracy review, vendor communications, and adherence to bank policies and controls.