Top Tech Jobs & Startup Jobs

Provide client service support to Financial Advisors, handle client requests, ensure accuracy of client materials, promote banking and investment solutions, support operational excellence and risk compliance, and cover team needs during absences.

Advises on complex operations products, systems, services, transactions, and initiatives. The role researches and resolves operational problems, evaluates present and future-state processes, supports project implementation, directs special initiatives, and recommends program responsibilities. It also serves as a technical expert on business-unit operations and their impact across the organization, with emphasis on problem solving, risk management, analysis, and collaboration.

Provides inbound contact-center support for clients with fraud-related requests across calls, chats, and email. Resolves problems, maintains accounts, records interaction data, recommends solutions, escalates risk-related issues, and explains resolutions accurately. The role requires multitasking across systems, regulatory compliance, adaptability, strong communication, conflict management, and reliable attendance for a second-shift schedule including weekends or holidays.

Reviews loan documentation, verifies lien perfection, and ensures compliance with bank policies. Coordinates syndicated and corporate lending closings with internal teams, borrowers, lenders, and legal counsel. Completes loan booking, initial funding, amendments, restructures, and related payment processing in Loan IQ. Manages multiple deliverables accurately and promptly while resolving issues and escalating risks as needed.

Manages data use governance requests from intake through approval, publication, and maintenance. Evaluates business use cases, data sources, sharing methods, metadata, lineage, quality controls, security, privacy, and regulatory requirements. Coordinates decisions among data providers, consumers, technology, risk, security, privacy, and architecture stakeholders. Identifies governance gaps, supports remediation, audits, reporting, and continuous process improvement while maintaining accurate governance records and evidence.

Performs independent quality assurance reviews for Wealth Management Legal Order Operations. Evaluates completed work, identifies defects and process gaps, documents findings, manages cases, reports results, and provides actionable feedback. Supports control monitoring, regulatory and audit research, issue remediation, dashboard reporting, and continuous improvement while ensuring compliance with policies, procedures, service levels, and enterprise control standards.

Performs complex loan documentation review and global credit operations accounting for Community Development Banking. Responsibilities include deal funding and booking, cash receipts, journal entries, reconciliations, financial model updates, payment processing, audit support, quality assurance, and coordination with legal counsel, vendors, finance teams, clients, and internal partners. The role also supports investment servicing, directs team workflow, and tests the CARMA accounting system.

Leads Merrill market service delivery, branch operations, wealth management banking strategy, compliance, and client service. Manages client associates and operations staff; drives growth, digital adoption, referrals, and operational excellence. Responsibilities include hiring, coaching, performance management, expense oversight, risk control, regulatory supervision, resolving escalated issues, and partnering with advisors, market leaders, regulators, vendors, and enterprise teams.

Leads architecture, engineering strategy, and delivery for a next-generation wire payment platform. Provides technical direction across multiple teams, defines technology standards, mentors engineers, and delivers scalable, secure cloud solutions. Responsibilities include designing Java and Spring applications, implementing CI/CD and infrastructure automation, integrating Kafka and RabbitMQ, optimizing AWS infrastructure, developing Oracle databases, and ensuring payment-system compliance. Partners with stakeholders, architects, and product teams to establish requirements, roadmaps, and high-performing enterprise solutions.

Supports alternative investment sales across a designated territory by coordinating wholesalers, specialists, advisors, clients, meetings, events, and roadshows. Serves as a subject-matter expert on alternative investment strategies, portfolio construction, implementation, fund updates, and platform solutions. Builds advisor relationships, manages inquiries, supports client experiences, and expands adoption of alternative investment products through presentations, education, and proactive prospecting.