Top Tech Jobs & Startup Jobs

Manages relationships between business partners and Global Credit Operations teams. Coordinates escalations, cross-functional initiatives, strategic priorities, issue resolution, and executive communications. Ensures accountability, identifies operational improvement opportunities, aligns roadmaps and investments, and promotes shared capabilities, AI adoption, platform modernization, and enterprise best practices across business lines.

Performs advanced analytics on consumer product, financial, market, and portfolio data to improve risk, profitability, forecasting, and operational performance. Owns analytical workstreams, develops scalable reporting solutions, identifies trends, and provides strategic recommendations to senior leaders. Partners with Risk, Product, Operations, and cross-functional teams while mentoring peers and supporting continuous improvement initiatives.

Entry-level financial advisor role providing structured training toward SIE, Series 7, and Series 66 licensing. Responsibilities include building client relationships, assessing financial needs, recommending banking and investment solutions, conducting client reviews, prospecting, managing referrals, and collaborating with banking and investment partners. The role is based in a financial center, requires weekday and rotating Saturday availability, and may transition to phone-based work while a permanent center is assigned.

Leads a Global Operations portfolio of enterprise process, operational risk, control, policy, and governance initiatives. Translates complex requirements into implementation plans, assesses cross-program dependencies and impacts, manages resources and milestones, and advises senior leaders. The role drives cross-functional execution, governance routines, process simplification, continuous improvement, control effectiveness, executive communications, and sustainable change adoption in a highly regulated financial-services environment.

Entry-level financial advisory role with structured training toward SIE, Series 7, and Series 66 licensing. Advises banking, small business, and higher-net-worth clients; builds relationships, assesses financial needs, recommends investment and banking solutions, manages referrals and pipelines, and delivers client reviews. The role is primarily in-office, requires rotating Saturdays, and may progress to a phone-based capacity before placement in a financial center.

Leads workforce enablement and business support programs for Wealth Management Operations. Oversees workforce planning, hiring strategy, onboarding, job architecture, learning, procedures, employee readiness, communications, change management, and governance. Partners with HR, Talent Acquisition, Learning and Development, senior leaders, and cross-functional stakeholders. Uses workforce analytics and performance metrics to guide decisions and continuous improvement while developing an inclusive, high-performing team.

Develop and support critical ETL applications and data pipelines for Treasury systems. Responsibilities include L3 production support, incident resolution, root cause analysis, ETL and data integration development, technical design, data quality and governance, audit compliance, performance optimization, automated testing, release automation, and collaboration with distributed teams. The role also mentors junior developers and promotes CI/CD and operational best practices.

Manages a financial transaction review operations unit, ensuring transaction accuracy, documentation, funding, authorization, risk controls, and regulatory compliance. Oversees approval, exception, and return workflows; staffing, capacity planning, budgets, reporting, and forecasting. Coaches employees, manages performance and talent development, monitors operational metrics, and implements process improvements to enhance accuracy, efficiency, and service levels.

Manages moderately complex transaction processing, reconciliation, settlement, and trade-transfer support for prime brokerage clients across the Americas. Serves as the primary contact for settlement inquiries, investigates matched and unmatched trades, resolves breaks and exceptions, reports client fails, and escalates risks. Analyzes and presents client metrics, supports process improvements, enhances operational efficiency, and collaborates with internal teams and external clients while providing training to less experienced colleagues.

Provides client service support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include preparing accurate materials, responding to requests, educating clients on banking and investment offerings, maintaining relationships, supporting compliance and risk controls, and assisting with daily team operations. The role requires strong communication, organization, judgment, adaptability, and a client-focused approach.