Top Tech Jobs & Startup Jobs

Originates and structures customized OTC derivatives and Market-Linked Investments for retail and UHNW clients. Develops investment, hedging, and portfolio strategies; prepares term sheets and client materials; prices and executes transactions; and coordinates with sales, trading, operations, risk, legal, compliance, and technology teams. Leads platform modernization, workflow automation, business requirements, system integration, roadmap development, and transformation initiatives supporting advisor adoption, scalability, and client outcomes.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, fulfilling service requests, maintaining policy compliance, managing risk, strengthening client relationships, identifying referrals, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Conduct quantitative risk and capital modeling for banking portfolios, including market stress testing, model development, validation, monitoring, and governance. Analyze large datasets using statistical and machine learning techniques, build and improve model systems, support regulatory requirements such as CCAR and CECL, and communicate findings to technical stakeholders, business units, and senior management. The role also involves technical documentation, model performance evaluation, process improvement, and collaboration with Technology and Model Risk Management teams.

Phone-based role handling inbound client service calls, identifying needs, referring sales opportunities to specialists, managing self-directed account trading, supporting client relationships, and preparing to obtain SIE, Series 7 and 66 licenses.

Originates residential mortgage and HELOC loans while advising clients on borrowing and banking products. Builds client relationships, analyzes financial needs and credit data, presents lending solutions, manages mortgage applications and documentation, and conducts pipeline outreach and follow-up. Provides referrals and coaching to financial center associates while balancing sales performance, client experience, operational risk, and regulatory compliance, including SAFE Act registration.

Analyzes and responds to malware threats across email, web, and endpoint environments. Responsibilities include triaging detections, performing static, dynamic, and behavioral malware analysis, extracting indicators of compromise, investigating phishing and browser-based threats, documenting findings, identifying security gaps, improving detection controls, and supporting incident response. The role also maintains sandbox environments, collaborates with response teams, and contributes to automation and process improvements.

Provides client service and business development support to multiple Financial Advisors, addressing client needs, preparing materials, managing follow-up, supporting investment and banking solutions, and maintaining policy compliance. The role includes dedicated study time to obtain SIE, Series 7, and Series 66 licenses within 120 days, followed by progressive training toward becoming a Financial Advisor responsible for building and managing a client book of business.

Provides personalized financial guidance to banking clients, recommending borrowing and banking solutions aligned with their goals. Builds and deepens client relationships through meetings, outreach, pipeline management, referrals, and follow-up. Balances sales performance, operational risk, and client care while supporting financial center associates with specialized coaching and guidance.

Provides production support for live testing environments by resolving incidents, monitoring system health, managing passwords, and conducting root cause analysis. Develops models, analytical tools, testing scripts, and monitoring capabilities using programming and data technologies. Partners with process and data owners to identify risks, improve processes, assess controls, and produce testing reports and actionable insights for stakeholders, auditors, and regulators.

Provides personalized banking and borrowing guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends banking solutions, manages outreach and sales pipelines, follows up with clients, handles requests and referrals, and supports financial center associates with specialized coaching. The role requires business-to-business sales or small business banking experience, strong communication, customer service, relationship-building, outbound sales, and a proven sales record.