Top Tech Jobs & Startup Jobs

Manages global infrastructure credit relationships and products, including project finance, tax equity, and corporate lending transactions. Leads underwriting, financial modeling, loan structuring, documentation, credit approvals, portfolio monitoring, and risk management. Partners with relationship managers, legal teams, sales, operations, treasury, and risk stakeholders. Supports loan growth while maintaining asset quality and regulatory compliance, serves as an escalation point for complex transactions, and mentors junior associates.

Provides personalized financial planning and investment advice, recommends banking and brokerage products, manages client relationships, triages referrals, and develops new business. The role requires securities licensing, regulatory compliance, risk management, and collaboration with internal partners. Advisors serve clients in an office-based environment Monday through Friday with rotating Saturdays and complete required training and SAFE Act registration.

Leads quantitative modeling and model validation teams supporting market and counterparty risk. Oversees model performance, governance, regulatory examinations, audit preparation, risk management, and strategic risk systems. Provides technical guidance, challenges model development approaches, supports regulatory requirements, and communicates outcomes to stakeholders and senior management. The role may manage associates and requires expertise in quantitative finance, risk modeling, financial markets, and regulatory processes.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and managed-money solutions. Manages client leads, referrals, relationships, risk controls, and financial goals while meeting sales objectives. The role requires Series 7 and Series 66 licenses, SAFE Act registration, investment-industry experience, financial-services or sales experience, and Spanish fluency.

Supports Portfolio Managers in delivering investment advice and portfolio management services for high-net-worth clients. Responsibilities include asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, investment reviews, market analysis, client engagement, transaction execution, and investment policy statement monitoring. Coordinates with client teams, resolves service issues, identifies opportunities within existing business, and serves as a backup client-facing Portfolio Manager.

Leads architecture, design, development, and delivery of blockchain and distributed ledger solutions for global markets post-trade technology. Develops tokenization, stablecoin settlement, and digital asset capabilities while driving modernization, scalability, resiliency, and operational efficiency. Defines technology standards, evaluates tools, enables CI/CD, guides engineering practices, and partners with business, architecture, risk, and operations stakeholders on strategic roadmaps.

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 compliance with policies, identifying relationship-deepening opportunities, and supporting daily team operations. The role emphasizes client advocacy, relationship management, communication, discretion, adaptability, and accurate execution in an in-office wealth management environment.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining client relationships, supporting policy compliance and risk management, identifying referral opportunities, and assisting with daily team operations. The role requires strong communication, judgment, organization, adaptability, and client-focused relationship management.

Processes and reconciles collateral and brokerage transactions involving asset movements and monetary risk. Reviews, approves, and resolves transaction exceptions; responds to client and partner inquiries; performs quality reviews and identifies operational risks and process improvements. Requires strong attention to detail, numerical analysis, Excel proficiency, sound judgment, and the ability to manage high-volume workflows while supporting team members and cross-functional partners.

Provides personalized financial planning and investment guidance to clients, recommends banking and brokerage solutions, manages referrals, identifies prospective clients, and builds client relationships. The role requires completing industry licenses and training, managing risk, meeting financial goals, and complying with SAFE Act registration requirements for potential mortgage loan origination.