Top Tech Jobs & Startup Jobs

Manages a portfolio of complex commercial real estate construction loans. Reviews draw packages, budgets, funding sources, inspections, lien waivers, and title documentation; coordinates timely loan fundings; monitors balances, payments, fees, exceptions, and compliance; performs payoff calculations; resolves servicing issues; and collaborates with borrowers, lenders, attorneys, consultants, and internal teams. Also supports workflow direction, quality assurance, and employee training.

Manage customized, discretionary investment strategies for high-net-worth clients including asset allocation, portfolio construction, manager/security selection, trade execution, risk and compliance oversight, performance reviews, and client relationship management. Collaborate with teammates to deliver integrated solutions, mentor associates, and support client retention and business development.

Train to become a licensed Financial Solutions Advisor by obtaining SIE, Series 7, and Series 66 licenses. Build and manage client relationships, assess financial needs, provide comprehensive advice, recommend banking and investment solutions, conduct client reviews, prospect, manage referrals, and collaborate with banking and investment partners. The role includes structured training, coaching, in-office financial-center work, rotating Saturdays, and compliance with SAFE Act and FINRA registration requirements.

Manages relationships with large corporate payment clients, coordinating treasury, product, operations, technology, and service teams. Monitors payment performance, fraud, chargebacks, service metrics, and operational trends to identify risks and improvement opportunities. Leads client reviews, resolves complex issues, supports onboarding and change initiatives, prepares executive reporting, and recommends payment capabilities and process improvements. Builds senior client relationships, identifies cross-sell opportunities, and contributes to payment innovation and commercialization strategies.

Acquires and retains high-net-worth clients, develops new business, and leads client management processes. Provides holistic advice across wealth structuring, credit, banking, and asset management while coordinating internal specialists and external partners. Builds trusted client relationships, delivers a branded experience, promotes digital capabilities, manages risk appetite, and identifies opportunities to deepen relationships. The role may also involve residential mortgage origination subject to SAFE Act registration.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, responding to requests, maintaining policy compliance, managing client relationships, identifying referrals, and supporting daily team operations. The role requires strong communication, organization, discretion, adaptability, and client-focused judgment.

Designs, implements, and manages security controls across AWS, Azure, and GCP environments. Leads cloud architecture reviews, technical risk assessments, secure solution design, and compliance remediation. Automates security governance using Infrastructure as Code and Policy as Code, integrates security into CI/CD pipelines, evaluates cloud security solutions, and partners with DevOps, architecture, application, infrastructure, and risk teams to secure cloud-native systems.

Leads enterprise Microsoft Exchange Online architecture, hybrid and tenant migration strategy, coexistence, multi-geo deployment, resilience, security, compliance, and operational design. Serves as technical authority for messaging services, defining standards for mail flow, mailboxes, integrations, authentication, monitoring, disaster recovery, and service governance. Partners with identity, security, network, desktop, and business teams to deliver large-scale migrations and reliable email, calendaring, and messaging capabilities in regulated environments.

Serves as a specialized wealth-planning resource for advisor teams and high- and ultra-high-net-worth clients. Leads engagements, analyzes estate and financial information, develops integrated trust, estate, tax, investment, retirement, philanthropic, and cash-flow strategies, and supports implementation with client advisors. Builds client and referral relationships, assists with new business opportunities, monitors tax and planning developments, and represents the firm in the marketplace. Travel of up to 10% is expected.

Owns the enterprise architecture, standardization, security integration, and optimization of Microsoft 365 productivity clients across Teams, Outlook, OneDrive, SharePoint, and Office. Defines architectural roadmaps, standards, governance, and non-functional requirements across desktop, web, and mobile platforms. Partners with identity, endpoint, network, security, and business teams to improve performance, reliability, compliance, adoption, and user experience in global, hybrid, regulated environments.