Top Tech Jobs & Startup Jobs

Provides personalized borrowing and banking guidance to financial-center clients. Builds relationships, analyzes financial needs, recommends lending solutions, originates mortgage applications, gathers documentation, manages pipelines, and follows up throughout the loan process. The advisor also makes referrals, resolves client issues, supports compliance requirements, and coaches financial-center associates on client experience. Spanish bilingual proficiency, mortgage origination knowledge, consultative sales ability, and SAFE Act registration are required.

Acquires and retains high-net-worth private banking clients, deepens relationships, and leads client teams in delivering integrated wealth, credit, banking, and asset management solutions. Sources new business, develops referral networks, advocates for clients, promotes digital capabilities, and collaborates with internal specialists. The role may involve residential mortgage origination and requires SAFE Act registration. Candidates need extensive private banking or financial services experience and applicable securities licenses.

Designs and oversees reusable, scalable software components supporting Global Risk Management data and analytics. Responsibilities include building performant big data pipelines, applying quantitative and modeling methods, developing models and tests, documenting technical processes, improving automation, collaborating with risk, technology, audit, compliance, and regulatory stakeholders, and providing leadership to junior team members.

Acquires and retains high-net-worth clients, deepens relationships, and leads client teams in delivering integrated private banking solutions. Advises clients on wealth structuring, credit, banking, and asset management while developing internal and external referral networks. Drives business development, client engagement, negotiations, and adoption of digital capabilities. The role may originate residential mortgages and requires applicable SAFE Act registration and securities licenses.

Works with Financial Advisor teams to deliver comprehensive wealth planning solutions. Analyzes client data, develops and maintains financial plans, identifies investment and planning opportunities, prepares and attends client meetings, and coordinates with specialists to address client needs. Requires expertise in estate and gift taxes, philanthropy, trusts, insurance, income tax planning, investment management, wealth management products, client relationship management, and regulatory requirements including SAFE Act registration.

Advise clients on short- and long-term financial goals by building financial plans and recommending brokerage, banking, and managed solutions. Triage client leads, refer to internal partners, identify new clients, mitigate risk in daily activities, and complete required licenses and trainings (including SAFE Act registration).

This role focuses on acquiring new clients, deepening relationships, and ensuring client retention while managing a client team and providing comprehensive financial solutions.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development for $3M+ investable assets, deliver integrated private banking solutions, ensure client retention, coordinate across specialists, and comply with SAFE Act mortgage origination registration when applicable.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage products, meet new-client and sales objectives, comply with regulatory requirements, and complete required licenses and trainings.

Lead architecture and modernization of Channels Data Platforms, migrating legacy on‑prem and mainframe systems to cloud native stacks (Azure, Databricks, Snowflake, Kafka). Define target architecture, roadmaps, operating models, NFRs, CI/CD, IaC, observability, and governance. Provide technical oversight for Payment Tracker, mentor engineers, run R&D/POCs, and deliver enterprise alignment in a regulated environment.