Top Tech Jobs & Startup Jobs

Partner with credit teams to underwrite and monitor commercial and high-net-worth client credit. Prepare financial statement spreads, projections, risk ratings, covenant testing, collateral evaluation, and approval/monitoring materials. Support loan structuring and documentation, perform periodic portfolio and annual reviews, coach junior staff, and use internal systems (Excel, Loan IQ, GUS, Tableau, SharePoint) to manage workflows and reporting.

Provide comprehensive financial advice, triage client leads, build customized financial plans, recommend brokerage and banking products, make referrals to partners, and maintain regulatory compliance including SAFE Act registration.

Provide personalized banking and borrowing advice to small business and consumer clients, acquire and deepen relationships, manage outreach and pipelines, recommend tailored financial solutions, refer complex needs to partners, and coach financial center associates to deliver strong client experiences while balancing sales, risk, and operations.

Provide independent liquidity risk oversight for Equity and Financing businesses, including setting limits and early-warning indicators, stress-testing assumptions and models, challenging line-of-business liquidity practices, monitoring breaches, performing independent analyses and deep dives, and supporting recovery and resolution planning. Liaise with Treasury, LOB risk, and front-line units to ensure adherence to policies and drive remediation when needed. Produce reports, governance materials, and subject-matter expertise on liquidity topics.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage and banking products, identify and engage new clients, mitigate risk, and complete required licenses and SAFE Act registration.

Support trading and sales teams by performing financial and statistical analyses, market research, and preparing client presentation materials. Assist with structuring, execution, due diligence, sales, trading, and hedging activities while rotating through product areas to build client relationships and deliver customized solutions.

Design, develop, test, and deliver backend payments platform software. Maintain architecture integrity, build automated tests and CI/CD pipelines, perform spike/proofs-of-concept, mentor engineers, and automate release activities while meeting compliance and non-functional requirements.

The role provides client service support to Financial Advisors, ensuring timely and accurate client interactions and education about banking services, while fostering client relationships.

Serve as a specialized wealth planning resource for advisor teams, leading client engagements, performing technical estate and financial analyses, developing integrated planning strategies, expanding client relationships, and coordinating implementation with advisors. Maintain advanced knowledge of trust, estate/transfer tax, retirement, investment, business transition, and philanthropic planning. Travel up to 10%.

Develop and maintain an AWS-hosted healthcare payments platform: design and implement RESTful services, automated test suites, and CI/CD pipelines; perform spikes/proofs-of-concept; automate releases; mentor engineers; ensure solutions meet functional, non-functional, and compliance requirements in an Agile environment.