Top Tech Jobs & Startup Jobs

Oversees risk-based internal audits as Auditor-in-Charge, defining scope and testing procedures, evaluating controls and operational risks, assessing issue severity, drafting reports, and challenging management. Leads audit associates, mentors team members, maintains business relationships, and drives improvements in risk management, data governance, and control environments. Requires extensive financial services audit experience, people leadership, and expertise in data management and governance.

Reviews and remediates online account applications, verifies client information, gathers missing details, and processes transactions according to established procedures. Provides accurate information and high-quality service to internal and external clients through phone, email, and processing queues. Manages complex operational functions, maintains productivity and quality metrics, resolves problems, and demonstrates attention to detail, sound judgment, and operational discipline.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, handling service requests, maintaining client relationships, promoting banking solutions, following policies, managing risk, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Leads Bank of America’s Fort Worth safe deposit box vault operations, overseeing secure custody, inventory, reclamation, escheatment, compliance, quality controls, staffing, and performance metrics. Partners with financial centers and service providers, supports process and system improvements, prepares for audits, and develops associates through coaching, cross-training, and succession planning.

Provides confidential administrative support to multiple executives, including proactive calendar management, phone and correspondence handling, travel coordination, expense processing, meeting preparation, minutes, reporting, and resolving scheduling conflicts. The role requires strong organization, communication, problem-solving, prioritization, client focus, and proficiency with Microsoft Office applications in an in-office wealth management environment.

Provides client service and operational support to multiple Financial Advisors, serving as a primary client contact. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, explaining banking offerings, maintaining relationships, identifying referrals, supporting compliance and risk management, and assisting with daily team activities. The role requires strong communication, organization, adaptability, discretion, and client focus.

Provides personalized financial planning and investment guidance using brokerage, banking, and money management products. Builds client relationships, assesses needs, recommends strategies, triages requests, and refers clients to internal partners based on needs and asset thresholds. Identifies prospective clients through referrals and financial-center interactions, manages risk, and completes required licensing and training, including SAFE Act registration where applicable.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include handling service requests, preparing accurate materials, supporting policy compliance and risk management, educating clients on banking offerings, identifying relationship-building opportunities, and maintaining day-to-day team coverage. The role requires strong communication, organization, discretion, adaptability, and client focus.

Provides personalized financial advice and investment recommendations to clients, develops financial plans, identifies client needs, manages referrals, and builds new relationships. The role involves recommending banking and brokerage products, managing risk, completing required licensing and training, and potentially originating residential mortgage loans under SAFE Act registration requirements.

Manages execution of targeted marketing campaigns across banking channels, including offer and referral deployments. Translates customer experiences into technical requirements, coordinates implementation plans, testing, data requests, production certification, monitoring, and SLA adherence. Partners with technology, business, and marketing teams on channel and product expansion while providing platform expertise, technical leadership, and continuous process improvement.