Top Tech Jobs & Startup Jobs

Serve as trusted advisor coordinating specialists to deliver wealth planning, investments, private banking, trust, and risk management. Build and deepen client relationships, drive AUM and revenue, execute client reviews and onboarding, ensure CRM/documentation, meet service standards, and maintain regulatory and licensing compliance.

Manage credit risk for a portfolio of commercial banking clients by underwriting, monitoring financial performance and covenants, preparing approval documents, coordinating loan documentation, supporting relationship managers, and mentoring junior staff. Perform industry/company research, financial analysis and modeling, and take required actions on delinquent or non-compliant loans.

Serve as trusted advisor coordinating specialists to deliver wealth planning, investments, private banking, risk management and trust services. Drive client acquisition and retention, manage household profitability, execute Life360 discovery, coordinate onboarding and reviews, comply with risk and regulatory requirements, and meet revenue and service standards.

The Treasury Management Officer drives business development, client relations, and cross-selling, ensuring exceptional client service and risk management while meeting sales goals in treasury solutions.

Manage and grow a portfolio of mid-market commercial clients ($50M–$500M sales) through business development, relationship advisory with C-suite, cross‑selling treasury, lending and capital markets, credit analysis, and coordination with internal partners. Participate in community activities and ensure portfolio risk management.

Sell securities and investment products, achieve fee-income goals, coach and train licensed retail bankers, conduct client meetings and joint appointments, manage sales planning and reporting, develop client relationships, and deliver seminars for business development.

Manage and grow a portfolio of commercial clients (≥ $10M sales) by developing relationship strategies, prospecting, advising on credit and banking solutions, coordinating with internal partners, monitoring risk and portfolio health, and participating in community activities.

Lead and build prototypes, demos, and production-ready solutions to advance fintech innovation. Partner with product, engineering, and business teams to design end-to-end systems, lead ETL/data workflows and visualizations, evaluate emerging technologies (AI, blockchain, web3), mentor engineers, and influence enterprise architecture while managing risk and delivering measurable product and platform improvements.

Partner with product, strategy, and business teams to prototype and deliver modern fintech solutions. Lead evaluation and adoption of emerging technologies (AI, blockchain, cloud), build end-to-end data workflows and visualizations (ETL, Power BI), benchmark fintechs, mentor engineers, and influence enterprise architecture and product direction while managing risk and translating insights into practical prototypes and demonstrations.

The Commercial Middle Market BDO drives new client acquisition and revenue growth by prospecting and developing relationships within the Middle Market segment, collaborating with internal teams to provide financial solutions, and meeting production goals through active market engagement.