Top Tech Jobs & Startup Jobs

Advises charitable and nonprofit clients on achieving their missions, acquiring new accounts, retaining relationships, and growing revenue. Responsibilities include prospecting, developing referral networks, assessing financial viability and risks, leading sales presentations, resolving client issues, identifying strategic opportunities, and serving as a subject matter expert on philanthropic trends. The role requires compliance with banking regulations and collaboration across Corporate Banking and Wealth businesses.

Manages commercial loan closing and post-closing activities, including drafting and reviewing documentation, collecting due diligence, verifying approvals, resolving exceptions, booking loans, coordinating disbursements, and maintaining system data integrity. Works with relationship teams, borrowers, attorneys, vendors, lenders, and internal business partners while ensuring compliance with credit, regulatory, and documentation policies.

Manages commercial loan closing and post-closing processes, including drafting and reviewing documentation, completing due diligence, resolving exceptions, booking loans, ensuring policy and regulatory compliance, and coordinating with relationship teams, borrowers, attorneys, lenders, vendors, and internal partners. Supports syndicated and specialized commercial lending transactions while maintaining data integrity, meeting performance metrics, mitigating risks, and resolving client service issues.

Develops and manages affluent and high-net-worth client relationships through consultative financial advice. Provides wealth management, financial planning, trust, estate planning, insurance, credit, and banking solutions by collaborating with internal partners. Acquires clients, expands existing relationships, retains assets, and meets revenue and profitability goals. Maintains a book of business while managing KYC, compliance, reporting, client discovery, and ongoing service needs.

Develops and manages affluent and high-net-worth client relationships through financial planning and wealth advisory services. Collaborates with internal partners to provide asset management, trust, estate planning, insurance, credit, and banking solutions. Acquires clients, expands existing relationships, manages portfolios, identifies growth opportunities, conducts ongoing financial discovery, and ensures KYC, risk, compliance, reporting, and book-of-business requirements are met.

Provides administrative and clerical support for the mortgage business, including calendar management, meeting coordination, correspondence, reports, presentations, travel arrangements, expense reports, visitor reception, phone support, document handling, mail distribution, and supply ordering. Maintains confidential information, assists with projects, troubleshoots departmental technology, and supports other administrative assistants as needed.

Provides analytical and relationship support for Trade Finance teams covering export financing, cross-border services, letters of credit, and supply chain finance. Responsibilities include client and industry research, pitch and proposal preparation, onboarding and compliance documentation, profitability and RAROC analysis, pricing reviews, sales support, and collaboration with relationship managers, portfolio managers, and operations teams.

Implements and supports IT asset deployments, including configuring, installing, tracking, repairing, replacing, and decommissioning computers, peripherals, printers, scanners, and servers. Provides user training and technical assistance, maintains lifecycle inventory, supports facilities and business projects, and may troubleshoot network infrastructure. The role also ensures compliance with cybersecurity and risk-management practices, supports process improvements, and requires frequent overnight travel.

Manages investment portfolios for private wealth or institutional clients, develops investment objectives, implements portfolio changes, monitors risk, and oversees account modeling and trading. Builds client and partner relationships to retain and grow revenue, supports new business development, communicates market trends, and may lead strategic initiatives and group projects. Requires a bachelor’s degree and five years of applicable investment, portfolio management, brokerage, or finance experience.

Creates, designs, runs, and maintains database reports; manages data consolidation and reporting processes; develops metrics and actionable recommendations; supports research and management with data collection and results reporting; administers reporting procedures, resolves issues, and collaborates across teams on process improvements and deliverables.