Top Tech Jobs & Startup Jobs

Establish and manage customer investment portfolios by providing financial planning, investment products, and portfolio guidance. Prospect and build client relationships, maintain a sales pipeline, conduct performance reviews, mentor junior staff, and ensure compliance with corporate and industry regulations.

Manage and grow commercial client relationships (clients up to $20M revenue). Develop relationship strategies, deliver tailored banking solutions, execute advice-driven client calls, manage transactions through close, exercise credit and pricing discipline, and collaborate with business partners to optimize revenue.