Top Tech Jobs & Startup Jobs

The Training Specialist facilitates training for associates, manages training labs, and ensures quality learning experiences while providing feedback and documentation on training sessions.

Lead strategy, design, pricing, launch, and ongoing performance of wealth management products. Partner with internal and external stakeholders to drive profitability, compliance, analytics, and go-to-market efforts while managing product roadmaps and governance.

Lead process discovery and design sessions with stakeholders to build process-based automation using IBM BAW and web technologies. Develop solution documentation, manage development efforts, implement ASP.NET/SharePoint web solutions, support production, and follow Agile methodology within a banking operations context.

Manage and lead a six-person documentation team for a $2B equipment finance portfolio. Draft, maintain, and negotiate loan and lease documents, streamline closing processes, ensure UCC and lien compliance, audit closed transactions, and support deal structuring and training.

Financial Advisors consult with clients to assess their financial situations and recommend suitable investment solutions, ensuring compliance with regulatory requirements.

Regional Wealth Managers lead Wealth Management Teams, focusing on profitability, sales, regulatory compliance, and client service across multiple markets. They ensure performance against goals and develop community relations to generate new business.

Supervise finance staff and oversee preparation, review, and analysis of journal entries, reconciliations and financial statements. Coordinate monthly close, prepare consolidated variance explanations, support audits, maintain general ledger and accounting software, assign and standardize work, resolve discrepancies, and cross-train staff.

Lead and oversee technical design and infrastructure projects, coordinate with Enterprise Project Office and technology teams, translate business requirements into technical specifications, manage vendor relationships, track budgets and timelines, and ensure project documentation and deliverables are completed.

Provide day-to-day client service and administrative support to Relationship Managers, handling account documentation, onboarding, loan paperwork, account monitoring, and coordinating with underwriting, compliance, and operations while using platforms like nCino and Salesforce.

Provides complex administrative and operational support to Relationship Managers for high-value commercial clients. Prepares and reviews loan documentation using nCino and Salesforce, monitors account activity, mentors junior administrators, manages deposit and loan processes, leads efficiency projects, ensures regulatory compliance, and supports cross-selling and client relationship reviews.