Top Tech Jobs & Startup Jobs

Lead recruitment, training, development and supervision of a retail sales force to achieve sales, revenue, and profitability targets. Build relationships with bank leadership, implement sales strategies, coach advisors, ensure regulatory compliance, manage budgets and forecasts, and represent the firm in community outreach to generate business.

Support Financial Advisors by opening and maintaining investment accounts, scheduling client meetings, executing trades, researching account positions, assisting with transfers and compliance documentation, and providing client service to grow and maintain client relationships.

Sell and grow treasury management services to corporate clients, manage key accounts, prepare sales presentations, design and implement services, support marketing and product development, ensure regulatory compliance, mentor staff, manage budgets and control expenses.

The Equipment Finance Operations System Supervisor oversees daily operations in Equipment Finance systems, managing staff, monitoring performance, and ensuring data integrity while enhancing operational efficiencies.

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.

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.