Top Tech Jobs & Startup Jobs

Provides virtual investment and insurance guidance to mass affluent clients, analyzes financial circumstances, recommends strategies, sells products, grows client assets, develops new relationships, and builds a book of business. The role partners with branch personnel, delivers phone and video-based service, meets sales goals, and maintains compliance with company, regulatory, and legal requirements.

Develop and manage a wealth management practice by discovering client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and financial planning services. The advisor builds relationships with clients, prospects, business partners, and referral sources while growing an assigned client book. This branch-based role requires active securities and insurance licenses, financial advisor experience, and strong business development skills.

Develop and grow a wealth management practice by conducting client discovery, creating personalized financial plans, managing high-net-worth relationships, generating referrals, and prospecting for new business. Collaborate with internal specialists and business partners to deliver investment management, insurance, estate planning, and other financial services. The role requires active securities and insurance licenses and operates in a branch-based consumer banking environment.

Leads enterprise stability and resilience engineering teams and capabilities. Builds software engineering standards, automation, governance, and reusable controls that improve reliability, recoverability, security, scalability, performance, and customer outcomes. Maps customer journeys and technology dependencies, drives resilience-by-design across the engineering lifecycle, establishes reliability and performance practices, and influences executive leaders on multi-year modernization strategies.

Develops and maintains Salesforce and Tableau analytics dashboards, performs complex data analysis and forecasting, and delivers insights for sales, product, finance, and marketing decisions. Translates business needs into technical requirements, manages platform enhancements with developers, validates data quality, models sales goals, identifies optimization opportunities, and presents strategic recommendations. Provides user training and supports analytics across Treasury Solutions.

Leads documentation and closing activities for complex commercial equipment finance transactions. Reviews and prepares loan and lease documents, validates collateral and outgoing wires, confirms closing conditions, manages negotiations, completes UCC and lien-perfection due diligence, books transactions in Rapport, and authorizes funding. The role also resolves operational issues, supports procedures and training, reviews team documentation, and serves as a resource to colleagues.

Leads complex private banking data management and analytics initiatives, defining data strategies, quality standards, product attributes, and integrated client views. Partners with business, engineering, analytics, AI, and Wealth teams to translate needs into dashboards, KPIs, predictive models, personalized insights, and intelligent decision-making capabilities. Serves as a subject matter expert on private banking products while mentoring junior team members and enabling platform readiness.

Leads strategic sourcing for core IT infrastructure services, including data center, hosted mainframe, and back-office infrastructure. Develops commodity strategies, drives cost savings, oversees spend, leads competitive bidding and contract negotiations, and advises business stakeholders. The role manages cross-functional sourcing initiatives, analyzes market and economic trends, maintains supplier relationships, identifies improvement opportunities, and optimizes total cost of ownership and third-party value.

Supports middle-market M&A transactions by building financial models and valuations, conducting industry and company due diligence, preparing transaction documents and client presentations, developing pitch and transaction strategies, participating in client meetings, and assisting business development. The role requires strong accounting, Excel, financial modeling, communication, analytical, and organizational skills, along with the ability to manage multiple projects in a fast-paced investment banking environment.

Manages private banking client relationships throughout mortgage and commercial lending processes, from prequalification and credit analysis through underwriting, closing, and post-close servicing. Supports Relationship Managers with prospect meetings, pricing, deal structuring, client communications, and pipeline management. Reviews clients for deposit opportunities and coordinates meetings and events. Provides credit pre-screening support and mentors junior Client Relations Managers and Associates.