Top Tech Jobs & Startup Jobs

This role manages a portfolio of affluent clients, providing financial solutions, meeting sales targets, training staff, and ensuring compliance. The manager develops relationships, evaluates credit applications, and promotes digital banking options, ensuring operational integrity and risk management.

The Wealth Advisor Director manages relationships with high-net-worth clients, implements financial solutions, drives business development, and mentors junior team members while adhering to regulatory standards.

This role involves managing client relationships, developing business strategies, and providing holistic financial advice to high net worth clients while ensuring compliance and quality service standards.

Process full lifecycle of North American corporate actions for multiple entities, liaise with trading desks and counterparties, reconcile cash/stock entitlements, manage complex and high-risk events, act as SME, support system integrations (EnTrack/vendor), maintain controls, identify and escalate risks, and contribute to process improvements and project implementations.

Lead US Commercial Real Estate portfolio, risk, regulatory and compliance functions. Set strategy, manage a 50-person portfolio management team, make credit and capital allocation decisions, collaborate with underwriting, audit and regulators, drive profitability, customer service, and community representation while ensuring policy and regulatory compliance.

The VP of Technology Middle Market M&A manages client relationships and deal execution, analyzes financial needs, and develops strategic client solutions. Responsibilities include creating financial models, conducting due diligence, and collaborating on cross-selling initiatives.

The Fiduciary Tax Administrator manages workflows in fiduciary tax compliance, prepares tax returns, and handles client inquiries and training.

The Equity Research Associate will assist in equity research products, analyze financial statements and data, and communicate investment recommendations.

Senior leader responsible for global client onboarding, KYC/AML, client lifecycle and reference data enablement, operating model and technology transformations. Lead 100+ professionals, manage operating budget, drive vendor selection and controls, liaise with audit/regulators, identify risks and efficiency opportunities, and align enablement priorities with Capital Markets business strategy.

Provide high-level administrative and clerical support to executives and senior managers, including calendar and travel management, budget tracking, invoice and expense processing, event coordination, stakeholder communications, filing and records management, coaching junior assistants, and supporting strategic initiatives with analysis and reporting to ensure efficient department operations.