Top Tech Jobs & Startup Jobs

Supports public finance investment banking through deal analytics, debt structure analysis, offering and closing document preparation, market research, business development, credit analysis, reporting, and stakeholder coordination. The role also requires regulatory compliance with FINRA, SEC, AML, and USA PATRIOT Act requirements, along with client presentations and ongoing relationship management.

Supports financial advisors and brokers with client account management, order processing, trade execution, documentation, reporting, onboarding, compliance tasks, and client communications. The role also develops sales skills through warm-lead outreach and meeting coordination. Candidates should have 1–2 years of financial services experience or relevant internships, pursue FINRA licensing, and preferably hold a bachelor’s degree in finance, business, economics, or a related field.

Manage and grow terminated agent bank and national commercial card accounts. Serve as the primary customer contact, develop account plans, identify cross-selling and retention opportunities, negotiate contracts, monitor performance, resolve issues, and coordinate with internal teams. The role requires commercial card expertise, strategic relationship management, customer satisfaction focus, compliance awareness, reporting skills, and occasional travel for customer meetings and team events.

Conduct preliminary equity research, prepare company summaries, monitor company news, participate in investment meetings, and assist portfolio managers and analysts with valuation, recommendations, and in-depth research reports. The internship provides exposure to fundamental equity research, company valuation, investor information sources, and business communication.

Leads product strategy and execution for banking technology platforms supporting core banking and debit cards. Defines customer problems, product vision, MVP scope, backlogs, requirements, and success metrics. Serves as Product Owner within an Agile team, collaborating with business stakeholders, technology teams, architects, vendors, and designers. Evaluates solutions, facilitates decisions, manages delivery outcomes, and ensures products align with business value, technical feasibility, banking regulations, and customer needs.

Manages a multi-shift deposit and check processing team handling more than 9 million items monthly across branch, mobile, ATM, lockbox, remote deposit, and correspondent channels. Oversees staffing, schedules, quality controls, regulatory compliance, fraud research, reconciliations, training, performance metrics, system enhancements, and continuous improvement. Serves as a subject matter expert and escalation point while coordinating operational continuity across shifts.

Advises affluent clients on investment management, fiduciary advice, financial planning, asset management, and business succession planning. Assesses financial situations, investment objectives, and risk tolerance; develops referral networks and originates new business. Partners with internal specialists to deliver comprehensive solutions, manages client relationships, and grows revenue through prospecting and relationship management.

Leads FNBO’s private wealth advisory business serving high-net-worth and ultra-high-net-worth clients. Owns segment growth, revenue, profitability, advisor productivity, client acquisition, strategic partnerships, and market reputation. Oversees integrated investment, fiduciary, planning, banking, credit, and family governance services while maintaining fiduciary and risk standards. Builds a high-performing advisory team, develops talent and succession plans, drives transformation, and represents FNBO with influential clients and professional referral partners.

Leads customized portfolio management for complex individual and institutional wealth-management clients. Constructs and monitors portfolios, implements investment strategies, conducts research, and participates in asset-allocation and manager-selection committees. Presents investment strategies and market updates, supports client retention and business development, and mentors portfolio managers. Ensures compliance with bank policies, regulations, OCC reviews, and BSA/AML requirements.

The UHNW Financial Advisor serves ultra-affluent clients with investible assets of $5 million or more. Responsibilities include acquiring and retaining clients, developing trusted relationships, providing investment, fiduciary, estate, succession, planning, credit, and banking guidance, and coordinating specialists to deliver holistic wealth solutions. The role also manages business development pipelines, advises on complex financial needs, supports multigenerational wealth preservation, ensures regulatory compliance, and collaborates across Trust, Planning, and Investment teams.