Top Tech Jobs & Startup Jobs

Serve as the Hogan loan servicing system expert, resolving escalated production issues, making configuration changes, coordinating vendors/IT, leading medium-to-large projects, gathering requirements, testing, developing reports, training end users, and supporting roadmap and compliance activities.

Lead marketing strategy and execute integrated campaigns for Wealth & Institutional Services. Translate business objectives into measurable plans, manage end-to-end campaign execution, optimize performance via analytics, own budgets and ROI, and partner cross-functionally with Product, Analytics, and Centers of Excellence to drive client acquisition, retention, and brand outcomes.

Lead equity research coverage on public companies, build financial models, author reports, recommend ideas to clients, and maintain relationships with corporate executives.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

Support a Private Wealth Advisor by managing daily servicing for high-net-worth clients, monitoring accounts and cash flows, preparing documentation, executing transactions, identifying client needs, recommending wealth management solutions, and ensuring regulatory and policy compliance.

Advise affluent clients on investment management, fiduciary advice, financial planning, and business succession. Build referral networks, collaborate with internal specialists, develop client relationships, and conduct regular client assessments to determine objectives and risk tolerance.

Serve as subject-matter expert for file balancing, customer file delivery, and check processing using the Optima system. Perform production tasks via procedures and OJT, identify and implement process improvements, ensure BSA/AML and CIP compliance, report suspicious activity, and maintain accuracy, attendance, and professional conduct.

Lead and support lockbox/deposit processing operations, coach and train team members, implement process improvements, ensure compliance with BSA/AML and bank policies, manage scheduling and reporting, and resolve escalated customer issues.

Review residential appraisal reports for accuracy, compliance with USPAP/FIRREA/agency and investor guidelines, identify valuation risk, perform internal property valuations, advise underwriting/production teams, communicate with appraisers, and support process improvements in a high-volume, deadline-driven environment.

Manage day-to-day brokerage and advisory operations, supervise onboarding/trade processing/reconciliations, ensure regulatory compliance (FINRA/SEC/AML), drive process improvements and automation, liaise with front-office, risk, compliance and technology, and develop operations staff.