Top Tech Jobs & Startup Jobs

Develop comprehensive financial plans for ultra-high-net-worth clients by analyzing income, expenses, investments, insurance, tax, estate, and trust information. Lead client meetings, identify goals, develop recommendations, present strategies, maintain accurate records in eMoney and Salesforce, coordinate follow-up activities, support advisors, and ensure compliance with banking policies and regulations.

Supports Financial Advisor teams by servicing client portfolios, onboarding customers, preparing transaction documentation, monitoring account activity and cash needs, coordinating client reviews, assisting with financial planning, resolving service issues, and executing transactions. The role also supports marketing initiatives, maintains accurate client records, identifies customer needs, and ensures compliance with bank policies, FINRA, SEC, and BSA/AML requirements.

Supports public finance investment banking through deal analytics, debt structuring, market research, refunding analysis, offering and closing documents, business development, proposals, reporting, and stakeholder coordination. The role also supports credit analysis, compliance with FINRA and SEC requirements, regulatory education, and relationship management with issuers, counsel, rating agencies, and internal teams.

Provides strategic and technical leadership for advanced credit-risk data science. Owns the multi-year modeling roadmap and independently develops, implements, validates, monitors, and improves machine learning models for credit acquisition, underwriting, portfolio management, and customer risk. Applies advanced statistical and ML techniques, conducts fair-lending and explainability analyses, researches emerging methods, and communicates modeling strategy and results to executive and cross-functional stakeholders.

Advises clients on investment management, financial planning, insurance, trust, estate, and succession-planning needs. Assesses financial situations, investment objectives, and risk tolerance; manages and expands client relationships; develops referral networks; partners with internal specialists; administers securities and trust accounts; and supports portfolios while following compliance, fiduciary, risk-management, and legal requirements.

Processes and balances ACH transactions across settlement windows, manages returns, exceptions, file issues, and Zelle disputes, and ensures compliance with NACHA and Regulation E requirements. Researches transactions, handles proof-of-authorization requests, supports fraud recovery, communicates with customers and financial institutions, and contributes to reporting, cross-training, and process improvements.

Develop and support mainframe banking applications using COBOL, z/OS, CICS, JCL, and Hogan. Collaborate within Agile and Kanban delivery teams to estimate, develop, test, deploy, monitor, troubleshoot, and enhance applications. Provide production and user support, documentation, compliance maintenance, and occasional off-hours or weekend on-call coverage. Participate in Agile ceremonies and partner with business and IT stakeholders to deliver stable, high-quality solutions.

Advise affluent clients on investment management, fiduciary services, financial planning, asset management, and business succession planning. Assess client needs, objectives, and risk tolerance; develop client and referral networks; originate new business; manage relationships; and partner with internal specialists to deliver comprehensive financial solutions. The role requires client presentations, prospecting, revenue growth, regulatory compliance, and flexible scheduling for client meetings.

Processes customer and bank deposits using Falcon, Eagle, and Opex 40 systems while meeting strict production and accuracy targets. Monitors workflows, escalates equipment or processing issues, supports deadlines, trains new hires, maintains documentation, participates in continuous improvement, and completes compliance requirements. The role requires onsite attendance, payment processing experience, procedural accuracy, computer skills, and a high school diploma or equivalent.

Leads deposit exceptions operations, overseeing high-volume NSF decisions, fraud prevention, check disputes, pay/no-pay determinations, reconciliation, and regulatory compliance. Manages supervisory teams, capacity planning, crisis response, business continuity, performance optimization, automation, and process improvements. Partners with risk and compliance stakeholders to reduce losses, maintain operational resilience, support audits, and ensure adherence to BSA/AML, Reg CC, Check 21, UCC, EFTA, and NACHA requirements.