Top Tech Jobs & Startup Jobs

Provide investment planning and insurance product leadership for wealth management clients. Assess client goals, construct goals-based portfolios, recommend AMG or open-architecture investments, perform due diligence, and collaborate with the team on trust administration, portfolio management, and private banking needs while driving new business and maintaining client relationships.

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios, coordinate trust and portfolio management, perform due diligence on investments, and drive new business while partnering with wealth team and internal asset management resources.

Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Coordinates appointments and outreach, handles inbound client inquiries, manages regional requests, maintains accurate documentation, and ensures compliance with firm policies and regulatory requirements. The role supports consistent client service, advisor productivity, workflow execution, and business development activities across a team-based advisory model.

Manages and grows a portfolio of small business clients through prospecting, relationship development, financial discovery, and consultative selling. Recommends lending, deposit, cash management, and other banking solutions; structures credit offerings; monitors portfolio performance and credit quality; and partners with underwriting and internal specialists. The role also develops community relationships, supports regulatory compliance, and requires NMLS registration.

Owns the vision, strategy, roadmap, and lifecycle of digital receivables products. Identifies customer and business opportunities, defines product outcomes and OKRs, prioritizes features, and coordinates discovery, design, technology, risk, and agile delivery partners. Uses business metrics and customer insights to optimize product performance, adoption, and experience while managing technical considerations, modernization, go-to-market alignment, and stakeholder collaboration.

Designs, administers, and optimizes IBM DB2 UDB and PostgreSQL environments across on-premises, cloud, and hybrid platforms. Builds automation and Infrastructure-as-Code frameworks using Python, Ansible, Terraform, and related tools. Leads database upgrades, migrations, high-availability implementations, observability improvements, AI-assisted operations, and self-service capabilities while improving reliability, scalability, security, and operational efficiency.

Supervise a small team of mortgage loan originators, overseeing loan origination activities, documentation, production goals, referral relationships, and regulatory compliance. Develop business through external partnerships and industry associations, promote additional banking products, and recruit, coach, mentor, and retain employees. The role requires mortgage sales and loan origination experience, NMLS registration, knowledge of mortgage products and underwriting requirements, and strong relationship management skills.

Supervises a small team of Mortgage Loan Originators, overseeing loan origination activities, documentation, volume goals, referral relationships, compliance, recruiting, employee development, and customer relationship growth. The role also requires mortgage product and underwriting knowledge, NMLS registration, and compliance with applicable banking regulations.

Serves as the client-facing subject-matter expert for global markets, cross-border custody, and major market events. Translates regulatory, legal, tax, and operational developments into client guidance, coordinates market activation and documentation, and resolves complex servicing issues across internal and external stakeholders. Leads market-event communications, supports onboarding and conversions, identifies systemic operational issues, and drives remediation. Also participates in client reviews, prospect discussions, market initiatives, and development of market guides and training materials.

Supervises a small team of mortgage loan originators, overseeing loan origination, documentation, production goals, referral relationships, and compliance requirements. Develops business through realtor, builder, and banking partnerships while supporting additional product sales. Recruits, coaches, develops, and retains employees, maintains mortgage industry expertise, and ensures NMLS registration and applicable regulatory compliance.