Top Tech Jobs & Startup Jobs

Supports private bankers with client relationship management, account administration, transaction execution, documentation, cash management, trade follow-up, quality control, compliance, and client issue resolution. Identifies cross-sell opportunities, coordinates with internal bank teams, monitors account activity, and provides operational support to private banking clients. The role requires strong knowledge of private banking products, sales tools, account procedures, and regulatory standards.

Provide non-discretionary global investment advice to high-net-worth private banking clients across asset classes. Conduct portfolio reviews, present strategic and tactical opportunities, generate investment ideas, assess suitability, coordinate with product and structuring teams, collaborate with bankers, and execute client orders through trading counterparties. The role requires Portuguese fluency, a Series 7 license, and travel to Latin America two to three times annually.

Develops investment analytics, dashboards, portfolio monitoring tools, and scalable personalized recommendations across thousands of portfolios. The role analyzes markets, holdings, client activity, risk, and performance; supports allocation strategies and commercial engagement; automates recommendation processes using quantitative methods and AI; prepares investment materials; collaborates with strategists and technology partners; and ensures regulatory and internal policy compliance.

Plans and executes international client events and engagement initiatives for private banking clients. Manages event logistics, vendors, contracts, budgets, compliance, invitations, communications, reporting, and stakeholder coordination. Measures client engagement and business impact while supporting premium client experiences across multiple markets. Requires Portuguese fluency, strong project management, data analysis, organizational, and stakeholder management skills, with occasional travel and flexibility for event schedules.

Supports corporate governance and legal affairs for an OCC-chartered national bank and affiliated entities. Coordinates board and committee activities, maintains corporate records, manages governance filings, supports regulatory examinations and legal matters, conducts research, drafts documents, coordinates outside counsel, and assists with legal technology and organizational initiatives.

Serves as a liaison between business stakeholders and technology teams for core banking applications. Gathers requirements, defines technical specifications, supports application design and development, performs testing, troubleshoots production issues, and coordinates implementations with vendors and internal teams. Maintains banking systems across their lifecycle, supports integrations and data warehouses, documents defects and changes, facilitates UAT, and provides production support and subject-matter expertise.

Supports the design, implementation, enhancement, and lifecycle management of investment and balance sheet products for high-net-worth and institutional clients. Coordinates cross-functional initiatives across legal, compliance, operations, technology, risk, treasury, finance, and front-office teams. Analyzes markets and product workflows, improves operating models, supports governance and documentation, and ensures regulatory and operational compliance, including AML and Bank Secrecy Act requirements.

Provide offshore investment advisory to LATAM HNW/UHNW clients from Miami, combining global macro insight, multi-asset expertise, and cross-border regulatory knowledge. Coordinate with local specialists and internal teams to deliver portfolio analysis, structured client meeting narratives, investment recommendations, and execution support while ensuring compliance and risk management.

Administers the bank’s Consumer Compliance Management System and supports compliance governance, regulatory analysis, risk assessments, monitoring and testing, complaint management, regulatory change management, examination readiness, issue remediation, reporting, training, and compliance guidance across consumer banking products and services.

Administers and coordinates the bank’s Community Reinvestment Act program, supporting regulatory compliance, governance, examination readiness, performance monitoring, reporting, risk assessments, and remediation. Conducts CRA eligibility analysis, maintains documentation and metrics, monitors regulatory developments, prepares management and Board reports, and partners with audit, risk, legal, and business teams. Requires knowledge of CRA, Regulation BB, supervisory guidance, and experience in regulated financial institution compliance.