Top Tech Jobs & Startup Jobs

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer to internal specialists, mitigate risk, and coach referral partners. Complete required licenses and trainings; may require SAFE Act registration for mortgage origination.

Manages treasury revenue, product penetration, and relationship growth across commercial banking clients. Develops customized treasury solutions, leads client presentations, pricing, negotiations, proposals, and strategic sales discussions. Partners with bankers and product specialists to address client needs, drive digital payments adoption, improve profitability, and expand portfolios. Coaches Treasury Analysts and collaborates with servicing and implementation teams. Requires strong treasury management sales expertise, business development, communication, negotiation, financial acumen, and risk management skills.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include preparing accurate client materials, responding to service requests, supporting policy compliance and risk management, educating clients about banking offerings, strengthening client relationships, and maintaining day-to-day team coverage. The role requires strong communication, organization, adaptability, technology skills, and a client-first mindset in an in-office wealth management environment.

Handles daily safe deposit box and unclaimed property operations, including account research, document and property processing, reporting, escalations, and discrepancy resolution. Maintains operational and financial controls, meets deadlines, supports audits and regulatory activities, and identifies process improvements. Provides functional guidance to teammates and communicates with internal business partners while handling confidential customer information and physical materials.

Manages and grows treasury revenue across large corporate clients by developing customized liquidity, payments, trade finance, FX, and commercial card solutions. Partners with corporate bankers and product teams to expand relationships, drive profitability, develop pricing and proposals, and deliver client presentations. Requires strong treasury expertise, business development, relationship management, financial acumen, negotiation, communication, strategic thinking, risk management, and executive presence.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include preparing accurate client materials, responding to service requests, supporting banking and investment offerings, maintaining client relationships, promoting additional solutions, following policies, managing risk, and supporting daily team operations. The role requires strong communication, organization, judgment, adaptability, and a client-first approach.

Processes and reconciles moderately complex wealth management transactions, obligations, and securities-based lending data. Reviews account activity, resolves exceptions, escalates risks, validates reports, and communicates status or outstanding requirements to internal partners and clients. The role supports regulatory and firm-policy deadlines, identifies process improvements, manages monetary risk, and assists with training less experienced team members.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and money management solutions. Responsibilities include building financial plans, identifying client needs, making internal referrals, managing risk, developing new client relationships, and coaching referral partners. The role requires securities licenses, regulatory compliance, client relationship skills, and availability Monday through Friday with rotating Saturdays.

Designs and oversees reusable, scalable software components supporting global risk analytics, modeling, testing, and regulatory requirements. Builds performant big data pipelines, develops quantitative models and tests, sources and evaluates data, and delivers high-quality software. Collaborates with modelers, risk managers, technology teams, auditors, compliance stakeholders, and senior leadership. Provides technical oversight to junior team members, documents methodologies, and drives process improvements and automation across enterprise risk capabilities.

Provides end-to-end operational support for exchange traded derivatives, including trade processing, clearing, settlement, reconciliation, collateral management, and lifecycle events. Serves as the primary escalation point for process health, regulatory controls, audit remediation, operational risk, and technology incidents. Develops metrics, identifies control gaps, coordinates cross-functional remediation, and leads process improvements using AI and automation to strengthen efficiency, resilience, and compliance.