Top Tech Jobs & Startup Jobs

The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timeliness and accuracy in client materials and enhancing client relationships.

Lead production triage and incident response for SIEM/SOAR and application portfolios. Manage Splunk detection, automation, and dashboards; drive root-cause analysis, remediation, and documentation while ensuring regulatory compliance and SLA-driven service restoration.

The role involves working with high-net worth clients to identify their financial needs, develop relationships, and recommend suitable investment products while building a book of business and collaborating with advisory teams.

Manage and deepen relationships with high-net-worth clients by identifying cross-product opportunities, leading complex credit and structured deals, growing assets and revenue, coordinating client teams to deliver a branded experience, mentoring teammates, and partnering with internal and external centers of influence to drive new business and digital adoption.

Entry-level program to obtain FINRA licenses (SIE, Series 7, Series 66), train in advisory skills, build and manage client relationships, deliver banking and investment solutions, comply with SAFE Act registration, and progress to higher advisor stages while working in-office at a financial center.

Join Merrill's Advisor Development Program to build client relationships and provide tailored financial advice. Develop a book of business while meeting performance goals and collaborating with experienced advisors.

The role involves supporting Financial Advisors by managing business strategies, client relationships, and practice financials, while ensuring compliance with regulatory standards.

Lead architecture and engineering for an enterprise GenAI platform: design reference architectures, define standards (identity, data boundaries, guardrails, observability, resiliency), enable CI/CD and scaling, deliver end-to-end solutions and automation, evaluate tooling, and partner with security, platform engineering, and use-case owners to ensure production-grade, compliant GenAI deployments.

Join Bank of America as a licensed Financial Solutions Advisor I. Complete SIE, Series 7 and 66 licensing, obtain SAFE Act registration, and learn to advise clients on banking and investment solutions. Develop client relationships, deliver comprehensive financial guidance, collaborate with partners, and progress through staged career development with training and coaching.

Provide personalized financial advice and investment solutions to clients, triage leads, build financial plans, recommend brokerage products, make referrals to partners, manage risk and regulatory requirements, and pursue required licenses and trainings.