Top Tech Jobs & Startup Jobs

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, build financial plans, recommend brokerage products, make internal referrals, mitigate risk, identify new clients, and coach referral partners. Complete required licenses and trainings, and comply with SAFE Act registration when originating residential mortgages.

Manage global markets onboarding operations for institutional and hedge fund clients. Oversee team performance, capacity and pipeline; ensure AML/KYC and regulatory compliance; coordinate across sales, credit, legal, compliance and tech; improve processes, KPIs and client experience; resolve post‑go‑live issues and drive operational efficiency.

Lead production services for Global Markets equities trading applications, providing front-line technical support, incident and problem management, platform monitoring, SRE-driven stability improvements, stakeholder communication, and team leadership for on-call, release, and compliance activities.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring operational accuracy and compliance, deepening client relationships, and supporting day-to-day team activities to deliver excellent client experiences.

Lead treasury advisory engagements for multinational clients, delivering strategic guidance on treasury strategy, operating models, liquidity, cash forecasting, TMS/ERP integration, and transformation. Develop thought leadership, collaborate with sales and product teams, support proposals, represent the bank at events, and drive advisory frameworks to optimize client treasury operations and governance.

Originates residential mortgage and HELOC loans within the financial center, delivering consultative lending solutions, managing application and documentation processes, maintaining client relationships, meeting sales and pipeline goals, and ensuring regulatory compliance (SAFE Act) while coordinating with internal partners.

Support commercial banking teams by performing market and industry analysis, financial statement and cash-flow interpretation, pitchbook and presentation preparation, transaction coordination, portfolio analytics, and client engagement to identify and expand business opportunities.

Originates residential mortgage loans and HELOCs from within a financial center, advises clients on borrowing and banking solutions, manages application submission and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners while balancing sales, risk, and client service. Requires SAFE Act registration.

Provide personalized financial advice and build financial plans using brokerage and banking products. Triage client leads, refer to internal partners, recommend investment strategies, and meet sales and regulatory requirements. Complete required licenses and SAFE Act registration if originating mortgages.

Originates residential mortgage and HELOC loans within a financial center, advising clients on borrowing and banking solutions, managing mortgage applications and documentation, performing credit and risk assessment, conducting outreach and pipeline management, and partnering with internal teams to deliver an exceptional client experience while complying with SAFE Act registration and regulatory requirements.