Top Tech Jobs & Startup Jobs

Perform standard transaction processing, reconciliation, and routine research to resolve client and internal inquiries. Provide quality operational support, handle inbound calls/mail, escalate complex issues, and identify operational risks while ensuring process accuracy and client service.

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.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate client materials, promoting banking and investment offerings, ensuring policy compliance, and supporting daily team operations to deepen client relationships and deliver exceptional service.

Provide client service support to Financial Advisors by serving as primary client contact, educating clients on banking and investment offerings, ensuring timely and accurate client materials, aligning practices with policies to manage risk, deepening client relationships, promoting banking integration, and supporting day-to-day team activities including coverage during absences.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate materials, promoting banking and investment offerings, ensuring policy compliance, and supporting daily team activities to deepen client relationships.

Lead design and delivery of complex data solutions for global markets risk. Create data models, dictionaries, pipelines and ETL, integrate/clean/transform data, document requirements, lead testing and triage, mentor engineers, and support strategic and regulatory projects (e.g., SRPL, FRTB) with stakeholders and DBAs.

Provide expert advisory on complex commercial debt solutions, manage credit process and portfolio, structure and underwrite loans, negotiate credit documentation, lead credit/risk approval, collaborate with relationship and treasury teams, and mentor associates.

Support Financial Advisor team by managing client relationships, serving as client contact for non-administrative requests, assisting in client meetings on investments and account performance, executing the team service model, managing onboarding and escalations, monitoring client satisfaction, and ensuring regulatory registrations (Series licenses, SAFE Act) and firm-required disclosures/designations are maintained.

Entry-level role that trains candidates to obtain FINRA licenses (SIE, Series 7, 66) and SAFE Act registration, then advise clients on banking and investment solutions. Responsibilities include building and managing client relationships, delivering financial advice and presentations, collaborating with partners, and meeting business objectives. Training provided with progression to higher advisor stages upon licensing and performance.

Develop, enhance, and support Python-based enterprise applications and automation on the Quartz platform. Build APIs, data-processing solutions, scheduled workflows, and automated test suites. Collaborate with business, architects, and operations to deliver scalable, resilient, and maintainable solutions, mentor engineers, automate releases, and contribute to platform modernization and cloud-native adoption.