Top Tech Jobs & Startup Jobs

Provide client service support to Financial Advisors, act as primary client contact, educate clients on bank and investment offerings, ensure timely and accurate client materials, support compliance and operational excellence, deepen client relationships, and assist with day-to-day team activities and coverage.

The Senior Investment Manager leads investment strategies for Financial Advisors, ensuring risk assessments align with client goals, and acts as a subject matter expert for investment-related inquiries.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, meet sales goals, and complete required licenses and trainings. Maintain SAFE Act registration for mortgage originations and follow regulatory due diligence and risk controls.

Provide day-to-day client service support to Financial Advisors by educating clients on bank offerings, ensuring timely and accurate client materials, managing requests, maintaining compliance with policies, deepening client relationships, and supporting team activities to drive operational excellence and client advocacy.

Originates, structures, and executes equity capital markets transactions (IPOs, follow-ons, convertibles). Supports origination, investor dialogue, distribution strategy, and cross‑functional collaboration with investment banking, sales, and trading to deliver capital solutions for clients.

Lead and grow a technology team delivering network automation and infrastructure solutions for a regulated banking environment. Responsibilities include people management, coaching, hiring, setting technical strategy and maturity goals, ensuring production application performance, compliance with security and risk standards, stakeholder and vendor management, and promoting Agile engineering and continuous improvement.

Provide client service support to Financial Advisors by serving as primary client contact, ensuring timely and accurate client materials, promoting banking and investment solutions, following policies to manage risk, deepening client relationships, and supporting day-to-day team activities including coverage during absences.

Provide client service support to Financial Advisors, act as primary client contact, prepare and deliver accurate client materials, ensure compliance with policies, deepen client relationships by promoting banking offerings, and support day-to-day team activities and coverage.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, make referrals, mitigate risk, acquire new clients, and complete required licenses and trainings (including SAFE Act registration if originating mortgages).

Support senior analyst in equity research for IT hardware and technology supply chain. Perform financial modeling and valuation, write industry and company reports, conduct market and expert interviews, respond to client inquiries, attend conferences, and develop investment ideas by analyzing market trends and macro themes.