Top Tech Jobs & Startup Jobs

Partner with senior Private Client Advisors to deliver holistic financial planning and personalized investment solutions, deepen client relationships, implement planning strategies, support marketing and digital adoption, and coordinate cross‑functional referrals and client events to grow the practice.

Manage a portfolio of ~100-130 small business clients, provide deposit, cash management and lending solutions (up to ~$500k), build relationships through in-person outreach, collaborate with partners, and follow risk and regulatory protocols to grow and retain business.

Support Global Technology FP&A by producing financial reporting, variance analysis, forecasts and budgets for technology expenses. Partner with tech finance teams and stakeholders to prepare executive presentations, reconcile accounting data, improve processes through automation, and support special projects and month-end corporate deliverables.

Lead strategy, adoption, and continuous improvement for advisor financial planning tools. Define roadmap, drive advisor engagement and change management, partner with product/technology/vendors, oversee support and training, and translate advisor needs into product requirements to deliver scalable planning solutions.

Manage and grow a portfolio of Government Not-for-Profit clients by providing tailored business banking solutions, prospecting new clients, leveraging referral networks, and managing credit opportunities up to $40M while ensuring regulatory and risk compliance.

Lead control design and monitoring across Consumer & Community Banking by identifying and mitigating compliance and operational risks, implementing automation and analytics, owning risk and control self-assessments, advising stakeholders, and driving control improvements and regulatory compliance.

Partner with Financial Advisors to create and implement goals-based financial plans for ultra-high-net-worth clients: gather client data, lead meetings, present recommendations, onboard clients to planning tools, coordinate with clients' advisor teams, and regularly review and update plans to identify new opportunities.

Provide comprehensive financial planning and advice to individuals and families, build a book of business through client acquisition and relationship management, deliver personalized investment and insurance solutions, collaborate with partners and educate clients on digital tools, and maintain required securities and insurance licenses.

Lead an agile team to design, build, and operate cloud-native, microservices-based applications. Deliver secure, scalable production code, enforce resilient architectures, drive AI-assisted engineering practices, mentor engineers, automate remediation, and improve SDLC processes to ensure high-quality releases and operational stability.

Lead delivery of complex data technology programs by developing project plans, managing risks, budgets, vendors and cross-functional stakeholders, applying analytical and AI-assisted practices, promoting agile methods, and ensuring alignment with business goals and data sensitivity requirements.