Top Tech Jobs & Startup Jobs

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, educate clients on digital channels, and coordinate Chase partner referrals. Maintain required securities and insurance licenses and provide holistic financial coaching beyond investments.

Manage and deepen a portfolio of ~80-100 business clients (>$5M revenue) by delivering tailored deposit, cash management, and credit solutions up to ~$15M, driving client retention, referrals and product adoption, partnering with specialists, and ensuring regulatory and risk controls.

Lead design, develop, and troubleshoot secure, high-quality Java/Python applications and microservices on AWS. Drive adoption of enterprise AI-assisted engineering practices, automate recurring fixes, improve operational stability, evaluate vendor/architecture fit, and lead cross-team communities of practice while promoting inclusive team culture.

Lead annuity product innovation, carrier engagement, and retirement income strategy. Use AI and analytics to design advisory annuity solutions, develop glidepath frameworks, evaluate products, drive advisor adoption, and coordinate cross-functional launches and thought leadership to grow retirement income offerings.

Own and grow institutional client relationships across cleared derivatives and prime finance, drive revenue, provide market color, analyze datasets to inform commercial strategy, and mentor junior team members while collaborating with Trading, Product, Risk, Credit and Sales partners.

Lead product strategy and delivery for forecast automation: design and implement forecasting models, streamline processes, align cross-functional stakeholders, track success metrics, onboard models to cloud architecture, and drive AI-enabled automation.

Provide comprehensive financial planning and relationship-based advice to individuals and families. Build a book of business, deliver personalized investment and insurance solutions, educate clients on digital tools, coordinate referrals with Chase partners, and maintain required FINRA and insurance licenses.

Lead and execute generative and evaluative UX research using quantitative and qualitative methods (surveys, interviews, ethnography). Analyze data to produce actionable insights, collaborate with cross-functional teams to integrate findings into product design, and shape research strategy aligned with business goals.

Lead end-to-end marketing analytics for client campaigns: audience targeting, test design, execution, reporting, forecasting, modeling, and insight generation. Partner with stakeholders to define strategy, build data pipelines, write transformation logic, and deliver actionable visualizations to drive business decisions.

Support CCAR stress-testing model development, execution and analysis for Balance Sheet, NII and FTP projections. Produce presentations for senior management, improve automation, manage partner-team interactions, and operate under regulatory deadlines while growing technical expertise.