Top Tech Jobs & Startup Jobs

Provide comprehensive financial planning and advice to individuals and families, build and manage a book of business, deliver personalized investment solutions, acquire and deepen client relationships, and coach clients on digital channels and holistic financial needs.

Provide operational, administrative, and client-service support to Private Client Advisors by processing account openings, money movements, and trades. Assist with relationship management, account reviews, performance reporting, risk and KYC procedures, compliance documentation, and lead generation while prioritizing tasks and fostering team culture.

Manage a portfolio of small business clients ($1–5M revenue), deliver tailored business banking and cash management solutions, identify credit opportunities up to $500K, cultivate new relationships, conduct in-person client visits, collaborate with specialists, and follow risk and regulatory protocols.

Provide operational, administrative, and client-service support to Private Client Advisors, handling account openings, money movements, investment trades, performance reports, KYC/account reviews, and compliance. Assist advisors with relationship management, lead generation, and wealth planning support while prioritizing tasks, meeting deadlines, and fostering team culture.

Lead product portfolio strategy and performance reporting for payments serving small and mid-sized businesses. Combine data, insights, and cross-functional partnerships to set priorities, drive strategic projects, communicate with executives, and monitor industry trends to inform product decisions.

Partner with bankers and AML/KYC operations to ensure client KYC records meet regulatory standards; manage due diligence at onboarding and renewals, mitigate operational risk, escalate issues, and maintain timely, high-quality portfolio management.

Provide comprehensive financial planning and investment advice to individuals and families, build and deepen client relationships, acquire new clients, coordinate with partners, promote digital tools, and deliver goal-based, holistic financial coaching while maintaining regulatory licenses and integrity.

Provide comprehensive financial planning and investment advice to individuals and families, build a book of business, deepen client relationships, and coordinate with partners to deliver goal-based solutions and digital guidance.

Lead fund accounting and administration operations, manage and mentor a diverse team, ensure accurate securities and accounting records, resolve complex validation breaches, drive process automation and continuous improvement, oversee service delivery and stakeholder reporting, and support strategic planning and project delivery to enhance operational resilience and client service.

Lead design, build, and scale of generative and agentic AI solutions; deliver production ML systems, reusable platforms, observability and MLOps, mentor AI teams, partner with stakeholders to prioritize and measure enterprise impact.