Top Tech Jobs & Startup Jobs

Support trade coordination for the Private Banks discretionary portfolios through pre-trade analysis, trade planning, execution coordination, and post-trade review. Communicate trade plans, manage lifecycle risks and documentation, drive process improvements, partner with technology, and assist oversight of the Six Circles mutual fund complex.

Provide comprehensive financial planning and advice to individuals and families, build a book of business through client acquisition and relationship management, recommend investment and insurance solutions, collaborate with partners, educate clients on digital channels, and deliver exceptional investor experiences while meeting goals-based planning requirements.

Lead delivery of AML/KYC strategy and technology initiatives. Act as PM/BA hybrid: plan and track workstreams, capture and prioritize requirements, maintain governance artifacts, support Customer Identification Program capabilities, facilitate working sessions, monitor risks and status, and produce executive reporting to ensure regulatory compliance (BSA, PATRIOT Act, OFAC/SDN).

Provide client service, operational and administrative support to Private Client Advisors. Process account openings, money movements, and trades; resolve client requests and issues; prepare performance reports; support KYC, account reviews, compliance, and risk management; assist with wealth planning, lead generation, and referral management; prioritize daily tasks and maintain team culture.

Lead firm-wide AI and digital transformation initiatives, partnering with senior leaders to assess, design, and implement customer journey optimizations, operating models, and go-to-market strategies. Conduct quantitative analyses, financial modeling, competitive research, and present strategic recommendations while coaching junior team members.

Design, implement, and operate production-grade agentic AI and LLM-enabled services on AWS. Build retrieval-augmented systems, APIs, and integrations; optimize performance, scalability, cost, and observability; implement evaluation, testing, guardrails, and secure development practices while collaborating across product and engineering teams.

Lead end-to-end product development for claims and disputes: define strategy and roadmap, manage discovery and backlog, collaborate cross-functionally, launch scalable, resilient solutions, and track key success metrics (cost, risk, reliability, features) to deliver customer value.

Provide SBA and Commercial Real Estate lending expertise to Business Relationship Managers: identify, structure, price, and close loans for small and mid-size businesses. Develop referral sources, coach BRMs, manage loan pipeline and client expectations, maintain relationships with SBA offices/CDCs, and ensure compliance with bank policy and SBA regulations.

Provide comprehensive financial planning and goals-based advice to individuals and families, build and maintain client relationships, acquire new clients, offer personalized investment and insurance solutions, collaborate with partners, and promote digital engagement and financial coaching.

Act as a trusted advisor to business leaders, deliver analysis and executive presentations, manage projects and workstreams, identify and mitigate business risks, support audit/regulatory/RCSA deliverables, and coordinate team communications and process improvements.