Top Tech Jobs & Startup Jobs

Provide comprehensive financial planning and advice to individuals and families; build and manage a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions and partner referrals; promote digital adoption and financial coaching; uphold integrity and support teammates to meet client goals.

Lead discovery, definition, and delivery of partner and cobrand servicing products. Translate user and partner needs into requirements, prioritize backlog, coordinate cross-team delivery, define success metrics, ensure quality and test readiness, manage dependencies, and iterate using research and performance data.

Lead product strategy and delivery for enrollment services within Banking Payments. Collaborate with product, analytics, engineering, and business stakeholders to define and prioritize user stories, maintain backlogs, run Agile ceremonies, certify releases through testing and validation, and resolve production issues impacting customer experience.

Perform portfolio analytics for co-brand credit card partnerships across acquisition, engagement, retention, and attrition. Develop measurements, automate reports, present insights to senior stakeholders, and ensure data accuracy and governance.

Support wholesale credit risk by monitoring limit breaches, performing client data maintenance, investigating operational issues, gathering NAV, participating in UAT, and driving process improvements while maintaining controls and SLAs.

Provide on-site, client-facing reception and concierge services: welcome and register visitors, manage badges and access, support VIPs and events, coordinate schedules and staffing, liaise with security and facilities, track visitor metrics, and lead continuous service improvements for the lobby team.

Lead execution for the homepage experience by translating business needs into epics and user stories, managing backlogs and sprints, partnering with design, engineering, and analytics, running experiments and personalization, prioritizing work using data and risk, and driving launches and continuous optimization to deliver scalable, accessible, customer-focused web products.

Support loan transition to closing by organizing and maintaining loan files, performing clerical tasks, updating systems, partnering with underwriting, communicating with internal and external contacts, and resolving documentation issues.

Manage a portfolio of 70–90 small business clients ($1–5M revenue), acquire and retain clients, deliver customized business banking and cash management solutions, identify credit opportunities up to ~$500K, conduct in-person client visits, collaborate with specialists across lines of business, and follow risk management and regulatory protocols.

Lead and deliver secure, high-quality software solutions for financial planning and analysis. Design, develop, review, and troubleshoot production code; drive adoption of enterprise AI-assisted engineering practices; leverage AWS and big-data technologies like Spark; evaluate vendors; automate remediation to improve operational stability.