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Senior level
Financial Services
Own portfolio operating cadence, quarterly planning, roadmap governance, prioritization, capacity, dependencies, risk management, and executive reporting across seven product areas. Partner with product leaders and Agility Leads to improve operational efficiency, standardize practices, and monitor portfolio health through metrics. Coach Area Product Owners on discovery and governance, develop leadership-ready narratives, and drive strategic decisions, trade-offs, escalations, and continuous improvement.
Top Skills: JIRAJira AlignExcelMicrosoft PowerpointMicrosoft Teams
Reposted 9 Days AgoSaved
Hybrid
New York, NY, USA
Mid level
Mid level
Financial Services
Copy edit and fact-check credit card benefits content across digital experiences, emails, articles, newsletters, and microsites. Ensure accuracy, clarity, readability, brand consistency, required disclosures, and adherence to style guides. Collaborate with writers, designers, project managers, producers, and business stakeholders through review and approval workflows while tracking revisions and managing multiple deadlines.
9 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Financial Services
Leads infrastructure platform engineering within an agile team, delivering secure, scalable production software. Provides technical direction, reviews code, drives software development lifecycle governance, and promotes responsible AI-assisted engineering practices. Designs and troubleshoots systems independently while serving as a technical subject matter expert. The role emphasizes cloud-native infrastructure, automation, operational stability, and collaboration with technical teams, contractors, and vendors.
Top Skills: Aws EksCniCockroachdbContainersCriCsiGcp GkeKubernetesMicrosoft Sql ServerOracle
9 Days AgoSaved
Hybrid
2 Locations
Senior level
Senior level
Financial Services
Leads complex technology programs from planning through delivery, managing technical requirements, resources, budgets, timelines, risks, and cross-functional stakeholders. Uses enterprise-authorized AI to support planning, risk synthesis, governance, and reporting while validating outputs and protecting sensitive data. Drives agile practices, data-informed optimization, continuous improvement, and alignment between engineering, product, business teams, and organizational goals.
Top Skills: AgileAI
Junior
Financial Services
Provide comprehensive financial planning and investment advice to individuals and families. Build and manage a client book of business through acquisition, relationship development, personalized investment solutions, partner referrals, and financial coaching. Educate clients on digital banking and investment tools while maintaining strong knowledge of financial markets, ethical standards, and goals-based planning.
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Reposted 9 Days AgoSaved
Hybrid
New York, NY, USA
Expert/Leader
Expert/Leader
Financial Services
Leads the global Trusts and Estates platform for a private bank, overseeing fiduciary strategy, governance, risk controls, client delivery, growth, talent, operating models, and modernization. Partners with wealth planning, legal, compliance, risk, operations, technology, and regional fiduciary leaders to deliver scalable, consistent services for ultra- and high-net-worth clients across jurisdictions. Establishes global standards, KPIs, governance routines, succession plans, and controls while representing the fiduciary platform with senior stakeholders and key clients.
9 Days AgoSaved
Hybrid
New York, NY, USA
Senior level
Senior level
Financial Services
Own product strategy, roadmaps, backlogs, requirements, pilots, launches, and success metrics for workplace amenity services. Lead data strategy by mapping internal and vendor data sources and planning ingestion, transformation, and visualization. Partner with design, technology, operations, and analytics teams to improve employee and guest experiences, productize services, and align senior leaders through compelling presentations and data-informed recommendations.
Top Skills: ConfluenceJIRA
9 Days AgoSaved
Hybrid
Los Angeles, CA, USA
Senior level
Senior level
Financial Services
Manage and deepen a portfolio of 80–100 large business clients, providing deposit, cash management, credit, treasury, and personalized financial solutions. Build strong client relationships, acquire deposits, retain and grow accounts, generate referrals, support credit opportunities, and coordinate with branch, wealth management, private banking, and product specialists. Identify client needs, deliver customized advice, ensure seamless onboarding, and follow risk management and regulatory requirements.
Top Skills: ExcelMS OfficeOutlookPowerPointWord
9 Days AgoSaved
Hybrid
3 Locations
Junior
Junior
Financial Services
Manages a portfolio of business banking clients, acquiring and retaining relationships while providing customized deposit, cash management, credit, and financial solutions. Identifies new business opportunities, assesses client needs and risks, coordinates referrals to internal specialists, conducts client meetings, and supports assigned branches. Ensures portfolio profitability, delivers strong client experiences, follows regulatory requirements, and applies sound risk management practices.
Top Skills: ExcelMS OfficeOutlookPowerPointWord
9 Days AgoSaved
Hybrid
3 Locations
Senior level
Senior level
Financial Services
Design conversational flows for AI-driven chat and voice assistants, collaborating with machine learning, engineering, product, and UX teams. Use NLU and LLM expertise to refine models, develop prompts, shape conversational AI strategy, and create inclusive, accessible experiences. Present design rationale through storytelling and documentation, analyze user and market data, and iteratively improve products using feedback and insights.
Top Skills: AgileAPIsBotpressClient-Side TechnologiesConversational AiFigmaJIRALlmNluNuance MixPrompt EngineeringRasa StudioVoiceflow
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