Top Tech Jobs & Startup Jobs

Supports Financial Advisors and ultra-high-net-worth clients through onboarding, account maintenance, investment recommendations, trade execution, portfolio review preparation, money transfers, and administrative operations. Serves as a liaison among clients, advisors, branch management, compliance, and internal teams while ensuring regulatory compliance and delivering personalized wealth management solutions.

Analyze and resolve pricing control exceptions involving fees, interest, refunds, and servicing activities. Review processes, build automated analytical workflows, develop reporting, and apply anomaly detection and responsible generative AI concepts. Partner with analysts, managers, product, operations, analytics, and technology teams to improve monitoring, documentation, and controls. Communicate findings clearly, manage multiple workstreams, and drive continuous improvement across card pricing operations.

Leads financial decision-making and business management for a Consumer Banking territory. Advises Region Directors, analyzes financial performance and expenses, develops regional strategies, coordinates KPI reviews, identifies productivity initiatives, and drives cross-functional business improvements. Builds stakeholder relationships across Finance, Operations, HR, Technology, Legal, and Compliance while influencing strategic initiatives and supporting regional performance.

Supports equity capital markets syndication, including IPOs, follow-ons, block trades, and convertible offerings. Coordinates execution across Sales, Trading, Investment Banking, Operations, and Legal; analyzes allocation data; assists with pricing analysis; tracks aftermarket performance; and prepares updates for senior bankers and stakeholders.

Provides executive administrative support for Community and Consumer Banking leadership. Responsibilities include managing complex calendars, calls, meetings, events, domestic and international travel, invoices, expenses, onboarding, offboarding, correspondence, organizational documents, spreadsheets, and presentations. The role requires discretion, strong organization and communication skills, Microsoft Office proficiency, and professional interaction with senior executives. It is fully onsite five days per week.

Manage and deepen a portfolio of large business clients through deposit acquisition, cash management, credit solutions, client retention, referrals, and customized financial advice. Build relationships with business owners and centers of influence, partner with branch, wealth, private banking, and treasury specialists, onboard products, and ensure regulatory compliance, profitability, and sound risk management.

Produce and coordinate daily, monthly, and quarterly regulatory reporting for Global Payments. Support recovery and resolution planning, resiliency planning, governance meetings, control execution, issue remediation, and audit responses. Partner with Payments, Finance, Risk, Compliance, and Technology stakeholders to resolve reporting issues, improve data quality, and streamline processes through standardization and automation.

Leads enterprise mainframe infrastructure engineering, including batch scheduling administration, workload governance, automation, troubleshooting, and modernization. Builds REXX and Python solutions, integrates scheduling with monitoring and change-management tools, resolves batch failures, and improves operational resiliency. Drives AI-assisted automation practices, documentation, auditability, and thought leadership while supporting cloud migration and hybrid infrastructure initiatives.

Supports capital risk governance through regulatory policy interpretation, independent challenge, market risk capital model and calculator reviews, remediation tracking, scenario analysis, stress testing, and monitoring impacts on risk-weighted assets. Partners with model risk, analytics, coverage, and technology teams to improve dashboards, automate reporting, and prepare analysis for senior management and regulators.

Provides comprehensive financial planning and investment advice to individuals and families. Builds and manages a client book of business through acquisition, relationship development, personalized investment solutions, partner referrals, and goals-based planning. Educates clients on digital investment tools, offers broader financial coaching, and maintains strong ethical, service-oriented relationships while supporting bank goals.