Top Tech Jobs & Startup Jobs

Prepare timely and accurate federal and state corporate tax returns and estimated payments; calculate deferred tax balances; record and reconcile tax accounting entries; analyze state franchise tax accruals; research tax law and audit issues; respond to information document requests; collaborate with accounting, finance, and business lines.

Develops and manages credit relationships with leasing customers, handles complex transactions, prepares market competitive lease quotes, and monitors ongoing customer relationships.

Lead and coach a team of licensed retail bankers to sell a full range of securities products, manage client relationships, achieve fee-income targets, conduct client and internal training sessions, and ensure compliance with policies and risk controls while traveling within the assigned territory.

Lead and coach licensed retail bankers to sell securities and investment solutions, manage client relationships, conduct client meetings and seminars, and drive team sales targets while ensuring regulatory compliance and strong client experience.

The Investment Executive guides and develops licensed bankers in selling securities products, coaching them on investment strategies, and ensuring client satisfaction while achieving sales goals.

Lead and coach licensed retail bankers to sell investment and securities products, manage client relationships, conduct client and team meetings, achieve fee income goals, prepare sales tracking reports, and deliver training and seminars. Maintain product knowledge, ensure regulatory compliance, and travel within assigned territory to support business development.

Lead and develop a team of licensed retail bankers to sell securities and investment products, coach bankers, conduct client meetings, manage sales planning and tracking, maintain client relationships, deliver seminars, and ensure compliance and risk management while meeting targeted securities fee income goals.

Perform skip-trace research and process voluntary, involuntary, and impound repossession assignments. Negotiate and approve storage/tow/repair charges, reconcile vendor invoices, process cancellations/redemptions, and ensure compliance with state and federal laws while documenting actions and collaborating with teams.

Serve as a trusted private bank advisor coordinating specialist teams to deliver wealth planning, investments, banking, trust, and risk management. Prospect and grow client relationships using the Life360 process, execute client reviews and onboarding, hit revenue and service metrics, ensure regulatory and risk compliance, document activity in CRM, and obtain required licenses and certifications (including NMLS and industry designations).

Serve as a trusted private bank advisor coordinating specialists to deliver wealth planning, investments, private banking, trust services and risk management. Build and cultivate client pipeline, execute Life360 discovery, manage onboarding and client reviews, ensure CRM documentation, meet service and profitability targets, and obtain required licenses and industry certifications.