Top Tech Jobs & Startup Jobs

Lead development and deployment of AI/ML models for portfolio management, risk, distribution, and operations. Collaborate with investment teams, validate models through governance, ensure data pipeline integrity, mentor junior analysts, and present insights to stakeholders.

Lead relationship manager for Central and South America (focus Mexico). Grow assets, deposits and loans; drive business development, client acquisition and cross‑sell banking, investment and fiduciary services; act as client team quarterback and execute strategic, multi-disciplinary initiatives.

Support monthly NAV close, investor accounting, reconciliations, journal entries, and preparation of financial statements and audit support. Compile and validate financial data, follow established processes, escalate issues, and contribute to process improvements while developing fund administration knowledge.

Senior client-development sales role focused on cultivating and converting UHNW individuals, families, and institutions. Develop and execute business development strategies, advise on estate, wealth transfer, and tax planning, coordinate internal specialists for onboarding and account management, and serve as a local brand ambassador engaging professional advisors and community/philanthropic networks.

Manage investment activities for high-net-worth trusts and individual portfolios. Develop and execute investment strategies, coordinate with client service teams and legal, ensure adherence to national guidelines, lead investment committees, provide thought leadership, and mentor others while meeting performance and risk objectives.

Manage complex fiduciary, investment management, estate settlement, guardianship, and custody client relationships. Coordinate account administration, resolve client issues, oversee transaction processing, develop action plans, support advisors with account acceptance and compliance, mentor junior staff, and identify process improvements.

Provide client support for personal financial planning: respond to inquiries, prepare meeting materials, set up account documentation, coordinate meetings, compile reports, liaise with legal and partner teams, and perform special projects. Maintain knowledge of planning products and bank systems.

Manage a portfolio of sophisticated wealth clients, lead goals-driven fiduciary and wealth conversations, provide proactive advice on investments, tax and estate issues, identify business opportunities, mentor junior advisors, and ensure compliance with fiduciary standards and internal policies.

Serve as primary client contact for P&L and valuation inquiries; manage daily and month-end P&L processes, perform QC checks, trigger price challenges, collaborate with offshore teams, maintain pricing policies, prepare price verification and valuation reporting, and deliver analysis and process improvement recommendations.

Lead the global accounting product portfolio across funds, insurance, and partnerships. Set strategy and roadmaps, integrate accounting, data, reporting and service capabilities, engage clients and stakeholders, drive pricing and financial performance, support capital and investment decisions, and ensure delivery, governance, risk controls, and cross-functional alignment.