Top Tech Jobs & Startup Jobs

Owns vision, roadmap, and backlog for customer/employee research and portfolio management products (Qualtrics, UserZoom, ServiceNow SPM). Represents customer voice, prioritizes backlog, works with stakeholders and agile teams, uses analytics and design thinking to drive outcomes, and ensures compliance with internal controls and audit requirements.

Deliver investment management services to Wealth Advisory clients: develop and implement Individual Policy Statements, prepare portfolio recommendations and performance reviews, support Investment Advisors, identify sales opportunities, maintain regulatory and risk compliance, and foster client relationships within firm controls.

Independently perform credit quality monitoring and assessments of commercial loans and portfolios. Validate risk ratings, underwriting, and credit files; analyze financials and collateral; report findings and escalate material issues. Provide guidance to credit teams, support remediation, maintain controls, and assist with special projects and training.

Evaluate and manage credit risk for commercial clients by underwriting new loans and modifications, conducting continuous credit monitoring, analyzing financial statements and industry trends, preparing financial models and risk ratings, advising relationship managers, ensuring credit policy and regulatory compliance, and supporting portfolio management and credit committee presentations.

Manage existing business relationships, assess customer needs, originate new financing opportunities, and provide industry intelligence to senior management.

Manage client relationships for Global Capital Markets trust administration, ensuring high service standards and resolving client inquiries. Assist in client strategy implementation and coordinate with internal and external partners.

Lead and execute audits, overseeing annual risk assessments and continuous auditing, while managing auditors and communicating findings to management.

Responsible for acquiring new clients and expanding existing relationships in wealth management. Leads a team to develop and implement financial strategies, ensuring compliance and achieving sales goals.

Executive product leader responsible for strategy, roadmap, and delivery of commercial digital channels (portals, APIs, ERP/connectivity, file transmission). Leads a team of product managers, drives modernization, digital adoption, revenue growth, vendor and risk governance, API commercialization, and executive reporting while partnering across technology, sales, treasury, risk, and fintech partners.

Act as a financial advisor, providing tailored investment solutions for clients, growing business through referrals, and ensuring compliance with regulations.