Top Tech Jobs & Startup Jobs

Prepare, validate, reconcile, and submit US bank regulatory filings (FFIEC Call Reports, FR Y-14A, FR2644, FR2900). Coordinate with Treasury, Risk, and Finance teams, support controls, audits, automation, stress testing, and respond to regulatory exams. Analyze rule changes and maintain reporting systems and documentation.

Lead insured products sales (annuities, life, disability, P&C) across a territory by identifying opportunities, partnering with regional and product teams, coaching Financial Advisors, using data-driven territory segmentation, and managing initiatives via Salesforce to meet revenue targets.

Serve as Product Owner for UHNW investment tools: own workflow and implementation decisions, gather and socialize requirements with stakeholders and advisors, write acceptance criteria, collaborate with Technology, and test implementations to scale the platform.

Evaluate and manage credit risk for a CRE warehouse lending portfolio: analyze collateral and sponsor strength, recommend credit decisions, lead stakeholder meetings, monitor portfolio performance, prepare reporting, and use CRE databases. Mentor junior team members and ensure risk assessments inform business decisions.

Responsible for supervisory, compliance, and risk management for branch locations: monitoring regulatory adherence, coaching on policies, liaising with Legal/Compliance, supporting audits, managing people and client risk, and ensuring remedial actions. Reports to Senior Risk Officer and supports training, FA onboarding, and escalation of significant matters.

Build and maintain three-statement financial and industry models; produce research reports translating company, industry, consumer, and alternative data into actionable stock calls; develop company and investor relationships; support sales/trading with timely analysis; conduct primary research (surveys, calls, channel checks); collaborate on industry reports; apply AI-enabled tools while ensuring verification and quality control.

The Chief of Staff manages operations and supports Private Wealth Advisors by coordinating team activities, enhancing client relations, and overseeing business initiatives.

Lead and design the sanctions screening framework for digital assets, oversee compliance controls, and manage vendor relationships while ensuring regulatory alignment.

In this role, you'll lead assurance activities in credit review, identify risks, manage audits, and facilitate communication with stakeholders to assess credit control effectiveness.

Provide exceptional service and escalation support for institutional clients and financial advisors. Manage onboarding, money movement, investment implementation, reporting, and billing. Coordinate across teams and vendors to resolve issues, improve processes, support client transitions, and maintain regulatory and product knowledge.