Top Tech Jobs & Startup Jobs

Support a top wealth management team by leading client onboarding, servicing high-net-worth relationships, executing day-to-day client needs, providing proactive investment updates, performance reporting, and delivering white-glove client service to deepen relationships.

Lead end-to-end Build-Operate-Transfer (BOT) transition of vendor services into CFG India, managing workforce rebadging, knowledge transfer, governance, risk mitigation, cross-functional coordination, executive stakeholder engagement, and post-transfer stabilization to ensure service continuity and retention.

Support Wealth Advisors by managing client onboarding, scheduling, service requests, CRM and pipeline entry, submitting cases to funding, coordinating marketing/prospecting, and ensuring compliance with FINRA and state securities regulations.

Lead end-to-end response for P1/P2 enterprise incidents, coordinate cross-functional stakeholders, run major incident bridges, communicate executive updates, document incidents, enforce governance and ITIL practices, drive post-incident reviews and remediation, and improve response via metrics, automation, and service management tools.

Lead governance, optimization, compliance, and performance of health, welfare, retirement, and well-being programs. Analyze utilization and regulatory requirements (ERISA, ACA, COBRA, HIPAA), partner with HR/payroll/finance/vendor stakeholders, lead improvement projects, support audits and vendor governance, and develop communications to enhance colleague experience.

The Sr. Liquidity Relationship Manager drives deposit growth, manages client relationships in liquidity segments, and coordinates internal teams to provide tailored liquidity solutions.

The Liquidity Relationship Manager drives deposit growth by developing client relationships and managing deposit portfolios within specialized liquidity segments, specifically Escrow. Responsibilities include business development, client advisory, relationship management, and cross-functional coordination with internal teams.

The Private Client Relationship Manager engages affluent clients to grow deposits, investments, and lending balances through financial planning conversations and exceptional client service.

The VP of Mortgage Pipeline Valuation and Risk Modeling leads pricing strategy, develops analytical frameworks, and collaborates across teams to support financial performance and risk assessment in mortgage banking.

Provide strategic legal counsel on privacy, cybersecurity, and data governance. Advise leadership on regulatory compliance, contract negotiation, incident response, policy development, and dispute resolution. Collaborate with IT, InfoSec, Risk, and Product teams to mitigate legal risks.