Top Tech Jobs & Startup Jobs

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

Own the vision, strategy, roadmap, and backlog for Commercial Enterprise Profitability platforms, including Precision Lender and historical profitability data marts. Partner with Finance, Risk, Technology, Data, and business leaders to establish profitability methodologies, pricing capabilities, data governance, KPIs, and margin optimization solutions. Identify and deliver AI-enabled use cases that improve data accessibility, analysis, automation, and decision-making while leading agile product delivery.

Handles customer calls and provides collection and recovery solutions for customers experiencing financial hardship. Serves as a subject matter expert, maintains account and system records, follows debt-collection laws and bank policies, supports junior staff, conducts peer reviews, and helps improve collection metrics through projects and process initiatives.

Supports middle-market M&A transactions in the Consumer and Retail sector by building financial models, performing valuations, conducting due diligence, preparing transaction documents and pitch materials, participating in client meetings, developing transaction strategies, and supporting business development. The role works closely with junior and senior bankers and manages multiple transactions in a fast-paced environment.

Supports investment banking origination and transaction execution across financings, mergers and acquisitions, and advisory services. Performs financial analysis and modeling, industry and company research, process coordination, and prepares pitch materials, client presentations, offering memoranda, and proposals. Works with senior bankers and interacts with current and prospective clients in the defense, government, engineering, and industrial services sectors.

Supports senior investment bankers in originating and executing M&A, leveraged finance, equity capital markets, and corporate finance transactions. Responsibilities include financial modeling, company and industry research, transaction analysis, pitch and marketing materials, client presentations, underwriting processes, due diligence, legal documentation, and transaction execution. The Associate also supports client development and supervises analyst-level bankers.

Supports M&A advisory transactions for lower mid-market Consumer, Retail, and Restaurant companies. Responsibilities include financial modeling and business valuations, client and prospect meetings, industry and company due diligence, transaction execution, marketing and pitch materials, business development, and managing multiple projects while coordinating with senior bankers and clients.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.

Leads enterprise AI tooling and security engineering, designing scalable cloud platforms and secure AI applications. Responsibilities include protecting models, agents, prompts, data, APIs, and outputs; securing the AI/ML lifecycle; implementing identity, encryption, monitoring, threat detection, adversarial testing, and incident response; and establishing engineering standards. The role mentors engineers, influences architecture and technology strategy, and partners with governance, risk, compliance, and business teams to support responsible AI adoption.