Top Tech Jobs & Startup Jobs

Administers and technically owns SharePoint, ServiceNow, and other business applications. Configures and enhances applications using native tools, documents application functions and backups, supports users and escalates issues, and manages related projects. The role partners with business units to understand needs, improve efficiency, and maximize application utilization. It requires application management experience, SharePoint administration expertise, financial services experience, strong communication, critical thinking, organization, and schedule flexibility for maintenance and system changes.

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory-compliant documentation, reviewing accounts for compliance, communicating with clients and team members, and building knowledge of basic financial planning products.

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory compliance, reviewing accounts, and collaborating with advisors to meet clients' financial goals.

Wealth Advisor manages high-net-worth clients, providing financial advice, developing relationships, handling client portfolios, and using CRM software for tracking. Requires 5 years experience and a relevant degree or equivalent.

Sell and service commercial deposit and treasury management products; partner with business advisors on client calls, proposals, onboarding, pricing, and cross-sell opportunities; maintain Salesforce pipeline; train advisors and ensure smooth client transitions and excellent client experience.

Provide day-to-day application maintenance and technical support for business applications. Collaborate with IT and business units on development, testing, documentation, deployment, and operational support. Deliver end-user assistance, perform documentation and backups, and provide occasional on-site training and technical support across locations.