Top Tech Jobs & Startup Jobs in NYC, NY

Plan and execute multi-channel B2B marketing (email, content, web, paid media, account-based). Track and report campaign performance, optimize through testing, ensure compliance review, manage budgets, and collaborate with agencies and internal centers of excellence.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.

Lead on-site mail and package operations at 1301 Avenue of the Americas, ensuring accurate receipt, sorting, dispatch, tracking, digitization, SLA compliance, stakeholder coordination, reporting, and continuous process improvement while representing the Delivery Solutions business line.

Lead and manage a Client Service Team supporting high-net-worth clients and Wealth Managers. Coordinate meetings, onboarding, reporting, hiring, training, performance management, and risk escalations (client complaints, fraud, KYC). Develop career paths, optimize workflows, assist advisor integrations, and provide solutions to improve operating efficiency and compliance.

Engage and onboard affluent and high-net-worth clients, grow deposits, investments, and lending balances, deepen relationships through proactive outreach, coordinate with Wealth Advisors and internal partners, and use Salesforce to track activity and client planning outcomes.

Support coverage of 25+ healthcare public companies by building financial models, conducting industry and company research, writing investment-driven reports, attending management and investor meetings, and responding to institutional client and salesforce requests. Prepare for and pass SIE, Series 86, and Series 87 exams.

Manage and grow a portfolio of commercial customers ($10M–$50M revenue) through advisory-led selling, cross-selling credit, liquidity, treasury, and wealth solutions. Drive new loan and deposit generation, fee income, customer satisfaction, and community engagement while collaborating with internal partners to uncover opportunities and manage risk and compliance.

Serve as the primary front‑of‑house contact, manage visitor and conference room logistics, oversee day‑to‑day office operations and facilities, coordinate vendors and onboarding, support events and light administrative tasks to ensure a well‑run workplace and excellent employee/client experience.

Design and deliver wealth advisor training programs, assess capability gaps, partner with Accenture, lead systems and product training (Salesforce, account processes), coach advisors and leaders, measure program impact with KPIs, and present results to senior leadership to improve advisor proficiency and operational efficiency.