Top Tech Jobs & Startup Jobs in NYC, NY

As a Financial Solutions Advisor, you will learn to manage client relationships and provide tailored financial solutions while obtaining industry licenses.

Support the Market Executive to drive business strategy and revenue growth by managing, coaching, recruiting and developing financial advisors; ensure compliance and risk management; coordinate cross-functional teams; and represent the firm in local market development activities.

Lead product management and pricing for GWIM deposits: develop short- and long-term strategies, perform competitor analysis and advanced analytics, own product P&L, drive reporting and governance, improve pricing processes, partner with stakeholders, manage a team, and represent deposits in senior leadership forums.

The candidate will support the equity research team by writing reports, developing surveys, building financial models, and analyzing market dynamics in the biotech sector.

Responsible for acquiring new clients, managing relationships, and leading the client management process to achieve business development goals in private banking.

Provide strategic asset allocation and liability-driven investment guidance for defined benefit pension clients using stochastic and deterministic modeling. Support sales and business development, review liability-based reporting, train internal partners, and collaborate cross-functionally to design tailored investment solutions. Leverage actuarial expertise, market analysis, and advanced data modeling to improve client outcomes.

Lead client-facing KYC onboarding outreach to collect CDD/ECDD documentation, remove onboarding roadblocks, coordinate with Bankers, Operations, and Risk, manage governance and performance metrics, recommend process improvements, and ensure regulatory compliance and timely relationship decisions.

Manage a national portfolio of FinTech relationships, originating and structuring loans, negotiating terms, and leading credit processes.

The Treasury Sales Officer is responsible for managing treasury revenue growth, developing customized solutions, and enhancing client relationships across a portfolio of corporate clients.

Support investment banking deal teams by identifying, analyzing, and disclosing material relationships and conflicts. Prepare and revise disclosure statements, liaise with outside counsel, coordinate with M&A deal teams, lead conflict clearance processes, manage junior staff, and provide timely guidance in a high-volume, time-sensitive environment.