Top Tech Jobs & Startup Jobs in NYC, NY

Analyze large, complex client and channel datasets to identify behavioral patterns, segments, journeys, and opportunities across banking touchpoints. Apply statistical and quantitative techniques, build reusable analytical assets, and translate findings into executive-ready narratives and actionable recommendations. Partner with business, strategy, technology, risk, and analytics teams to improve client experiences and business outcomes while maintaining data, privacy, and quality standards.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling requests, maintaining relationships, identifying business opportunities and referrals, supporting policy compliance, and assisting with daily team activities. The role requires strong communication, organization, client focus, discretion, and proficiency with Microsoft Office and Salesforce.

Manages credit administration, monitoring, underwriting, risk reviews, and portfolio analysis for tax equity, debt project finance, and structured infrastructure transactions. Reviews project and financial performance, prepares status reviews and risk ratings, evaluates amendments and waivers, supports funding execution, and coordinates with relationship management, risk, legal, engineering, and modeling teams. The role also engages clients and counterparties on transaction performance, documentation, and credit issues.

Conduct quantitative counterparty credit risk analysis for Global Markets, including stress testing, concentration limit management, portfolio reviews, risk analytics, model performance challenges, regulatory exams, and management reporting. Partner with credit officers, enterprise credit risk, and sales and trading teams on limit calibration, trade approvals, and risk governance across derivatives and financing transactions.

Manages independent oversight of market risks across XVA and counterparty portfolio management. Analyzes portfolio exposures, risk metrics, market developments, stress tests, and scenario analyses; monitors limits and escalates exceptions. Produces senior-management reporting, supports new product reviews and regulatory requests, and partners with Trading, Finance, Quantitative Analytics, and Technology teams to improve risk analytics and infrastructure.

Advises clients on financial goals by developing plans, recommending investment and banking products, managing referrals, identifying prospective clients, and coordinating with internal partners. The role requires Series 7 and Series 66 or equivalent licenses, SAFE Act registration, investment and financial-services experience, regulatory diligence, relationship management, and sales performance. The position works Monday through Friday with rotating Saturdays and is eligible for incentive compensation.

Trains candidates to obtain SIE, Series 7, and Series 66 licenses, develop client relationships, assess financial needs, and recommend banking and investment solutions. Advisors provide comprehensive financial guidance, conduct client reviews, build portfolios, manage referrals, and collaborate with banking and Merrill partners. The role requires in-office work Monday through Friday, with rotating Saturdays, and includes SAFE Act registration.

Leads the development, review, and distribution of financial crime threat intelligence products, executive briefings, risk assessments, and analytical reports. Partners with business units, compliance, regulators, law enforcement, and external stakeholders to support information sharing and risk mitigation. Establishes quality standards, ensures analytical rigor, challenges risk conclusions, and communicates emerging financial crime threats to senior leadership, governance forums, and board audiences.

Leads enterprise-wide identification, assessment, and mitigation of emerging financial crime threats and typologies. Advises senior executives, directs relationships with regulators and law enforcement, translates intelligence into risk assessments, strengthens financial crime controls, oversees governance and remediation, and communicates significant risks across the organization.

Analyze digital payments products through competitive intelligence, financial modeling, KPI reporting, dashboards, and market analysis. Build executive-ready insights and business cases supporting product strategy and investment decisions. Translate business needs into requirements and controls, coordinate with Product, Operations, Technology, Sales, and Risk teams, and maintain audit-ready documentation. Monitor operational and financial risk, investigate variances, support planning and presentations, and develop internal and client-facing product materials.