Top Tech Jobs & Startup Jobs in NYC, NY

Lead High Net Worth client experience strategy across Card, Concierge, and Travel. Responsibilities include defining servicing roadmaps, managing premium dining and lifestyle partnerships, developing scalable fulfillment models, strengthening client listening, enabling concierge teams, supporting portfolio growth, and communicating strategic results to senior leadership.

Lead go-to-market strategy and execution for an AI/ML and data platform, driving adoption across business units. Develop product vision, conduct stakeholder and persona research, create persuasive narratives and playbooks, facilitate executive briefings and roadshows, and develop lighthouse customers. Partner with product, engineering, marketing, customer success, and business teams to translate technical capabilities into business outcomes and move stakeholders from awareness to platform usage.

Partner with Latin America and Global Families investments leadership to define priorities, lead complex initiatives, produce executive-ready materials, manage stakeholder alignment, strengthen controls, support audit/regulatory/compliance deliverables, and drive process improvements and risk mitigation across global teams.

Manage lending portfolio risk across securities-based lending, margin trading, and other credit exposures. Develop quantitative models, margin adequacy frameworks, risk metrics, and decisioning processes; interpret market dynamics into risk-reducing actions and lending opportunities. Partner with front-line teams, Independent Risk, Product, and Technology; support governance forums, documentation, reporting, and market commentary.

Leads forecasting, budgeting, long-range planning, financial modeling, scenario analysis, reporting, and KPI analysis for the Offers and Shopping business. Prepares executive materials, supports month-end performance routines, partners with cross-functional stakeholders, strengthens financial controls, and improves reporting and operating processes. Requires strong analytical, communication, presentation, data manipulation, and stakeholder management skills.

Performs financial planning and analysis for the Payments Liquidity and Account Solutions business. Responsibilities include analyzing revenue, expenses, balance sheets, and business drivers; supporting budgeting, forecasting, monthly reviews, and quarterly earnings; preparing senior-leader materials; resolving reporting and control issues; ensuring data integrity; and improving planning processes. The role requires collaboration with Treasury, Product Control, Business Management, and corporate finance teams.

Supports internal technology strategy projects addressing complex executive-level problems. Structures ambiguous issues, performs market and technology analysis, develops strategic recommendations, collaborates with technology and business stakeholders, and creates executive-ready narratives and presentations. The role also evaluates emerging AI and agentic technologies, including governance, risk, and operating model implications within a regulated financial environment.

Supports the planning and execution of cross-functional data and analytics projects. Maintains project plans, tracks milestones, communicates progress, supports analytics and reporting initiatives, identifies risks, evaluates scenarios, and ensures compliance with risk and control guidelines. Collaborates with stakeholders to solve problems and deliver outcomes aligned with business objectives.

Oversee advisory portfolio performance outliers by analyzing account, position, transaction, and risk data. Validate advisor explanations, document defensible findings, lead review meetings, prepare governance materials, and drive escalations and action items through closure. The role also maintains audit-ready records, supports supervisory controls, and contributes to workflow and tooling improvements in a regulated wealth management environment.

Own the strategy, production, distribution, and measurement of client storytelling programs across video, written case studies, and other formats. Set editorial direction, prioritize story portfolios, partner with clients, sales, and marketing teams, manage agencies and budgets, influence senior stakeholders, and evolve storytelling formats and workflows. The role is full-time and in-office.