Top Tech Jobs & Startup Jobs in NYC, NY

Manage affluent and high-net-worth client relationships by acquiring and onboarding new clients, growing deposits, investments, and lending balances, and delivering personalized financial strategies. Build and retain a book of business through proactive outreach, collaborate with Wealth Advisors, CFPs, and other banking teams, provide high-touch service, and track client activity in Salesforce. Success is measured by asset, deposit, lending, and client satisfaction growth.

Manages relationships with affluent and high-net-worth clients by acquiring and onboarding new customers, growing deposits, investments, and lending balances, and providing personalized financial guidance. Builds and retains a book of business through proactive outreach, collaborates with wealth advisors and internal business partners, tracks activity in Salesforce, and delivers high-touch client experiences. Success is measured by asset, deposit, lending, and client satisfaction growth.

Manages affluent and high-net-worth client relationships by acquiring and onboarding clients, growing deposits, investments, and lending balances, and providing personalized financial solutions. Partners with wealth advisors, financial planners, and internal banking teams to deliver seamless service. Uses outbound engagement, financial discovery, CRM tracking, and relationship-building to deepen retention, client satisfaction, and overall book-of-business growth.

Acquire, onboard, grow, and retain affluent and high-net-worth clients. Build relationships through outbound outreach, financial discovery, and personalized strategies across deposits, investments, lending, and wealth services. Partner with Wealth Advisors, CFPs, and internal business lines to deliver high-touch client experiences. Track activities in Salesforce CRM and meet growth and satisfaction targets.

Lead and support non-mortgage asset-backed securitization origination and execution across Term ABS and ABS loan/warehouse transactions. Responsibilities include credit underwriting, legal document coordination, cash flow modeling, rating analysis, market research, transaction execution, client pitches, portfolio management support, relationship building, and mentoring junior professionals.

Supports asset-backed securitization lending and Term ABS transactions, including credit underwriting, cash flow modeling, diligence, legal document review, rating analysis, transaction structuring, amendments, portfolio reviews, and client execution. The Associate prepares credit memos and presentations, coordinates internal and external stakeholders, supports origination, and develops transaction materials and execution advice.

Provides administrative, operational, scheduling, client service, onboarding, meeting preparation, recordkeeping, and follow-up support to a Private Wealth Advisory team. Maintains confidential client information, coordinates calendars and appointments, prepares presentations and reports, updates CRM records, processes expenses, and supports special projects while delivering a high-quality client experience.

Develop and execute multi-channel B2B marketing programs for Corporate Banking. Partner with regional leaders and growth strategists to create prospect engagement strategies, briefs, and customer-centered experiences. Lead integrated campaign execution, manage budgets, analyze performance, and drive continuous improvement through testing and retrospectives. The role requires financial services marketing expertise, marketing technology familiarity, strong communication, project management, and analytics skills.

Develops and expands business banking client relationships through treasury and cash management solutions. Partners with Relationship Managers to identify opportunities, build sales pipelines, conduct client meetings, achieve revenue goals, and deepen relationships across foreign exchange, commercial card, merchant services, and deposit products. Manages CRM updates, implementation pipelines, client onboarding, market feedback, and internal coordination to deliver strong customer experiences.

Manages and expands institutional and middle-market commercial real estate relationships, grows customer portfolios, structures and originates complex loans, assesses credit risk, coordinates due diligence, and presents lending recommendations to senior management. The role also partners with treasury management, derivatives, and capital markets teams while supporting portfolio management and business development activities.