Top Tech Jobs & Startup Jobs in NYC, NY

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, expanding client relationships, generating referrals, and coordinating internal specialists across financial planning, investments, insurance, and estate planning.

Supports the Treasury and Wholesale Payments COO team by managing recurring business processes, financial and operational reporting, governance, controls, systems administration, vendor activities, and business continuity. Partners cross-functionally to resolve issues, improve processes, prepare executive materials, and execute high-priority initiatives. The role requires strong analytical, organizational, communication, and project execution skills across multiple business systems.

Performs pre-funding and post-closing quality-control reviews of home mortgage loans. Re-underwrites loans, verifies underwriting conditions, evaluates appraisals, reviews legal documents, and ensures compliance with credit policies, investor requirements, and state and federal regulations. The role requires meeting daily review productivity targets while maintaining accuracy, escalating issues, supporting assurance reviews, and completing regulatory and HR training.

Leads the enterprise cybersecurity exercise and simulation program, including strategy, governance, scenario development, execution, evaluation, metrics, reporting, and continuous improvement. Manages a cybersecurity team and oversees talent development, workforce planning, and program documentation. Partners with security, resilience, technology, risk, and executive stakeholders to strengthen cyber preparedness, incident response, operational resilience, and remediation of identified gaps.

Develop and manage relationships with small business clients generating $1 million to $10 million in annual revenue. Identify financial needs, provide banking and lending solutions, manage portfolios, acquire new commercial relationships, assess credit risk, generate loans and deposits, cross-sell products, and expand networks through market and community engagement.

Leads enterprise security architecture for commercial banking and payments, developing secure, scalable strategies across cloud, infrastructure, applications, data, and security platforms. Establishes architecture standards and reference patterns, embeds security into software development and CI/CD, advises on regulatory and risk requirements, and guides cloud modernization, identity, API, container, and data security initiatives. Partners with architects, engineering, DevOps, SRE, security, business, and executive stakeholders to influence technology decisions in a highly matrixed organization.

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and wealth management services. The advisor builds client relationships, generates prospects through partner referrals, conducts outreach, manages a client book, and collaborates with internal specialists in a branch-based banking environment.

Develop and grow a wealth management practice by conducting client discoveries, creating personalized financial plans, managing relationships, generating referrals, and promoting wealth management services. The role involves client and prospect outreach, business development, and collaboration with internal specialists to provide financial planning, investment management, insurance, and estate planning solutions.

Provides virtual investment and insurance guidance to mass affluent clients, analyzes financial circumstances, recommends strategies, sells products, grows client assets, develops new relationships, and builds a book of business. The role partners with branch personnel, delivers phone and video-based service, meets sales goals, and maintains compliance with company, regulatory, and legal requirements.