Top Tech Jobs & Startup Jobs in NYC, NY

Develop and manage a wealth management practice by discovering client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and financial planning services. The advisor builds relationships with clients, prospects, business partners, and referral sources while growing an assigned client book. This branch-based role requires active securities and insurance licenses, financial advisor experience, and strong business development skills.

Develop and grow a wealth management practice by conducting client discovery, creating personalized financial plans, managing high-net-worth relationships, generating referrals, and prospecting for new business. Collaborate with internal specialists and business partners to deliver investment management, insurance, estate planning, and other financial services. The role requires active securities and insurance licenses and operates in a branch-based consumer banking environment.

Leads enterprise stability and resilience engineering teams and capabilities. Builds software engineering standards, automation, governance, and reusable controls that improve reliability, recoverability, security, scalability, performance, and customer outcomes. Maps customer journeys and technology dependencies, drives resilience-by-design across the engineering lifecycle, establishes reliability and performance practices, and influences executive leaders on multi-year modernization strategies.

Develops and maintains Salesforce and Tableau analytics dashboards, performs complex data analysis and forecasting, and delivers insights for sales, product, finance, and marketing decisions. Translates business needs into technical requirements, manages platform enhancements with developers, validates data quality, models sales goals, identifies optimization opportunities, and presents strategic recommendations. Provides user training and supports analytics across Treasury Solutions.

Leads complex private banking data management and analytics initiatives, defining data strategies, quality standards, product attributes, and integrated client views. Partners with business, engineering, analytics, AI, and Wealth teams to translate needs into dashboards, KPIs, predictive models, personalized insights, and intelligent decision-making capabilities. Serves as a subject matter expert on private banking products while mentoring junior team members and enabling platform readiness.

Manages private banking client relationships throughout mortgage and commercial lending processes, from prequalification and credit analysis through underwriting, closing, and post-close servicing. Supports Relationship Managers with prospect meetings, pricing, deal structuring, client communications, and pipeline management. Reviews clients for deposit opportunities and coordinates meetings and events. Provides credit pre-screening support and mentors junior Client Relations Managers and Associates.

Manage monthly default loan reporting for FNMA, FHLMC, mortgage insurers, private investors, and VA. Review status codes, delinquency reasons, and documentation; resolve illogical conditions before reporting deadlines. Maintain system mapping and administrative tables, ensure compliance with policies and regulatory requirements, coordinate with business partners and vendors, lead meetings, support process improvement projects, and provide backup reporting for HUD, USDA, and GNMA portfolios.

Lead delivery of a centralized CIAM platform to consolidate authentication across channels, drive OTP consolidation, and implement passwordless, adaptive authentication using passkeys, biometrics, device intelligence, and AI-driven risk signals. Partner with Security, Fraud, Digital, and Technology to set enterprise authentication standards, ensure omnichannel identity orchestration, drive adoption, and measure KPIs like authentication success, fraud loss, and conversion.

Lead delivery of a centralized CIAM platform to consolidate authentication and identity verification across channels. Define roadmap for passwordless and risk-based authentication (passkeys, biometrics, device intelligence), embed AI-driven identity intelligence, drive OTP consolidation, ensure enterprise standards and governance, partner across Security, Fraud, Digital, and Technology, own delivery outcomes, adoption, and KPIs tied to fraud reduction and customer experience.

Participate in a 10–12 week Internal Audit internship supporting audit planning, fieldwork, reporting, continuous control monitoring, corrective action validation, and data analysis. Interns may work across commercial or consumer banking, risk and compliance, finance and accounting, or information technology audit teams. The program includes professional development, leadership exposure, training, and consideration for a future Internal Audit Rotational Program.