Top Tech Jobs & Startup Jobs in NYC, NY

Private Banker serving high-net-worth and ultra-high-net-worth clients through personalized banking, deposit growth, cash management, account opening, transactions, referrals, and relationship management. The role supports Business Bankers and Relationship Managers, delivers white-glove service, develops new prospects, maintains client loyalty, ensures accurate documentation, and follows banking compliance requirements including anti-money-laundering regulations and identity verification.

Leads a private banking branch serving high-net-worth clients, overseeing sales performance, client experience, colleague development, operations, and P&L results. Builds client and community relationships, grows deposits and new accounts, coaches employees, manages performance, resolves client concerns, and ensures branch goals, service standards, and operational integrity are achieved.

Supports private bankers and relationship managers serving high-net-worth clients. Responsibilities include client service, account opening and maintenance documentation, relationship support, business development calls, product knowledge, marketing material management, compliance with banking and anti-money-laundering requirements, suspicious activity reporting, and fraud escalation. The role is in-office, Monday through Friday, and requires strong communication, organization, discretion, and banking operations knowledge.

Leads daily operations for a new private banking office, ensuring regulatory compliance, audit readiness, exceptional client experiences, and achievement of sales goals. Supervises and coaches colleagues, delegates operational activities, develops talent, builds high-net-worth client relationships, resolves client concerns, and represents the bank in the local community. Partners with relationship managers and civic organizations to grow the customer base and deepen existing relationships.

Leads a team of five Compliance Officers overseeing credit bureau tradeline testing, critical reject monitoring, trend analysis, reporting, and documentation. Ensures FCRA and Metro 2 compliance, identifies emerging risks and control weaknesses, supports remediation and governance activities, and provides executive insights to Compliance Managers. Establishes team priorities, develops staff, and promotes consistent testing, monitoring, and reporting practices across multiple systems of record.

Oversee enterprise credit reporting compliance across traditional CRAs, ChexSystems, and EWS. Lead FCRA and Metro 2 governance, data integrity monitoring, issue management, customer impact assessments, remediation, audit support, and executive reporting. Partner with Legal, Risk, Compliance, Technology, Operations, Audit, business lines, and vendors to identify risks, validate corrective actions, strengthen controls, and ensure sustainable regulatory compliance.

Manage, acquire, and deepen commercial banking relationships with businesses generating $5 million to $50 million in annual revenue. Advise clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Generate new loans, deposits, and fee income through consultative sales, referrals, community involvement, and collaboration with internal partners. Maintain compliance, customer satisfaction, and portfolio growth goals.

Owns strategy, pricing, positioning, profitability, risk alignment, and enhancement roadmaps for private banking deposit products. Analyzes client, advisor, competitive, financial, and risk insights to recommend improvements. Partners with experience owners, marketing, compliance, and cross-functional stakeholders to improve client experience, advisor effectiveness, governance, documentation, and regulatory adherence.

Develops, updates, presents, and executes personal financial plans for wealth management clients and prospects. Partners with Wealth Advisors to support annual reviews, uncover client needs, expand relationships, win new assets, and achieve sales objectives. Ensures planning quality standards while applying expertise in discovery, goal setting, gap and scenario analysis, recommendations, monitoring, and financial plan delivery. The role requires financial planning licenses, CFP or ChFC designation, strong communication, and experience serving high-net-worth clients or business owners.

Supports the origination, structuring, and execution of leverage finance transactions. Responsibilities include financial analysis, transaction evaluation, M&A and capital restructuring support, pitch materials, board presentations, memoranda, and road show documentation. The role collaborates with senior banking professionals, clients, private equity teams, internal groups, and legal counsel while managing multiple transactions concurrently.