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Top Tech Jobs & Startup Jobs in NYC, NY
Fintech • Financial Services
Leads Wealth and Investment Management strategy, growth planning, transformation, digital and self-directed wealth initiatives, partnerships, workplace wealth, lending, deposits, trust, and emerging opportunities. Advises executive leadership, prepares Board and Investor Day materials, drives AI-enabled efficiency, manages strategic portfolios and a team, and coordinates execution across a complex matrixed organization and regulatory environment.
Top Skills:
Ai AgentsAi ToolingArtificial IntelligenceDigital Wealth Platforms
Fintech • Financial Services
Support CMBS/SASB large-loan origination and underwriting by analyzing property financials, underwriting cash flows, preparing credit and origination materials, coordinating transaction execution, supporting rating agency and B-buyer diligence, maintaining deal pipeline, and using CRE platforms (Trepp, CoStar, REIS) to support securitization and execution.
Top Skills:
ArgusBloombergCostarFitch Interactive Deal ToolExcelMS OfficeMoody'S AnalyticsReisTrepp
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Fintech • Financial Services
Supports Wealth & Investment Management strategy through market research, competitive analysis, growth opportunity assessment, financial modeling, strategic planning, and executive presentation development. The role evaluates digital wealth, workplace wealth, lending, deposits, trust, partnerships, regulatory developments, and AI-enabled efficiencies. It contributes to Board and investor materials, leads complex initiatives, mentors junior colleagues, and communicates recommendations to senior stakeholders in a matrixed organization.
Top Skills:
Artificial Intelligence (Ai)Digital Assets
Fintech • Financial Services
Build customer relationships, understand financial needs, recommend banking products and services, support account openings and credit applications, handle cash transactions, and provide compliant branch service. The role includes proactive outreach, digital-tool adoption, referrals to specialists, risk escalation, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Top Skills:
Digital Banking ToolsLo/Cfpb RequirementsSafe Registration
Fintech • Financial Services
Build customer relationships in a branch setting, understand financial needs, recommend banking products and services, support account openings and credit applications, process cash transactions, use digital banking tools, make referrals, and maintain compliance with risk and operational standards.
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Fintech • Financial Services
Leads enterprise strategy and planning for Wells Fargo’s Wealth & Investment Management business. Develops growth strategies across digital wealth, workplace wealth, deposits, lending, trust, partnerships, and emerging technologies. Builds strategic plans, business cases, Board and Investor Day materials, and execution roadmaps while advising senior executives and coordinating across a complex matrixed organization. Requires deep wealth-management expertise, advanced analytical skills, executive communication, influence without authority, and experience navigating risk and regulatory environments.
Top Skills:
Artificial Intelligence
Fintech • Financial Services
Conducts financial statement, company, industry, and market analysis for small and mid-cap consumer internet companies. Creates financial models and databases, authors differentiated equity research with the Senior Analyst, attends industry events, develops company relationships, communicates investment conclusions, and collaborates across research teams. The role requires securities research experience, advanced Microsoft Office skills, knowledge of accounting and financial analysis, investment tools such as Bloomberg or FactSet, FINRA licensing, and up to 10% travel.
Top Skills:
BloombergFactsetFinra Series 63Finra Series 66Finra Series 86Finra Series 87Finra SieMS Office
Fintech • Financial Services
Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, credit, and investment solutions. Resolve account inquiries, support digital banking adoption, coordinate referrals across wealth, lending, and business banking teams, and maintain strong risk and compliance practices. The role requires customer service and relationship-building experience, FINRA and insurance licensing, SAFE registration, Saturday availability, and adherence to financial fitness and background standards.
Fintech • Financial Services
Build customer relationships in a Wells Fargo branch by understanding financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales growth, cash handling, compliance, digital banking support, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Leads highly complex commercial banking relationships in the Commercial Auto sector. Responsibilities include originating and growing middle-market and mid-corporate clients, structuring commercial lending and treasury solutions, analyzing financials, managing enterprise stakeholders, developing relationship strategies, and driving revenue. The role provides industry leadership, mentors colleagues, influences companywide strategies, and ensures regulatory compliance. Requires substantial travel, FINRA licensing, and hybrid work in New York City.
Top Skills:
Finra Series 63Finra Series 79Securities Industry Essentials (Sie)
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