Top Tech Jobs & Startup Jobs

The Relationship Manager will serve as the primary contact for Wealth Management clients, ensuring exceptional client experiences by proactively addressing their needs, managing relationships, and contributing to business plans. Responsibilities include educating clients on financial products, resolving inquiries, and collaborating with internal teams to enhance the overall service experience.

The Senior Specialist will lead compliance initiatives for brokerage business activities, ensuring regulatory adherence, managing complex investigations, and enhancing compliance programs while advising business leaders.

The Data Analyst will engage with partners to structure projects, analyze data, lead projects, mentor junior analysts, and deliver actionable insights through visualizations.

Assists in investment operational risk management by implementing guidelines, analyzing data, developing risk tools, and providing recommendations.

The Investment Data Analyst manages data operations, supports investment decisions, enhances workflows, and collaborates with stakeholders while ensuring data integrity.

Lead a team of Relationship Managers focused on high net worth clients, driving growth, enhancing customer loyalty, and delivering strategic solutions. Develop and coach the team while managing client relationships effectively.

The role involves managing audit methodology and quality assurance programs, leading assessments, supporting audit planning, and building stakeholder relationships within the Internal Audit department.