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associate wealth management banker

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p></p><p>
The Associate Wealth Management Banker will support RBC US Wealth Management (USWM) field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Associate Wealth Management Banker will assist the Wealth Management Banker(s) build Financial Advisor and client product awareness and understanding of the full cash management and lending platform of RBC USWM.</p><p></p><p><b>
What will you do?</b></p><p></p><ul><li>
Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients.</li><li>
Assist the Wealth Management Banker(s) to partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue.</li><li>
Build cash management and lending product awareness among RBC Financial Advisors.</li><li>
Serve as the key relationship manager to client associates for their clients&rsquo; cash management and lending needs</li><li>
Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation.</li><li>
Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform</li><li>
Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management.</li><li>
Partner with the Wealth Management Banker(s) to provide FAs and their clients cash management and lending solutions and support.</li></ul><p></p><p><b>
What do you need to succeed?</b></p><p></p><p><b>
Must-have
</b></p><ul><li>2+ years&rsquo; experience at a wealth management firm</li><li>
SIE, Series 7 and 63, or ability to obtain within 90 days</li><li>
Proven business development experience and strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products.</li><li>
Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm</li><li>
Strong interpersonal skills, including developing relationships with financial advisors and ability to ask critical questions, anticipate problems/future needs and take ownership.</li></ul><p><b>
Nice-to-have</b></p><ul><li>
Bachelor&rsquo;s degree</li><li>
Current FINRA licensing</li><li>
Business development experience within the cash management and lending space in a wealth management context</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.</li><li>
Leaders who support your development through coaching and managing opportunities.</li><li>
Ability to make a difference and lasting impact.</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team.</li><li>
Opportunities to do challenging work.</li><li>
Opportunities to build close relationships with clients.</li></ul><p></p><p>
The expected salary range for this particular position is $85,000-$145,000, depending on your experience, skills, and registration status, market conditions and business needs.</p><p></p><p>
You have the potential to earn more through RBC&rsquo;s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.</p><p></p><p>
RBC&rsquo;s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:</p><ul><li>
Drives RBC&rsquo;s high-performance culture</li><li>
Enables collective achievement of our strategic goals</li><li>
Generates sustainable shareholder returns and above market shareholder value</li></ul><p></p><p><b>
Job Skills</b></p><p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
1211 6TH AVENUE:NEW YORK<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
New York<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2026-06-12<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
Our Employment Opportunities</b></p><p></p><p>
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p><p>
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.</p></div>

Associate Wealth Management Banker

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>The Tax-Smart team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM) is a high growth team managing over $50B in AUM across active and passive tax-aware strategies, including long-short strategies, unified managed accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager &ndash; Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.</p>
<p></p><p><b>Your responsibilities will include:</b></p>
<ul><li>Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mandate of tracking investment objectives while generating tax benefits for clients.
</li><li>Ongoing oversight of portfolio and strategy level performance and attribution</li>
<li>Translating research into actionable and investable systematic investment processes and portfolios
</li><li>Partnering with technology, research, product and client teams to design, build and improve scalable investment platforms</li><br>
</ul><p><br>
<b>Required qualifications, capabilities and skills:</b></p>
<ul><li>2-5 years of full-time relevant work experience</li>
<li>Strong data and analytical skills</li>
<li>Experience with portfolio optimizers and risk models</li>
<li>Detail oriented and process driven</li>
<li>Strong communication skills</li>
<li>Exposure to long-short Investing, UMA</li>
<li>Experience with tax optimization
</li><li>Familiarity with separately managed accounts</li>
<li>Progress towards MBA, CFA and/or equivalent</li>
<li>Python skills for analytics and process improvements</li>
</ul><p></p><p><b>Preferred qualifications, capabilities and skills:</b></p>
<ul><li>Exposure to long-short Investing, UMA</li>
<li>Experience with tax optimization
</li><li>Familiarity with separately managed accounts</li>
<li>Progress towards MBA, CFA and/or equivalent</li>
<li>Python skills for analytics and process improvements</li>
</ul><b>ABOUT US</b><br>
<br>
<br>
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<p>J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management, Tax Smart Portfolio Manager, Senior Associate

BBR Partners

<div><p><b><i>Who we are and what we do:</i></b></p>
<p>
BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client's financial life to provide investment strategies and comprehensive wealth management guidance. We've grown organically and our entrepreneurial spirit remains the core of our culture 25+ years later.</p>
<p><b><i>
What does the internship look like?</i></b></p>
<ul>
<li>10-week program including in depth exposure to a specific business unit</li>
<li>Mentorship opportunities as you work with a dedicated manager with exposure to senior management</li>
<li>Networking events, coffee chats, and lunches with various key players at the firm</li>
</ul>
<p><b><i>What will you do?</i></b></p>
<p>
Interns will be matched with 1 of the following teams based on interests and availability:</p>
<p>
Advisory</p>
<ul>
<li>Assist various advisory teams including business development and advisory services with research and project work</li>
<li>Support various wealth management functions which allow us to offer bespoke advisory services to our clients</li>
</ul>
<p>Investment Research
</p><ul><li>Engage in due diligence and monitoring of external managers through meeting attendance, synthesis of ideas discussed, and analysis of opportunities (both traditional and alternative)</li>
<li>Participate in regular internal Research team meetings to discuss investment managers and present due diligence results</li>
</ul>
<p><b><i>What we offer:</i></b></p>
<ul>
<li>The opportunity to contribute meaningful change at an innovative and prodigious wealth management firm</li>
<li>Shadowing, mentoring, and training opportunities with experienced and accomplished business professionals</li>
<li>New office space with a variety of perks, amenities, catered lunches, and snacks
</li><li>Hybrid remote work environment, and business casual dress as appropriate</li>
<li>Upon successful completion of the internship, you <i>may </i>be considered for a full-time position based on availability, your personal performance and your final presentation</li>
</ul>
<p><b><i>Who you are:</i></b></p>
<ul>
<li>Highly motivated and intellectually curious with a desire to learn and grow personally and professionally</li>
<li>Well-rounded record of extracurricular interests and intellectual curiosity around wealth management and investment research</li>
<li>Demonstrate strong problem-solving skills and a &quot;can-do,&quot; proactive, team-oriented attitude</li>
<li>Appreciate, welcome and grow from feedback; you are coachable</li>
<li>Value the same things we do- collaboration, diversity, innovation, integrity, empathy, and rigor</li>
</ul>
<p><b><i>Eligibility:</i></b></p>
<ul>
<li>Must be a rising university senior (December 2027 or May 2028 graduate)</li>
<li>Ability to work full-time in a hybrid office environment, 3-5 days per week in NYC office</li>
</ul>
<p><b><i>Timing:</i></b></p>
<ul>
<li>Submit application no later than July 15, 2026</li>
<li>Programming begins on June 7, 2027 and ends on August 13, 2027</li>
</ul>
<p><b><i>Additional Information:</i></b></p>
<p>
The expected salary for the role will be $35 per hour. This position is at-will, and the Company reserves the right to modify rate (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.</p>
<p><i>
We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</i></p></div><p></p>

2027 Summer Internship

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.</p>
<p>As a Full Stack Senior Lead Software Engineer- Hedge Fund Technology at JPMorganChase within the Asset and Wealth Management Technology Organization- Highbridge Capital Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.</p>
<p>Highbridge Capital Management, LLC, a subsidiary of JPMorganChase, is a leading global alternative asset management firm established in 1992. With a focus on credit and volatility, Highbridge operates a diversified investment platform that includes hedge funds, traditional investment management products, and committed, closed-end vehicles designed for longer-term holding periods. Managing $4 billion in capital, we aim to deliver attractive risk-adjusted returns for a prestigious clientele, including institutional investors, public and corporate pension funds, sovereign wealth funds, endowments, foundations, and family offices. Our headquarters are in New York, with an additional office in London.</p>
<p><b>Job responsibilities</b></p>
<div></div><ul><li>Directly engages with business users to gather and refine requirements</li>
<li>Designs, implements, and supports critical financial applications using Java and Python</li>
<li>Quickly understands and provides support for existing services and codebases</li>
<li>Quickly understands and supports the AWS Cloud Infrastructure platform used by the firm</li>
<li>Develops a comprehensive understanding of existing data models</li>
<li>Collaborates with third-party vendor systems for integration, upgrades, and ongoing issue resolution</li>
<li>Operates in a fast-paced, test-driven, agile development environment</li>
<li><p>Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors</p>
</li><p></p><li><p>Drives decisions that influence the product design, application functionality, and technical operations and processes</p>
</li><p></p><li>Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle</li>
<li><p>Influences peers and project decision-makers to consider the use and application of leading-edge technologies</p>
</li></ul><p></p><p><b>Required qualifications, capabilities, and skills</b></p>
<div></div><ul><li>Formal training or certification on software engineering concepts and 5+ years applied experience</li>
<li>Hands-on practical experience delivering system design, application development, testing, and operational stability</li>
<li>Demonstrated robust programming experience in Java/Python and React JS</li>
<li>Experience with AWS Public Cloud Technologies and Terraform.</li>
<li>Proficient in Database technologies such as RDS Oracle and RDS SQL Server, with strong SQL query skills</li>
<li>Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)</li>
<li>Ability to tackle design and functionality problems independently with little to no oversight</li>
<li>Exceptional problem-solving and debugging skills across full-stack applications and a strong passion for coding and technology</li>
<li><p>Ability to work effectively in a high-performance, fast-paced team environment. and curiosity, diligence, attention to detail, and a strong motivation to tackle complex problems</p>
</li><p></p><li>Flexibility to handle various roles from technical business analysis and development to DevOps, covering all aspects of the software development lifecycle.</li>
<li>Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field</li>
</ul><p></p><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div></div><ul><li><div>Hedge Fund, Asset Management, and Investment Banking experience
</div></li><li><div>Familiarity with Snowflake, Arcesium, Eze, and Bloomberg
</div></li></ul><b>ABOUT US</b><br>
<br>
<br>
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.<br>
</div><div></div><br>
<div>Our Asset and Wealth Management division is driven by innovators like you who are driven to create technology solutions that make us work more efficiently and help our businesses grow. It's our mission to efficiently take care of our clients' wealth, helping them get, and remain properly invested. Our team of agile technologists thrive in a cloud-native environment that values continuous learning using a data-centric approach in developing innovative technology solutions.</div></div>

Full Stack Senior Lead Software Engineer- Hedge Fund Technology

Savvy Wealth

<div><div><div><p>Location</p><div>
NYC Office</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Hybrid</div></div><div><p>
Department</p><div>
R&amp;D</div></div><div><p>
Compensation</p><ul><div><p>
$155K &ndash; $180K &bull; Offers Equity</p></div></ul></div></div><p></p><div><div><div><div><b>
About Savvy Wealth:</b></div><p>
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don&rsquo;t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.</p><p>
Savvy is changing that. We&rsquo;re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.</p><p>
We&rsquo;ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who&rsquo;ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.</p><p>
Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We&rsquo;ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!</p><p></p><p>
The Role:</p><p>
As a Product Designer, you'll own the end-to-end journey that defines how advisors and clients understand, engage with, and feel about their financial lives. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.</p><p>
This is a high-impact role where we&rsquo;re looking for someone with a high slope. You will co-lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with other design partners and stakeholders across product, engineering, operations, and advisors.</p><p></p><p>
How you&rsquo;ll make an impact:</p><ul><li><div><b>
Design complex end-to-end experiences</b></div><ul><li><div>
Partner with Senior Product Designers and Product Management and own major initiatives from research and discovery through high-fidelity execution and launch</div></li><li><div>
Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.</div></li><li><div>
Optimize for the service, not just the surface &mdash; designing with operational clarity, advisor workflows, and client communication in mind.</div></li></ul></li><li><div><b>
Bring human signals into the product</b></div><ul><li><div>
Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.</div></li></ul></li><li><div><b>
Apply and evolve design patterns thoughtfully</b></div><ul><li><div>
Leverage Savvy&rsquo;s design system and established interaction patterns to create cohesive experiences.</div></li><li><div>
Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.</div></li></ul></li><li><div><b>
Research and discovery</b></div><ul><li><div>
Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).</div></li><li><div>
Translate research insights into clear product recommendations and design decisions.</div></li></ul></li><li><div><b>
Embrace and evolve our culture</b></div><ul><li><div>
Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.</div></li><li><div>
Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.</div></li><li><div>
Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.</div></li></ul></li></ul><p></p><p>
We&rsquo;re excited about you because:</p><p>
Must Have</p><ul><li><div>
You have 2-5 years of experience in product design, preferably in a fast-paced B2C startup environment.</div></li><li><div>
You have experience designing complex systems working shoulder-to-shoulder with other teams</div></li><li><div>
You have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.</div></li><li><div>
You pride yourself in strong interaction design or brand skills</div></li><li><div>
You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.</div></li><li><div>
You love backing your work with research, knowing that research pays dividends in translating insights into product decisions</div></li><li><div>
You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.</div></li><li><div>
You&rsquo;re excited about integrating AI tools into your design workflow and building AI-powered product experiences</div></li><li><div>
You are a team player who&rsquo;s invested in shaping the future of wealth management</div></li></ul><p>
Nice to Have</p><ul><li><div>
Experience designing in fintech, wealth management, or other high-trust, high-stakes domains</div></li></ul><p><b>
Benefits:</b></p><ul><li><div>
Competitive salary and equity package</div></li><li><div>
Unlimited PTO + paid company holidays</div></li><li><div>
Access to holistic medical, dental, and vision plans</div></li><li><div>
Company 401(k), Commuter, and HSA/FSA plans</div></li><li><div>
NYC office in the heart of Manhattan</div></li><li><div>
Lunch and snacks provided in the office</div></li><li><div>
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care</div></li><li><div>
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)</div></li></ul></div></div></div></div><p></p>

Product Designer

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.</p><p>
</p><p><b>Job Responsibilities:</b></p><ul><li>
Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.</li><li>
Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.</li><li>
Refine marketing and execution materials to maximize client impact and engagement.</li><li>
Oversee the creation of financial projection models tailored to private capital market transactions.</li><li>
Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.</li><li>
Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.</li><li>
Lead client negotiations, Q&amp;A processes, and management interviews, ensuring alignment with client objectives.</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
Prior work experience in an investment banking front office role, with a focus on private capital markets.</li><li>
Proven experience in training and mentoring junior bankers.</li><li>
Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.</li><li>
Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.</li><li>
Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.</li><li>
Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.</li><li>
Professional and mature interaction with clients, fostering strong relationships and trust.</li><li>
Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.</li></ul>
<b>ABOUT US</b><br>
<br>
<br>
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
J.P. Morgan's Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Private Capital Solutions - Associate

Openbank Deutschland AG

<div><div><div><h1 class="jobSectionHeader"><b>Sales and Service Banker, Newkirk Plaza, Brooklyn, NY</b></h1>
<p>New York, New York</p><p></p><div><div>
</div></div><div><div><div>Job ID</div>
<div>Req1587061</div>
</div><div><div>Category</div>
<div>Customer &amp; Sales Support</div>
</div><div><div>Date posted</div>
<div>06/12/2026</div>
</div></div></div><div><div><b>It Starts Here:</b><p></p><p>
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.</p><p></p><p>
If you are interested in exploring the possibilities <b>We Want to Talk to You!</b></p><p></p><p><b>
The Difference You Make:</b><br>
The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.</p><ul><li>
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.</li><li>
Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.</li><li>
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.</li><li>
Collaborate with team members and partners to achieve branch goals and drive overall performance.</li><li>
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.</li><li>
Foster customer loyalty by addressing concerns and providing timely resolutions.</li><li>
Engage customers with digital platforms to enhance customer interactions and educate them on self-service options.</li><li>
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.</li><li>
Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.</li><li>
Handle cash and maintain accurate cash drawer balances.</li><li>
Assist with custodianship, audits, and other operational tasks.</li><li>
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.</li><li>
Time allocated to each core responsibility may vary depending on the branch needs.</li><li>
Responsibilities may extend to supporting nearby branch locations based on business necessity.</li></ul><p></p><p><b>
What You Bring:</b><br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p><b><br>
Education:</b></p><p></p><ul><li>
High school diploma or GED - Required</li><li>
Bachelor&rsquo;s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred</li></ul><p><b><br>
Qualifications:</b></p><ul><li>
12+ Months Experience selling products and/or services - Required. (OR)</li><li>
6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)</li><li>
6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)</li><li>
6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND)</li><li>
6+ Months Cash handling experience - Required.</li><li>
Established relationship-building skills with a focus on customer experience and loyalty.</li><li>
Excellent customer service skills and a passion for helping others.</li>
Ability to learn and<li> sales techniques to recommend products and services that meet customer needs.</li><li>
Experience in cross-selling products and services.</li><li>
Ability to work collaboratively in a team-oriented environment.</li><li>
Excellent communication, consultative and influence skills both verbal and written.</li><li>
Ability to display a credible, trustworthy, and professional image at all times.</li><li>
Proficient in using digital tools and technology to enhance customer engagement.</li><li>
Ability to follow directions, policies, and procedures.</li><li>
Ability to identify and escalate concerns of risk to appropriate channels.</li><li>
Understands the necessity and value of accuracy and attention to detail.</li><li>
Ability to work in a fast-paced environment and manage multiple priorities.</li><li>
Computer proficiency and basic math skills.</li><li>
Ability to work branch hours, which can include weekends and evenings.</li></ul><p></p><p><b>
Certifications:</b></p><p></p><ul><li>
No Certifications listed for this job.</li></ul><p></p><p><b>
It Would Be Nice For You To Have:</b></p><p></p><ul><li>
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>
Experience in Microsoft Office products.</li></ul><p></p><p><b>
Work Authorization &amp; Sponsorship:</b><br>
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.</p><p></p><p><b>
What Else You Need To Know:</b></p><p>
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.</p><p></p><p><b>
Base Pay Range:</b></p><p>
Minimum:</p>
$34,500.00 USD<div><div><div><div><div><div><div><p>
Maximum:</p></div></div></div></div></div></div></div>
$53,000.00 USD<p></p><p><b>
We Value Your Impact:</b></p><p>
Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)</p><p></p><p><b>
Risk Culture:</b></p><p>
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.</p><p></p><p><b>
EEO Statement:</b></p><p>
At Santander, we value and respect differences in our workforce. We actively encourage everyone to. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.<br>
<br>
<b>Working Conditions:</b></p><p>
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.<br>
<br>
<b>Employer Rights:</b></p><p>
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.</p><p></p><p><b>
What</b><b> To Do Next</b><b>:</b></p><p>
If this sounds like a role you are interested in, then please.</p><p></p><p>
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.</p></div></div></div></div><p></p>

Sales and Service Banker, Newkirk Plaza, Brooklyn, NY

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