Top Tech Jobs & Startup Jobs in Austin, TX

Develop and manage a wealth advisory practice by understanding client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and wealth management services. The advisor builds client relationships, generates prospects through partner referrals, conducts outreach, manages a client book, and collaborates with internal specialists in a branch-based banking environment.

Develop and grow a wealth management practice by conducting client discoveries, creating personalized financial plans, managing relationships, generating referrals, and promoting wealth management services. The role involves client and prospect outreach, business development, and collaboration with internal specialists to provide financial planning, investment management, insurance, and estate planning solutions.

Provides virtual investment and insurance guidance to mass affluent clients, analyzes financial circumstances, recommends strategies, sells products, grows client assets, develops new relationships, and builds a book of business. The role partners with branch personnel, delivers phone and video-based service, meets sales goals, and maintains compliance with company, regulatory, and legal requirements.

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.