Jobs at Sound Income Group, LLC

Leads month-end and year-end close, general ledger accounting, intercompany reconciliations, payroll allocations, expense and accounts payable review, financial reporting, budgeting support, and audit preparation across six affiliated companies. Serves as the primary accountant for a broker/dealer subsidiary, managing reconciliations, invoices, compensation transactions, financial statements, regulatory accounting support, and coordination with external accounting partners.

Sales-focused client relationship role responsible for outbound outreach, lead follow-up, appointment setting, CRM documentation, event coordination, and client engagement. The representative supports advisors by converting warm leads into qualified appointments, re-engaging prospects, managing event logistics, tracking performance metrics, and assisting with onboarding and business development. The position is primarily phone-based, office-based, on-site in Salt Lake City, and includes local travel and occasional evening events.

Build and maintain Snowflake data pipelines, integrations, data models, reconciliation checks, backend services, and internal automation tools. Develop production AI workflows using Claude, MCP, and managed model platforms for document retrieval, extraction, and understanding. Own solutions through design, deployment, monitoring, documentation, and support while protecting sensitive financial data and collaborating with operations, compliance, vendors, and technical stakeholders.

Conduct phone-based outreach to warm leads, schedule qualified appointments, re-engage prospects, maintain CRM records, track performance metrics, and support workshops, seminars, and client events. The role partners with advisors and marketing teams to drive client engagement, onboarding, and business development. It requires professional communication, strong organization, local travel, occasional evening availability, and a sales-oriented approach to relationship building.

Leads operations strategy and execution for a regulated RIA, overseeing teams, billing, operational controls, process improvement, technology platforms, vendor partnerships, data analytics, reporting, and executive initiatives. Serves as the COO’s operational partner and business subject matter expert for Orion, Black Diamond, and related systems while improving scalability, accuracy, advisor experience, and compliance support.