Top Tech Jobs & Startup Jobs

The Client Services Representative facilitates positive interactions with clients, managing complex transactions, ensuring satisfaction, and supporting training initiatives.

Lead end-to-end financial reporting for mutual funds and ETFs, ensuring GAAP and SEC compliance. Oversee shareholder reporting, regulatory filings, audits, and service providers. Maintain controls, reporting quality, and metrics. Drive process improvement and automation, implement accounting/regulatory changes, and provide technical guidance. Lead and mentor a reporting team while collaborating cross-functionally with accounting, legal, compliance, tax, IT, and external partners.

As a Corporate Credit Analyst, you will conduct fundamental credit analysis, make investment recommendations, and maintain industry resources focusing on Banking and Financial Services sectors.

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.

The Senior Product Designer will enhance digital experiences across websites and apps, focusing on design language, user interfaces, and influence on multiple products. Responsibilities include creating reusable components, testing designs, and collaborating with cross-functional teams, leveraging AI in the design workflow.