Top Tech Jobs & Startup Jobs

Support Learning & Organization Development by assisting program logistics, learner cohort support, project coordination, process improvements, data gathering/reporting, and administrative tasks while collaborating across teams and using technology tools.

Plan and execute IT, information security, pre-implementation, and integrated audits. Develop risk-based scopes and test plans, assess controls and infrastructure, leverage data analytics, prepare workpapers and reports for senior leadership, coach audit staff, and partner with stakeholders to remediate risks and ensure regulatory compliance.

Provide telephone/video financial consultations, recommend insurance and investment solutions, execute securities trades, maintain and monitor client accounts, ensure regulatory compliance (FINRA, NASAA, SEC), develop pipelines for smaller accounts, refer complex planning to senior advisors, and prepare reports/audit documentation.

Provide financial consulting to members and prospects by recommending investment and insurance solutions, administering and documenting accounts per regulatory standards, prospecting and growing a book of business, conducting seminars and events, partnering with wealth advisors, executing securities transactions, monitoring account performance, and supporting audits and compliance with FINRA, NASAA, and SEC rules.