Top Tech Jobs & Startup Jobs

Support National Accounts by managing Salesforce reporting, CRM data integrity, and sales analytics. Coordinate due diligence, communications, and cross-functional requests. Improve processes, enable sales through reporting and materials, and support product launches, conferences, and strategic initiatives.

Serve as the fund accounting technical lead: research and interpret U.S. GAAP, draft audit-ready memos, implement new standards, support period-end reporting and audits, strengthen policies and controls, drive process automation, and mentor accounting staff.

Design and maintain branded visual assets for digital and print, create executive presentation materials, develop templates, design website layouts and UI, update WordPress content, support marketing/communications and conference collateral, collaborate with internal teams and vendors, and manage multiple creative projects to ensure brand consistency.

Design, build, and maintain production Power Automate cloud flows integrating Microsoft 365 services and AI. Implement AI-assisted automations using LLMs and AI Builder, integrate external systems via APIs, handle error logging and retries, and document and hand off solutions to IT leadership while ensuring governance and security.

Build and deepen relationships with financial advisors across channels via calls, emails, meetings, and presentations. Create custom portfolio analyses using Zephyr and Morningstar, support Regional Sales Directors, provide advisor resources, participate in cross-departmental projects and training, and pursue increased AUM and transition to external sales after demonstrated success.