Top Tech Jobs & Startup Jobs

The Portfolio Manager oversees investment strategy and portfolio management for clients, leading a team to achieve investment goals and ensure compliance with regulations. Responsibilities include asset allocation, performance reporting, and client communication, while supporting client acquisition and leading firm-wide initiatives.

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

The Orion Reporting Analyst supports performance reporting through system set-ups, reconciliations, and client integration. Responsibilities include data accuracy monitoring, template development, and operational issue resolution while documenting processes and enhancing reporting workflows using technology and analytics.

Seeking an experienced Full Stack Engineer to develop and maintain websites, optimize performance using JavaScript and TypeScript, and migrate to a new hosting platform.

As a Billing & Revenue Associate, you will manage client billing functions, collaborate across teams, and resolve billing issues.

The Principal Wealth Advisor handles business development through relationship building, identifying clients, servicing existing accounts, and representing the firm at events to drive growth.

The Associate role involves sourcing and evaluating startups for investment, conducting due diligence, and building relationships with founders while supporting the team's deal flow.

The Senior Tax Manager will oversee tax return preparation, manage client relationships, review accounting work, train staff, and ensure compliance with multifaceted tax regulations. Experience in real estate partnerships is required.

The Performance Marketing Manager executes and optimizes paid media campaigns, manages HubSpot, oversees email marketing, analyzes campaigns, and collaborates with various teams to achieve marketing goals.