Top Tech Jobs & Startup Jobs

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic data in GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role is designed for undergraduate students majoring in finance, accounting, or a related field and requires strong attention to detail, confidentiality, collaboration, and communication skills.

Provides comprehensive wealth management and financial planning support alongside Wealth Advisors. Responsibilities include onboarding clients, processing account and cash transactions, maintaining CRM data, preparing meeting materials, researching and developing financial plans, assisting with recommendations, and resolving client questions. The role requires client relationship management, financial planning software use, and coordination with custodians. Candidates need a bachelor's degree, Series 65 certification within three months, 2–5 years of relevant planning experience, and current or pursuing CFP® credentials.

Provides comprehensive wealth management support, focusing on portfolio construction, financial planning, investment recommendations, and client relationships. Responsibilities include onboarding clients, processing account transactions, maintaining CRM data, preparing reports, conducting research, building financial plans, and supporting client meetings. Requires a bachelor's degree, Series 65 licensing within three months, at least five years of relevant planning experience, and pursuit or completion of the CFP designation.

Sources startup investment opportunities, builds relationships with founders and investors, evaluates business plans and pitches, tracks deal flow, researches technology and media markets, and supports investment due diligence for corporate venture capital funds.

Lead tax advisory and compliance services for high-net-worth individuals, families, and closely held businesses. Review and sign complex individual tax returns, develop projections and planning strategies, advise clients in collaboration with financial and estate planning professionals, mentor junior staff, strengthen client relationships, and improve tax workflows. The role requires expertise in private equity, executive compensation, complex K-1 activity, multi-state filings, and high-net-worth tax matters.

Prepare and review complex tax returns and projections for high-net-worth clients. Research tax issues, support integrated tax and financial planning, communicate with clients, manage transaction requests, maintain Salesforce CRM records, use Thomson Reuters Suite, and improve team processes. The role requires collaboration with tax, business advisory, investment, estate, and financial planning professionals.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, documents, performance reports, securities research, portfolio maintenance, optimization, rebalancing, backtesting, investment committee meetings, and spreadsheet-based analysis. Interns will use CRM, financial planning, investment, and portfolio management software while collaborating virtually on projects.

Paid summer internship providing hands-on exposure to wealth management and financial planning. Responsibilities include assisting Financial Advisors, preparing client documents and performance reports, researching securities, maintaining portfolios, participating in investment committee meetings, supporting portfolio optimization and rebalancing, conducting independent research, and building financial planning spreadsheets and projects.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.