Top Tech Jobs & Startup Jobs

Define and operationalize enterprise audience frameworks and segmentation to drive acquisition, engagement, retention, and lifetime value. Translate customer insights into executable activation plans across email, paid media, web, mobile, and direct channels; partner with CDP/CRM/analytics to build, monitor, and refine audiences while ensuring governance and identity/consent compliance.

Manage accounting and reporting processes for the invested asset portfolio, ensuring compliance with statutory, GAAP, and SEC regulations, while supervising accounting staff.

Lead modernization of actuarial models and processes, improve efficiency, and enhance analytical capabilities in a collaborative environment.

Provide administrative and data management support to RIA writing agents: maintain CRM and client records to FINRA standards, track and update case statuses, prepare and organize documentation, follow up with carriers, schedule calendars, produce reports, and ensure data integrity and timely stakeholder communication.

Provide legal advice and regulatory guidance across insurance and distribution businesses; coordinate regulatory filings, examinations, and remediation; support government relations; develop and review policies; manage legal and compliance matters related to AI, data governance, privacy, and social media; perform legal research and reporting.

The CRM Platform Analyst manages the CRM platform administration, enhancements, data integrity, user training, and provides support for operational requests and reporting.

The Business Development Wholesaler develops and executes business plans to achieve sales goals, builds relationships with financial professionals, and engages in company growth initiatives, utilizing a hybrid approach of fieldwork and virtual meetings.

Lead strategy and execution for operations learning, development, and quality programs. Manage a team to design and deliver training, develop SOPs, ensure regulatory compliance, leverage data and AI to improve programs, partner with leaders to drive continuous improvement, and oversee staffing, budgets, and program metrics.

Provide legal advice and support on corporate matters including mergers & acquisitions, capital markets and debt transactions, share repurchases, hedging/derivatives, and reinsurance. Draft and negotiate transaction and financial documents, coordinate with stakeholders and transfer agents, support enterprise projects, due diligence, and post-closing integration. Occasional travel required.

Process non-contestable and moderately complex claim transactions using multiple software and mainframe applications. Research and resolve questionable transactions, communicate with internal and external stakeholders, document transaction status, meet departmental production and quality standards, and assist in training or quality checks as needed.