Top Tech Jobs & Startup Jobs

Administer and support Salesforce CRM, including flows, permissions, profiles, roles, reports, dashboards, data integrity, validation rules, and AppExchange applications. Provide user troubleshooting, data import/export assistance, training, and documentation. Collaborate with stakeholders to gather requirements and configure solutions. The role also requires knowledge of database management, IT security, reporting tools, Agile/Scrum, and ongoing Salesforce platform learning.

Supports financial professionals through email management, client meeting preparation, account opening and updates, paperwork, money movement requests, e-signature documents, and administrative tasks. Serves as a liaison among advisors, internal departments, clearing firms, fund companies, insurance carriers, and vendors. Tracks requests, follows up within service-level agreements, navigates business systems, and identifies process or technology enhancements.

Provides deskside and remote support for Windows workstations, including laptop imaging, hardware setup, software deployment, troubleshooting, inventory, ticket documentation, and conference-room A/V assistance. Supports rollouts, VPN and network issues, Active Directory, security tools, and executive users. Participates in workplace infrastructure projects, vendor coordination, equipment disposal procedures, and after-hours on-call coverage.

Provides customer-facing support to financial professionals, responding to questions and concerns, assisting with account openings, reviewing paperwork, maintaining electronic files, and coordinating transactions with clearing firms, fund companies, and carriers. Ensures accurate, timely processing, regulatory adherence, client satisfaction, and responsive service while helping improve procedures based on business and regulatory changes.

Serve as primary relationship lead for client households, deliver comprehensive financial planning, mentor advisory staff, drive business development through networking and COIs, manage transitioned client relationships, and ensure timely, accurate planning deliverables to grow firm assets and retain clients.

Provide Tier II Workday support and administration: troubleshoot cases, configure core HCM, maintain data integrity, run data loads (EIB), create reports, perform UAT, document SOPs, and support HR stakeholders and projects.

Supervise a team of Advisor Support phone agents serving financial professionals. Coach, set goals, provide real-time floor support, resolve complex inquiries (money movement, account maintenance, new accounts), maintain quality and productivity, and drive advisor satisfaction while adapting to changing business needs.

Manage a team of Advisor Support Specialists to deliver high-quality service and retention for financial professionals. Set team goals, coach and develop staff, handle performance management, drive advisor satisfaction and productivity, resolve operational challenges, maintain internal relationships, and adapt to shifting business priorities.

The Regional Advisory Consultant drives sales strategy and promotes the firm's investment advisory platform among financial advisors, focusing on adoption and growth.

The Finance Manager will provide financial insights for acquisitions, manage due diligence, develop acquisition models, and mentor junior members while collaborating with executive leadership.