Top Tech Jobs & Startup Jobs

Drive advisor-facing product and enablement marketing for enterprise partner programs. Build partner-specific campaigns, communications, and education; measure and optimize advisor adoption and engagement; collaborate cross-functionally and leverage AI to scale personalization and insights.

The Client Account Representative manages client relationships, ensures service excellence, conducts problem resolution, maintains compliance, and collaborates internally to improve processes.

The Client Account Representative serves as a primary contact for clients, handling inquiries, processing transactions, ensuring compliance, and maintaining client records. This temporary role supports client retention through professional service delivery and collaboration with internal teams.

The Senior Manager of Talent Acquisition leads the talent acquisition function, setting standards and driving outcomes while ensuring compliance, managing recruitment processes across various business units, and advising on talent strategy.

Support the Investment Team by executing account setups, transfers, maintenance, and routine transactions. Serve as a point of contact for advisors and custodians, manage documents, resolve CRM/system issues (e.g., Salesforce), monitor workflows, and apply automation/AI tools to improve operational accuracy and throughput. Escalate complex issues to senior staff and assist during high-volume periods.

Lead positioning, go-to-market, and advisor enablement for UHNW and complex asset philanthropic strategies. Create scalable playbooks, advisor-facing materials, and thought leadership; partner cross-functionally to identify market trends, drive growth initiatives, and leverage AI to personalize and scale advisor engagement.