Top Tech Jobs & Startup Jobs

Provide high-level administrative and strategic support to executive leadership: manage calendars, travel and expenses, prepare correspondence and presentations, coordinate projects and cross-team communications, assist CRM and broker contracting, and maintain strict confidentiality while supporting business initiatives.

Act as primary contact for advisor clients, resolve escalated issues, provide training and support on brokerage systems, maintain call quality metrics, document procedures, use CRM for call records, and participate in projects to improve client experience.

Supervise and lead the Agency Team, acting as the primary escalation for complex policy, regulatory, and operational issues. Ensure agent compliance, coach Agency Advisors and Team Leads, maintain documentation and workflows, facilitate cross-department communication, assist onboarding and training, and report sales KPIs and agent sentiment to senior management.

Lead creation and execution of a Strategic Procurement function: build the team, design strategic sourcing, category management, SRM and contract processes, drive spend analysis, supplier consolidation, negotiation, stakeholder engagement, and continuous improvement to transform spend management and procurement operations.

Maintain, support, and optimize enterprise systems and infrastructure. Install, configure, and troubleshoot servers, OSes, and applications. Ensure backups, patching, security, compliance (SEC/FINRA), and data integrity across integrations (CRM, custodians). Provide user support, document procedures, support audits, and participate in upgrades, migrations, and infrastructure projects.

Serve as the companys first point of contact by answering and screening calls, greeting visitors, taking and relaying messages, scheduling appointments, performing data entry, accepting packages, and handling general clerical duties to keep the virtual office running.

Lead enterprise data management strategy, build an MDM function, govern data quality and metadata, integrate MDM with ERP/CRM, manage a centralized team, and drive stakeholder adoption and data literacy to support analytics and operations.

Design and implement enterprise-scale technical solutions and integrations. Build logical and physical architectures, CI/CD pipelines, containerized cloud applications, API management, and security (SAML/OIDC). Collaborate with engineering and product teams, perform testing and debugging, define KPIs/KRIs, and drive innovation and risk management across projects.

Lead master data management governance, define standards and mappings, approve data changes, audit mappings, manage a team of mapping specialists, collaborate with stakeholders, and drive MDM project delivery and training.

Manage day-to-day commissions administration including payouts, adjustments, and inquiries. Serve as subject matter expert on the Aristotle commission platform, analyze commission patterns, build and maintain business reports, resolve participant disputes, and support ad hoc projects to improve accuracy and processes.