Top Tech Jobs & Startup Jobs

Process and monitor custody operations, including incoming cash, wires, checks, trade settlement, plan corrections, cash and share reconciliations, and record keeping. Investigate discrepancies, support internal teams, oversee action items, maintain operating procedures, audit plan administration, and monitor project deliverables. The role requires strong numerical, analytical, organizational, communication, and Excel skills, with collaboration across internal stakeholders and sub-custodians.

Supports retirement plan conversions and deconversions by coordinating asset transfers, trade settlements, wires, timelines, stakeholders, and client data. Reviews cash and in-kind transfers, resolves operational issues, maintains procedures, monitors action items, and recommends process improvements. The role requires strong numerical aptitude, reconciliation knowledge, organization, client communication, advanced Excel skills, and collaboration across implementation, investment, record-keeping, and custody teams.

Build and update React and TypeScript user interfaces for a 401(k) platform, write unit tests, collaborate with Product, Design, and Engineering, work from Jira tickets, submit pull requests, respond to code reviews, and learn production software development through mentorship. The role involves incrementally taking on independent work while following established coding standards, component libraries, design systems, and Git workflows.

Supports Partner Success Managers and manages a small portfolio of partner relationships in the retirement savings industry. Responsibilities include identifying value-creation opportunities, supporting business reviews and participant education meetings, handling partner requests, maintaining CRM records and knowledge bases, answering inbound inquiries, researching reports, and coordinating with internal teams on platform enhancements and quality control.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

The Associate, Payroll Operations ensures payroll accuracy by resolving operational issues, managing workflows, and collaborating across teams while adhering to compliance frameworks.

Provide high-quality support to plan sponsors and advisors via phone and email, manage a book of business, resolve client issues, create and track tickets, collaborate cross-functionally, share product feedback, host webinars, and adhere to service level standards to ensure client satisfaction.

Lead end-to-end brand design across campaigns, events, digital, and sales collateral. Manage high-volume requests, maintain design systems, produce web/email/social assets, support product UI, and coordinate vendors and design operations.

Lead and grow an AI engineering organization to design, build, and operate production-grade AI services. Define architecture, drive execution, implement RAG, agents, and orchestration, ensure reliability, observability, and CI/CD, and partner with Product, Data, Security, and business stakeholders while recruiting and mentoring engineers.

Support sales operations across contracting desk, pipeline support, post-sale changes, and CRM data hygiene. Generate and track contracts, assist sales with opportunity updates, manage amendments and pricing changes, perform Salesforce data cleanups and bulk updates, provide ad-hoc reporting, and partner cross-functionally with Legal, Finance, Customer Success, and Revenue Operations to resolve deal blockers and improve processes.