Top Tech Jobs & Startup Jobs

Prepares and reviews financial information, manages accounts payable and receivable, reconciles accounts and bank statements, records journal entries, supports month-end close, monitors collections, prepares reports, and improves accounting processes through automation.

Guide financial advisors through RIA transitions from kickoff to go-live, coordinating custodian transfers, ACAT and non-ACAT paperwork, timelines, data, and issue resolution. Manage multiple transitions while communicating proactively with advisors, custodians, vendors, and internal teams. Improve onboarding efficiency by identifying process friction and applying AI and automation. Hands-on experience with Fidelity or Schwab platforms and advisor account transitions is essential.

Supports the full team member lifecycle, including recruiting coordination, candidate communications, onboarding, offboarding, employee support, internal communications, benefits enrollment, performance reviews, and people initiatives. Maintains accurate HR systems, processes, and documentation while assisting with confidential People Operations tasks and projects in a growing, distributed organization.

Develop structured financial planning proposals from advisor-submitted client data, addressing retirement income, longevity, risk management, tax, and estate planning needs. Create modular recommendations involving investments, annuities, and life insurance; answer technical planning and suitability questions; support underwriting diligence; prepare client-facing deliverables; and provide planning support to advisors through messaging, phone consultations, and case reviews. Collaborate with the Planning team to improve tools, workflows, templates, and internal knowledge resources.

Own the full product lifecycle for AI-first products serving financial advisors. Responsibilities include prototyping and launching products, designing advisor and internal workflows, using AI tools to analyze data and feedback, defining quality standards and metrics, translating financial-services needs into product direction, influencing roadmap strategy, and coordinating with engineering, design, operations, users, and executives.