Top Tech Jobs & Startup Jobs

The Private Wealth Associate collaborates with Financial Advisors to provide asset allocation recommendations, client service, and support functions for high-net-worth clients, focusing on exceptional communication, analytical skills, and relationship-building.

Leads digital marketing analytics, reporting, measurement strategy, tagging implementation, and actionable insight generation across web, content, advertising, social media, email, lead generation, and marketing automation. Translates business questions into analytical requirements, evaluates A/B testing and personalization initiatives, ensures analytics governance and implementation quality, and communicates findings to marketing and business stakeholders.

Develops investor-focused content in Mandarin and English, including articles, briefs, explainers, video scripts, shorts, animations, and infographics. Translates investment insights into engaging stories for Taiwan investors, interviews internal experts, coordinates vendors, uses AI and video-editing tools, supports product campaigns, and manages compliance reviews and multimedia production timelines.

Oversee Taiwan fund administration, including NAV calculations, reconciliations, regulatory and tax reporting, audit coordination, vendor and CPA relationships, compliance, and stakeholder support. Lead process improvements and corporate initiatives involving fund launches, restructurings, mergers, and ETF growth. Collaborate with global business units while ensuring procedures, service levels, accuracy, and timely issue resolution.

Lead diligence review, re-underwriting, and closing of residential loan acquisitions. Coordinate with internal teams and external partners, manage documents and third-party reports, maintain pipeline reports, ensure compliance with closing schedules, and provide operational input and judgement-based solutions for transaction issues.

Lead a global technology team supporting Legal, Compliance, Audit, and Risk platforms (surveillance, AML, DMS). Own roadmap, delivery, vendor relationships, SDLC, and platform operations. Drive Generative AI adoption, ensure regulatory controls, and partner with InfoSec and enterprise architecture to deliver governed, scalable solutions.

Senior client-facing advisor responsible for growing, servicing, and retaining Insurance General Account clients across North America. Build strategic partnerships with insurers, collaborate with investment and distribution teams, develop territory/prospecting plans, support product and talent development, and mentor colleagues while meeting revenue and client growth targets.

Support proxy voting, research, and issuer engagement for responsible investing. Apply proxy voting policy, prepare reports, liaise with investment teams, and integrate ESG research into portfolio decisions.

Support private-wealth portfolio implementation by authorizing and executing trades, monitoring portfolio positioning, cash management, compliance with client guidelines, handling client lifecycle events, liaising across teams, and contributing to process and product improvement projects.

Partner with Financial Advisors to support high-net-worth clients through portfolio analysis, account maintenance, meeting preparation, relationship-building, and client service. Participate in a comprehensive Associate Development Program to build investment, wealth-planning, and client-facing skills with advancement opportunities.