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Handle inbound customer inquiries about 401(k) accounts, withdrawals, loans, and account maintenance via phone and digital channels. Complete 14-week training cohort, provide empathetic service, troubleshoot basic tech issues, document interactions, and participate in team activities and coaching. Full-time hourly role with potential overtime.

Serve as the branch-facing Financial Representative providing client service, compliance and transaction support. Identify client needs and leads, deepen relationships, make introductions, adopt branch technologies, and help drive branch success. Receive training and employer support to obtain FINRA Series 7 and 66 licenses.

Provide phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals/loans/account maintenance, and educate customers. Complete a 14-week training cohort, continue taking customer calls, participate in team activities, and work a full-time hourly schedule with possible extra hours.

Handle inbound customer calls and digital inquiries about 401(k) accounts: balances, withdrawals, loans, and account maintenance. Complete a 14-week training cohort, provide empathetic, accurate service, troubleshoot basic technology issues, and participate in team activities and coaching. Role is full-time hourly with potential extra hours.

Provide empathetic phone and digital customer service for 401(k) plan participants: answer account questions, assist with withdrawals, loans, and account maintenance, educate customers, troubleshoot basic systems, and progress through a 14-week training program to handle increasingly complex inquiries.

As a Principal Software Engineer, you'll develop a crypto yield generation platform and mentor engineers on software development best practices. Responsibilities include building resilient services using RUST and SQL, participating in code reviews, and deploying applications with CI/CD tools.

Lead strategy and delivery of scalable data solutions for alternative investments (hedge funds, private markets). Define data standards, governance, metadata, lineage, and operating models; reduce manual processes; partner with product, asset management, and external managers; deliver dashboards and lifecycle management; enforce controls, risk mitigation, and organizational change to promote data-driven decision making.

Lead financial analysis and pricing negotiations for RIA and FFOS custody deals. Build valuation models, evaluate deal profitability, drive automation and predictive analytics, design pricing architecture and dashboards, support sales/RM escalations, and present recommendations to senior leadership.

The Principal Full Stack Engineer will develop software for managing investment portfolios, implement development practices across teams, and communicate with stakeholders in the investment management domain.

Serve as the branch's client-facing representative, deliver excellent client service, handle front-lobby transactions and compliance, identify opportunities to deepen client relationships, support branch technology adoption, and obtain required FINRA licenses (Series 7 and 66) with company training.