Top Tech Jobs & Startup Jobs

Lead test automation for NTAM: design and extend UI, microservices and API automation frameworks; implement CI/CT/CD pipelines; mentor QA engineers; collaborate with architects and developers; drive quality improvements, testing standards, metrics, and troubleshooting.

Lead Financial Advisor client marketing as a player/coach: develop integrated campaigns, translate advisor insights into multi-channel strategies, manage email/webinar campaigns, create sales enablement collateral, report on campaign ROI, and collaborate across sales, product, and content to drive advisor engagement and product adoption.

Manage vendor relationships and monitor proxy voting and corporate governance processes. Resolve proxy voting and overvote issues, maintain departmental databases, communicate with clients and investment managers, monitor market changes, and support risk/control improvements across the proxy function.

Manage and process investor, client and agent documentation for Transfer Agency including scanning, archiving, GDPR compliance, workflow and queue management, quality checks, client reporting, KPI achievement, escalation support for offshore partners, procedure maintenance, and participation in projects to improve processes.

Manage fiduciary and agency client relationships for wealth management clients, providing goals-based advice on trusts, tax, estate planning, investments, and regulatory matters. Deliver high-quality client service, escalate fiduciary risks, cultivate referral sources, mentor junior partners, and collaborate with internal teams to identify advisory solutions and business opportunities.

Support Portfolio Managers with portfolio oversight, client service, and operational execution. Prepare client materials, conduct investment research, track trades, run reports in internal systems, manage account administration, ensure compliance recordkeeping, coordinate reviews, and mentor junior staff.

Manage complex HNW/UHNW wealth and trust client relationships, provide fiduciary and advisory guidance, coordinate with internal teams and external advisors, identify business opportunities, mentor junior staff, ensure compliance with fiduciary standards, and lead multi-discipline initiatives to deliver exceptional service and issue resolution.

Support and service complex wealth management client relationships by coordinating administration of fiduciary, investment management, estate settlement, guardianship, and custody accounts. Handle client inquiries, develop action plans, oversee transaction processing, coordinate with Client Support Services, assist advisors with account acceptance, compliance, and business development, and identify process improvements. Mentor junior staff and may supervise daily operational activities.

Process day-to-day loan operations to meet SLAs and quality metrics; prepare daily checklists; open loan accounts and process maintenance requests; resolve exceptions and escalate queries; create process documentation and workflows; train new and existing team members; support audits, BCP exercises, and implement process improvements within risk and compliance guidelines.

Perform monthly fund closings, prepare and analyze financial statements, interact with clients and auditors, resolve accounting questions, research complex accounting policies (U.S. GAAP/IFRS), automate processes, test integration releases, and act as subject-matter expert on HFS systems.