Top Tech Jobs & Startup Jobs

Provide virtual and phone-based wealth advisory and client service for a large book of retail clients. Deliver financial planning, investment solutions, consultative sales, book maintenance, compliance and interdepartmental coordination to meet asset and client experience goals.

Lead and operate the Tenant Engine: prioritize and run scan→noise-filter→LLM-validation→remediation cycles, govern noise-filter rules and prompts, oversee scan coverage and SLAs across ~900+ repositories, coordinate handoffs to migration teams, report quality/cost metrics to leadership, and build runbooks and team capability to scale operations independently.

Provide investment advice and account service to mass-affluent clients via inbound/outbound calls. Execute transactions, prepare reports and proposals, identify sales and retention opportunities, resolve client and advisor issues, support internal teams, and participate in training to maintain compliance and operational efficiency.

Manage and respond to regulatory examinations and inquiries (FINRA, SEC, state regulators, OCC affiliates), assess legal and reputational risk, negotiate with regulators, advise on regulatory developments, partner with business stakeholders to improve policies, mentor legal staff, and drive process improvements.

Lead the Site Reliability Engineering function, ensuring system performance and reliability, promoting operational excellence through automation, observability, and effective team collaboration.

Lead IAM architecture for AI workloads and conversational agents: design and validate OAuth/OIDC patterns, build POCs, integrate IAM with gateways, agent runtimes, and CI/CD/IaC, define lifecycle and governance, troubleshoot identity flows, ensure compliance, and transition patterns to production while mentoring teams.

Provide dedicated marketing consulting to assigned enterprises and up to ~415 financial advisors: deliver one-on-one guidance, webinars and in-person training, create digital marketing strategies and editorial calendars, measure KPIs (email CTR, social engagement, website traffic), drive adoption of LPL marketing solutions, collaborate with compliance and internal teams, and report on business results.

Provide virtual and phone-based financial advice to a large book of clients, maintain client relationships and accounts, perform financial planning and investment recommendations, meet consultative sales and asset goals, collaborate across departments, and ensure compliance and risk mitigation.

Provide investment advice and customer service to mass-affluent clients via inbound/outbound calls. Execute transactions, prepare client reports, identify sales and retention opportunities, support advisors and departments, and resolve client issues while adhering to policies and improving operational efficiency.

Provide operational and application support for advisor-facing technology platforms: process access requests, troubleshoot issues, deliver training, perform data reconciliation and reporting, and coordinate with internal partners to ensure accurate, compliant service to financial advisors and staff.