Top Tech Jobs & Startup Jobs

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.

Provide operational and application support for advisor-facing technology platforms. Manage access requests, troubleshoot issues, deliver training, perform reconciliations and reporting, and collaborate with internal teams to ensure accurate, compliant service to financial advisors and stakeholders.

Provide operational and product support for advisor-facing technology platforms: process access requests, troubleshoot issues, support users via phone/email, run reconciliations and reporting, deliver training, and collaborate with internal teams to improve processes and ensure compliance.

Provide operational and product support for advisor-facing technology platforms: manage access requests, troubleshoot applications, assist advisors and internal partners via phone/email, perform data reconciliation and reporting, lead process improvement efforts, and deliver training and documentation to ensure operational accuracy and compliance.

Provide operational and application support for advisor-facing technology: manage access requests, troubleshoot issues, communicate with advisors and internal partners, perform reconciliations, reporting, and participate in product and process improvement initiatives.

Provide financial advice and reviews via inbound/outbound phone calls; execute client transactions and service requests; prepare client reports and proposals; support advisors and other departments; participate in training; identify sales and asset-retention opportunities; research and resolve advisor and client issues; give operational feedback to management.

Lead design and implementation of identity and access controls for human and non-human (agentic) identities. Build runtime controls, secrets workflows, policy-as-code, monitoring, and governance for AI agents. Embed IAM into AI development, integrate telemetry with SIEM/SOC, ensure GRC compliance, and recruit and lead a team to scale NHI/agentic IAM capabilities.

Lead the design and delivery of cloud-based data systems for compensation processes, emphasizing modern data engineering and event-driven workflows.