Top Tech Jobs & Startup Jobs

Technical lead for cloud-enabled advisor workstation development. Design, develop, and modernize AWS-based, cloud-native web applications and services using Angular, .NET, and SQL Server. Mentor developers, perform code reviews, troubleshoot production issues, collaborate with architects and stakeholders, produce SDLC documentation, and ensure solutions meet enterprise governance, scalability, performance, and reliability goals.

Manage and analyze corporate action events (dividends, reorgs, restricted securities, proxy), process allocations and exceptions, reconcile accounts, liaise with transfer agents and brokers, support advisor inquiries via phone and mailbox, assist with stock option exercises, maintain quality controls, update training materials, and participate in projects and UAT to improve operational efficiency.

Lead day-to-day management and trading of centrally managed platforms, ensure accounts follow investment strategies, develop reporting, resolve trading exceptions, drive process improvements, and mentor analysts while supporting cross-functional projects and strategic initiatives.

Lead and develop a 14-person overlay trading team managing centrally managed advisory platforms. Oversee trading, rebalancing, model implementation, and operational workflows; resolve escalations; drive platform enhancements, cross-functional initiatives, process improvements, and risk/control adherence to support scale and advisor experience.

Provide virtual and phone-based advisory services to a large book of mass-affluent clients, delivering financial planning, investment solutions, consultative sales, and exceptional client service. Maintain compliance and risk controls, collaborate across teams, and drive asset growth and relationship deepening through proactive outreach and operational book maintenance.

Lead execution of Cash & Liquidity Management product roadmap (payments, banking, retirement), drive discovery, translate business needs into requirements and user stories, partner with Agile delivery, operations, compliance, and stakeholders to improve adoption, efficiency, quality, and time-to-market.

Lead product vision and roadmap for Cash Management and banking capabilities. Drive discovery, translate needs into requirements, prioritize features, partner with Agile teams, ensure compliance and operational readiness, monitor performance, and increase advisor adoption and operational efficiency.

Lead initiative coordination for Cash Management products (payments, third-party banking, retirement). Drive delivery through agile practices: write epics/stories, unblock backlogs, support Agile Release Train events, track dependencies, report progress, and represent product priorities across stakeholders to improve advisor and client experience.

Provide trade support to financial advisors and clients in a call center environment: take high-volume inbound calls, place orders, resolve trade and settlement issues with market centers/exchanges, explain products, risks, fees and regulatory requirements, and ensure compliance with LPL policies.

Lead advisor transitions to LPL by consulting on business structure, creating transition strategies, providing technology and repapering training, handling account setup and funding tracking, and acting as the advisor's primary point of contact to resolve issues and drive adoption of LPL tools.