Top Tech Jobs & Startup Jobs

Perform account and data reconciliations within SLA, troubleshoot accounting and data issues, validate performance returns, support month-end controls, drive process improvements, and document procedures while collaborating with analysts and senior analysts.

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.

Design, deploy, administer, and troubleshoot Cisco voice and video systems and telephony equipment. Configure VoIP across Cisco routing/switching, support contact center and corporate voice services, and resolve complex voice communications issues.

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 product support for advisor-facing technology: process access requests, troubleshoot applications, deliver first-contact resolution, provide training, perform reconciliations and reporting, and coordinate with cross-functional teams to ensure compliance and operational accuracy.

Lead multiple software engineering teams to design, modernize, and support cloud-native and hybrid trading platforms. Drive AWS cloud modernization, architecture reviews, reliability, automation, and engineering best practices. Partner with product, data, infrastructure, and business stakeholders to deliver scalable, resilient, and high-performance solutions while mentoring teams and monitoring operational metrics.

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.