Top Tech Jobs & Startup Jobs

The Financial Advisor sells investment products, manages client relationships, partners with teams for new opportunities, and enhances client experiences using digital tools.

Own, design, build and deliver incentive compensation and performance reporting projects. Capture requirements, configure systems, design workflows, validate and analyze data, test solutions, maintain documentation, support applications, partner with IS and vendors, and drive process improvements using SQL, integrations, and advanced Excel.

Conduct fundamental equity research and valuation on industries and companies, make buy/sell recommendations, present research to the investment team, monitor market and company developments, analyze portfolio holdings and performance, maintain sell-side and industry relationships, and prepare clear written and verbal investment communication.

Serve as first point of contact for internal and external users of wealth management systems, providing tier-1 technical support, user access provisioning, troubleshooting, testing, training, and coordination with vendors. Identify trends, recommend improvements, assist with system maintenance and roadmap activities, and deliver excellent customer service.

The Treasury Management Officer drives revenue growth by developing new business, maintaining customer relationships, and achieving sales goals through various marketing and sales activities.

Design and document enterprise data architecture and information models, partner with business and IT to optimize cloud data models and governance, guide MDM/metadata/warehouse efforts, assess impacts of new systems/tools, and implement Databricks Lakehouse and Delta Lake solutions.

The Legal Operations Analyst supports the Legal Department's daily operations through process coordination, data analysis, administrative support, and collaboration with various teams to enhance efficiency and effectiveness.

Lead and oversee income processing for wealth/trust accounts, supervise staff, manage settlement and free-movement activities, handle special assets, ensure compliance and audit readiness, reduce operational and reputational risk, implement defect-free conversions/enhancements, and coach team members.

Provide high-level support to the portfolio management team by answering client questions, preparing customized reports and presentation materials, assisting with compliance and investment tasks, supporting investment committee administration, attending internal investment meetings, and performing other assigned duties.

Provide operational and compliance support for CD and IRA accounts using the CORE Billing Application. Process redemptions, withdrawals, and account maintenance; research issues and prepare adjustments; respond to internal and external inquiries by phone/email; meet accuracy and timeliness metrics; serve as backup for teammates and deliver high-quality customer service.