Top Tech Jobs & Startup Jobs

Lead and manage a trade operations team to execute trading strategy accurately and on time, strengthen controls, reduce risk, drive process improvements, manage operational performance and metrics, write business/functional requirements, support testing and change management, and improve advisor and client outcomes.

Lead product strategy and execution for the Billing Data team: define and prioritize features, write RFCs, design UX drafts, decompose work into user stories, work with engineering to deliver automation and platform modernization, use SQL and analytics to validate data and inform decisions, manage stakeholders, and maintain roadmaps and backlogs while driving operational efficiency.

Support the Advisor Sales organization by managing sales processes, quota measurement, forecasting, territory and goal setting, Salesforce administration, dashboard and PowerBI reporting, driving tool adoption, and executing ad hoc projects to deliver sales insights and accurate forecasts.

Early-career product role building internal AI tools: discover and prioritize employee workflow problems, rapidly prototype AI agents and automations, partner with engineers and cross-functional teams to launch and iterate, drive adoption, ensure responsible AI and compliance, and measure impact on productivity and quality.

The Incident Manager oversees the lifecycle of production issues, partners with teams to restore service, and drives root cause analysis to prevent future incidents.

The role involves engaging with sales teams, educating financial advisors on private market strategies, and driving sales growth while serving as a subject-matter expert in private market solutions.

The Associate QA Engineer will execute tests, report defects, maintain automation scripts, and learn from experienced professionals while supporting a quality engineering team.

Lead and manage the Advanced Planning team delivering sophisticated wealth, estate, tax, retirement, and succession planning for HNW/UHNW clients. Act as player/coach on complex cases, improve operations and technology adoption, present to advisors/clients, and collaborate cross-functionally to scale planning capabilities.

Internal Sales Representative supporting Business Development to drive territory strategy, engage prospects via web/phone/email, manage leads and Salesforce contacts, assist RFP responses, perform market research, maintain sales collateral, and collaborate to grow advisor relationships and territory performance.

Review, validate, process, and monitor sales fee accommodation requests. Investigate discrepancies, reconcile accounts, prepare reports/dashboards, maintain documentation, coordinate with cross-functional partners, and identify process and control improvements to streamline fee accommodation workflows.