Top Tech Jobs & Startup Jobs

Lead the requirements and data-mapping work for an AWS-based data platform: elicit/document business and data requirements, build source-to-target mappings and data dictionaries, define testable data quality rules, support dimensional modeling and UAT, coordinate across engineering/risk/platform teams, manage BA backlog in ADO/Confluence, and leverage AI assistants to accelerate analysis and test-case generation.

Lead end-to-end quality for the Client Onboarding platform by defining test strategy, automation frameworks, and quality governance. Drive functional, API, integration, E2E, and performance testing, integrate quality gates into CI/CD, mentor teams, and ensure release readiness through data-driven improvements.

Lead financial reporting, policy and controls; set targets, forecast performance, and analyze data to advise business decisions. Manage and develop a sizable finance team, deliver system changes, ensure regulatory compliance, and produce clear management reporting and business cases to support strategic objectives.

Participate in the Advisor Mastery Program to train as a Financial Advisor: develop a book of business, meet production targets, prospect and service clients, recommend investment solutions, open and manage accounts, complete required licensing and training, and work with mentors and internal teams to deliver compliant financial advice.

Process and safeguard client assets in custody operations by handling physical and electronic documents, performing data entry and verification, maintaining records, following regulatory procedures, supporting internal teams, and participating in training to ensure accurate, timely, and compliant operational processing.

Execute integrated marketing campaigns and manage the content calendar across digital, print, and live channels. Produce, edit, and finalize compliant marketing collateral; coordinate with Compliance and internal teams; support events, reporting, vendor coordination, competitive research, and process improvements.

Process standard and specialized banking and securities transactions, assist with account openings, deposits/withdrawals, maintain sponsor relationships and data management systems, communicate with traders and customers to resolve trading issues, and perform related administrative and operational tasks.

Serve and grow an existing book of clients by managing relationships, preparing reports, executing trades, collaborating with investment and research teams, facilitating client meetings, using CRM and financial planning tools, and supporting marketing and firm growth initiatives.

Support advisors by managing and deepening client relationships, servicing inquiries, opening accounts, entering trades and rebalances, preparing financial reports and materials, maintaining CRM records, and participating in marketing and training activities.

Lead month-end close and prepare financial statements and management reports. Reconcile general ledger accounts, research GAAP issues, resolve complex accounting transactions, support audits, recommend process improvements, and train others. Regularly liaise with senior management to analyze financial performance and advise on business decisions.