Top Tech Jobs & Startup Jobs

Drive territory growth by combining inside sales with field engagement: cultivate advisor relationships, deliver consultative insurance solutions, prepare proposals and illustrations, manage pipeline in CRM, support marketing and events, and travel 25–50% to strengthen advisor partnerships.

Responsible for managing IT asset lifecycle, ensuring compliance, supporting asset management processes, and driving automation. Acts as contact for escalations and supports day-to-day IT asset management activities.

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.

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.

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.