Top Tech Jobs & Startup Jobs

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.

Supervises a team of controllers to prepare financial statements, reconcile general ledger accounts, ensure Sarbanes-Oxley compliance, and produce management reporting. Advises senior management on financial impacts, works with business units to resolve accounting issues, leads moderate-scope projects, and develops staff through training and performance management.

Audit, process, and maintain accounts payable transactions using PeopleSoft Financials. Handle voucher auditing, PO invoice processing, vendor maintenance, payment processing, reconciliations, month/year-end support, vendor and internal inquiries, reporting, audits, and process improvement initiatives.

Trainee participates in the Advisor Mastery Program to learn financial advising, sales, client development, investment management, account administration, compliance, and licensing. Builds a book of business, meets production targets, provides client service, completes required training and obtains FINRA and insurance licenses within prescribed timeframes.

Lead ServiceNow Engineer designs, develops, tests, implements, maintains, and supports ServiceNow applications and integrations. Analyzes requirements, recommends solutions, leads projects, performs system testing/validation, documents specifications, and prevents rework to deliver timely, secure platform solutions.

Support cross-functional initiatives to improve employee and client experience via process analysis, reporting, dashboards, executive materials, change management, and technology/AI enablement. Collaborate with senior management and functional partners to identify opportunities, implement scalable solutions, and drive adoption.

Lead enterprise integration initiatives by gathering and documenting requirements, defining APIs and data mappings, supporting UAT and deployments, analyzing financial data, maintaining integration documentation, and mentoring junior analysts to improve processes and delivery.

Lead architecture, design, development, testing, deployment, and support of enterprise Angular applications. Drive technical decisions, mentor engineers, implement micro frontends, optimize performance, ensure accessibility, integrate with backend APIs, and promote CI/CD and automated testing practices.