Top Tech Jobs & Startup Jobs

Owns digital products, experiences, technologies, integrations, and processes supporting company growth. Responsibilities include setting product vision, managing roadmaps, defining requirements, coordinating cross-functional initiatives, maintaining data quality, overseeing integrations, managing technical projects, documenting workflows, tracking KPIs, and coordinating releases. The role requires hands-on product administration, strategic planning, stakeholder collaboration, and Agile project management experience.

Serve as primary trusted advisor for 150–250 clients, onboard and transition new clients, support regional leadership on investments, tax, estate and insurance, prepare and present financial planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

Wealth Advisor develops comprehensive financial recommendations for affluent clients, covering investments, tax, estate planning, insurance, and related needs. The role builds long-term client relationships, supports retention and referrals, communicates complex financial solutions, conducts portfolio reviews and asset allocation analysis, and ensures fiduciary, regulatory, and compliance standards. The position requires a CFP or accepted equivalent designation, Series 65 licensing, substantial advisory experience, and up to 20% travel.

Provides comprehensive financial planning and investment guidance to ultra-high-net-worth clients while supporting a Senior Wealth Advisor. Responsibilities include preparing financial plans, participating in client meetings, coordinating tax, estate, and portfolio specialists, managing client deliverables, translating complex concepts, ensuring regulatory compliance, and developing client relationships and advisory capabilities. The role requires fiduciary conduct, CFP-level expertise, Series 65 qualification, and up to 20% travel.

The Relationship Manager serves UHNW clients, enhancing client satisfaction, managing operations, and implementing advanced planning techniques. They aim to drive retention and growth in the Wealth Management Team by fostering client relationships and optimizing services.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored solutions, and manages the sales pipeline from initial engagement through conversion. The role requires financial services sales expertise, investment management knowledge, licensing, CRM proficiency, strong organizational skills, and a client-focused, growth-oriented mindset. Responsibilities involve working with clients via Zoom, phone, and in person, collaborating across the organization, and maintaining availability during standard business hours with flexibility to travel.

Prepares comprehensive financial plans covering cash flow, investments, retirement, Social Security, education, estate, tax, and risk management. Analyzes client documentation, uses financial planning software and CRM systems, collaborates with advisors and specialists, supports plan implementation, and improves workflows. The role requires strong analytical, organizational, communication, confidentiality, and client-service skills, with up to 10% travel.

Manages third-party asset management platforms and supports trading, custodial, and client service teams. Reviews accounts for accuracy and compliance with asset allocation policies, configures accounts, monitors trading and allocations, supports strategy reallocations, troubleshoots platform issues, and coordinates with compliance, investment strategy, asset managers, and client service teams.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.