Top Tech Jobs & Startup Jobs

The Regional Vice President builds client relationships and drives sales in wealth management, managing the sales pipeline and ensuring a tailored client experience.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

The Wealth Path Advisor acts as a primary trusted advisor for a client book, focusing on client retention and onboarding, while providing expertise in financial planning, investment management, and client communication.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Wealth Advisor manages relationships with clients, analyzes financial needs, recommends solutions, and ensures compliance while acting as a fiduciary.

The Program Manager oversees curriculum development, tracks field interactions, manages reporting with Insights team, and ensures platform integrations for Relationship Expansion programs, balancing operations and collaboration with field teams.

The Financial Planner prepares customized financial plans, collaborates with Wealth Advisor teams, utilizes financial planning tools, and manages client documentation.

Prepare comprehensive financial plans using eMoney, Morningstar, SS Analyzer and Excel; collect client documents, perform retirement, tax, Social Security, education and estate analyses, and collaborate with advisors and specialists to deliver accurate, timely client strategies and improve team workflows.

As a Growth Analytics intern, you will support the Direct to Consumer Acquisition team through analytical projects, assisting in competitive analytics, data collection, marketing analysis, and collaboration across teams to provide actionable insights.

The Senior M&A Compliance Analyst will support compliance activities, manage regulatory issues, assist with due diligence, and ensure successful firm integrations.