Top Tech Jobs & Startup Jobs

Processes and reconciles commission files, statements, and transaction data for a self-clearing broker-dealer. Performs accounting activities, journal entries, balance-sheet reconciliations, quality control, research, and issue resolution. Communicates with fund companies, sponsors, clients, and sales representatives; supports audits, projects, advisor payments, product setup, and offshore team training. Uses Excel and Access to analyze commission data and meet service-level standards.

Develops and grows relationships with agencies, agents, advisors, and partner firms across the Northwest region. Responsibilities include pipeline development, consultative sales support, product education, case design guidance, underwriting navigation, agent onboarding, CRM documentation, and coordination with regional sales and internal teams. The role supports annuity, life insurance, long-term care, and disability insurance sales, with up to 25% regional travel.

Supports the strategy, development, and ongoing management of custodial platform capabilities. Responsibilities include backlog prioritization, requirements and user-story development, UAT coordination, feature validation, issue resolution, vendor collaboration, documentation, stakeholder communication, and product experience improvements. The role connects business and technology teams to deliver platform enhancements, improve workflows, reduce manual effort, and support operational readiness.

Develops and manages relationships with agencies, agents, advisors, and partner firms across the Northwest region. Supports sales growth for annuity, life insurance, long-term care, and disability products through outreach, product education, case design, illustration support, underwriting navigation, pipeline management, onboarding, and CRM documentation. Partners with regional sales and internal teams to resolve issues and advance opportunities. The remote role requires up to 25% regional travel.

Reviews retail communications for compliance with firm policies, FINRA, SEC rules, and applicable laws. Explains required revisions, ensures record retention, researches policy questions, maintains compliance materials, supports workflow processes, and completes high-volume assignments within service-level deadlines.

Supports financial advisors with client paperwork, transactions, scheduling, meeting preparation, record maintenance, proactive outreach, and client communications. Acts as a liaison between advisors, clients, and financial companies; handles service inquiries, organizes client events, supports business-plan processes, and maintains compliance documentation. Educates clients on account services and technology while managing time-sensitive tasks and client relationship activities.

Designs and maintains cloud-based data ingestion, discovery, and consumption pipelines across APIs, files, CDC, and streaming sources. Owns data-source onboarding, modeling, quality, privacy, lineage, testing, orchestration, monitoring, documentation, and production troubleshooting. Collaborates with product owners, engineering leads, and data stewards to build secure, governed Lakehouse data products. Applies software engineering, AI-assisted development, CI/CD, DevOps, and infrastructure-as-code practices.

Reviews retail communications for compliance with insurance, securities, FINRA, SEC, and state and federal regulations. Researches advertising requirements, responds to regulatory and customer inquiries, coordinates subject matter expert reviews, communicates compliance changes, maintains review records, and updates internal compliance materials. The role requires managing high volumes of work under tight deadlines in a fully remote environment.

Aggregates enterprise data, builds advanced financial models, and delivers analytics, dashboards, reports, and executive insights supporting growth initiatives. Develops conversational and workflow agents using Claude, Microsoft Copilot Studio, Snowflake, and Salesforce; automates reporting and data distribution; and partners with stakeholders to define requirements. The role leads analytical projects from ideation through executive presentation and supports forecasting, advisor economics, growth ROI, and operational efficiency initiatives.

Supports Registered Representatives and Financial Advisors with client service, paperwork, financial transactions, scheduling, records, communications, outreach, and meeting preparation. Maintains client relationships, organizes events, documents interactions, follows compliance standards, and coordinates with internal departments to resolve service needs. The role also assists with advisor business planning, marketing activities, technology adoption, and client education.