Top Tech Jobs & Startup Jobs

Independently manage client bookkeeping and accounting records in QuickBooks, including general ledger maintenance, reconciliations, trial balances, journal entries, and month-end procedures. Analyze account activity, prepare payroll tax filings, maintain workpapers, resolve client accounting questions, and meet deadlines independently. The role requires strong Excel skills, accounting knowledge, attention to detail, communication, organization, and the ability to learn new software. Individual and business tax return preparation experience is preferred.

Provides principal oversight and supervision of securities transactions, financial representatives, account activity, correspondence, and sales practices. Reviews regulatory and suitability risks, addresses potential violations, coaches representatives, recommends corrective actions, and partners with Compliance, Legal, Risk, Operations, and leadership teams. Supports process improvements, mentoring, and initiatives while promoting compliance and risk awareness in a regulated brokerage environment.

Lead full-cycle recruiting, from intake through offer, while advising hiring managers on talent strategy, sourcing candidates, building pipelines, and improving candidate experience. Maintain recruiting data in Oracle Recruiting Cloud, support workforce planning and internal mobility, ensure regulatory compliance, and contribute to Talent Acquisition initiatives. The role requires strong stakeholder partnership, sourcing, networking, candidate assessment, and recruiting experience across U.S. locations.

Provide senior-level supervision and principal oversight of securities activities: review and approve accounts and trading, coach Financial Representatives, identify and remediate sales-practice and regulatory issues, partner with Compliance/Legal/Risk, support training and process improvements, mentor junior staff, and promote a culture of compliance and accountability.

Conduct qualitative and quantitative research on markets, asset classes, and investment strategies. Build financial models, dashboards, and analytical tools using Python or R; automate data workflows; backtest strategies; and evaluate risk and returns. Partner with portfolio managers to generate actionable investment insights, communicate findings to stakeholders and clients, and stay current on financial markets, investment products, data science, and finance technologies.

Aggregates enterprise data, develops advanced analytics and financial models, and delivers strategic insights to Growth leaders. Builds Snowflake semantic models, Cortex-based agentic analytics, Claude and Copilot Studio workflows, data mesh products, dashboards, and automated reporting. Uses Excel, Tableau, Streamlit, Salesforce, Alteryx, and AI orchestration to support forecasting, advisor profiling, growth initiatives, operational efficiency, and executive decision-making.

Conduct investment research on macroeconomic trends, asset classes, and strategies. Build financial models, dashboards, and analytical tools; automate data collection and reporting; backtest investment strategies; evaluate risk and returns; and present actionable insights to portfolio managers, clients, and internal stakeholders.

Prepare and review complex federal, state, and local tax returns; conduct tax research; support tax planning strategies; collaborate with clients and internal teams; identify and resolve tax issues; participate in client meetings; maintain current tax knowledge; and improve processes while delivering integrated client solutions.

Attract and recruit independent financial professionals for Cetera’s broker-dealer network. Manage recruiting pipelines, targeted campaigns, candidate evaluations, appointments, and home-office visits. Serve as the initial prospect contact, explain Cetera’s business model, gather candidate business insights, and support tailored transition packages. Collaborate with external recruiters and cross-functional teams on lead generation, solution development, and sales enablement materials. Track activity in Salesforce and Excel while conducting candidate meetings and supporting recruitment strategy execution.

Manages compensation market data analysis, job architecture, pay benchmarking, salary ranges, job evaluations, career families, FLSA reviews, merit processes, and compensation program administration. Partners with HR and business teams to maintain competitive, compliant, and effective compensation practices. Requires careful handling of confidential employee information, strong Excel skills, cross-functional collaboration, and delivery against deadlines.