Top Tech Jobs & Startup Jobs

Provide first-line payroll support for ~3,000 multistate employees: respond to payroll inquiries, process payroll data updates, assist with audits, reconciliations, off-cycle payments, and support system changes and M&A data cleanup.

Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts. Research tax law, support tax planning, identify savings strategies, communicate with clients, train junior associates, manage processes and KPIs, produce client deliverables, handle bookkeeping/payroll as needed, and partner with wealth teams to integrate tax and advisory services.

Execute and manage trades across ETFs, mutual funds, and fixed income; raise and allocate cash for distributions; rebalance and tax-harvest client accounts; use trading platforms to implement strategies while adhering to risk and compliance; collaborate with Investment Manager and wealth managers to improve processes and communicate trade activity.

The Senior Compliance Analyst supports regulatory examinations for Cetera's advisors, managing compliance issues and communication with regulators, while ensuring adherence to relevant regulations.

The Digital Solutions Senior Product Owner leads AI-driven product strategy and execution, collaborating with stakeholders to enhance client and advisor experiences in wealth management.

Manages advertising compliance policies, reviews and approves marketing materials, interprets FINRA and SEC regulations, conducts audits, maintains documentation, trains cross-functional teams, collaborates with legal and regulators, submits compliance reports, and leads compliance professionals in the financial services industry.

The Affiliate Growth Consultant drives the wealth management services for CPA firms, implements growth strategies, coaches CPAs, and tracks progress in CRM.

The Senior Marketing Specialist manages client communications and DTC marketing strategies, supports campaign execution, monitors performance, and enhances client engagement for Cetera's various marketing initiatives.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.

The Client Services Representative supports Financial Advisors by managing client paperwork, scheduling appointments, and enhancing client service interactions. Responsibilities include maintaining client relationships, organizing events, and ensuring compliance with corporate standards.