Top Tech Jobs & Startup Jobs

Supports budgeting, forecasting, monthly financial reporting, variance analysis, dashboards, financial modeling, and ad hoc analysis across multiple business lines. Partners with FP&A, Accounting, and business teams to ensure accurate reporting, analyze revenue drivers, improve data quality, and provide insights for leadership decision-making. The role requires advanced Excel skills, financial statement knowledge, analytical ability, and effective cross-functional collaboration.

Investigate and respond to cybersecurity incidents, manage escalated SOC alerts, conduct threat hunting and digital forensics, perform root cause analysis, develop mitigation strategies and incident response playbooks, support audits, and collaborate with IT and security teams to contain and remediate threats.

Supports financial professionals with trade-related operational needs, including complex transactions, trade breaks, corrections, alternative investments, securities-backed lending, and reporting inquiries. Maintains trade logs, blotters, statistics, and regulatory documentation while reviewing reports and escalating issues. Requires knowledge of fixed income and trading processes, strong analytical and communication skills, attention to detail, and proficiency with Microsoft Office, Salesforce, and clearing-firm systems. Series 7 and 63 or 66 licenses are required, with additional licenses required within six months of management request.

Provides front-line support to financial advisors and their staff by handling high-volume calls and emails, resolving account servicing and technology questions, documenting interactions in Salesforce, and coordinating with internal teams. The role requires accurate, empathetic communication, knowledge of financial service processes, and adherence to service and compliance standards. It also offers development toward a Wealth Advisor Associate position after completing licensing and competency requirements.

Leads day-to-day operations for a wealth-management firm, including workflow standards, service quality, KPIs, process improvement, regulatory adherence, reporting, vendor coordination, marketing implementation, and operational change initiatives. Manages and develops administrative staff, coordinates staffing and onboarding, resolves complex client and advisor issues, and partners with leadership, compliance, advisors, and external stakeholders to improve scalability and client experience.

Manage onboarding operational processes for financial advisory firms by coordinating documentation, data uploads, reports, carrier appointments, logo installations, stakeholder meetings, and special projects. The role supports onboarding consultants, maintains standard operating procedures and SharePoint records, tracks issues, and ensures accurate, timely execution across onboarding activities.

Process client account openings, maintenance requests, asset transfers, distributions, and special account features. Maintain accurate records, organize files, resolve paperwork issues, update account statuses, and support advisors and clients with documentation and platform questions. The role requires attention to detail, financial report reconciliation, strong communication, customer service, multitasking, and Microsoft Office proficiency. It also supports processing standards, cross-training, compliance, and other departmental projects.

Processes client and firm cash movements, including checks, deposits, wires, journals, and EFTs. Maintains AdvisorComplete and Salesforce queues, monitors securities paperwork, reconciles monthly blotters, reviews reports, identifies anomalies for Anti-Money Laundering and management, and resolves issues with advisors and staff. Requires accuracy, strong organization, communication, math, data-entry, and Microsoft Office skills, with occasional bank deposits and overtime as needed.

Leads advanced financial planning support for financial advisors and investors, developing comprehensive plans across investments, taxes, estates, retirement, and insurance. Mentors planning staff, delivers presentations and educational content, advises on planning technology, improves processes, and leads strategic department projects. Requires strong analytical, communication, and relationship-building skills, CFP certification, advanced planning software and Excel expertise, and at least seven years of financial planning experience.

Supports lead financial advisors by attending client meetings, preparing reports and draft financial plans, analyzing portfolios and asset allocations, generating rebalancing trades, researching investment products, managing CRM and portfolio system data, assisting clients with online access, and coordinating broker-dealer or custodian service requests. The role also maintains compliance records, forwards complaints, and addresses regulatory risks while delivering responsive client service.