Top Tech Jobs & Startup Jobs

Provide comprehensive, customized wealth plans integrating investments, tax, retirement, estate and risk strategies. Advise on complex planning (holding companies, stock options, pension plans, intergenerational transfers), present fee-based solutions, maintain client relationships, drive business growth, and support team-based advisory work while pursuing continuous professional development and ethical standards.

Support a wealth management team servicing high-net-worth clients: prepare financial plans, provide strategic planning (tax, estate, holding companies, stock options), service client accounts and trades, communicate with clients, maintain account records, and contribute to business development and reporting.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.

Support a Wealth Management team by maintaining client relationships, processing transactions and documentation, assisting with financial plans, servicing clients, supporting new client acquisition and marketing initiatives, and performing administrative duties.

Process and research physical securities and GIC transfers, respond to broker inquiries, reconcile transfer control accounts, liaise with issuers/transfer agents/legal parties, provide customer service and backup processing, attend securities counter, and support team operations including month-end audit requirements.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.

Lead IT projects from planning through close-out, managing scope, budget, risks, stakeholders and governance. Produce project plans, business cases, requirements, test artifacts and transition plans. Coordinate cross-functional teams, escalate issues, and ensure deliverables meet company standards and timelines for multi-month, complex initiatives.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.

Onsite Telecom Analyst responsible for administering and supporting Cisco Unified Communications, SIP trunks/SBCs, contact center, trading telephony, enterprise video/AV, Microsoft Teams voice, and Intune mobile management. Acts as escalation point, performs troubleshooting, upgrades, vendor coordination, and participates in on-call rotations to ensure availability and stability of UC services.

The Financial Planner is responsible for preparing wealth plans aimed at meeting client needs in various financial aspects, delivering presentations, and maintaining client relationships.