Top Tech Jobs & Startup Jobs

Process inbound and outbound account transfers, set up CDS/DTC/ARROW trades, post journal entries, respond to internal and external transfer inquiries, follow up to move assets, maintain departmental resources and reporting, and support related projects.

Support Wealth & Estate Planning Specialists by creating financial plans, providing administrative support, entering client data into Conquest/Propel/insurer systems, producing life and living benefits illustrations, preparing insurance applications, maintaining accurate records and monthly pipelines, performing client outreach, supporting advisor training, and assisting on team improvement projects.

Provide administrative support to a Wealth Management team: process and confirm client transactions, execute trading orders, maintain account lists and reports, manage client documentation, assist client servicing and marketing initiatives, and perform additional office duties to support investment advisors and client relationships.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Provide client-facing securities operations support for US-resident clients, processing warrants, option exercises, legend removals, wires, and physical certificate deposits/withdrawals. Communicate with issuers, transfer agents, and legal counsel, maintain SLAs, track payments, respond to inquiries, and cross-train across Securities Services.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.

Support three investment advisors by processing and confirming client transactions, executing trading orders, maintaining account records and reports, handling client documentation, servicing clients, contributing to business development and marketing initiatives, and performing administrative duties to improve practice efficiency.

Own advisor website development, create digital and design assets, run and analyze lead generation and ad campaigns, write marketing copy, develop client-facing materials, ensure brand and compliance, and build reporting dashboards to measure and optimize advisor marketing performance.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.

Produce daily risk and treasury reports; improve reporting quality and efficiency using Excel/VBA, Power BI and databases; support treasury system enhancements; develop and enforce risk policies and limits; collaborate with senior leadership on risk guidelines for new products; contribute to quarterly ERM reporting and ad-hoc risk projects.