Top Tech Jobs & Startup Jobs

The Financial Advisor will provide financial planning and advice, manage client relationships, mentor team members, and source new clients while ensuring compliance with corporate strategies.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The Digital Marketing Associate will manage digital marketing strategies, executing paid media campaigns, optimizing SEO, preparing reports, and collaborating with the marketing team to enhance client engagement and website performance.

The Receptionist is the first point of contact, managing phone calls, client interactions, and administrative tasks to support office operations.

The Sr. Supervision Manager will lead the supervision team, ensuring compliance with regulatory standards, enhancing supervisory processes, and managing the performance of Supervision Analysts.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The Director of Tax Strategy & Operations will lead the transformation of the tax practice, manage software migration, and develop scalable processes while mentoring a team of tax preparers and collaborating with financial advisors.

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.