Top Tech Jobs & Startup Jobs

Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, collaborate with relationship teams, track performance and compliance, design reports and dashboards, support strategic initiatives, and coach team members to enhance client experience and meet sales targets.

Provide financial and investment planning and managed-product advice to clients, drive new asset and fee-based sales, implement business development strategies, produce analysis and reports, support strategic initiatives and change management, coordinate with relationship teams and referrals, and ensure compliance with risk and regulatory policies to protect client assets.

Provide financial and investment planning and advice, sell managed and fee-based products, develop business, generate referrals, collaborate with relationship teams, track performance, produce reports and dashboards, ensure compliance, and support strategic initiatives and client experience improvements.

Lead and deliver US accounting programs, reporting, and controls. Serve as subject matter expert on accounting policies, regulatory compliance, and financial close processes. Manage teams, drive strategic initiatives, produce reports and dashboards, support audits, analyze financial performance, and advise senior stakeholders to improve processes and ensure accurate statutory and management reporting.

Provide administrative and operational support for investment and financial planning, build and maintain client relationships through acquisition and outreach, handle client service issues and escalations, coordinate marketing and meeting logistics, prepare reports and dashboards, ensure compliance with risk and regulatory policies, and support team growth and strategic initiatives.