Top Tech Jobs & Startup Jobs

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account transactions, maintaining CRM and planning software, preparing client meeting materials, conducting research, and presenting recommendations to help clients meet financial goals while delivering exceptional client service.

Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.

Drive engagement with prospective individual clients through inbound and outbound activities, manage the prospect pipeline, collaborate on onboarding, and report business development metrics. Leverage wealth management expertise (financial planning, investments, tax/estate, risk) to convert prospects and support firm growth.

Lead portfolio strategy, construction, manager selection, and performance oversight for a client segment. Oversee rebalancing, tax-loss harvesting, IPS creation, investment research, compliance, client communications, onboarding, and team leadership while contributing to firm initiatives and process improvements.

The Senior Tax Accountant prepares and reviews income tax returns, provides tax planning and advisory services to clients, and manages client relationships while ensuring compliance and optimal tax outcomes.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

Lead tax planning and compliance for high-net-worth clients nationwide, review and sign complex returns, present tax strategies with advisory teams, prepare projections, mentor junior staff, and improve tax workflows to support scalability and client relationships.

Support merger due diligence and integration processes by coordinating meetings, managing documentation, and utilizing project management tools. Assist in tracking workstreams and communication.

Lead Cerity Partners' central trading program, ensuring execution quality, operational excellence, and a service-first team culture. Oversee trade execution, rebalancing, reconciliations, model implementations and migrations, vendor/OMS/EMS evaluation, Salesforce trade case operations, compliance coordination, AI/tool adoption, performance metrics, and scaling trading capabilities across custodial platforms.

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.