Top Tech Jobs & Startup Jobs

The Sales Desk Coordinator provides administrative support to Sales Desk leadership, coordinates events, manages projects, and assists with operational improvements.

Manage and grow relationships with broker/dealer firms by partnering with Key Account Managers, handling administrative problem solving, coordinating sales training and marketing campaigns, preparing reports and presentations, supporting onboarding and approvals, and driving strategic initiatives to increase distribution and revenue.

Lead strategy and execution for operations learning, development, and quality programs. Manage a team to design and deliver training, develop SOPs, ensure regulatory compliance, leverage data and AI to improve programs, partner with leaders to drive continuous improvement, and oversee staffing, budgets, and program metrics.

The CRM Platform Analyst manages the CRM platform administration, enhancements, data integrity, user training, and provides support for operational requests and reporting.

The Business Development Wholesaler develops and executes business plans to achieve sales goals, builds relationships with financial professionals, and engages in company growth initiatives, utilizing a hybrid approach of fieldwork and virtual meetings.

Provide legal advice and support on corporate matters including mergers & acquisitions, capital markets and debt transactions, share repurchases, hedging/derivatives, and reinsurance. Draft and negotiate transaction and financial documents, coordinate with stakeholders and transfer agents, support enterprise projects, due diligence, and post-closing integration. Occasional travel required.

The Advanced Planning Director supports sales of investment products via consulting and training, generating materials, and presenting advanced strategies while mentoring staff and maintaining industry knowledge.

Manage marketing technology platforms, governance, workflows, and SOPs. Lead cross-functional projects, training, disaster recovery planning, platform integrations, process audits, and compliance-aligned marketing fulfillment to improve efficiency and reduce risk.

Responsible for complex actuarial projects including product development, financial modeling, and risk analysis, while leading teams and training associates.

Lead the Accounting Policy team to research, interpret, and implement accounting and reporting guidance (US GAAP and insurance statutory). Oversee policy documentation, financial statement disclosures, stakeholder education, audit support, and represent the company in industry accounting groups.