Top Tech Jobs & Startup Jobs

Serves as the practice’s first point of contact for clients by answering calls, routing inquiries, greeting visitors, and coordinating appointments. Provides calendar, correspondence, mailing, reporting, documentation, supply management, and general administrative support. Maintains accurate client records, handles confidential information, supports compliance requirements, and assists with special projects while delivering professional client service.

Leads and coaches a customer service operations team, manages workloads, resolves complex service issues, monitors transaction and call quality standards, supports process improvements, and contributes subject matter expertise to cross-functional initiatives.

Performs general ledger accounting, journal entries, account analysis, balance sheet reconciliations, and financial reporting support for life insurance and annuity products. Investigates and resolves variances, maintains accounting controls, collaborates with Finance and Client Service teams, and supports business projects. Drives automation, standardization, and continuous improvement while analyzing large datasets and ensuring compliance with GAAP and company policies.

Leads full-stack development and modernization of cloud-based investment technology platforms. Designs APIs, user interfaces, AWS infrastructure, integrations, CI/CD pipelines, and production support processes. Oversees code reviews, testing, security, documentation, root-cause analysis, and operational improvements. Partners with investment, product, operations, vendors, and technology stakeholders to define requirements and deliver scalable solutions. Provides technical leadership, mentorship, governance, and delivery oversight across employees, contractors, and vendor teams.

Serves as a liaison between business and IT teams by eliciting and documenting requirements, troubleshooting technology issues, managing critical incidents, coordinating service restoration, supporting technology implementations, and developing operational playbooks and user documentation. The role also promotes technology adoption, identifies recurring issues and improvement opportunities, and drives corrective actions. Candidates must be based near Columbus, Ohio, work primarily in-office, and travel up to 20%.

The Chief Operating Officer will lead strategy execution, scalable operations, team development, acquisitions, financial management, client experience, technology improvements, and compliance. This builder will establish processes, KPIs, dashboards, SOPs, organizational structures, and acquisition playbooks while partnering with firm owners to transform a founder-dependent wealth management practice into a professionally managed, growth-oriented enterprise.

Performs business analysis, requirements gathering, process evaluation, solution design, testing, and implementation support for insurance new business and underwriting initiatives. Analyzes operational data, develops dashboards and KPIs, identifies automation opportunities, and supports AI and machine learning governance, testing, and adoption. Partners with business, technology, data, risk, compliance, and leadership teams to prioritize solutions, improve processes, and communicate measurable outcomes.

Leads planning and administration for a senior executive, driving cross-functional initiatives, organizational effectiveness, budget and goal tracking, talent processes, communications, executive meeting preparation, and strategic execution. Partners with Finance, HR, Legal, and Communications; represents the executive on key initiatives; improves processes; and coaches direct reports and support staff.

Coordinates departmental priorities, schedules, meetings, events, communications, reports, expenses, and administrative activities. Supports programs, performance management, process improvements, and organizational initiatives while tracking data, deadlines, and stakeholder updates. Manages small projects, prepares leadership materials, maintains confidentiality, and identifies opportunities to improve business processes and organizational effectiveness.

Supports quantitative investment research across equities, fixed income, and managed products. Analyzes performance, risk, peer groups, and market data; develops dashboards, datasets, reporting tools, validation controls, and automated processes. Partners with research teams to resolve data issues, communicate findings, improve analytical efficiency, and support investment due diligence. Requires a Series 7 license or the ability to obtain one within 120 days.