Top Tech Jobs & Startup Jobs

The Project Manager-PMO will lead medium to large scale HR projects, managing timelines, budgets, and resources while ensuring project success and stakeholder communication.

Process and execute client-directed trades and money movements, deposit checks, set up transfers and recurring payments, run cash reports, assist with new account openings, correct risk tolerance settings, and communicate transaction updates with clients and Financial Planners.

Lead recruiting, onboarding, and development for novice and experienced advisors across a territory. Drive advisor engagement, business planning, practice growth, and implementation of growth programs. Manage sourcing, interviewing, offers, and customized onboarding for new hires and practice acquisitions. Support field leadership, connect advisors to resources, and provide project management and cross-functional leadership to drive advisor productivity and retention.

Lead sourcing, validating, modeling, and reporting of investment data for Investment Consultancy & Oversight and Multi-Manager Solutions. Build quantitative models, dashboards, and automated workflows; partner with analysts, researchers, and tech teams to improve data quality, performance attribution, and portfolio analytics. Drive process improvements and adopt new technologies to support investment decision-making and reporting.

The Data, Analytics & Reporting Analyst supports investment oversight and research by delivering data solutions, enhancing data quality, and developing analytical tools and reports. Responsibilities include collaborating with various teams, managing investment data, improving reporting processes, and driving innovations in data analytics and methodology.

Provide operational, analytical, and administrative support to equity portfolio managers: monitor cash and holdings, enter equity trade orders, produce portfolio reports, ensure compliance with client guidelines and regulations, liaise with Compliance/Operations/Technology, troubleshoot operational/technical issues, and support platform implementations.

Support the Enterprise Resiliency team by coordinating event response activities, maintaining crisis/playbook documentation, facilitating communications and escalations, conducting exercises and post-incident reviews, and engaging cross-functional stakeholders. Role includes on-call coverage (20-30%) and in-office collaboration four days per week.

Provide high-level administrative support to senior leaders: manage complex calendars, coordinate meetings/events and travel, handle communications and expense reporting, prepare presentations, support department operations and special projects, and mentor other administrative staff.

As a Financial Advisor, you'll help clients with financial planning, generate prospects, develop marketing strategies, and build strong client relationships while adhering to ethical standards.

Provide comprehensive financial planning and investment management to clients, grow and transition client relationships, manage and expand an existing book of business, and work in-office with support for onboarding and asset matching programs.