Top Tech Jobs & Startup Jobs

Execute municipal bond purchases and sales for separately managed accounts, mutual funds, and institutional fixed-income portfolios in primary and secondary markets. Support portfolio managers with daily account surveillance, relative-value analysis, guideline monitoring, and cash trade execution. Coordinate between trading teams and internal and external stakeholders while maintaining accuracy and efficiency in a fast-paced trading environment.

Supports advisor recruiting strategy through financial modeling, cost-benefit analysis, deal and payout evaluation, profitability and cash-flow analysis, ramp-up forecasting, and decision support. Partners with recruiting leaders, field management, and senior leadership to assess recruiting offers, acquisitions, compensation programs, and growth opportunities. Produces accurate recommendations and manages multiple finance projects in a deadline-driven environment.

The Senior Manager of Financial Reporting oversees regulatory reporting, ensures compliance, manages filings, and leads a team of accountants while driving strategic initiatives and internal controls.

Reviews advisor business trends, sales practices, specialized reports, trading patterns, and potential policy violations. Supervises suitability, fiduciary, and best-interest standards; communicates with advisors, clients, field leaders, legal, and compliance partners; provides training; documents supervision; supports regulatory examinations and investigations; and improves risk-focused processes. Requires strong analytical judgment, regulatory knowledge, communication skills, technology proficiency, and active securities licenses.

Supports advisor recruiting strategy through financial modeling, cost-benefit analysis, deal and payout-structure evaluation, profitability and cash-flow analysis, ramp-up and performance forecasting, and decision support for senior leadership. Partners with recruiting, field management, and finance stakeholders to assess recruiting packages, acquisitions, compensation programs, and growth opportunities.

Educate and promote Structured Products and Alternative Investments to advisors via inbound/outbound calls, support sales strategies, collaborate with product partners, track activity in Salesforce and expenses in Concur, assist with presentations and regional travel, and partner with WMS teams to develop and implement sales initiatives.

Own and evolve the Adobe Experience Platform data product to enable Real-Time CDP, AJO, and CJA use cases. Ensure data quality, XDM schema and identity standards, monitor platform health and license consumption, partner with Technology, Marketing, Analytics and Adobe, and drive a roadmap for scalable personalized customer experiences.

Manage and execute U.S. public relations for Columbia Threadneedle Investments: media relations, pitching, interview management, distributing market commentary and thought leadership, drafting press releases and Q&As, maintaining media lists, working with retained agency, media tracking, analysis and reporting, and managing industry recognition, polls and surveys.

Leads strategy, roadmaps, backlogs, adoption, and continuous improvement for collaboration and AI-enabled technology products. Partners with business stakeholders, architecture, engineering, vendors, and technology teams to deliver measurable productivity and user outcomes. Owns product lifecycle activities, prioritization, stakeholder communication, adoption metrics, risk management, and product health. Evaluates emerging technologies, including Microsoft collaboration platforms and AI, to guide product decisions and enterprise technology investments.

Leads profitable growth across a multi-office financial advisory complex by managing P&L, recruiting and developing advisors and branch managers, driving client and asset acquisition, overseeing sales performance, ensuring compliance, and optimizing resources. The role includes coaching leaders, executing recruiting and onboarding strategies, conducting business reviews, supervising advisory activities, managing risk, and maintaining client service and brand standards across branches.