Top Tech Jobs & Startup Jobs

Support Relationship and Portfolio Managers by preparing and maintaining financial statement spreads, quarterly trend and covenant monitoring, credit analyses, and credit approval materials. Track compliance and financial reporting, analyze portfolio credit quality and industry trends, and communicate potential credit issues.

Serve as primary client liaison for transfer agent services to mutual fund clients and shareholders. Build and maintain relationships, educate on products and digital tools, evaluate pricing, support adoption, ensure SEC/IRS compliance, partner on process improvements, resolve complex issues, collaborate cross-functionally, provide peer leadership, and promote continuous improvement and quality management.

Maintain and administer the FundSource application, interpret fund literature, set up and update fund data, process mailbox requests, review team work, support FundSource enhancement projects, and contribute to continuous improvement and documentation.

Lead design, prototype, and scale reusable data product accelerators and integration patterns across Snowflake, Databricks, and Power Platform. Drive platform adoption, tool rationalization, POCs, playbooks, and enablement while partnering with engineering, architecture, and governance to improve delivery consistency, observability, and safe AI adoption enterprise-wide.

Advise high and ultra-high net worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Drive growth by acquiring and deepening client relationships, collaborate with specialists, and act as a regional PWM representative.

Lead vision, strategy, and delivery of AI-driven solutions across mortgage and home equity origination. Define roadmaps, build business cases, select vendors, and ensure model governance, compliance, and integration. Partner with data science, engineering, operations, risk, and stakeholders to launch AI capabilities, measure outcomes, drive adoption, and optimize product performance.

Lead and execute supervisory and compliance activities for assigned regions, ensuring adherence to FINRA/SEC/MSRB/OCC and internal policies. Conduct transaction and correspondence reviews, annual OSJ exams and ASeRs, document findings, recommend corrective actions, and coordinate training and continuing education for registered representatives. Serve as liaison to internal departments, support special projects, and uphold AML, BSA, information security, and ethics requirements.

Prepare, validate, and deliver high-quality data and reports to support customer insights. Build and maintain standardized data pipelines and dashboards, perform reconciliation and validation, automate repeatable reporting, document data logic, respond to ad hoc requests, monitor report performance, and support deeper analytics and modeling efforts.

Serve as primary fund accountant for hedge funds, private equity and closed-end products. Calculate NAV, record trades, income/expense and valuations; reconcile investor contributions/withdrawals; allocate profits and prepare investor statements. Coordinate fund expense analysis and processing, prepare fund financial statements, audit and tax schedules, and ensure all accounting functions comply with GAAP while supporting investor servicing and performance reporting.

Partner with a Senior Private Wealth Advisor to solicit, develop, manage, and retain high-net-worth client relationships. Support business development, client engagement, sales and revenue goals, and practice excellence. Develop product specialty technical skills and strong client-facing capabilities. Requires NMLS registration and adherence to regulatory/background checks.