Top Tech Jobs & Startup Jobs

Leads the End User Computing organization, including desktop engineering, help desk, endpoint lifecycle, Microsoft 365, collaboration tools, SaaS delivery, executive support, and digital employee experience. Develops endpoint strategy across Windows, macOS, Intune, and Autopilot; partners on endpoint security; manages hardware procurement and asset lifecycle; establishes service metrics; drives automation and continuous improvement; and builds a high-performing engineering team.

Manages administrative, investment implementation, onboarding, private banking, billing, asset transfers, charitable distributions, and account services for high-net-worth and ultra-high-net-worth clients. Serves as a primary client contact, partners with portfolio managers, coordinates with CPAs and attorneys, supports alternative investments and credit facilities, and improves technology and processes to enhance client experience and scalability.

Analyzes client investment portfolios, asset allocation, risk, liquidity, taxes, and financial plans. Builds investment proposals, balance sheets, cash flow projections, performance reports, and client meeting materials. Coordinates tax reporting and collaborates with advisors, investment teams, CPAs, attorneys, and trustees. Maintains client records and develops AI-enabled workflows and process automation using platforms including Salesforce, Addepar, Pershing, and Fidelity.

Supports wealth advisors with portfolio analytics, investment proposals, asset allocation, rebalancing, private investment tracking, trading operations, performance reporting, and financial planning. Maintains client data and records in Salesforce, develops plans in eMoney, prepares client materials, monitors tax documents, and leads AI efficiency initiatives. The role requires strong quantitative, investment, communication, organizational, and technical skills, with progression toward client advisory responsibilities.

Leads the private fund and wealth advisory compliance program, managing and developing Compliance professionals while serving as a senior escalation point. Oversees SEC Marketing Rule advertising reviews, private fund policies, filings, testing, annual reviews, and remediation. Provides guidance on fiduciary duties, disclosures, conflicts, fees, performance reporting, referrals, and client communications. Partners with business leaders, communicates regulatory developments, and supports compliance decisions, training, and strategic initiatives.

Executes end-to-end onboarding and transitions for newly joined financial advisory teams and their clients. Responsibilities include preparing documentation, opening accounts, facilitating custodian transfers and asset movement, tracking workstreams, resolving issues, and establishing operational readiness. The role provides high-touch support to advisors, coordinates with internal partners and custodians, improves transition processes, and supports client service operations when transitions are inactive. Frequent travel, extended onsite assignments, and occasional weekend work are required.

Manages administrative, investment implementation, onboarding, banking, billing, and relationship needs for high-net-worth and ultra-high-net-worth clients. Coordinates asset transfers, alternative investment documentation, credit and margin facilities, charitable distributions, tax document facilitation, and communications with CPAs and attorneys. Partners with portfolio managers to deliver exceptional client experiences, support retention and growth, and identify technology improvements that increase scalability.

Leads advisor and client transitions from due diligence through post-integration stabilization. Develops integration strategies, operating models, timelines, playbooks, and risk plans; coordinates operations, technology, compliance, finance, HR, custodians, and third-party partners. Oversees client and asset migrations, technology and data integration, portfolio transitions, issue resolution, and stakeholder communication. Requires extensive travel and hands-on presence with incoming teams during onboarding.

Leads client services for ultra-high-net-worth individuals, overseeing onboarding, complex account opening, asset transfers, reconciliations, investment implementation, alternative investment transactions, fee monitoring, portfolio reporting, and tax document coordination. Serves as a primary client contact, partners with portfolio managers and internal departments, liaises with CPAs and attorneys, supports client reviews, and identifies technology improvements to enhance service and scalability.

Supports advisors serving high-net-worth families by managing client service requests, onboarding, account maintenance, transactions, documentation, and communications. Coordinates with custodians, banking partners, CPAs, attorneys, and internal teams; maintains Salesforce records; assists with meetings and reporting; drives projects and process improvements; and proactively tracks requests through completion.