Top Tech Jobs & Startup Jobs

Execute and oversee trades across equities, fixed income, ETFs, mutual funds, options, and other securities. Manage portfolio and account rebalances, review newly funded accounts, support model changes, perform post-trade reconciliation, resolve trade errors, and coordinate with compliance and portfolio management teams. The role requires strong market knowledge, financial analysis, risk management, trading systems expertise, and FINRA licensing.

Leads the firm's investment philosophy, model portfolios, portfolio construction, asset allocation, manager research, investment governance, and risk oversight. Oversees SMA and UMA programs, trading implementation, investment solutions, market communications, advisor education, and client-facing commentary. Partners with platform, operations, compliance, and investment committees to launch and govern strategies. Manages investment professionals, evaluates portfolio and manager performance, maintains risk controls, and develops new proprietary investment capabilities.

Leads the strategy, governance, modernization, and effectiveness of investment platforms, including custodial and clearing systems, TAMPs, advisor technology, and third-party vendors. Oversees platform roadmaps, product due diligence, vendor negotiations, risk controls, scalability initiatives, and cross-functional programs. Partners with investments, operations, compliance, technology, and advisor-facing teams to improve platform capabilities, efficiency, governance, and advisor experience while supporting organizational growth.

Processes policy management requests for in-force insurance policies, serving as a liaison between agents and insurance carriers. Reviews requests, verifies forms and requirements, contacts carriers, tracks pending cases, documents updates in AMS and CRM systems, provides status updates, and supports phone and service queues while following applicable regulations.

Provides administrative support to departmental leaders through calendar management, meeting coordination, document preparation, communications, office coordination, reporting, and general clerical assistance. The role requires strong organization, attention to detail, professionalism, communication skills, Microsoft Office proficiency, and the ability to manage multiple priorities while supporting evolving business needs.

Processes agent and agency contracts, hierarchy changes, state appointments, licensing, and special contracting requests. Responds to department calls and tickets, supports agency onboarding, sends contract materials, manages contracting issues, audits CRM data, assists with reconciliations, and trains new team members. Requires accurate documentation, strong computer and typing skills, attention to detail, and the ability to work independently and collaboratively.

Provides office administration and recruiting support for an insurance agency. Responsibilities include answering phones, greeting visitors, managing supplies and correspondence, preparing documents, coordinating events and training, supporting agent contracting, tracking documentation, and following up on outstanding requirements. The role also assists with agent engagement, retention, leadership projects, and professional communication with agents, clients, carriers, and internal teams.

Leads the organization’s technology vision, strategy, digital transformation, cybersecurity, infrastructure, applications, data, cloud services, and operations. Oversees technology governance, architecture, integrations, budgets, vendors, risk management, compliance, business continuity, and disaster recovery. Partners with executives and business stakeholders to align investments with growth objectives, modernize capabilities, improve operational efficiency, and deliver an integrated advisor experience. Manages large technology portfolios and senior technology teams while driving innovation, AI adoption, automation, scalability, and service reliability.

Supports onboarding and management of business units in the IntegrityCONNECT Commissions platform. Responsibilities include analyzing carrier and business-unit files, creating mapping guides, identifying contracting errors, validating commission calculations, documenting system impacts, researching variances, and coordinating action plans with business and contracting teams. The role develops expertise in commission processing, payment workflows, reporting, insurance operations, and reconciliation while collaborating across departments.

Support the Social Media Manager by capturing, editing, scheduling, and publishing photo and video content across major platforms; repurpose long-form content, monitor brand alignment, track basic metrics, and assist at events and travels.