Top Tech Jobs & Startup Jobs

Serve as the companys first point of contact by answering and screening calls, greeting visitors, taking and relaying messages, scheduling appointments, performing data entry, accepting packages, and handling general clerical duties to keep the virtual office running.

Lead enterprise data management strategy, build an MDM function, govern data quality and metadata, integrate MDM with ERP/CRM, manage a centralized team, and drive stakeholder adoption and data literacy to support analytics and operations.

Facilitate agile ceremonies, coach teams on Scrum/Kanban, remove impediments, coordinate delivery across multiple teams, track progress/risks/dependencies, and partner with product owners and stakeholders to improve predictability and execution.

Lead enterprise-level marketing strategy and program execution: design end-to-end plans, build execution roadmaps, orchestrate cross-functional teams, create executive-ready presentations, measure outcomes, and drive optimization across multi-channel initiatives.

Serve as front-line contact for clients and support agents with phone screening, appointment coordination, document preparation, mail handling, data entry, office upkeep, and general administrative tasks to maintain smooth daily office operations.

Full‑cycle recruiter who sources, interviews, and onboard 1099 independent insurance agents; creates social media content to attract candidates; manages ATS (Greenhouse), tracks metrics, and supports licensing and onboarding.

Serve as primary liaison for financial advisors, managing complex inquiries, money movements, trading transactions, and custodial relationships. Lead advisor training, resolve escalations, support regulatory and operational requirements, and drive process improvements to enhance advisor experience and operational efficiency.

Develop and execute sales strategies to grow and support assigned wholesale groups and marketers. Act as primary contact for partners, activate new wholesaler groups, provide product information and presale support, promote tools (Business Builder, E-APP), mentor Sales Support staff, and partner with contracting and operations teams to drive production.

Supervise broker-dealer and RIA representatives and perform principal trade reviews for brokerage and advisory transactions, ensuring suitability and regulatory compliance. Approve transactions, conduct account reviews to detect sales abuses, train advisors on regulatory and product requirements, escalate and resolve compliance issues, and recommend process improvements while coordinating with Compliance.

Manage a high-volume portfolio of small and mid-size partners—own onboarding, implementation, engagement, and performance tracking. Provide partner insights, run communications and education initiatives, collaborate cross-functionally, and build scalable processes and documentation to drive partner growth and program performance.