Top Tech Jobs & Startup Jobs

Executive leader responsible for advisor recruiting, new store sales, business development, and advisor transitions across a $55 billion wealth platform. Builds and leads the business development organization, develops recruiting strategy and market coverage, manages transition operations and vendors, and drives recruited asset growth, win rates, acquisition cost discipline, and ramp-to-production performance.

Leads the advisor experience organization for a large wealth-management platform, owning advisor retention, same-store growth, return on assets, and advisor experience. Oversees advisor success pods, solutions consulting, platform adoption, risk scoring, retention interventions, reporting, and analytics. Partners with growth, investment, and product leaders to drive recruiting referrals, improve product strategy, and strengthen advisor relationships. Builds and manages a multilevel organization while delivering measurable revenue and asset-retention results.

Audits commission payments, reconciles carrier revenue with internal systems, investigates data integrity and enrollment discrepancies, and coordinates resolution of payment mismatches. Documents findings, tracks exceptions through closure, and supports ad hoc reporting on commission and revenue accuracy. Requires strong Excel skills, attention to detail, and 1–3+ years of reconciliation, accounting support, or data auditing experience.

Leads manual User Acceptance Testing across multiple software platforms and integrated systems. Develops test plans, defines scenarios and acceptance criteria, executes functional, exploratory, regression, and integration testing, and validates end-to-end workflows. Documents and manages defects, retests fixes, maintains testing records, reports risks and status, and collaborates with product owners, engineers, scrum masters, and business stakeholders. The role also supports release readiness and continuous improvement of UAT processes.

Manage full-cycle recruiting, including job postings, candidate sourcing, screening, interviewing, hiring-manager partnership, recruiting-channel optimization, and candidate experience. Track hiring metrics, monitor talent trends, support recruiting initiatives, and collaborate with the recruiting team to meet hiring goals. The role requires strong communication, organization, recruiting expertise, and proficiency with Microsoft Office and ATS platforms.

Supports enterprise compliance and risk assurance activities, including SOC 2 and HITRUST readiness, audit fieldwork, control testing, evidence management, risk assessments, findings remediation, and IT general control reviews. The role analyzes control gaps and findings, maintains audit documentation in a GRC platform, coordinates auditor requests, and partners with compliance, legal, technology, finance, and business teams to standardize assurance processes.

Leads the Life and Annuity compliance program’s operating rhythm, executive reporting, monitoring and testing, remediation tracking, audit readiness, and integration of acquired business units. Drives cross-functional compliance initiatives, maintains procedures and governance materials, identifies automation opportunities, and leads the compliance operations team. The role requires strong analytical, organizational, communication, program management, and people leadership skills in a fast-growth insurance environment.

Owns enterprise GRC platform administration and migration, including configuration, access, workflows, integrations, reporting, dashboards, and module rollouts. Builds executive risk analytics and key risk indicator reporting, supports control testing, documents processes, trains users, and drives platform automation. Partners with audit, risk, privacy, cybersecurity, IT, and vendors to improve compliance operations and eliminate redundant tooling.

Supports fixed annuity issuance and processing, daily workflow systems, reporting, application data entry, process improvements, technology testing, and administrative operations. Handles communications, correspondence, package distribution, scanning, filing, and office support for new business and agent support teams. Requires strong accuracy, customer service, organization, communication, follow-up, and teamwork skills, with administrative experience in insurance or investment environments preferred.

Manages sales support operations for agents, marketers, and office staff. Handles inquiries, case consultations, licensing, contracting, new business support, database updates, follow-ups, product positioning, pre-sale issue resolution, escalations, and commission-related planning. Serves as a subject matter expert on insurance carrier products and participates in cross-functional project teams.