Top Tech Jobs & Startup Jobs

Maintain and troubleshoot hardware, software, networks, devices, printers, and cloud systems across offices. Provide staff technical support, manage security tools and Office 365, onboard employees, integrate financial planning and CRM systems, build Zapier or Make automations, and manage web presences.

Lead the client experience function by ensuring warm, high-quality interactions and white-glove service. Manage the Client Experience team, greet and support visiting clients, coordinate events and appreciation initiatives, maintain a polished office environment, anticipate client needs, resolve concerns, and improve internal processes affecting the client journey.

Conduct quality checks on client meetings, calls, and experiences; ensure consistently warm, professional service; build client relationships; maintain CRM profiles; prepare actionable quality reports for leadership; support an organized office environment; and improve internal processes affecting the client journey.

The Director of Finance will own financial operations, including budgeting, forecasting, cash flow management, capital allocation, monthly reporting, tax compliance, audits, and financial statements. The role provides analysis for strategic decisions, supports business planning and hiring, implements scalable KPI and expense-tracking processes, manages external accounting relationships, and builds a small internal finance team as the company grows.

Maintain the firm’s financial books and records, prepare monthly, quarterly, and annual reports, and oversee accounting systems and revenue transactions. Manage accounts receivable, deposits, cash-flow monitoring, day-to-day bookkeeping, and monthly payroll. Provide financial information to the firm’s CPA to support tax-related requirements and ensure accurate, timely financial operations.

Own delegated tasks, support project management by tracking deadlines and deliverables, maintain daily business efficiency, monitor advisor performance metrics and business data, coordinate prospect and client scheduling, and provide behind-the-scenes operational support for the financial planning team.