Top Tech Jobs & Startup Jobs

Leads the strategy, governance, modernization, and effectiveness of investment platforms, including custodial and clearing systems, TAMPs, advisor solutions, and third-party vendors. Owns platform roadmaps, product due diligence, vendor governance, controls, scalability, and cross-functional initiatives. Partners with Operations, Compliance, Technology, Investments, and advisor-facing teams to improve capabilities, efficiency, risk oversight, advisor experience, and support for firm growth.

Leads the firm's investment philosophy, proprietary model portfolios, asset allocation, portfolio construction, manager research, SMA and UMA programs, trading, investment governance, and risk oversight. Partners with platform, operations, and compliance teams to implement and scale investment solutions. Provides market commentary, economic insights, advisor education, and client communications while developing investment professionals and enhancing portfolio offerings.

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 investment model changes, perform post-trade reconciliation, resolve trade errors, and coordinate with compliance and portfolio management teams. The role requires strong market knowledge, risk management skills, attention to detail, and familiarity with broker-dealer and RIA processes.

Provides administrative support to departmental leaders by managing calendars, scheduling meetings, preparing documents, handling communications, coordinating events, supporting office operations, and assisting with reporting and information gathering. The role requires strong organization, communication, attention to detail, Microsoft Office proficiency, and the ability to prioritize multiple tasks while supporting evolving business needs.

Processes agent and agency contracts, hierarchy changes, state appointments, licensing, onboarding agreements, and contracting requests. Responds to calls and tickets, updates CRM records, audits data, supports agency onboarding, resolves internal contracting issues, 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 supports agent retention, engagement, leadership projects, and communication with internal and external stakeholders.

Leads enterprise technology strategy, digital transformation, infrastructure, applications, cybersecurity, data, cloud services, and operations. Aligns technology investments with business goals, oversees architecture, integrations, budgets, vendors, governance, risk, compliance, continuity, and disaster recovery. Develops scalable solutions and a unified advisor experience while driving innovation, automation, operational efficiency, and organizational change. Partners with executives and business stakeholders to prioritize technology roadmaps and deliver enterprise capabilities.

Support the Social Media Manager by filming and uploading phone-shot photos/videos from events and travels, drafting and scheduling posts across major platforms, repurposing long-form content into short clips, performing light video/photo edits, ensuring brand alignment, tracking basic metrics, and generating content ideas while attending events as needed.

Provide client and agent support during enrollment by responding to inquiries, guiding enrollment steps, entering and verifying data, tracking activity, escalating complex issues, and supporting process improvements and documentation.

Serves as the company’s first point of contact by answering inbound calls, taking accurate messages, directing inquiries to the appropriate departments, and delivering professional customer service. The role requires strong communication, organization, multitasking, dependability, and proficiency with Microsoft Office tools in a fast-paced office environment.