Top Tech Jobs & Startup Jobs

Execute and oversee trades across equities, fixed income, ETFs, mutual funds and options. Maintain and rebalance model and client portfolios, handle post-trade recon and error corrections, collaborate with portfolio management and compliance, and research market trends and regulations.

Lead strategic marketing planning and project management for Integrity Life initiatives: create creative briefs, marketing plans, presentations, content calendars, and measurement frameworks. Coordinate cross-functional teams, manage timelines and stakeholders, track KPIs, and deliver post-launch insights to optimize campaigns.

Manage regional recruitment and resources to grow agencies and agents (Medicare and ACA). Provide field sales support, broker engagement, training, carrier and cross-department collaboration. Create marketing collateral, track and analyze campaign effectiveness, act as SME for sales platforms, and ensure consistent, high-quality agent experience and reporting.

Lead revenue recognition and cost of revenue accounting for Health and Life businesses ensuring ASC 606 compliance, oversee LTV calculations, month-end close, financial disclosures, ICFR/SOX controls, audits, cross-functional alignment, process improvements, and staff coaching.

Lead and manage the insurance recruiting team, own key requisitions, and drive recruiting KPIs. Partner with hiring managers, monitor metrics, implement data-driven strategies, ensure compliance, and provide regular reporting and talent-advisory support to business leaders.

Manage and support agents to maximize performance and satisfaction. Drive client acquisition, deliver product and sales training, provide customer service, resolve operational issues, track productivity in CRM, and attend sales meetings and industry events.

Provide advisor support and platform subject-matter expertise across wealth technology systems (Black Diamond, Salentica, CRM, RCI). Deliver training, onboard users, manage permissions and data integrity, triage service tickets, coordinate projects, and prepare operational reporting to optimize advisor experience and platform operations.

Provide commercial and transactional legal support for Integrity Wealth, negotiating and drafting transaction documents, managing advisor and client transitions, coordinating with compliance and regulatory teams, overseeing external counsel and E&O insurance, and supporting litigation, arbitration, and risk management efforts.

Serve as primary liaison between agents, Agent Pipeline, and carriers. Build and maintain relationships, troubleshoot and resolve agent issues, guide agents through contracting and carrier portals, handle escalations, document interactions, conduct scheduled outreach, and continuously improve service delivery to drive agent satisfaction and loyalty.

Lead enterprise data management strategy, build an MDM function, establish governance, data quality, metadata and stewardship programs, select and integrate MDM tools with ERP/CRM, mentor a centralized data team, drive data architecture and roadmaps, and align stakeholders to improve data accessibility for analytics and operations.