Top Tech Jobs & Startup Jobs

Manage short- and mid-term cash forecasting, build treasury reporting and dashboards, support debt service and covenant analytics, improve liquidity and cash management processes, automate controls, and partner cross-functionally for treasury operations and integrations.

Supervise broker-dealer activities including review of new accounts, trades, written/electronic correspondence, marketing materials, and outside trading. Ensure BD and Investment Advisory compliance with FINRA/SEC rules, develop training, assist with audits, disputes and customer complaints, update policies, and support strategic planning. Familiarity with variable annuity/variable life products and alternative investments expected.

Lead institutional wholesaling for high-net-worth life insurance sales: recruit and support advisors, design cases, build institutional relationships, coordinate with carriers, maintain CRM sales records, and drive strategic client development to grow Lion Street Private Client business.

Support a specialized wholesaling product line as an internal wholesaler: engage with executives, peers, and distribution clients; analyze and organize information; collaborate cross-functionally. Requires a proven sales record and financial industry experience.

Serve as the primary HR contact for a business unit, supporting workforce planning, talent management, employee relations, performance management, change management, M&A integrations, organizational design, and people analytics. Partner with COEs on payroll/benefits/policies, lead investigations, facilitate development workshops, and advise leaders to drive people and organizational outcomes.

Maintain and update contracting data in the company CRM, process data entry and imports, coordinate with carriers and internal teams to validate contract and payee records, follow workflows, and suggest process improvements.

Support FP&A activities including monthly financial models, variance analysis, budgeting, forecasting, KPI reporting, financial modeling, process improvements, and cross-functional financial support to business leaders.

Recruit and engage insurance agents, assist with contract processing and onboarding, support agents to grow business, and perform detailed data entry and administrative tasks. Collaborate with internal teams, maintain strong communication, and continually learn sales and recruitment strategies.

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.

Senior individual contributor owning product vision and multi-year strategy for the Life Insurance line. Drives market research, carrier technology partnerships, integration priorities, and cross-functional influence to align roadmaps, GTM, and sales enablement for term, whole, universal life, IUL, and annuity products.