Top Tech Jobs & Startup Jobs

Lead a People Technology team to develop and execute Workday strategy, oversee configuration, upgrades, integrations, data governance, and end-user training. Partner with People & Culture, Finance, and IT to optimize processes, ensure data security and compliance, and drive continuous improvement of the Workday platform.

Provide high-level administrative support to executives including complex calendaring across time zones, travel and itinerary coordination, document preparation and editing, digital recordkeeping, expense management, meeting agendas and notes, visitor and event coordination, and general project support to keep leaders organized and productive.

Lead MDM policy, processes, and team to ensure accurate, consistent master data. Oversee data mapping, governance, stakeholder collaboration, change approvals, audits, and team training while reporting progress and managing resources.

Support agents and agencies through the contracting lifecycle for life, health, and annuity products. Process and file contracting paperwork, maintain and audit CRM data, track contract status, resolve data issues, provide phone and email support, coordinate with sales/new business/commission teams, prepare reports and records, and ensure compliance with PHI/HIPAA and regulatory guidelines.

Territory-focused brokerage manager driving life and annuity production through independent advisors. Build and manage a book of advisors, generate new business via consultative selling, forecast and report sales, collaborate with internal support on proposals, and track cases from submission through completion while maintaining product and industry knowledge.

Handle incoming life insurance applications and documentation, enter data into company systems, create tasks for case managers, manage case files, pre-populate applications, verify agent licensing, mail policies, and support team workflow and projects.

Source, attract, screen, and hire experienced financial advisors for the wealth management division. Build relationships with industry contacts, universities, and networks; manage full-cycle recruitment from forecasting needs through onboarding; collaborate with leadership to align hiring with business goals.

Provide controller-level accounting leadership for Wealth operations. Lead automation, AI agent implementation, systems integrations, and data integrity efforts. Improve reconciliations, reporting, and BI solutions while advising finance leadership on AI governance and enabling more efficient, accurate accounting workflows.

Manage and grow advisor relationships across RIA and brokerage platforms by driving business development, delivering investment analysis and proposals, supporting onboarding and training, partnering with product providers, producing AUM and activity reporting, and creating marketing and sales tools to increase advisor engagement and assets under management.

Greet visitors, answer and route phone calls, take and relay messages, schedule appointments, perform data entry, accept and distribute packages, and handle general clerical duties to support office operations.