Top Tech Jobs & Startup Jobs

Serve high-net-worth clients ($3M+), develop and oversee investment strategy and asset allocation, manage discretionary advisory accounts, provide portfolio construction expertise, liaise with clients and external professionals, and lead within the Private Wealth Management team.

The Managing Partner, Wealth Advisor leads a team in the wealth management practice, overseeing business development, performance management, and client service delivery while fostering a growth-oriented culture.

The Fund Accountant II manages daily accounting and operational tasks for mutual funds, including NAV calculation, general ledger oversight, cash reconciliations, and compliance with regulations.

Lead multiple enterprise IT projects across payments and core banking portfolios. Manage scope, schedule, risks, resources, and stakeholder communications. Develop business cases, track project status, coordinate complex issue resolution, and ensure adherence to SDLC and project methodology standards.

Manage and monitor a portfolio of business loans (generally > $500k) by performing credit underwriting, financial statement analysis and spreading, covenant testing, risk identification, client follow-up, collections support, and providing risk guidance across a multi-state footprint. Prepare credit memos, resolve documentation and covenant violations, and support relationship and practice finance officers.

Support onboarding and ongoing operations for alternative investment clients by processing and reviewing investor documents, researching and resolving issues, inputting investor data accurately, participating in projects and client conversions, testing systems, and updating procedures. Provide quality reviews of colleagues' work to ensure timely, accurate transaction processing.

Process full-cycle payroll for 5,000+ employees using Workday. Execute off-cycle/pay adjustments, garnishments, ACH rejections, reconcile benefit vendor invoices, resolve timecard issues, and support managers and associates while ensuring compliance with federal, state, and local payroll laws.

The Cloud Engineer will define and implement cloud strategies, design solutions, build AWS environments, and support enterprise cloud adoption while ensuring compliance and governance.

The Senior Financial Planner will manage financial planning services for high-value clients, mentor junior planners, and ensure excellent client experiences. They will also handle client inquiries, stay current on tax regulations, and maintain financial planning records.

Process and establish new securities for Institutional Custody and Corporate Trust, respond to client inquiries, update securities records, ensure accurate processing, cross-train for backup, and deliver excellent client service in a fast-paced environment.