Top Tech Jobs & Startup Jobs

Manages high-net-worth client relationships, assesses financial planning and investment needs, develops comprehensive financial plans, and coordinates investment strategies with portfolio managers. Reviews plans, advises on estate, tax, cash flow, and philanthropic matters, supports business development through referrals and presentations, and ensures compliance with firm procedures. Requires proficiency with Money Guide Pro, eMoney, Microsoft Office, and CRM systems.

Processes vendor invoices, prepares accounting allocations, monitors missing or delayed invoices, produces spend and credit-program reports, and tracks vendor pricing and structural changes. Maintains market data management records, supports service orders and changes, and manages user and vendor information. Requires analytical, mathematical, and problem-solving skills, proficiency with Microsoft Office, and familiarity with market data management systems.

Conducts industry research, builds financial models, analyzes company projections and transactions, drafts offering memorandums and client presentations, and supports financing and merger transactions. Requires strong finance, accounting, analytical, communication, organizational, and time-management skills, along with proficiency in Microsoft Office. The role involves up to 10% local, regional, or national travel.

Investment Banking Associate managing M&A, debt, equity, and restructuring transactions from origination through execution. Acts as project manager on deal teams, oversees analyst deliverables, supports client requests, manages transaction processes, and mentors junior staff. Requires strong financial analysis, accounting knowledge, communication, prioritization, and client relationship skills, along with a finance-related bachelor’s degree, investment banking experience, and FINRA securities licenses.

Manage investment banking transactions from origination through close, serving as project manager under senior bankers while mentoring analysts. Develop integrated financial models, valuations, M&A analyses, and transaction memoranda. Support M&A, debt and equity financings, restructurings, due diligence, and offering documentation. Manage multiple client-focused projects while applying analytical judgment, client-management skills, and risk assessment.

Supervises review and approval of annuity and insurance transactions for suitability, documentation accuracy, regulatory compliance, and adherence to firm policies. Resolves transaction issues, trains trade review staff, advises financial advisors and sales assistants, coordinates with compliance, licensing, registration, and operations teams, and supports escalated supervisory decisions. Requires extensive knowledge of annuity products, brokerage products, FINRA and insurance regulations, tax rules, and retirement plans.

Designs, develops, and maintains scalable AWS data pipelines and infrastructure. Responsibilities include data ingestion, ETL transformation, storage, orchestration, monitoring, optimization, troubleshooting, data quality, governance, security, and privacy. The role partners with stakeholders to develop data solutions and supports reliable, accessible data for decision-making.

Develop and manage comprehensive financial, investment, tax, and estate-planning strategies for high-net-worth individuals and families. Analyze financial data, model future scenarios, evaluate investments, advise on wealth preservation, and coordinate with internal and external professionals. Build client relationships, monitor plans, and provide informed recommendations based on market trends and regulations.

Manages relationships with larger wealth management clients, develops deep knowledge of their portfolios, conducts performance reviews, coordinates enrollment meetings, evaluates client needs, researches inquiries, recommends investment strategies, and identifies client development opportunities. Requires extensive financial services experience and FINRA securities licenses.

Develop and maintain full-stack applications across design, integration, testing, deployment, and maintenance. Mentor developers, conduct code reviews, establish development standards, and build accessible front-end components. Design event-driven microservices, cloud infrastructure, CI/CD pipelines, serverless and containerized applications, and scalable data or AI/ML pipelines using AWS technologies. Collaborate across teams, troubleshoot complex issues, and support architecture-driven solutions in a financial services environment.