Top Tech Jobs & Startup Jobs

Provides executive and administrative support to a Managing Director and Financial Advisors, including calendar and meeting coordination, client service, confidential communications, recruiting support, reporting, expense reconciliation, database maintenance, office coordination, presentations, and special projects. The role requires strong organization, communication, discretion, attention to detail, and proficiency with Microsoft Office, with hybrid work and occasional overtime as needed.

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account maintenance, client meeting preparation, wealth planning, and relationship management. Partners with advisors to grow the private wealth business and deliver exceptional client service. Associates complete comprehensive training in investments, trusts and estates, wealth planning, financial strategies, communication, leadership, and sales, with opportunities for advancement into advisory, investment, wealth strategy, or leadership roles.

Supports Financial Advisors serving high-net-worth clients through portfolio analysis, account maintenance, client meeting preparation, wealth planning support, and relationship management. The role includes client service, business development, investment and wealth management training, and preparation for securities licensing exams. Associates participate in a structured development program designed to build analytical, communication, leadership, and financial services expertise.

Maintains and audits shareholder accounts for compliance with state and federal regulations. Responsibilities include tax form production, IRS e-filing, B- and C-Notice processing, levies, escheatment, ownership reporting, returned mail, account research, and regulatory submissions. The role requires careful coordination, regulatory knowledge, client and vendor communication, prioritization, and attention to detail within mutual fund or financial services operations.

Leads talent acquisition for wealth advisor roles across the United States. Responsibilities include market mapping, competitor intelligence, passive candidate pipeline development, workforce planning, high-volume recruiting, candidate experience, stakeholder consultation, and end-to-end advisor recruitment. The role partners with senior leaders and internal teams to develop hiring strategies, evaluate candidates, negotiate offers, and support onboarding.

Build production-grade AI applications, agents, data products, and intelligent workflows using Python and enterprise platforms. Responsibilities include agent orchestration, retrieval, tool integration, model hosting, platform engineering, CI/CD, security, observability, evaluation, and production validation. The role requires integrating AI into enterprise and investment workflows while designing scalable, resilient, and secure services across cloud, container, and distributed-system environments.

Supports responsible investing and corporate governance initiatives, including proxy voting, governance research, policy development, issuer engagement, reporting, and ESG integration. The role researches proxy proposals, coordinates with investment teams, prepares engagement materials, tracks outcomes, and develops sector-specific ESG expertise. Candidates should have strong analytical, communication, organizational, and collaboration skills, plus a bachelor's degree and 1–3 years of experience in responsible investing, sustainability, or corporate governance.

Provides senior-level administrative, operational, and project support to executives and wealth advisors. Responsibilities include complex calendar and travel coordination, meeting and event logistics, research and analysis, presentation and report preparation, cross-functional project tracking, business management support, confidential information handling, process improvement, and liaison work across internal and external stakeholders. The role also mentors junior administrative staff and supports high-net-worth client service operations.

Build and deploy generative AI applications, LLM-powered agents, RAG systems, predictive models, and scalable data pipelines. Establish model evaluation, monitoring, observability, and governance practices. Partner with investment and business teams to develop practical AI solutions, evaluate emerging technologies, and advance firm-wide AI capabilities in financial services.

Partners with business and technology stakeholders to identify problems, define requirements, create process flows and prototypes, validate solutions, support testing, and drive initiatives through implementation. Performs exploratory data analysis, builds simple dashboards, supports self-service, evaluates AI and automation opportunities, and coordinates delivery across teams while managing risks, dependencies, and stakeholder communication.