Top Tech Jobs & Startup Jobs

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.

Leads evaluation, execution, and management of energy transition investments across private equity, private debt, project finance, and platform opportunities. Responsibilities include financial modeling, valuation, due diligence, transaction execution, investment recommendations, portfolio monitoring, debt and tax equity financing, market research, sourcing, investment committee presentations, and mentoring junior professionals.

Leads the architecture, governance, modeling, and evolution of investment data platforms. Designs Snowflake structures, semantic layers, data products, metadata frameworks, quality controls, and AI-ready data foundations supporting portfolio management, research, trading, risk, reporting, and analytics. Partners with investment and technology stakeholders, documents architecture, establishes standards, and enables governed self-service and intelligent data consumption.

Manages insurance investment portfolios by monitoring cash, positions, trade orders, asset allocation, duration, risk targets, and client guidelines. Recommends rebalancing trades, supports account changes and portfolio transfers, prepares reports, addresses client requests, and provides insurance-specific analysis. The role also improves processes through automation, partners with technology teams, and supports portfolio managers, sales, trading, and operations.

Provides legal counsel to the Private Wealth Management business on investment adviser and broker-dealer activities, product development, client and vendor agreements, account operations, regulatory compliance, complaints, policies, and strategic initiatives. The role drafts and negotiates contracts, reviews client documentation and communications, advises business and operations teams, and partners with compliance on SEC, FINRA, and state regulatory obligations.

Supports regional marketing strategy and execution for Dallas and Houston wealth management markets. Develops multichannel campaigns, manages events, budgets, communications, KPIs, and ROI reporting. Partners with advisors, managing directors, events agencies, data teams, and training teams to deliver client-focused initiatives. Leads projects, improves processes, supports advisor training, and identifies innovative marketing opportunities. Requires strong collaboration, communication, organization, analytical, and project management skills, with travel required.

Supervise operational, business, client-risk, regulatory-review, and compliance activities across Private Wealth offices. Review transactions, exception requests, correspondence, social media communications, and complaints; escalate issues and support risk management. Manage communications and quality-control reporting, lead account transitions, resolve errors, and collaborate with legal, compliance, operations, portfolio management, and senior leadership. Assist with projects and analysis while maintaining strong client-service and policy knowledge.

Provides senior administrative and executive support to financial advisors and leadership. Responsibilities include managing calendars, coordinating complex meetings, preparing presentations and reports, handling client communications, maintaining databases, reconciling expenses, coordinating office needs, supporting special projects and marketing, and training new team members. The role requires exceptional organization, communication, client service, attention to detail, and flexibility for overtime.