Top Tech Jobs & Startup Jobs

Partner with Financial Advisors to provide portfolio analysis, account support, client meeting preparation, and build client relationships while participating in a structured Associate Development Program to develop investment, wealth-planning, and client-service skills.

Partner with Financial Advisors to provide portfolio analysis, account setup and maintenance, meeting preparation, client relationship support, and asset allocation recommendations. Participate in a structured development program covering investment, wealth planning, trusts & estates, and professional skills training. Assist in delivering world-class client service and support advisor business growth.

Support Relationship Managers and Financial Advisors serving ultra-high-net-worth clients through prospecting, onboarding, and servicing. Deliver client-facing support including analyses, account maintenance, meeting preparation, portfolio analytics, and exposure to trust, estate, retirement, insurance, and executive compensation planning.

Serve as primary day-to-day contact for a portfolio of insurance company clients, delivering relationship management, client service, and business development. Coordinate cross-functional teams (PMs, operations, legal, compliance), support RFPs and prospecting, prepare investment and relationship reviews, and drive client coverage plans. Monitor industry and regulatory developments, identify expansion opportunities, and support product, marketing, and strategic partnership initiatives to grow the firm’s institutional insurance business.

The Senior Technical Writer will create and maintain documentation for investment data platforms, ensuring clarity for both technical and non-technical audiences, and structure documentation for AI use.

Backend developer on the Wealth Planning Tools team building and supporting a next-generation Wealth Planning application. Work includes backend/service-oriented development, integration with the C++ Wealth Forecasting System (WFS), relational database design, distributed systems, and deployment of internal advisor tools. Exposure to C#/Blazor and AI-enabled platform integrations.

As a Senior Snowflake Data Modeler, you will design and govern data models for investment analytics, ensuring quality and performance in reporting and AI insights.

The Wealth Advisor at Bernstein provides tailored financial advice to high-net-worth clients, fostering relationships and addressing complex wealth management challenges. They build a practice based on personal passion, emphasizing trust, emotional intelligence, and community engagement.

Lead strategy, roadmap, and operations for Workday Financials. Manage a finance-technology team, drive data integrity, integrations, release management, governance, vendor relationships, training, and stakeholder engagement to enable financial transformation and continuous improvement.

Support Financial Advisors by performing portfolio analysis, account setup and maintenance, client meeting preparation, and client relationship building. Provide asset allocation recommendations, capital markets positioning, and wealth and legacy planning support while participating in a structured development program to build investment, trust, and client service skills.