Top Tech Jobs & Startup Jobs

Build and manage a high-net-worth advisory practice, provide holistic wealth and life planning, cultivate/referral networks, connect clients to firm specialists, and deliver personalized investment and philanthropic guidance.

Support corporate legal and compliance by managing board and committee logistics, maintaining corporate records and governance documentation, preparing regulatory filings and governance materials, administering governance systems and portals, coordinating executive calendars and travel, processing invoices/expenses, and liaising with internal and external stakeholders to ensure timely completion of governance actions.

Partner with Financial Advisors to provide portfolio analysis, account setup/maintenance, client meeting preparation, asset allocation recommendations, and high-touch client service. Participate in a multi-year Associate Development Program to build investment, wealth-planning, and client relationship skills while supporting business growth.

Assess and manage credit risk for correspondent-sourced mortgage loan portfolios. Create underwriting guidelines, implement onboarding and due diligence, evaluate borrower creditworthiness, set limits/terms, monitor portfolio performance, ensure regulatory compliance, and collaborate with internal teams and vendors.

Partner with private alternatives business units to define, design, and implement technology solutions. Manage vendor relationships, lead systems implementations, QA/testing, data management, and reporting. Produce requirements, prototypes, and solution documentation; liaise between stakeholders and developers; support production applications; drive product roadmaps and process automation using low-code and BI tools.