Top Tech Jobs & Startup Jobs

Owns wealth management product strategy and advisor/client platform experiences. Leads medium-to-large product initiatives, investment product enhancements, compliance reviews, issue resolution, research, quantitative and qualitative analysis, revenue growth programs, and transitions from product development to ongoing product management. Requires strong financial services, regulatory, analytical, communication, and organizational skills, plus an active Series 7 or ability to obtain one within 120 days.

Leads franchise recruiting, advisor engagement, onboarding, career-path management, and organic growth initiatives across a regional territory. Develops sourcing strategies, screens and interviews candidates, manages onboarding plans, partners with advisors and business stakeholders, and translates strategic priorities into actionable programs. Provides coaching, mentoring, and strategic leadership to recruiting colleagues and matrix partners while supporting diversity and inclusion initiatives.

Manages wealth management advisory products and platform capabilities, serving as a subject matter expert across projects and initiatives. Partners with Technology, Operations, Compliance, Legal, Marketing, vendors, and other stakeholders to enhance advisor and client experiences, ensure compliance, resolve complex issues, analyze market opportunities, and drive platform adoption, asset growth, client engagement, and profitability.

Designs, implements, and supports enterprise SharePoint Online and OneDrive services. Provides technical leadership for Microsoft 365 platform engineering, security, governance, troubleshooting, automation, lifecycle management, and operational improvement. The role develops standards and documentation, resolves complex platform issues, evaluates new Microsoft capabilities, translates stakeholder requirements into secure solutions, and mentors engineering and operations staff. Power BI and Microsoft Fabric experience is strongly desired.

Prepare and file statutory annual and quarterly financial statements and disclosures for state regulators and the NAIC. Provide regulatory and entity reporting analysis, support audits and exams, maintain internal controls, review complex accounting transactions, and collaborate with partners on ad hoc projects and state/company filings.

Leads macroeconomic and market research supporting investment strategy, asset allocation, portfolio positioning, and advisor/client guidance. Develops economic forecasts, analytical models, dashboards, scenario analyses, publications, presentations, and thought leadership. Analyzes indicators, markets, earnings, valuations, monetary policy, and cross-asset trends to identify risks and opportunities. Partners with senior investment leaders and communicates complex insights clearly to retail investors, advisors, clients, media, and internal stakeholders.

Manage and enhance U.S. health and welfare benefits programs, including governance, compliance, vendor oversight, plan design, cost and utilization analysis, risk management, and employee communications. Partner with HR, Finance, Legal, Payroll, and Communications to implement changes, resolve issues, educate employees, and support competitive total rewards strategies. Lead benefits marketing, enrollment communications, regulatory reporting, audits, and emerging benefits research.

Leads regional sales efforts for financial products by driving advisor net flows, analyzing sales opportunities, targeting and engaging advisors, coordinating wholesalers and product experts, and supporting regional strategy. Partners with field leaders and advisors, facilitates client meetings and case analysis, delivers messaging, supports coaching programs, and develops solutions to address performance gaps. Requires relevant sales experience, securities licenses, and up to 25% travel.

Supports the growth and operation of alternative investment products by coordinating onboarding, servicing arrangements, sponsor relationships, advisor education, reporting, and implementation activities. The role works cross-functionally with operations, compliance, legal, sales, marketing, and external product sponsors to manage requirements, risks, milestones, communications, and process improvements for advisors and clients.

Leads product consulting teams supporting wealth management sales, asset flows, and advisor engagement. Responsibilities include sales strategy, talent development, performance management, stakeholder partnership, product enhancement feedback, advisor education, and regulatory oversight as a registered principal. The role requires extensive financial services and wealth management experience, active securities registrations, and frequent in-office collaboration.