Top Tech Jobs & Startup Jobs

Consult with advisors on high-net-worth client and prospect cases, develop comprehensive financial planning proposals, and deliver strategies covering tax, retirement, charitable giving, business-owner, equity compensation, and estate planning. Analyze complex situations, provide actionable recommendations, present strategies to advisors and clients, document cases accurately, and coordinate with internal banking, wealth management, and insurance teams to deliver integrated solutions.

Conduct fixed-income investment research, quantitative and qualitative manager analysis, selection, and ongoing due diligence for mutual funds, ETFs, separate accounts, and investment strategists. Maintain and improve analytical tools, models, and processes; manage external partner relationships; review marketing and training materials; support senior analysts; and contribute as a subject matter expert to cross-organizational strategic projects.

Leads client analytics strategy and a team of data scientists, translating predictive modeling, machine learning, optimization, experimentation, and personalization into business recommendations. Sets technical direction, oversees data preparation and model delivery, and ensures data, model, and AI governance. Partners with senior leaders to drive measurable business outcomes while coaching staff, managing projects, and advancing scalable MLOps and analytics capabilities.

Supports enterprise resiliency governance across business continuity, event response, and disaster recovery programs. Responsibilities include preparing regulatory and audit responses, maintaining policies and procedures, organizing compliance evidence, supporting continuity exercises and crisis simulations, assisting during business disruptions, and producing leadership, board, and client reporting. The role also validates processes against regulatory requirements, identifies risks and vulnerabilities, and coordinates with business, technology, risk, compliance, and audit stakeholders.

Performs general ledger accounting for life insurance and annuity products, including journal entries, account analysis, balance sheet reconciliations, financial reporting support, and variance resolution. Maintains ledger controls, investigates unusual balances, collaborates with Finance and Client Service teams, and contributes subject matter expertise to business projects. Drives process improvements, automation, standardization, and stronger internal controls while analyzing large datasets.

Supports corporate actuarial valuation activities, including GAAP and statutory reserve analysis and LDTI initiatives. Develops, improves, operates, validates, and documents actuarial models; prepares reports and communicates results to management. Participates in scoped projects, supports business controls, mentors junior team members and interns, and maintains actuarial credentials.

Educate and promote structured products and alternative investments to advisors via inbound/outbound calls. Provide technical sales support, product positioning, competitive analysis, and track activity in Salesforce and expenses in Concur. Build relationships with product partners and advisors, support presentations and field events, partner with subject matter experts, and travel regionally as needed to execute sales strategies and improve advisor outcomes.

The role involves consulting on wealth management products, assisting advisors with sales strategies and product understanding, capturing call details in Salesforce, and collaborating with team members to meet client needs.

Manage and improve the global privacy program, including risk assessments, privacy impact assessments, training, policy updates, privacy notices, investigations, and compliance reviews. Coordinate with privacy attorneys, business teams, information security, and project stakeholders to identify risks, develop mitigation plans, resolve privacy requirements, and provide decision support to leadership.

Lead financial reporting, shareholder reports, financial statements, and regulatory filings for diverse investment products. Oversee audits, controls, service providers, accounting policies, and compliance with GAAP and SEC requirements. Partner cross-functionally on new products, regulatory changes, and reporting solutions. Drive automation, process improvements, risk management, audit readiness, and operational excellence while coaching and developing staff.