Top Tech Jobs & Startup Jobs

The role focuses on providing expert consultative services in managed accounts, fostering client relationships, and driving sales in partnership with Financial Consultants.

The Vice President of Business Development for Private Shares drives new business growth within the startup ecosystem by building founder pipelines, generating deal flow, and enhancing client acquisition through relationships and events.

The role involves developing and supporting mainframe applications, responding to incidents, collaborating with business partners, and ensuring system stability and resilience.

As a Financial Services Representative, you will support customers via phone, help with account management, and prepare for obtaining your FINRA licenses through training. You will work at home and in an Investor Center, focusing on career development and advancing your financial planning skills.

As an Education Consultant, you will deliver financial wellness workshops and collaborate with business partners, requiring strong presentation and customer-facing skills, alongside travel flexibility for onsite and virtual events.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.

The Principal Quantitative Developer leads software development projects in a quantitative research team, creating analytical tools and supporting investment processes through advanced quantitative techniques.

The Director of Data Science will lead AI/ML projects, ensuring their scalability and production readiness while collaborating across functions to drive business growth.

The Financial Consultant engages clients face-to-face to provide personalized financial planning, support investments, and build relationships, focusing on retirement goals.

The Vice President, Advanced Planning leads financial and estate planning for high net worth clients, utilizing tools like eMoney, coaching junior members, and engaging in client relationships, mostly remotely.