Top Tech Jobs & Startup Jobs

Manage fiduciary and agency relationships for foundations and institutional clients, provide fiduciary advice, ensure compliance with laws and internal policies, resolve issues, onboard clients, mentor colleagues, and support fiduciary projects and client-facing initiatives.

Support Regional Wealth Advisors for ultra-high-net-worth families by collecting and synthesizing client and estate data, preparing balance sheets and estate flow charts, creating meeting materials and presentations, coordinating with internal and external advisors, conducting basic estate planning research, supervising junior staff daily tasks, and managing administrative operational duties.

Serve as primary HR advisor to senior leaders, driving talent strategy, workforce planning, org design, change management, succession and high-risk ER cases. Influence executives, align HR COEs to business needs, lead HR initiatives, and improve HR Consulting capabilities across assigned business units.

Lead internal and external communications for Technology, Operations and Data. Develop integrated campaigns, translate complex technical topics (AI, cybersecurity, transformation) into clear narratives, advise senior leaders, drive executive visibility, oversee content creation across channels, and manage multiple teams to align messaging with enterprise priorities.

Oversee accounting, financial reporting, controls and regulatory adherence for 1940 Act funds. Ensure GAAP-compliant financial statements, maintain disclosure and internal controls, support mutual fund board materials, lead cross-functional initiatives, and execute strategic priorities for Asset Management treasury and fund accounting.

Manage fee‑producing investment accounts for small to mid-sized personal trusts and individual investors. Develop and implement investment strategies, coordinate with client service teams and legal advisors, use portfolio research and investment methodologies, adhere to national guidelines and risk practices, and support business initiatives and training.

Serve as senior client-facing lead for outsourced trading and institutional brokerage clients. Manage relationships across trading, middle office, reporting, commission management, and implementation. Coordinate with internal trading, operations, risk and technology teams to deliver solutions, ensure compliance, resolve issues, and drive product development and process improvements.

Provide hands-on technical leadership in designing, building, and reviewing cloud-native Java applications on Microsoft Azure. Champion TDD, spec-driven development, CI/CD, DevOps, test automation, and AI-assisted developer tools. Influence architecture, mentor engineers, improve DevOps pipelines, and collaborate with global cross-functional teams to deliver secure, scalable production systems.

Sell investment management, advisory, and asset servicing to institutional clients (foundations, endowments, nonprofits). Source and qualify prospects, respond to RFPs, deliver presentations with internal partners, cross-sell services, maintain market knowledge, ensure compliance with laws/regulations, and manage complex client activities to retain and grow accounts.

Support wealth planning for high-net-worth clients by collecting and analyzing client data, designing wealth plans, preparing presentations and fee analyses, coordinating with advisors and service teams, conducting research, resolving client inquiries, and mentoring junior staff. May supervise daily operational activities and interact with senior management and committees.