Top Tech Jobs & Startup Jobs

Provide administrative support including preparing documents and reports, scheduling meetings and travel, data entry and verification, maintaining records, tracking expenses, greeting clients/vendors, and responding to general inquiries. Perform routine operational tasks while ensuring confidentiality and assisting managers and department partners.

Provide administrative, operational, logistical and project support across multiple business units. Coordinate client servicing action plans, produce reports and presentations, maintain business applications knowledge, update procedures, resolve problems within guidelines, and work onsite under supervision while developing proficiency across responsibilities.

Support and service complex fiduciary, investment management, estate settlement, guardianship, and custody client relationships. Coordinate account administration, resolve client issues, prepare presentations, oversee transactions with Client Support Services, monitor portfolio metrics, maintain documentation and systems, and assist advisors with compliance and account reviews. Act as an expert on investment tools and support operational and process improvements.

Serve as the primary finance and strategic planning advisor to an EVP and senior leadership for a large business function. Lead annual and monthly planning, budgeting, forecasts, workforce and headcount planning, capital oversight, and financial modeling. Develop executive reporting, dashboards and presentations, evaluate strategic initiatives and investments, and partner cross-functionally to align financial plans and workforce strategies to drive performance and resource allocation.

Coordinates administration and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Manages client requests, account setup and closure, transactions, documentation, fees, compliance support, issue resolution, and follow-up. Partners with advisors and support teams, maintains systems data, supports client presentations, identifies process improvements, and mentors junior employees. Requires strong trust-services knowledge, communication, analytical skills, PeopleSoft proficiency, and Spanish or Portuguese.

Leads technology ownership, architecture, integration, and delivery for compliance surveillance platforms covering communications, trade surveillance, and employee ethics monitoring. Evaluates AI and machine learning capabilities, manages vendor integrations, establishes secure cloud and data architecture patterns, and oversees data quality, governance, reporting, auditability, and operational controls. Partners with compliance, engineering, security, architecture, and vendors while providing technical leadership, mentoring, roadmap development, and support for regulatory and risk requirements.

Manages complex high-net-worth and ultra-high-net-worth wealth management relationships, delivering fiduciary, administrative, and advisory services. Leads client conversations, explains financial and regulatory matters, identifies solutions, manages fiduciary risk, coordinates with professional advisors, and develops new business opportunities. Maintains knowledge of trust, tax, estate planning, investment, and financial principles; mentors junior employees and leads multidisciplinary initiatives.

Supports Wealth Management strategic growth programs through project coordination, research, analysis, stakeholder collaboration, milestone tracking, executive reporting, pilot programs, process improvements, and sales and pipeline metrics analysis. The role helps coordinate cross-functional initiatives, monitor risks and dependencies, support planning and leadership meetings, and drive execution of business growth priorities.

Senior client development role responsible for cultivating UHNW individual, family, and institutional relationships; executing solutions sales strategy; advising on estate, tax, and wealth transfer planning; converting prospects to clients; and partnering with internal specialists to transition account management and expand relationships while engaging in local civic and philanthropic networks.

Drive revenue by selling and retaining investment products (ETFs, mutual funds, SMAs, alternatives, multi-asset) to institutional and advisory clients. Lead strategic national accounts, prospect and develop business plans, deliver customized presentations, and optimize profitability. Collaborate cross-functionally with sales, product, investment, custody, and operations. Maintain market, competitor, and regulatory knowledge to recommend solutions and grow key relationships.