Top Tech Jobs & Startup Jobs

Provide investment advice and account support to mass-affluent clients via inbound/outbound calls. Execute transactions, prepare reports/proposals, identify sales and retention opportunities, resolve client issues, and support internal teams to improve operations.

Provide virtual and phone-based wealth advisory services to a large book of clients, handling client service, financial planning, investment solutions, consultative sales, compliance, and interdepartmental coordination to deepen relationships and meet asset and revenue goals.

Lead design and development of high-volume, low-latency full-stack applications, collaborating with product and architecture teams. Drive microservices and API-first implementations on cloud (AWS), ensure SRE practices, define AI governance and best practices, coach and mentor engineers, document technical solutions, and facilitate communication across technical and non-technical stakeholders.

Lead the CIS/Institutional segment to strengthen institutional partnerships, drive AUM and revenue growth, retain assets, and deliver new programs. Coach and manage CIS sales and relationship managers, partner with sales and acquisition teams on strategy, analyze performance metrics, ensure program adoption and compliance, and oversee talent management and escalation resolution.

Drive and execute sales strategy alongside SVP of Field Management. Design and deliver sales enablement and growth programs, provide quantitative and qualitative insights and KPI tracking, partner cross-functionally to scale best practices, act as liaison between advisors and home office, support advisor community engagement and events, and manage stakeholder communications. Travel up to 30%.

Conduct due diligence reviews for prospective advisors, assessing Outside Business Activities, Private Securities Transactions, and office sharing for regulatory compliance. Consult with advisors, investigate policy breaches, support regulatory inquiries and branch exams, collaborate across teams, and contribute to policy, process, and training initiatives.

The Chief Architect leads architecture for investor-facing digital platforms, driving alignment with business strategy and overseeing modernization initiatives, ensuring scalable and secure solutions.

The AVP DevX - AI Engineer/Technical Lead will design and implement cloud-native platforms, AI/GenAI solutions, and enhance developer workflows while collaborating with cross-functional teams to improve software delivery outcomes.

Lead and maintain enterprise AI governance frameworks, perform AI risk assessments and gap analyses, define controls for AI development and deployment, ensure regulatory and standards compliance (NIST/ISO), collaborate with cross-functional stakeholders, produce executive-level materials, and support AI training and awareness.