Top Tech Jobs & Startup Jobs

Supports financial advisors by analyzing client financial data, preparing account documents, maintaining client records, handling inquiries, processing trades under supervision, and developing referral and sales pipelines. The role includes client prospecting, mailing campaigns, seminars, appointment preparation, administrative support, compliance adherence, and structured apprenticeship, licensing, mentoring, and financial industry training.

Provides client-facing support for performance and data reconciliation requests. Reviews investment transactions, validates performance figures, resolves discrepancies, identifies reporting defects, documents data quality issues, and collaborates with business units to correct recurring problems. The role also oversees processes, mitigates operational risk, explains performance results, and implements solutions under management guidance.

Analyzes and maintains mutual fund, security master, pricing, reconciliation, and valuation data. Performs quality control reviews, investigates discrepancies, updates investment records, supports reporting inquiries, develops operational metrics, and partners with internal and external stakeholders. The role also contributes to process improvements, technology initiatives, procedure maintenance, and risk monitoring while ensuring investment data accuracy across downstream systems.

Supports financial advisors through investment research, portfolio analysis, financial planning, asset allocation recommendations, performance reporting, client materials, market research, CRM documentation, and client service. The role also contributes to business development, practice growth analytics, and operational effectiveness while helping maintain strong advisor-client relationships.

Lead infrastructure engineering teams and strategy for scalable, resilient, secure enterprise systems. Responsibilities include infrastructure design and maintenance, AWS and hybrid cloud adoption, automation, vendor and procurement management, budgeting, standards enforcement, cross-functional collaboration, cybersecurity, disaster recovery, and business continuity. The role provides technical leadership, mentorship, and oversight of infrastructure performance, reliability, and operational efficiency.

Lead the engineering operations, strategy, support, and modernization of Kafka and Swagger Hub middleware platforms across on-premises and cloud environments. Manage platform reliability, upgrades, automation, monitoring, DevSecOps, infrastructure-as-code, incident resolution, and application onboarding. Build and lead distributed engineering and 24x7 support teams while managing budgets, vendors, contracts, roadmaps, and operational metrics. Drive cloud consolidation, self-service capabilities, continuous improvement, and cross-functional alignment.

Owns the Personalization and Business Configurator product, including user research, roadmap development, feature prioritization, backlog management, release planning, metrics analysis, and Agile delivery. Partners with cross-functional teams and Product Management to define strategy, facilitate requirements, mitigate impediments, and maximize product value. The role requires strong collaboration, customer focus, analytical thinking, and experience in financial services or wealth management.

Supports client reporting applications by resolving escalations, explaining performance results, analyzing investment transactions, validating performance figures, reconciling discrepancies, identifying reporting defects, documenting data quality issues, and implementing process improvements. The role collaborates across business units to mitigate operational risk and requires strong analytical, communication, client service, and investment performance data skills.

Lead strategy and execution for advisory platforms, including roadmaps, backlogs, Agile delivery, vendor management, and cross-functional technology partnerships. Own the development of tax overlay capabilities such as tax-loss harvesting, transition management, wash-sale handling, and tax-aware rebalancing. Define operating models, KPIs, advisor workflows, and enablement plans while coordinating with legal, risk, compliance, vendors, and executive stakeholders.

Leads a 10–12-person Client Compensation team supporting financial advisors through service inquiries and compensation file processing. Oversees coaching, training, performance metrics, operational accuracy, process improvements, advisor commission workflows, audit controls, and cross-functional projects. Partners with business, compliance, finance, accounting, product, and risk teams to resolve escalations, improve workflows, mitigate risk, and enhance the advisor experience.