Top Tech Jobs & Startup Jobs

The Senior Financial Representative provides investment solutions and customer service to mass affluent clients. Responsibilities include financial planning, book maintenance, and risk mitigation while ensuring compliance. Advisors will utilize investment vehicles and collaborate across departments to enhance client experiences.

The Product Manager will lead product strategy and execution for investment reporting and statement platforms, focusing on client engagement and stakeholder collaboration across teams.

As a Transition Support Partner, you'll lead transitions for advisors, provide training on LPL technology, ensure seamless transitions, and support advisors by solving issues and coordinating with departments.

The Mutual Fund Trader provides trading support for advisors and clients, oversees operational inquiries, and improves service efficiency while maintaining trading compliance.

The Associate Financial Advisor supports senior advisors in delivering financial plans and investment strategies, maintaining client records, and conducting performance reviews, while also participating in business development and client events.

The VP of Product Management will lead workflow transformation, ensuring successful delivery of operations products that enhance efficiency and advisor experience. They will guide teams in automation and AI application while developing product leadership within the organization.

The VPII Product Management role focuses on leading IAM product strategy and execution, partnering with multiple stakeholders to deliver scalable solutions that enhance user experience and strengthen security controls.

The Sales Manager will lead and motivate a team of financial advisors, manage sales performance, recruit new talent, and ensure exceptional client service while adapting to fast-paced changes in the financial services industry.

The Analyst in Strategic Sourcing & Procurement will execute sourcing processes, negotiate contracts, conduct analyses, and collaborate with stakeholders to improve procurement strategies and vendor management.

Lead and develop a regional team of financial advisors and sales assistants to grow AUM and headcount, drive adoption of financial planning, advisory and insurance solutions, recruit top advisors, enforce regulatory governance, deliver practice management and coaching, collaborate with retail bank partners and stakeholders, and execute strategic initiatives to improve client outcomes and program performance.