Top Tech Jobs & Startup Jobs

Provide operational and product support for advisor-facing technology platforms: manage access requests, troubleshoot applications, assist advisors and internal partners via phone/email, perform data reconciliation and reporting, lead process improvement efforts, and deliver training and documentation to ensure operational accuracy and compliance.

Provide operational and application support for advisor-facing technology: manage access requests, troubleshoot issues, communicate with advisors and internal partners, perform reconciliations, reporting, and participate in product and process improvement initiatives.

Lead and resolve complex retirement cash management escalations, ensure IRS-aligned procedures, train new associates, perform quality reviews, research advisor inquiries, support testing and process improvements, and educate internal partners and advisors on products and processes.

Provide financial advice and reviews via inbound/outbound phone calls; execute client transactions and service requests; prepare client reports and proposals; support advisors and other departments; participate in training; identify sales and asset-retention opportunities; research and resolve advisor and client issues; give operational feedback to management.

Lead design and implementation of identity and access controls for human and non-human (agentic) identities. Build runtime controls, secrets workflows, policy-as-code, monitoring, and governance for AI agents. Embed IAM into AI development, integrate telemetry with SIEM/SOC, ensure GRC compliance, and recruit and lead a team to scale NHI/agentic IAM capabilities.

As Chief Architect, you will shape the architecture for investor-facing platforms, lead modernization initiatives, and ensure alignment with business strategies while deeply engaging with technology solutions.

Lead the design and delivery of cloud-based data systems for compensation processes, emphasizing modern data engineering and event-driven workflows.

Lead architecture and technical strategy for the ClientWorks advisor platform. Design cloud-native, secure, scalable solutions across front-end, mobile, APIs, and integrations (Salesforce, Wealthbox). Drive DevSecOps, IaC, CI/CD, incident response, performance optimization, and design system modernization. Mentor teams, align cross-functional stakeholders, and ensure regulatory compliance and measurable business outcomes.

Perform reconciliation and data quality controls for advisory accounting, identify and resolve accounting/data issues, validate performance returns, support month-end processes, document procedures, and assist with process improvements and root-cause analysis.

Lead and manage a team handling licensing, appointments, and registrations for advisors and firms. Ensure timely submissions (U4, U5, BD, BR), regulatory compliance with FINRA/SEC/state rules, develop workflows, audit records, collaborate with legal/compliance, report metrics, and deliver training on registration requirements.