Top Tech Jobs & Startup Jobs

Supports the Corporate Tax team with U.S. federal income tax compliance and tax accounting. Responsibilities include preparing tax returns, workpapers, tax calculations, estimated payments, extensions, and quarterly and annual tax provisions. The role also involves reconciling financial data, researching tax matters, coordinating with external tax providers, supporting tax examinations, and assisting with special projects.

Advises the Individual Investors business on compliance programs, regulatory requirements, risk assessments, policies, controls, and issue resolution. Leads lower-risk compliance improvement projects, coordinates internal and external resources, supports regulatory inquiries and examinations, and researches industry rules. The role partners with business leaders and legal teams to recommend controls and enable compliant business growth. FINRA Series 7 and Series 24 registrations are required, with Series 24 obtainable within six months if needed.

Leads the enterprise Appian-based Global Workflow platform, defining product vision, strategy, roadmap, prioritization, delivery, adoption, and value realization. Directs product capacity across multiple delivery pods, coaches Product Owners and Analysts, manages platform capabilities and dependencies, and ensures operational readiness. Partners with business, technology, architecture, risk, data, finance, and external providers to deliver scalable workflow automation and AI-enabled improvements in productivity, quality, compliance, and stakeholder experience.

Manages ETF products across U.S. and UCITS markets throughout their lifecycle, including research, business-case development, launches, conversions, restructurings, governance, monitoring, and closures. Analyzes client demand, competition, economics, regulatory requirements, and operational considerations to recommend product strategies. Coordinates cross-functional stakeholders, prepares management and board materials, improves reporting and controls, and maintains product data and processes.

Develop full-stack investment technology solutions using Java, Python, React, and JavaScript. Partner with equity investment professionals to translate workflows and business needs into scalable applications, APIs, services, data integrations, and user-facing features. Lead development lifecycle activities, code reviews, testing, production support, technical decisions, and small project teams. Mentor junior engineers, improve engineering practices, manage technical debt, and explore responsible AI applications for productivity, automation, decision support, and user experience.

Leads business analysis for equity investment technology initiatives, translating investment workflows and stakeholder needs into requirements, user stories, process flows, and scalable solutions. Partners with portfolio managers, engineers, data teams, product owners, and technology leaders across Agile delivery. Drives backlog refinement, prioritization, UAT, release readiness, process improvement, and responsible AI adoption while mentoring analysts and aligning technology outcomes with investment business goals.

Develops regional sales and client relationship strategies for complex financial advisor clients. Builds revenue pipelines, identifies prospects, manages high-value relationships, advises clients on investment products and services, drives territory sales, ensures regulatory compliance, and coordinates cross-functional support. Requires extensive capital markets knowledge, consultative selling, client presentations, business planning, and frequent travel within the assigned territory.

Leads a Wealth Services team supporting client advice, sales, and service for an assigned book of business. Develops growth and retention strategies, coaches associates, oversees client engagement and operational performance, resolves escalated issues, and ensures compliance and quality. Represents the team with clients and stakeholders while contributing insights to improve coverage models, service delivery, and long-term client relationships.

Provides independent second-line oversight of privacy and third-party risks. Responsibilities include reviewing privacy and third-party assessments, challenging controls and remediation plans, analyzing incidents and risk trends, producing executive reporting, supporting regulatory examinations, maintaining governance documentation, and improving GRC, privacy, TPRM, workflow automation, analytics, and AI-enabled risk technologies. The role partners with Technology, Information Security, Legal, Compliance, Procurement, and business stakeholders in a regulated financial-services environment.

Owns the enterprise Planview platform and portfolio management capabilities, including product vision, roadmap, governance, backlog prioritization, business requirements, reporting, and adoption. Partners with business leaders, technology teams, finance, governance groups, and vendors to improve planning, resource management, investment decisions, and strategic execution. Oversees platform enhancements, data quality, release planning, change management, performance metrics, and executive communications while driving continuous improvement and measurable business value.