Top Tech Jobs & Startup Jobs

Leads Global Distribution’s AI enablement operating system, including portfolio intake and governance, value measurement, AI adoption, learning, communities, distributed innovation, and reusable Associate-built solutions. Establishes scalable operating models, lifecycle standards, and controls while partnering with Technology, Data, Risk, HR, enterprise AI teams, and external platforms. Manages a specialized team and communicates AI progress, risks, opportunities, and measurable business impact to senior leaders.

Leads AI-enabled process transformation for Global Distribution teams by analyzing complex workflows, establishing performance baselines, identifying improvement opportunities, and co-designing future-state processes. Partners with business teams and AI specialists to simplify, automate, augment, and reimagine work. Remains involved through build, testing, launch, adoption, and handoff while facilitating stakeholders and capturing reusable transformation practices.

Manages FP&A support for the Technology, Data and Operations business unit, including budgeting, forecasting, long-range planning, financial modeling, variance analysis, month-end close, and trend analysis. Partners with stakeholders to identify financial risks and opportunities, communicate performance drivers, and recommend efficiency improvements using advanced Excel modeling and financial data analysis.

The Portfolio Specialist leads the commercial and investment narrative for the US Mid-Cap Growth Equity strategy. Responsibilities include partnering with portfolio managers, communicating investment philosophy and performance, supporting clients and consultants, developing marketing content, engaging prospects, supporting distribution, and driving asset retention and business growth. The role requires deep US equity expertise, strong communication, collaboration across investment and commercial teams, and regular North American travel.

Supports investment professionals with investment strategy implementation, operational execution, account onboarding, portfolio analysis, performance and benchmark reporting, data oversight, corporate actions, compliance, and process improvement. Partners across investment, operations, technology, risk, distribution, client services, compliance, and legal teams. Specializations include fixed income, multi-asset, equity, and private asset management. The role requires financial services experience, strong communication, analytical skills, and advanced Excel proficiency.

Leads the digital product roadmap, backlog, requirements, prioritization, delivery, and optimization for retirement advice experiences. Manages product owners, coaches product talent, and partners with engineering, design, analytics, operations, marketing, Legal, Risk, and Compliance. The role drives product strategy, defines acceptance criteria, manages tradeoffs and dependencies, oversees releases, and uses client feedback and performance data to improve digital products.

Leads multiple Advisory Services teams and senior financial advisors, overseeing client advice quality, compliance, risk management, strategy, resources, budgeting, and profitability. Recruits, coaches, and develops staff while ensuring approved investment solutions are implemented effectively and business objectives are achieved. Partners with senior management and peers on strategy, market trends, reporting, and business support.

Consults with individual investors on investment, retirement, and education planning; assists with asset rollovers and transfers; uses Salesforce to manage client relationships and sales pipelines; delivers needs-based financial solutions and meets sales targets. Partners with specialized advisory teams and applies financial services, tax, legal, and regulatory knowledge. The company supports required FINRA licensing and CRPC completion.

Leads ETF product marketing across regions and business units, developing positioning, messaging, value propositions, go-to-market strategies, and integrated campaigns. Serves as the ETF subject matter expert, translating market intelligence and client needs into marketing priorities. Partners with investment, product, distribution, content, and segment marketing teams; influences senior stakeholders; coordinates execution; and monitors campaign and business performance.

Supports broker-dealer and investment adviser registration, licensing, renewals, terminations, fingerprinting, and regulatory compliance activities. Maintains records in FINRA CRD and internal systems, monitors requirements, prepares compliance reporting, coordinates responses to FINRA and state inquiries, and assists with audits and examinations. Partners with Legal, Compliance, HR, and business teams to resolve issues, identify regulatory risks, conduct research, and improve processes.