Top Tech Jobs & Startup Jobs

Manages end-to-end marketing and communications programs, including project plans, timelines, stakeholder updates, content production, compliance approvals, and marketing collateral across internal and external platforms. Conducts project research, analyzes costs, risks, benefits, and operational data, supports project administration and process improvements, and prepares progress reports against deliverables.

Manages relationships with third-party advisors, plan consultants, and plan sponsors while driving investment product sales and adoption of integrated financial solutions. Coaches advisors, delivers presentations and education, develops distribution partnerships, ensures consistent value messaging, prospects clients, and hosts firm events. Requires substantial travel and financial services licensing.

Supports lifecycle and client marketing campaigns that acquire, develop, and retain clients. Coordinates go-to-market deliverables, timelines, requirements, compliance and legal reviews, team handoffs, audience segmentation, journey mapping, campaign execution, KPIs, and tactical marketing support. Requires digital marketing knowledge across email, website, search, and social channels while partnering closely with sales and marketing teams.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

Define and implement experience-focused product solutions across client journeys. Gather and prioritize requirements, maintain the product backlog, analyze KPIs, map customer needs, design and deliver roadmap solutions, and collaborate cross-functionally. Leverage internal AI resources (LLMs, prompt engineering, generative/agentic AI) to accelerate work and improve client experiences.

Provide in-person and virtual financial planning and product advice for retirement plan participants. Recommend and facilitate purchases (annuities, mutual funds, IRAs, 403b, insurance), execute transactions, apply tax and investment strategies, build institutional relationships, and collaborate across teams to support client goals.

Partner with affluent clients to identify financial goals, analyze their financial picture, and recommend tailored investment and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and grow your book through referrals. Obtain required licenses and maintain regulatory registrations.

The Wealth Management Client Relationship Manager partners with advisors to enhance client relationships, manage a book of clients, and support financial planning implementation.

The Wealth Advisor partners with clients to identify financial goals, analyze finances, and develop tailored investment strategies while managing a team to grow business through referrals.