Top Tech Jobs & Startup Jobs

As a Financial Services Representative, you'll assist clients with stock portfolio inquiries, provide customer service, and learn about financial markets. You'll engage customers and drive sales while obtaining Series 7 and 63 licenses, funded by Morgan Stanley.

This role involves designing, implementing, and managing cryptographic solutions, including PKI and HSM, ensuring security compliance and operational effectiveness.

The internship entails supporting sustainability initiatives in real estate, involving data collection, investor engagement, and climate risk research while collaborating with various teams.

Support the Offer Engine platform by configuring promotions, gathering and documenting requirements, coordinating testing and UAT, preparing reports and dashboards, liaising with technology, marketing, compliance, and operations, and supporting releases, audits, and stakeholder communications.

The Financial Planning Director partners with Financial Advisors to create personalized financial plans for HNW clients, focusing on tax strategies, estate planning, and risk management.

Manage client relationships and accounting procedures for hedge funds, ensure compliance with GAAP, oversee monthly closings, and coordinate audits.

Lead and execute assurance activities for traditional asset management audits, assess control environments, identify and prioritize risks, engage stakeholders, manage multiple deliverables, and support training and continuous monitoring to improve risk management processes.

Lead drafting, updating, and evaluating US HR policies to ensure legal and compliance alignment; advise stakeholders, manage publications/versioning, communicate changes, and optimize content for knowledge management and HR virtual agent use.

Advise on and execute complex securities-based lending transactions for high- and ultra-high-net-worth clients. Manage underwriting pipeline, loan structuring, credit quality, controls, and stakeholder relationships. Provide subject-matter expertise, produce senior management reporting, recommend policy enhancements, and support product and process improvements to grow the HNW lending franchise.

Senior client-service leader supporting Financial Advisors/Private Wealth Advisors by designing and managing the team's client service model, overseeing daily operations, supervising support staff, coordinating business matters, preparing client reports, participating in client meetings, and executing business plans and firm initiatives to optimize efficiency and client experience.