Top Tech Jobs & Startup Jobs

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, executing client service tasks (transactions, digital tool enrollment), assisting with digital marketing and business development, preparing client reports and financial plans from firm systems, and coordinating team operations and follow-ups. Act as a senior service-team member, train/assign daily work, and stay current on policies and platforms.

Lead investment strategy and oversight for private wealth teams. Support Financial Advisors by developing asset allocation models, selecting and evaluating managers, producing client reports, and managing reporting and performance metrics. Participate in client meetings and coordinate team business matters.

Portfolio Management Associates provide client service support to Financial Advisors, assisting with financial plans and investment strategies, report preparation, and market research.

Support Financial Advisors/Private Wealth Advisors by delivering exceptional client service, preparing for meetings, executing administrative and digital marketing tasks, producing client reports and financial plans, and training or backing up client service functions using firm systems.

Oversee financial forecasting and analysis for U.S. Banks, manage BP and Stress Test submissions, enhance reporting, and support cross-functional collaboration.

The Institutional Client Specialist will manage relationships with institutional clients, ensuring exceptional service delivery, onboarding, and support while collaborating with various teams to meet client needs and processes.

Lead the global General Ledger Reference Data technology organization: set strategy, modernize systems, oversee architecture and delivery, ensure data quality and resiliency, drive automation/AI adoption, and build a high-performing global engineering team while partnering with Finance leadership.

Lead development, implementation, and improvement of global recovery and resolution financial models. Serve as subject-matter expert, support regulatory submissions, present to governance, analyze data issues, drive model use cases, and collaborate across teams to remediate regulatory feedback and inform senior management decision-making.

Support financial advisor teams by delivering high-touch client service, executing administrative and digital marketing tasks, preparing client reports and financial plans, assisting with trading/clerical transactions, and participating in business development and firm initiatives.

Lead global Talent process optimization and enablement initiatives, redesign HR operating models, manage complex programs from strategy through implementation, partner with HR and Technology, use data to measure impact, and drive change across senior stakeholders to improve efficiency and employee experience.