Top Tech Jobs & Startup Jobs

Supports wealth consultants in creating customized investment proposals, portfolios, tax-management analyses, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. The role coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; supports advisor relationships and engagement initiatives; and contributes to process improvements while ensuring accurate, compliant deliverables.

Supports wealth consultants and sales teams by developing customized investment proposals, portfolio analyses, tax-management studies, financial plans, performance reports, and advisor-facing materials for high-net-worth clients. Coordinates with portfolio construction, investment, planning, sales, and operations teams; manages workflows and CRM documentation; ensures deliverables are accurate, compliant, and timely. Provides advisor relationship support, contributes to process improvements, and assists with private wealth initiatives.

Leads enterprise SRE and observability strategy for Azure-hosted systems, overseeing reliability, monitoring, incident management, performance, resilience, batch processing, automation, and operational readiness. Partners with engineering, infrastructure, security, data, and business teams to improve availability and customer experience. Builds and manages SRE and observability teams, establishes SLOs and monitoring standards, drives troubleshooting and root-cause analysis, and oversees vendors, budgets, and continuous improvement.

Leads strategy, roadmap, development, and adoption for platform data services supporting analytics, securities, entitlements, and models. Partners with engineering, applications, sales, marketing, and operations to design APIs, canonical data models, and Snowflake pipelines. Uses customer insights and analytics to prioritize improvements, communicates plans to senior leadership, and manages and mentors product managers. Requires strong technical, commercial, and wealth management expertise.

Own the vision, strategy, roadmap, and outcomes for a significant wealth management technology product area. Partner with engineering and design to solve complex technical and user problems, coordinate cross-functional delivery, drive adoption, and measure business impact. Build consensus across teams, understand financial advisor workflows, communicate compellingly to technical and business audiences, and mentor or improve product practices.

Owns a regional territory and drives new business, asset onboarding, platform adoption, wallet-share growth, and client retention among RIA firms, branches, and financial advisors. Responsibilities include developing territory and account plans, maintaining sales pipelines, forecasting results, leading consultative sales conversations about the Adhesion platform and related services, and protecting existing relationships. The role requires more than 50% in-territory travel and frequent client engagement through meetings, video calls, email, and phone campaigns.

Designs and optimizes scalable ELT/ETL pipelines using dbt, SQL, Snowflake, and Azure. Leads data architecture, dimensional modeling, performance tuning, CI/CD, data quality, observability, lineage, governance, and security. Partners with stakeholders to create reliable analytics assets, evaluates GenAI applications, mentors junior engineers, and supports modern cloud data operations.

Leads the strategy, architecture, engineering, operations, reliability, and continuous improvement of AssetMark’s Azure cloud and infrastructure platforms. Oversees cloud, DevOps, platform engineering, Infrastructure as Code, databases, data platforms, networking, security, resilience, FinOps, vendors, and AI-ready infrastructure. Builds and develops global technical teams, establishes enterprise standards and roadmaps, drives automation and governance, and partners with business and technology leaders to deliver secure, scalable, resilient, cost-effective platforms.

Supports data governance by monitoring data quality, identifying and documenting issues, managing metadata, applying governance policies, supporting training, and documenting stewardship activities for compliance and audit. Collaborates with data teams and business stakeholders to understand processes, data relationships, and data literacy. The role requires strong Excel and SQL skills, attention to detail, and a willingness to learn governance tools and procedures.

Administer and continuously improve enterprise Salesforce capabilities, including Financial Services Cloud configuration, security, automation, data quality, reporting, user support, integrations, testing, and release management. Provide troubleshooting, documentation, training, and production support while collaborating with developers, architects, product managers, and global business teams. Apply secure data-handling and governance practices for regulated financial information.