Top Tech Jobs & Startup Jobs

The Account Transfer Associate facilitates external asset transfers, provides client support, ensures accuracy in documentation, and maintains departmental metrics with a focus on professionalism and service.

The Analyst assists in the Customer Identification Program by verifying client profiles for KYC compliance, investigating suspicious transactions, and preparing reports for management while mentoring peers on AML policies.

The role involves executing mutual fund trade support activities, resolving trade issues, and managing relationships with internal and external clients. Required tasks include processing trades, maintaining compliance with regulations, and using standard office software for documentation and communication.

Manage the efficiency of complex branch offices, oversee administrative functions, recruit and train staff, and ensure compliance with regulations.

The Cost Basis Associate manages and maintains accurate cost basis data, provides support to clients and internal departments, and resolves discrepancies while ensuring compliance with standards.

The Director, Institutional Platform manages a team, leading the strategy and execution of institutional platform solutions for financial advisors serving institutional clients. Responsibilities include product management, client relationship building, and communication of platform priorities.

The Quantitative Developer designs and develops systems, analyzes datasets, builds optimization models, and creates dashboards to support investment decisions.

Develops and enhances a Wealth Management application using Angular, collaborating with team members, leading junior developers, and ensuring best software practices are followed.

The Private Wealth Consultant provides consultative financial planning for advisors with high-net-worth clients, focusing on complex wealth management issues and project leadership.

The Senior Analyst investigates suspicious activities related to AML compliance, leads training, resolves complex issues, and maintains compliance with regulations.