Top Tech Jobs & Startup Jobs

Owns the operating system for Enterprise Technology, including demand intake, portfolio prioritization, executive operating cadences, scorecard reporting, experience measurement, and escalation. The role also governs developer platforms, golden paths, CI/CD, DevSecOps controls, technical debt, vendor performance, and technology risk visibility. This individual-contributor position requires executive influence, financial-services experience, strong technical credibility, and more than 10 years of relevant leadership experience.

Provides operational support for fee-based accounts, including agreement processing, reconciliations, distributions, terminations, account servicing, issue resolution, record maintenance, and document preparation. Serves as a liaison between branches and the home office, responds to account inquiries, supports cross-functional coverage and special projects, and trains team members. The role requires financial or securities operations knowledge, analytical problem-solving, organization, and effective communication.

Drive growth of Taft-Hartley and institutional assets by developing relationships with investment consultants, plan sponsors, trustees, fund administrators, and institutional clients. Position investment management capabilities, secure consultant ratings and search inclusion, identify new business, lead sales meetings, close institutional accounts, attend industry conferences, review RFPs, provide market feedback, and maintain CRM records. The role is remote with travel up to 75% and requires extensive asset management and consultant relations experience.

Supports municipal public finance transactions for state and local governments, including financial modeling, credit rating preparation, debt analysis, deal structuring, securities offering documents, client presentations, market research, and investor materials. Collaborates with senior bankers, municipalities, developers, and project sponsors across infrastructure sectors. Requires strong quantitative, communication, and financial analysis skills, with work often extending beyond standard business hours.

Lead recovery efforts during high-priority technology incidents, coordinate cross-functional technical teams, communicate with stakeholders and executives, analyze incident trends, conduct technical investigations, and drive root-cause analysis and service improvements. The role requires ServiceNow proficiency, monitoring-tool experience, broad enterprise technology knowledge, and availability for on-call, nights, and weekends.

Leads operational strategy, execution, and continuous improvement for advisor transitions. Oversees 80–100 associates, contractors, and leaders; manages contract workforce training and performance; develops scalable processes; drives organizational change, technology-enabled transformation, and cross-functional collaboration; supports licensing, compliance, operational readiness, talent development, succession planning, and advisor experience across the organization.

Reviews and implements tax-optimized portfolio overlays across managed account platforms. Executes complex trades, manages multi-sleeve accounts and cash balances, coordinates with money managers, validates vendor data, performs tax-loss harvesting, allocates block trades, analyzes account discrepancies, updates trading models, and resolves complex trading errors while ensuring investment objectives are met.

Supports Financial Advisors by analyzing investment portfolios, asset allocation, holdings, investment products, and performance. Conducts company and industry research, prepares reports and presentations, develops financial models and forecasts, and assists with individualized investment strategies for high-net-worth and institutional clients. Maintains manager review tracking, produces benchmark comparisons, responds to research inquiries, and participates in client-related projects.

Provides comprehensive financial planning support to advisors and clients, including portfolio analysis, retirement and estate planning, risk management, education funding, tax-related research, and small business planning. Develops customized financial plans, prepares client presentations, reviews documentation, monitors financial situations, responds to client inquiries, supports account transactions, and ensures regulatory compliance. Requires financial services experience and securities licensing.

Partners with Financial Advisors to analyze client portfolios, goals, retirement needs, risk management, estate planning, education funding, and small-business planning. Develops customized financial plans, recommendations, presentations, and client communications; conducts research and document reviews; supports account transactions; and ensures regulatory compliance. Requires ongoing financial-industry education and client service.