Top Tech Jobs & Startup Jobs

Build and maintain production-quality Python code for portfolio construction, optimization, and statistical analysis. Automate investment workflows, validate models, and create interactive visualizations to support investment decision-making and reporting.

Lead enterprise strategy for sourcing, onboarding, developing, and retaining financial advisors. Build integrated frameworks for teaming, coaching, practice readiness, and career pathways. Define competency models, readiness assessments, and success metrics; integrate AI, analytics, and digital learning to improve advisor productivity, retention, and time-to-productivity.

The Associate Financial Planner will assist in account management, support advisors, conduct research, prepare client files, ensure compliance, and aid in client communications and presentations.

Lead development of Annuities and Insurance applications, design and implement solutions using Java and Angular, mentor junior developers, and ensure quality delivery of software solutions.

Assist with account management and support financial advisors in planning and implementation, maintain compliance, and conduct research on financial needs.

Partner with Financial Advisors to evaluate clients' portfolios and goals, design tailored financial and retirement plans, provide tax, estate, insurance, education funding, and small-business planning advice, prepare presentations and client files, respond to client inquiries, and ensure compliance with firm and regulatory policies.

Support financial advisors by sourcing and developing client relationships through outbound prospecting, networking, events, and CRM management; prepare marketing and product materials; analyze sales trends; assist in seminars and sales functions; and execute branch business development strategies to help advisors meet sales goals.

Lead and manage the enterprise consolidation process and a team of controllers. Ensure consolidated financial statements comply with U.S. GAAP, strengthen controls, review journal entries and reconciliations, coordinate with stakeholders and auditors, prepare management reporting, and recommend solutions to complex accounting issues to support leadership decisions.

Lead the Client Access core engineering team to deliver and support scalable, secure digital client experiences. Partner with Product, Architecture, and business stakeholders to define requirements, manage projects through the SDLC using Agile and DevOps practices, oversee vendor and internal solutions, manage budgets and staffing, run production support/incident response, and coach engineers to build a high-performing organization.

Supports Financial Advisors by analyzing client portfolios, evaluating retirement and estate needs, recommending tailored financial plans (retirement, tax, insurance, education, small business), preparing presentations, conducting research, and managing client communications and account actions while ensuring regulatory compliance.