Top Tech Jobs & Startup Jobs

Manage financial and regulatory reporting, capital and liquidity planning, stress testing, forecasting, and budgeting. Ensure FFIEC and regulatory compliance, lead capital planning committee, implement process improvements, and collaborate with risk, finance, IT, and business units.

Supervise a call-center style investment operations team delivering client service, training and staffing oversight, trade execution and transaction processing, account management for varied account types, escalation resolution, process documentation, and coordination with home office departments to mitigate risk and report team performance.

The Operations Supervisor will lead a tax reporting team, ensure compliance with tax regulations, drive process improvements, and manage performance objectives.

Trainees complete classroom and on-the-job training to build a client-focused advisory practice: prospecting, developing a book of business, providing investment recommendations, managing client relationships and accounts, meeting production targets, obtaining required industry licenses, and delivering high client service while learning compliance and financial planning.

Lead enterprise analytics and data product strategy, defining an AI-enabled data marketplace, semantic models, governed self-service analytics, and tooling roadmaps. Partner with business and tech teams to translate needs into data products, shape AI-enabled capabilities, ensure trust and governance, drive adoption, and measure business value and quality.

Participate in a structured advisor training program to develop prospecting and client-management skills, obtain required securities and insurance licenses, build a book of business, recommend suitable investment products, and meet AMP production and performance targets while leveraging internal resources and mentorship.

Support Financial Advisor by analyzing client portfolios, developing tailored financial, retirement, insurance, estate and education plans, preparing presentations, coordinating client communications, and ensuring compliance.

Senior HP NonStop engineer responsible for developing, maintaining, and modernizing back-office applications (ACATS, MAT). Work across the SDLC: design, code, test, debug, implement, document, support, and troubleshoot. May lead projects, recommend technologies, collaborate with distributed teams, and participate in on-call rotation and occasional non-standard shifts.

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.

The Associate Relationship Manager manages customer relationships and sales calls, develops strategies, and analyzes trends to meet sales goals in the financial services sector.