Top Tech Jobs & Startup Jobs

Consult with Financial Advisors and clients on financial planning issues, including tax, retirement, estate planning, and education funding. Analyze financial circumstances, create presentations, and provide consultation on tailored financial analyses. Conduct research, create marketing materials, and develop training programs.

Oversee enterprise consolidation process, manage financial reporting, ensure compliance with U.S. GAAP, review complex journal entries, and communicate with auditors.

Lead development and implementation of corporate strategy, manage budget and resources, provide specialist advice, and ensure alignment with business goals.

The Financial Planning Consultant partners with advisors to create tailored financial plans for high-net-worth clients, focusing on analysis, risk management, and communication of recommendations.

The Lead Data Architect designs and models enterprise data assets, optimizing performance and collaborating with data engineering teams to implement scalable data solutions across cloud and on-premises environments.

Manage account managers, oversee branch operations, improve efficiency, ensure compliance, and enhance client relationships in the financial services sector.

Manage retirement plans, oversee administration tasks, lead a team, ensure compliance, and maintain client relationships. Continuous learning is encouraged.

The Principal Engineer leads in creating trading applications, architects modern software, mentors teams, and drives best practices in an Agile environment.

The Senior Business Analyst will translate business requirements into functional specifications and lead analysis and implementation in Wealth Management technology projects.

Lead the development of robust solutions utilizing Python and Oracle, manage CI/CD processes, and provide mentorship to junior developers.