Top Tech Jobs & Startup Jobs

Serve as senior BA for Cash Management: gather and document functional/non-functional requirements, support development and testing, translate between business and technical teams, lead small projects, perform data analysis and create prototypes with UX teams, and manage risk/change.

Lead preparation and oversight of external and regulatory financial reporting (SEC, FFIEC, board), maintain accounting policies, support audits/exams, design reporting controls, manage reporting staff, and drive process improvements.

Lead development and maintenance of equity and options trading and back-office posting systems on HP NonStop. Analyze requirements, design and implement solutions, lead projects, test and document systems, troubleshoot production issues, and support release/change management and on-call operations.

Lead and manage payroll function for a large organization: ensure compliant, accurate payroll processing and reconciliation; oversee multi-state payroll/tax, coach and develop staff, update payroll systems with IT, resolve escalations, and provide recommendations to senior management.

Manage client experience and operational workflows for a financial advisory practice. Develop strategic plans to control expenses, coordinate home office and branch processes, resolve complex client issues, support advisor training and recruiting, run prospect analyses and onboarding, plan client events, and drive business development and product sales initiatives.

Provide account servicing and support in a hybrid call-center environment. Review, update, and maintain client accounts, ensure compliance with policies, resolve escalated issues, assist Financial Advisors and internal teams, perform data entry and record-keeping, and mentor junior colleagues while maintaining service quality.

Lead design, delivery, and support of risk data, reporting, and analytics solutions. Partner with stakeholders to improve risk measurement, data governance, automation, and reporting. Manage roadmaps, backlogs, documentation, observability, and a team delivering analytics, dashboards, and decision-support for regulatory, audit, and executive audiences.

The Financial Advisor Trainee will develop skills in client services, sales, and investment management, while fulfilling production targets to build a successful financial advisory career.

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.

Serve as primary consultant for a portfolio of qualified and nonqualified retirement plans and ESOPs. Lead client engagements, ensure compliance (ERISA/IRS/DOL), oversee plan administration and Form 5500, advise on ESOP design/transactions, mentor analysts, and support business development.