Top Tech Jobs & Startup Jobs

Provide litigation and regulatory paralegal support: perform legal research, draft pleadings and correspondence, organize and index evidence and case files, maintain case databases and templates, review outside counsel invoices, assist at hearings and mediations, and support attorneys with discovery, regulatory responses, and trial preparation.

Participate in the Advisor Mastery Program to learn financial advisory, sales, investment management, client service, compliance, and practice-building. Prospect and develop a client pipeline, recommend suitable investment solutions, manage client accounts and portfolios, obtain required industry licenses, meet production targets, and complete program training and assessments.

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.

Support philanthropic services and charitable giving strategies for advisors and clients. Coordinate with trust consultants, manage intake and documentation, assist outreach campaigns, review charitable instruments, schedule and follow up with advisors/clients, and develop processes to ensure efficient charitable service delivery.

The Senior Associate Financial Planner partners with advisors to assess client portfolios, recommends financial plans, provides risk management advice, and oversees comprehensive financial planning for clients.

Lead enterprise data and AI architecture: define target-state cloud data and AI platforms, create reference architectures and reusable agent/AI design patterns, guide migrations to AI-ready cloud platforms, enforce governance/technical guardrails, run architecture reviews, and mentor teams to deliver production-grade, scalable AI and data solutions.

Lead and own the Client Onboarding product, setting strategy, roadmaps, and business plans. Manage a small product team, collaborate with stakeholders and development, oversee delivery, budgeting, and KPIs, and perform analysis and long-term visioning to evolve the platform.

The Financial Planning Consultant partners with Financial Advisors to design personalized financial plans, evaluate retirement needs, and provide risk management solutions for clients.

The VP of Technology Product Management leads application oversight, development strategy, stakeholder engagement, and team management to deliver technology solutions aligned with corporate goals.

Manage and deepen client relationships, serve as primary contact for assigned clients, support financial advisor in meetings and documentation, conduct reviews, ensure compliance, use CRM and financial planning tools, and provide personalized client communications.