Top Tech Jobs & Startup Jobs

The Capital Access Associate provides client support through effective communication and data management, ensuring strong collaboration and customer satisfaction under supervision.

The People Analytics Manager drives HR data insights for strategic business decisions, focusing on reporting using Workday and other tools.

The Relationship Management Support Specialist assists the RCS team in managing client relationships, executing strategies, and ensuring operational efficiency. Responsibilities include client billing, reporting, communication, and maintaining Salesforce CRM data.

The Financial Advisor Trainee develops skills in financial advisory under supervision, manages client relationships, and completes mandatory training and licensing.

The Financial Planning Consultant analyzes customer needs to develop tailored financial strategies, manages client relationships, and provides customer service guidance, while ensuring compliance with regulatory standards.

The VP of Advisory Supervision ensures compliance and effectiveness of investment advisory programs, leads strategic initiatives, mentors a team, and collaborates across departments to uphold regulatory standards.

The Financial Advisor Trainee will learn to build an individual practice by developing client relationships, providing financial advice, and meeting production targets through the training program.

The Head of Treasury Management Sales and Strategy leads the treasury management team, develops strategies to enhance services, and ensures compliance with regulations. Responsibilities include team leadership, client acquisition, performance monitoring, and adopting new technologies.

Support internal associates and Financial Advisors by resolving client issues related to cash distributions and reconciliations, ensuring quality standards are met.

The CAT/CAIS Reporting Analyst supports compliance operations through accurate regulatory reporting, collaborates with various teams, and assists in interpreting regulations.