Top Tech Jobs & Startup Jobs

Lead enterprise automation strategy, architecture, delivery, governance, and team development across RPA, workflow, API-driven and AI-enabled automation. Drive roadmap execution, cross-functional alignment, controls, and measurable business value in a regulated financial environment.

Lead and manage mutual funds trading operations, supervising teams, setting performance goals, overseeing training, compliance, risk controls, budgets and process improvements. Coordinate cross-site peers, hire and develop staff, manage KPIs, and ensure timely, accurate transaction processing and adherence to regulatory requirements.

Lead a team of account managers to build and maintain strategic client relationships, drive demand for financial products, develop annual business and marketing plans, set performance objectives, manage budgets, and coordinate cross-functional engagement to ensure client satisfaction and achievement of business goals.

Lead and support enterprise data governance efforts: document business and technical metadata, map data lineage, identify and remediate sourcing gaps, implement data quality controls, maintain glossaries/dictionaries, produce governance metrics and reports, and collaborate with regulatory, compliance, and technology stakeholders.

Manage branch operational efficiency, oversee front- and back-office functions, supervise and train operations staff, run project management, ensure compliance with firm and regulatory policies, coordinate staffing, licensing, and events, and support branch owner with confidential matters and expense control.

Provide consultative wealth planning to financial advisors and high-net-worth clients, advising on estate, tax, charitable, business succession, executive compensation, and retirement strategies. Use financial planning software, build advisor relationships, educate advisors on wealth management products, collaborate with legal and tax professionals, lead cross-functional projects, develop communications and deliver presentations, and support asset retention and growth.

Provide high-quality account servicing and support in a hybrid call-center environment: handle basic inquiries, data entry, record maintenance, escalate complex issues, ensure compliance, mentor peers, and collaborate with Financial Advisors and internal teams to resolve account matters.

Process and approve external account transfers, verify legal documentation, resolve escalated client inquiries, perform data entry and recordkeeping, follow regulatory procedures, and provide customer support while maintaining departmental metrics and workflow efficiency.

Trainee in a structured Advisor Mastery Program learning to build a financial advisory practice. Responsibilities include prospecting and client development, delivering investment recommendations and client service, managing accounts and portfolios, meeting production and AUM targets, and completing required licensing and program training.

Manage financial analysts and lead enhancement and execution of interest rate risk models, shock scenarios, back-testing, and sensitivity testing. Produce timely reports for management and the Board, support regulators and internal audit, recommend process improvements, train staff, and oversee model governance and deliverables.