Top Tech Jobs & Startup Jobs

Supports Regional Directors serving independent financial advisors through business development, client relationship management, investment education, presentations, practice management guidance, and coordination of client requests. The role requires strong investment knowledge, analytical and communication skills, financial industry experience, client travel, and securities licenses.

Supports institutional sales and client relationship teams by preparing presentations, portfolio reviews, performance data, client reports, due diligence materials, questionnaires, RFPs, and marketing lists. Maintains CRM data, performs quality control, and coordinates with operations, portfolio management, research, legal, compliance, and marketing. Requires strong communication, organization, quantitative problem-solving, financial services interest, and securities licenses.

Supports Regional Directors and sales and client service teams serving independent financial advisors. Responsibilities include constructing portfolio analyses, discussing findings with clients, delivering investment webinars, answering client service questions, developing marketing materials, and researching capital markets and advisor practices. The role requires financial services experience, strong analytical and communication skills, Excel and Access proficiency, and obtaining SIE, Series 7, and Series 63/66 licenses within 12 weeks.

Provides technical leadership for Portfolio Management software systems within Investments. Architects scalable, high-performance, low-latency platforms; defines integrations and future-state architecture; develops foundational platform code; and enforces software quality, security, reliability, and performance standards. Mentors engineers, reviews code, supports business clients, advises stakeholders, and guides technology strategy. Requires extensive software engineering and financial services experience, with strong backend, cloud, DevOps, testing, and modern architecture expertise.

Owns full-cycle recruiting for the Technology organization, including sourcing, candidate assessment, offer negotiation, closing, and onboarding. Partners with hiring managers and HR stakeholders to develop inclusive recruiting strategies, build diverse talent pipelines, provide market insights, and improve hiring processes. The role also supports recruiting analytics, interview training, early-career hiring, and detection of fraudulent or AI-generated applications.

Leads global payroll operations across U.S. and international jurisdictions, ensuring accurate, timely, compliant delivery. Oversees payroll governance, controls, reconciliations, audits, vendor relationships, team leadership, and regulatory compliance. Partners with HR, Accounting, Tax, Legal, HRIS, and technology teams to optimize payroll systems, automate processes, improve reporting, and lead transformation initiatives.

Supports sales and client service teams serving independent financial advisor clients. Responsibilities include developing portfolio analyses, presenting findings, delivering investment webinars, answering advisor questions, creating investment marketing materials, and building expertise in advisor practices and capital markets. The role supports business development and client retention for investment products including mutual funds, ETFs, separately managed accounts, ESG, and fixed income offerings. Some travel may be expected.

Architects and automates secure, scalable database platform provisioning, configuration, monitoring, remediation, and security. Troubleshoots complex database systems, establishes engineering and deployment standards, applies infrastructure as code and CI/CD practices, and collaborates with business and technology teams. The role supports cloud, containerized, SQL and NoSQL database environments, REST APIs, Kafka, and automated platform delivery.

Design, develop, test, document, and support scalable Python data applications and services for an enterprise investment data warehouse. Build and optimize data pipelines spanning ingestion, validation, integration, storage, and delivery. Develop high-performance data-transfer tools, CI/CD pipelines, secure APIs, and production support solutions. Collaborate with analysts, product owners, project managers, and business stakeholders while contributing to code reviews, documentation, and technical strategy.

Leads investment sales enablement and strategic alignment for global distribution efforts. Develops investment training, educational content, and scalable programs; partners with client, distribution, marketing, product, and portfolio teams; evaluates program effectiveness; serves as an investment subject matter expert; supports client engagements and industry events; and leads cross-functional initiatives.