Top Tech Jobs & Startup Jobs

Lead organic growth go-to-market strategy, alliances, and partner channels to drive pipeline and revenue. Design end-to-end client journeys, coordinate content and campaigns, enable sales/partners, and measure ROI with analytics. Own events/sponsorships, corporate partnership programs, and scalable channel activations to expand reach and improve conversion outcomes.

The Associate Wealth Advisor supports the wealth management team by creating financial plans, managing client relationships, and participating in sales to attract new clients.

Lead enterprise data strategy and governance to establish semantic architecture, metadata, lineage, stewardship, and standards enabling trusted data for AI, analytics, and operations. Define operating model, policies, reference architectures, and roadmaps while partnering with Legal, Compliance, Security, Technology, and business leaders to ensure regulatory compliance and enterprise-wide adoption.

The Senior Wealth Advisor will lead a wealth management team to create wealth plans, cultivate client relationships, and mentor associates. Responsibilities include client meetings, providing comprehensive advice to high-net-worth clients, and participating in business development.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

Prepare individual, fiduciary, S‑Corp, partnership, private foundation, and gift tax returns; draft projections, vouchers, extensions, and workpapers; maintain client files; respond to tax authority inquiries; research complex tax issues; ensure quality control and support client-focused projects.

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.

Own and govern institutional technology platforms (Salesforce, education and referral systems). Drive CRM configuration, integrations, data integrity, adoption, vendor/budget management, and optimize retirement-to-wealth referral workflows to increase conversions and platform ROI.