Top Tech Jobs & Startup Jobs

Aggregates enterprise data, develops advanced analytics and financial models, and delivers strategic insights to Growth leaders. Builds Snowflake semantic models, Cortex-based agentic analytics, Claude and Copilot Studio workflows, data mesh products, dashboards, and automated reporting. Uses Excel, Tableau, Streamlit, Salesforce, Alteryx, and AI orchestration to support forecasting, advisor profiling, growth initiatives, operational efficiency, and executive decision-making.

Conduct qualitative and quantitative research on markets, asset classes, and investment strategies. Build financial models, dashboards, and analytical tools using Python or R; automate data workflows; backtest strategies; and evaluate risk and returns. Partner with portfolio managers to generate actionable investment insights, communicate findings to stakeholders and clients, and stay current on financial markets, investment products, data science, and finance technologies.

Supports financial advisors by managing client paperwork, transactions, records, appointments, communications, and follow-up activities. Serves as a liaison between advisors, clients, and internal departments; prepares presentation materials, coordinates client events, conducts proactive outreach, and educates clients on account services and technology. Maintains compliance documentation and supports advisor business planning, marketing, and client retention processes.

Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.

Serves as the primary liaison between financial advisors and clients, handling inquiries, scheduling, paperwork, records, outreach, meeting preparation, events, and regulatory documentation. The role supports advisor operations, educates clients on services and technology, coordinates with internal teams to resolve requests, and maintains accurate records in platforms including AdviceWorks, SmartWorks, and Redtail. Strong organization, communication, responsiveness, discretion, and adaptability are essential.

Serves as the primary liaison between financial advisors and clients, handling inquiries, scheduling, paperwork, meeting preparation, outreach, events, records, and regulatory documentation. The role supports advisor business operations, educates clients on account services and technology, coordinates with internal departments, and maintains accurate records in AdviceWorks, SmartWorks, Redtail, and other systems. Strong organization, communication, responsiveness, and attention to detail are essential.

Provides advanced financial planning education, consultation, and decision support to financial advisors. Advises on retirement, tax, estate, insurance, investment, business-owner, and wealth-transfer planning; translates complex concepts and regulatory changes into practical guidance; coaches advisors on planning adoption and business growth; develops educational resources; and coordinates with specialized planning, legal, tax, trust, and compliance teams.

Manages life, disability income, and long-term care insurance applications from submission through policy issue and placement. Reviews applications for accuracy, completeness, licensing, and compliance; coordinates with carriers and financial professionals; tracks pending requirements; resolves delays; communicates case updates; maintains documentation; and advises financial professionals on submission best practices. The role also supports process-improvement initiatives and requires strong organization, communication, customer service, and problem-solving skills.

Serves as the office’s primary point of contact for visitors, calls, clients, and team members. Coordinates meetings, events, conference rooms, catering, gifts, mail, office supplies, inventory, and equipment maintenance. Maintains a clean, organized, welcoming workplace; liaises with property management and vendors; tracks invoices and budgets; and supports office operations through strong communication, organization, and customer service.

Leads and develops an in-house advisor team responsible for client service, advisor engagement, operational performance, and business growth. Establishes service metrics, improves client and advisor experiences, supports brokerage-to-advisory transitions, and advances advisory platform and RIA initiatives. Partners cross-functionally, uses analytics and AI-enabled tools for decision-making, manages resources, and recruits and develops talent while ensuring regulatory compliance.