Top Tech Jobs & Startup Jobs

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.

Manage tax team members, support wealth advisors with client tax strategies, maintain client relationships, review and sign complex individual, fiduciary, and small business tax returns, coordinate tax planning, improve processes, and communicate technical guidance. The role requires an active CPA or EA license and 5–7 years of public accounting experience, with management experience preferred.

Leads a team supervising complex investment product transactions, including alternatives and annuities, for compliance with firm policies and regulatory rules. Partners with Legal, Compliance, Risk, and Operations; serves as a subject matter expert; develops and delivers product training; handles escalations; and supports suitability, risk profiling, and regulatory adherence.

Leads marketing analytics capabilities, including KPI frameworks, recurring reports, executive dashboards, forecasting, predictive modeling, segmentation, and data governance. Translates marketing and business data into recommendations on acquisition, retention, channel performance, ROI, LTV/CAC, and brand health. Directs analytics resources and partners with Marketing, Sales, Finance, and leadership to support data-driven planning, reporting, and strategic decision-making.

Serves as the senior technical authority for enterprise network architecture, operations, security, and hybrid multi-cloud connectivity. Designs and supports Cisco, Meraki, Palo Alto, AWS, and Azure environments; leads troubleshooting, incident response, modernization projects, automation, monitoring, and security initiatives. Develops standards, documentation, and lifecycle plans while mentoring engineers and coordinating with stakeholders. Also designs AI-enabled networking agents with security controls, human oversight, auditability, and rollback procedures.

Leads regional recruitment of financial advisors into CFG’s broker-dealer network. Develops prospects, builds advisor relationships, creates territory recruiting plans, presents CFG’s value proposition, evaluates advisor fit, negotiates and closes offers, tracks pipeline activity in Salesforce and Excel, and supports recruiting process improvements. Requires extensive financial services sales experience, industry knowledge, communication and negotiation skills, relevant FINRA licensing, and travel throughout the Western Region.

Independently manage client bookkeeping and accounting records in QuickBooks, including general ledger maintenance, reconciliations, trial balances, journal entries, and month-end procedures. Analyze account activity, prepare payroll tax filings, maintain workpapers, resolve client accounting questions, and meet deadlines independently. The role requires strong Excel skills, accounting knowledge, attention to detail, communication, organization, and the ability to learn new software. Individual and business tax return preparation experience is preferred.

Provides principal oversight and supervision of securities transactions, financial representatives, account activity, correspondence, and sales practices. Reviews regulatory and suitability risks, addresses potential violations, coaches representatives, recommends corrective actions, and partners with Compliance, Legal, Risk, Operations, and leadership teams. Supports process improvements, mentoring, and initiatives while promoting compliance and risk awareness in a regulated brokerage environment.

Prepare and review complex federal, state, and local tax returns; conduct tax research; support tax planning strategies; collaborate with clients and internal teams; identify and resolve tax issues; participate in client meetings; maintain current tax knowledge; and improve processes while delivering integrated client solutions.

Attract and recruit independent financial professionals for Cetera’s broker-dealer network. Manage recruiting pipelines, targeted campaigns, candidate evaluations, appointments, and home-office visits. Serve as the initial prospect contact, explain Cetera’s business model, gather candidate business insights, and support tailored transition packages. Collaborate with external recruiters and cross-functional teams on lead generation, solution development, and sales enablement materials. Track activity in Salesforce and Excel while conducting candidate meetings and supporting recruitment strategy execution.