Top Tech Jobs & Startup Jobs

The Desktop Services Associate provides operational support by managing workstations, troubleshooting technical issues, and ensuring user satisfaction for both office and remote staff.

The Digital Solutions Senior Product Owner leads AI-driven product strategy and execution, collaborating with stakeholders to enhance client and advisor experiences in wealth management.

The Supervision Specialist will perform principal review, business oversight, and support Financial Representatives while ensuring compliance with industry rules.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.

Draft, edit and deliver operational and promotional communications for financial professionals. Develop content (alerts, articles, guides, presentations), manage timelines and stakeholder collaboration, research and interview SMEs, ensure approvals, and support change management and related projects.

The Client Services Representative supports Financial Advisors by managing client paperwork, scheduling appointments, and enhancing client service interactions. Responsibilities include maintaining client relationships, organizing events, and ensuring compliance with corporate standards.

Establish and manage relationships with Tier 3 advisors, connect advisors to Sales Enablement and Center of Excellence, support Tier 1–2 growth plans, onboard verified assets to Cetera platforms, curate webinars, and provide post-engagement support to Wealth Management Consultants and Growth Team leaders.

Review retail advertising and marketing communications for compliance with firm policy, FINRA and SEC rules; document and retain records; explain required changes to submitters; research policy questions; maintain internal compliance materials; follow vendor workflows; assist team members and meet service-level timeframes.

The Senior Advanced Planning Solutions Consultant develops wealth strategies for high-net-worth clients, collaborating with advisors and internal teams to ensure compliant, holistic financial solutions.

The Director leads the engineering of a lakehouse data platform, ensuring reliability, governance, and people management across technical delivery, platform capabilities, and data quality.