Top Tech Jobs & Startup Jobs

Leads advisor growth and development by recruiting new advisor relationships, expanding existing partnerships, identifying cross-sell opportunities, and providing strategic consulting on practice management and business growth. Acts as a trusted relationship manager, promotes firm resources and technology, coordinates issue resolution, presents at events, and maintains CRM documentation. The role is hybrid in Milton, Georgia and requires travel as needed.

Supports investment manager and product research, alternative investment due diligence, risk evaluation, market commentary, and data analytics. Reviews regulatory filings, offering materials, and manager information using financial research platforms. Prepares reports, presentations, and written analyses while collaborating with senior analysts. This is an 11-week, paid, on-site internship for students pursuing finance, economics, data science, statistics, real estate, business analytics, or a related field.

Supports the UX and Product Design team by creating and maintaining scalable design system components in Figma. Responsibilities include refining reusable UI components, improving accessibility and consistency, documenting usage guidelines, and collaborating with designers and engineers. The intern will gain hands-on experience in UI design, design systems, visual design, and AI-assisted design workflows.

Supports financial service experience improvements through data analysis, process mapping, and process optimization. The intern identifies inefficiencies and service gaps, develops practical recommendations, and may implement solutions using Excel, Power BI, and business systems. The role collaborates across teams and provides exposure to broker-dealer operations through an 11-week paid summer internship.

Supports accounting operations including month-end close, compensation processing, reconciliations, reporting, data validation, documentation, and process improvement. Assists with Workday and Cadency transitions, system testing, data integrity reviews, and strategic implementation projects while collaborating with internal and external partners. This is an on-site, paid 11-week summer internship.

Supports the HR team and serves as a primary liaison for interns. Responsibilities include coordinating the internship program, planning events, managing communications, gathering feedback, supporting recruiting and onboarding, updating job descriptions, and providing administrative and project support. The intern rotates across HR functions and uses HR and productivity tools to support employee lifecycle activities and daily operations.

Supports broker-dealer and registered investment adviser compliance activities, including regulatory research, compliance reviews, trade surveillance, policy analysis, personal securities disclosures, audits, reporting, and documentation. The intern will analyze data, conduct investment product due diligence, assist with compliance training materials, and collaborate with leadership and cross-functional teams while gaining exposure to financial services regulatory programs.

Supports Cambridge’s Marketing and Communications team through filming, video and audio editing, podcast recording, motion graphics, event content, and video project coordination. The intern collaborates with internal partners and senior leaders, uses Adobe Creative Cloud and professional production equipment, and contributes to polished internal and external communications content while developing corporate video production skills.

Supports the Source Operations team with administrative work, data entry, record maintenance, document management, reporting, workflow backup, and process execution. Collaborates with Operations, Accounting, and other departments, contributes to continuous improvement, and uses business systems and approved AI tools to improve efficiency. This is an on-site, 11-week summer internship for current undergraduate students.

Supports consulting teams by analyzing workflows, identifying AI and automation opportunities, building and testing prototypes, analyzing data, creating reports and user insights, documenting solutions, and presenting recommendations to stakeholders. The internship provides hands-on exposure to AI, automation, technology, and financial advisor business operations.