Top Tech Jobs & Startup Jobs

Serves as the primary liaison between the firm and affiliated financial professionals. Responsibilities include advisor relationship support, securities activity supervision, sales and correspondence review, new business approval, account paperwork, issue resolution, process improvement, regulatory guidance, training, and strategic project support.

Partners with business leaders to provide strategic HR guidance and resolve complex workforce issues. Responsibilities include employee relations investigations, conflict resolution, performance management, coaching, talent planning, compliance with employment laws, and workforce analytics. The role serves as the primary HR contact for an assigned business unit and collaborates with Recruiting, HR Operations, Payroll, and Benefits teams.

Lead enterprise Salesforce product strategy, roadmap, and measurable OKRs across Sales, Service, Experience, Marketing, and Data Clouds. Drive discovery, prioritization, adoption, AI-enabled experiences, and cross-functional governance while mentoring Product Owners, partnering with engineering and architecture, and defining instrumentation and reporting for adoption, reliability, and compliance.

Support and optimize Workday Financials and related accounting systems. Provide Tier 2 support, manage user access, lead incident management, implement integrations and automation, ensure data integrity, maintain documentation, and drive continuous improvement between accounting and technology teams.

Executive leader responsible for driving growth of Spire Outsourcing's financial planning business: strategy, business development, client relationships, team leadership, operations scalability, and industry representation. Ensures delivery of high-quality financial planning services and meets revenue targets.