Top Tech Jobs & Startup Jobs

Supports real estate acquisitions across underwriting, financial modeling, due diligence, financing, structuring, closing, and investment transition. Builds models in Excel and ARGUS Enterprise, analyzes market data, prepares investment committee materials, coordinates stakeholders, evaluates transaction terms, and communicates acquisition updates. The role also collaborates with data science teams on AI-driven analytics and contributes to process improvements while managing multiple investment opportunities and deadlines.

The Operations Manager oversees the client service team, manages operational workflows, monitors cash flow, enhances CRM systems, and ensures operational accuracy and efficiency in a wealth management firm.

Prepare comprehensive financial plans for high-net-worth clients, utilizing eMoney for modeling and analysis, while collaborating with senior advisors and contributing to client meetings.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.

Lead ServiceNow platform administration focusing on scalability, governance, stability, and performance. Design/configure solutions, manage upgrades, troubleshoot complex incidents, maintain CMDB data quality, administer integrations and MID Servers, create documentation and runbooks, mentor junior admins, and reduce technical debt and platform risk.

Designs and delivers advisor development programs and onboarding, facilitates cohort learning, partners with advisory leadership and SMEs, maintains curriculum and materials, measures program effectiveness, and supports advisor skill and technology adoption to improve client and advisor outcomes.

Support the firm's operations and client service functions including client/account onboarding, fund and asset movement, client and custodian interaction, reconciliation investigation and resolution, internal reporting, and participation in system/workflow enhancements and special projects. Work closely with senior management and the broader team to address client issues and operational needs.

Conduct fundamental equity research across Financials (digital assets, asset managers, payments, banks, fintech). Build and maintain financial models, prepare research reports and stock pitches, monitor holdings and industry developments, synthesize filings and calls, collaborate with portfolio managers, present recommendations, and support firm-wide ad hoc research.

Provide administrative and operational support to senior leadership: manage calendars, travel, expense reports, document preparation and filing, client communication, billing, timesheets, and office tasks. Maintain confidentiality, prepare Excel reports, use DocuSign and ShareFile, and assist with ad hoc operational duties to keep firm operations running smoothly.

Serve as a trusted client contact supporting Wealth Managers: client onboarding, account maintenance and transactions, portfolio rebalancing, meeting preparation, coordinating with external advisors, and contributing to operational improvements and firm projects while delivering high-touch service.