Top Tech Jobs & Startup Jobs

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.

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.

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.

The Associate Wealth Advisor develops and presents financial plans, manages client communications, and collaborates with the Portfolio Management team to execute investment strategies.

The Senior Associate will manage billing operations, ensure timely collections, support internal audits, and drive process improvements.

The UX Lead Designer will spearhead design initiatives for financial tools, creating user-centric products while mentoring a UX team and collaborating with stakeholders.

The Business Services Administrator aids mailroom processes and provides operational support, including mail handling, supply management, and off-site tasks.

The Financial Planning Associate provides advisor support, manages client relationships, monitors investment accounts, assists in new client onboarding, and interfaces with custodians to ensure proper account management.

Partner with Wealth Advisors to develop and present holistic financial plans covering retirement, tax, estate, risk, and investments. Lead client communications, approve and execute portfolio actions, use CRM and planning tools, support billing/compliance, and help grow client relationships and firm strategy.

Support Wealth Advisors in creating and implementing personalized financial plans across retirement, tax, estate, risk, and investment planning. Prepare and present plans using planning software, collaborate on portfolio management and trading execution, manage client communications and CRM records, perform billing reviews, and participate in team business planning. Hybrid role with some in-person client meetings and occasional travel.