Top Tech Jobs & Startup Jobs

Support Wealth Advisors by developing and presenting financial plans, implementing retirement/tax/estate/investment strategies, managing client communications, executing trades with the Portfolio Management team, and maintaining accurate CRM records. Hybrid role with some in-person client meetings and occasional travel.

Lead Salesforce-focused business analysis for advisor and operations teams: gather requirements, design workflows, create user stories and acceptance criteria, manage testing and release readiness, support full project lifecycle, drive process improvements, and coordinate stakeholders to increase adoption and operational efficiency.

Support Salesforce-focused business and technology initiatives by gathering requirements, writing user stories and acceptance criteria, documenting processes, supporting testing and UAT, producing project artifacts, and providing tier-2 Salesforce support. Collaborate with advisors, operations, product, and engineering throughout the project lifecycle to improve processes and enable implementations.

Lead a team owning adoption, deployment, and continuous improvement of advisor-facing wealth technology. Act as product owner for tools, manage vendor relationships, ensure access controls and data integrations, coordinate cross-functional releases, triage issues, gather advisor feedback, and drive projects to improve advisor and client experience.

Serve as product owner for advisor-facing wealth technology: drive deployment, adoption, vendor management, integrations, access controls, testing, release readiness, and continuous improvement. Lead cross-functional projects, triage issues, translate advisor feedback into requirements, and communicate status to stakeholders to ensure platforms meet advisor and client needs.

Support Wealth Advisors by developing and presenting financial plans and implementing retirement, risk management, tax, estate, insurance, and investment strategies. Manage client communications, maintain CRM records, collaborate on portfolio execution and tax loss harvesting, perform billing and compliance reviews, and participate in firm business planning. Hybrid role requiring some in-person meetings and occasional travel.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades with portfolio team, managing client communications and CRM records, performing billing reviews, and contributing to team business planning. Hybrid role requiring some in-person client meetings.

Operate and ensure reliability of ELT/data and integration pipelines (Airflow, Azure Integration Services). Monitor SLAs, respond to incidents, perform root cause analysis, manage Snowflake RBAC, support deployments (dbt, GitHub Actions), optimize performance, and collaborate across engineering, security, and analytics teams to maintain secure, on-time data delivery.

Design, build, and maintain MART-layer data products and semantic models using governed enterprise data. Translate business needs into reusable metrics and transformations, ensure data quality, documentation, lineage, and access controls, and partner with engineering, BI, and business stakeholders to support dashboards, AI, APIs, and operational integrations.

Build and maintain Power BI reports and Snowflake-based semantic model consumption; administer Power BI tenant (RLS, gateways, capacity); develop interactive data apps (Streamlit, React + FastAPI) hosted in Snowflake; use AI-assisted coding; collaborate with data engineers and stakeholders; manage CI/CD, version control, performance tuning, and access governance.