Top Tech Jobs & Startup Jobs

Provide high-touch client service and account administration for ultra-high-net-worth clients, support investment management and trust administration, prepare client materials and reports, coordinate across internal teams, and ensure regulatory compliance and ongoing professional development.

Lead client relationships and a client advisory team for high-net-worth clients. Oversee investment management, trust administration, estate and tax planning, business development, compliance, and staff development while coordinating specialists and delivering high-quality client service.

Lead operations technology for custody and client operations, owning roadmap, architecture, integrations (trust accounting/custody), vendor relationships, and team development. Drive automation, CI/CD, API design, and platform stability while partnering with operations and stakeholders to deliver scalable, efficient operational systems.

Prepare and file federal and state fiduciary tax returns for various trusts and private foundations; perform estimated payments and projections; research federal and state tax issues; correspond with tax authorities; analyze trust instruments including GST analysis; collaborate with senior fiduciary tax staff, account managers, clients, and outside advisors.

The AML/BSA/OFAC Manager oversees the compliance program, conducts investigations, prepares regulatory reports, and collaborates on policies related to financial crimes compliance.

Provide high-level administrative support to the CFO, managing confidential information, complex calendars, travel (Concur), meeting materials for board and leadership meetings, vendor and finance-related tasks, and polished PowerPoint presentations. Coordinate cross-functional requests (Finance, Legal, HR, Compliance), take meeting notes, track action items, and handle logistics for internal/external events while prioritizing deadlines in a fast-paced environment.

The Corporate Accounting Manager will oversee accounting for legal entities, financial statement preparation, regulatory reporting, and contribute to audits and close processes, requiring strong leadership and communication skills.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.

The Assistant General Counsel will provide legal support for investment platforms, advise on regulatory matters, draft legal documents, and oversee compliance.

Support ultra-high-net-worth clients by managing client communication, preparing materials and reports, assisting with investment implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and maintaining compliance and documentation. Attend client meetings and contribute to monitoring asset allocation, cash management, account openings/transfers, and trust reviews.