Top Tech Jobs & Startup Jobs

Provide high-level executive support and program management for Product, Wealth Solutions, and corporate functions. Manage complex calendars, leadership cadence, meeting materials, travel, and executive communications. Coordinate cross-functional initiatives, track milestones, risks, and dashboards, improve processes and operational efficiency, lead meeting and event logistics, oversee administrative workflows and vendor coordination, and align stakeholders across teams to ensure timely execution and accountability.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

Provide client account servicing, support new account openings, schedule and prepare client reviews, manage documentation and data accuracy, assist with operational projects, and back up asset movement and servicing tasks for the advisor team.

Support Tax Advisors by gathering and organizing client tax documents, inputting and verifying data, assisting with simple return preparation, researching accounts and notices, improving team processes, and maintaining tax compliance knowledge and software fluency. Provide responsive client communication and collaborate with advisor teams to drive productivity and revenue growth.

Provide technical tax advice, prepare and amend multi-entity tax returns, create tax projections, conduct research, support audits, collaborate with Financial Advisor teams, train staff, drive process improvements, and promote WETCS services to clients.

The Administrative Assistant will support Financial Advisors by handling client calls, scheduling meetings, managing office tasks, and maintaining client files in Salesforce while ensuring a welcoming environment for clients.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.

The Financial Advisor will manage client relationships, assist with complex financial planning, source new clients, and present advice in alignment with WEG standards.