The Associate Advisor will grow the client base, offer tailored wealth management solutions, and enhance client relationships. Responsibilities include client acquisition, financial advisory services, and business development.

As a Staff Backend Engineer, you'll architect and develop core platforms, establish engineering standards, and tackle distributed system challenges, guiding senior engineers and influencing technical decisions.

As a Staff Frontend Engineer, you will lead technical architecture and drive frontend excellence in a collaborative environment, focusing on complex problems and mentoring others.

The Client Experience Associate manages relationships with advisors and clients, supporting operational tasks and ensuring a seamless onboarding process while working with financial teams.

As a Trading Operations Analyst, you'll ensure precision in trade execution and manage the trade lifecycle from order to settlement. Responsibilities include maintaining accurate trade records, leading investigations into discrepancies, creating operational controls, and collaborating with financial advisors to optimize trading processes. You'll also work on enhancing trading systems through automation and build strong partnerships with external custodians and trading platforms.

As a Marketing Intern, you will assist in online lead generation, content creation, market research, and provide administrative support to enhance nonprofit engagement.

As a Senior Frontend Engineer, you'll design scalable frontend architecture, build reusable components, lead technical implementations, and mentor engineers while collaborating closely with the backend team.

The IT Manager will maintain and enhance IT infrastructure, ensure security, manage IT projects, and provide technical support while driving efficiency across the organization.

As a Senior Backend Engineer, you'll develop scalable backend services, lead technical projects, mentor engineers, and ensure system reliability, primarily focusing on financial applications using TypeScript and CockroachDB.

The AP & Commissions Ops Associate manages accounts payable and commission operations, ensuring accuracy in distributions, managing vendor relationships, and developing payroll analytics.

Analyze sales funnel metrics and provide insights for revenue growth. Develop predictive models, create dashboards, and collaborate with teams for data-driven improvements.

The Revenue Ops & Strategic Analyst analyzes sales funnel metrics, develops predictive revenue models, and collaborates across teams to enhance sales processes and drive business growth.

Lead UX research initiatives, develop frameworks, conduct usability tests, and partner with product teams to improve design and user experience in wealth management.

Lead the design process for a wealth advisor platform, creating user-friendly designs and collaborating with product and engineering teams to enhance user experiences.

The Compliance Analyst will oversee compliance frameworks, manage supervisory responsibilities, build relationships with advisors, and support business growth in a fintech environment.

Manage daily office functions and ensure excellent client service. Support office operations, schedule client meetings, maintain data, and organize communications.

As a Quality Control Analyst, you will ensure regulatory compliance, track errors, improve operational efficiency, and collaborate with teams to enhance service quality.

The Billing Associate manages billing cycles, ensures accuracy, analyzes financial transactions, and drives improvements in billing operations while supporting advisory clients.

The Client Experience Associate will support a wealth management team through client interactions, documentation, financial planning, and compliance efforts, ensuring excellent client service and operational efficiency.

The Senior Financial Advisor will develop client relationships, manage prospects, and provide tailored financial strategies to achieve clients' goals while supported by technology and a seasoned team.