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The Senior Financial Advisor will build client relationships, utilize modern prospecting tools, and consult on wealth management strategies, impacting the company's growth.

As a Senior Financial Advisor, you'll leverage your financial expertise and client relationships to grow a client base, providing personalized wealth management strategies. You'll utilize advanced technology to enhance prospecting and client service.

The Onboarding Operations Associate manages advisor and client onboarding processes, ensuring smooth transitions and accurate execution of financial operations while supporting process improvements.

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.