Top Tech Jobs & Startup Jobs in NYC, NY

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Remote, unpaid 12-week externship teaching venture capital fundamentals through weekly classes and hands-on experience. Students conduct industry research, source and evaluate potential investments, work with CPV investment professionals, and present their learnings. The program requires approximately five hours per week and is designed for currently enrolled undergraduate students, preferably juniors or seniors, with strong analytical, research, organizational, communication, academic, and time-management skills.

Manage client setup, quarterly billing runs, billing distribution, billing issue resolution, and ad hoc billing requests. Partner with Accounts Receivable and cross-functional Finance and Operations teams to ensure billing and payment accuracy and improve processes. The role requires strong attention to detail, analytical and financial experience, and proficiency with Excel and portfolio accounting systems such as Orion or Addepar.

Prepare and review complex tax returns for high-net-worth individuals, trusts, partnerships, corporations, foundations, and foreign filings. Manage tax projections, estimated taxes, extensions, notices, audits, research, workpapers, and special forensic projects. Provide tax planning and related financial services while collaborating with wealth management teams and maintaining strong client relationships.

Review and sign complex individual and business tax returns for high-net-worth clients, lead integrated tax planning discussions, prepare projections, and advise clients and financial advisory teams. The role also mentors junior staff, supports client relationship development, ensures compliance, and improves tax workflows. Candidates need substantial experience with private equity, executive compensation, complex K-1s, multi-state filings, high-net-worth individuals, and family entities, plus CPA, EA, or JD credentials.

The Content Editor leads editorial production for Central Solutions and Institutional content, including thought leadership, collateral, webinars, videos, graphics, and executive bylines. Responsibilities include sourcing and interviewing subject matter experts, writing and editing, managing stakeholder and compliance reviews, maintaining the content calendar, coordinating production, tracking performance, and refreshing published materials. The role translates complex investment concepts into accessible content and uses AI tools responsibly in a regulated environment.

Develops comprehensive financial and wealth plans, analyzes client data, creates recommendations and scenarios, supports Wealth Advisors, and assists with client meetings. Maintains Salesforce CRM and eMoney planning software, prepares review materials, conducts research, tracks planning metrics, manages follow-ups, resolves client questions, and supports recommendation implementation and financial planning marketing content.

Provides administrative and project coordination support for merger due diligence and post-close integration. Responsibilities include coordinating meetings and events, managing calendars and documentation, preparing agendas, maintaining integration reports, building project plans, tracking milestones and workstreams, supporting Target Operating Model development, and using AI tools for transcript synthesis, communications, and document analysis.

Manages the four-month onboarding and transition of newly acquired wealth management advisors. Responsibilities include client data migration, Salesforce and Orion setup, data integrity verification, customized onboarding plans, training coordination, milestone tracking, issue escalation, logistical support, and final handoffs to centralized teams. The role serves as the primary liaison among advisors and portfolio management, trading, compliance, technology, and operations teams.

Founding Product Manager for Cerity Partners’ Innovation Team, responsible for building 0-to-1 AI and technology products for wealth management. The role owns product roadmaps, backlogs, sprint planning, requirements, stakeholder alignment, release coordination, quality assurance, and agile process improvement. It coordinates cross-functional projects involving data engineering, Salesforce, integrations, and internal tooling while partnering with senior leadership and development teams.