Top Tech Jobs & Startup Jobs in NYC, NY

Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.

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.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.

Oversee billing and revenue management, internal controls, complex billing resolutions, and a team of eight professionals. Lead billing integration for mergers, system conversions, technology initiatives, and organizational change. Partner with Finance and Technology to improve automation, scalability, metrics, and processes while supporting advisors and client-facing colleagues with billing inquiries.

Leads portfolio reporting operations and end-to-end ownership of Addepar and Orion platforms. Manages account setup, reconciliations, performance updates, alternative asset reporting, system integrity, advisor integrations, historical data conversions, client package testing, documentation, controls, and process improvements. Provides team leadership, mentoring, workflow coordination, and cross-functional support to ensure accurate and timely client reporting.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.