Top Tech Jobs & Startup Jobs in NYC, NY

Provide in-house legal support by reviewing and negotiating vendor contracts, NDAs, and commercial agreements; advise advisors and colleagues on client agreements; manage legal intake and coordinate with outside counsel; support ad hoc legal projects and overflow for a growing RIA.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.