Top Tech Jobs & Startup Jobs in NYC, NY

Provide operational support to financial advisors, assist in sales opportunities, maintain client relationships, and manage data-related projects. License acquisition required.

Assist Portfolio Managers in executing investment decisions, manage account cash flows, ensure compliance, and improve operational processes.

The Associate Director, Project Manager leads and coordinates IT projects, manages stakeholder communications, oversees requirements gathering, and ensures timely delivery while aligning projects with business objectives.

The Digital Marketing Associate will support website marketing initiatives, manage web content, assist with digital campaigns, and analyze website performance.

Lead enterprise AI product strategy and roadmap, partnering with business and IT to prioritize, build, and deploy scalable AI solutions. Translate business needs into technical requirements, manage vendors and dependencies, and drive measurable outcomes across finance, investments, operations, and distribution. Ensure governance, integration, and adoption of AI/ML initiatives.

The Associate Director provides support to financial advisors by managing relationships, developing new business, and resolving inquiries related to investment products.

The Director, Sales Enablement Platforms leads Salesforce administration, collaborates with multiple teams, and ensures CRM data quality while providing training and support.

The Vice President, Consultant Relations manages relationships with investment consultants, driving visibility and capital growth through collaborative engagement and strategic marketing efforts.

The Senior Associate, Portfolio Compliance ensures compliance with client guidelines and regulatory requirements, manages compliance alerts, and collaborates with multiple teams for reporting and certification.

Lead development and integration of the Salesforce CRM ecosystem, building Azure- and Fabric-based services and applications. Collaborate with Sales, Finance, Marketing and others to design enhancements, resolve data and application issues, support business users, manage vendors, and shape CRM strategy and workflows.