Top Tech Jobs & Startup Jobs in NYC, NY

The Director of Advisor Services will manage advisor teams, focusing on growth, client engagement, and operational efficiency. Responsibilities include coaching, implementing firm initiatives, and overseeing team performance across the Great Lakes Region.

The Equity Program Lead manages equity programs, ensuring accuracy and compliance while providing leadership and operational support across departments. Responsibilities include process execution, participant communication, and coordination with HR, Finance, and Legal.

The Compensation Analyst supports compensation programs through data analysis, market adjustments, bonus administration, and reporting to ensure competitive pay and internal equity.

The Regional Vice President will drive revenue by acquiring new clients with significant investable assets, support financial advisory teams, and create complex financial plans.

Lead and scale the Premium+ paid marketing program for advisor teams, managing an 8-10 person team. Own program strategy, onboarding, Canva workflow alignment, Salesforce campaign tracking, reporting, SOPs, training, and cross-functional collaboration to drive adoption, ROI, and advisor growth. Travel up to 15%.

Lead marketing integrations from LOI through 90+ days post-close, managing a small onboarding team, partnering cross-functionally to drive early growth activation, build scalable playbooks and automation, track KPIs, and step into execution to ensure smooth transitions for acquired advisor teams.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

Lead complex technical accounting tasks including ASC 340-40, M&A transaction support, audit-related documentation, technical accounting research, and ad hoc project support. Prepare reconciliations, amortization schedules, journal entries, and financial statement footnotes while collaborating cross-functionally to ensure GAAP compliance and improve processes.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.