Top Tech Jobs & Startup Jobs in NYC, NY

The Equity Program Specialist manages equity transactions, documentation, and compliance while coordinating with internal teams and external vendors, providing support and communication to employees regarding equity plans.

The Sr. Portfolio Consultant focuses on driving success for advisors and clients, providing tailored investment guidance and support to enhance advisor practices and business growth. Responsibilities include managing relationships, creating investment proposals, and collaborating on strategic business initiatives.

The Portfolio Consultant will support advisors with investment solutions, drive business growth, and collaborate on strategic initiatives to enhance client experience and company offerings.

The Portfolio Analyst Manager leads a team to support advisors in investment management, ensuring client satisfaction and operational excellence.

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

As a Seasonal Tax Preparer, you will prepare individual and small business tax returns, review documentation, consult on tax issues, and ensure compliance with laws.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

This role involves full life cycle recruitment for financial advisors, building pipelines, managing relationships, and collaborating with leadership on hiring processes.