Top Tech Jobs & Startup Jobs in Austin, TX

Leads the advisor experience organization for a large wealth-management platform. Owns same-store growth, advisor and asset retention, return on assets, advisor success pods, solutions consulting, technology adoption, and retention systems. Builds scalable service models, monitors at-risk relationships, drives intervention strategies, and partners with growth, investment, and product leaders to increase advisor engagement and platform performance.

Provides wealth management product consulting for prospective and producing advisors. Responsibilities include conducting product comparisons, coaching advisors on advisory conversion and product mix, supporting shelf governance and reviews, developing product playbooks, and mapping products during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely product mapping.

Entry-level management trainee rotating through life insurance, annuities, wealth management, sales, marketing, finance, underwriting, case management, and operations departments. The role includes completing business projects, conducting research and analysis, supporting client interactions, assisting with documentation, and participating in training toward life insurance and securities licenses. The position is fully in-office Monday through Friday in Austin, Texas.

Leads the Core and Emerging advisor portfolio, driving same-store growth, asset retention, practice development, service adoption, recruiting referrals, and early-warning interventions. Provides consulting on succession planning, human capital, niche marketing, fee conversion, technology coaching, and cross-selling. Oversees quarterly business reviews, annual practice planning, advisor risk scoring, and direct save conversations with at-risk practice owners.

Leads the end-to-end transition of newly recruited advisors and their books onto the platform. Oversees pre-resignation readiness, account transfers, exception management, platform adoption, capacity planning, vendor surge support, and handoffs to Advisor Success. Manages a 17-person organization and drives faster cycle times, automation, business readiness, and a high-quality advisor experience.

Vice President responsible for building and leading advisor recruiting, business development, and transition operations across a $55 billion wealth platform. Owns new-store sales from pipeline through recruiting close and asset ramp, while developing channel strategy, territories, quotas, recruiting playbooks, vendor strategy, and transition capacity. The role requires deep independent-channel wealth management expertise, a strong record recruiting large advisor practices, and the ability to scale a national growth organization.

Develops and manages health insurance agency partnerships across an assigned region. Responsibilities include identifying target agencies, building relationships with owners and industry decision-makers, presenting partnership value, evaluating strategic fit, influencing partnership decisions, collaborating with internal teams, and handing off newly partnered agencies. The role also monitors market trends, maintains a regional growth pipeline, and requires regular travel.