Top Tech Jobs & Startup Jobs in Austin, TX

The IRA Administrator manages the administration and compliance of IRAs, including IRS reporting and monitoring regulatory changes, ensuring accuracy and adherence to regulations.

Design, build, and optimize segmented, automated outreach (email, web, SMS, mobile) to drive participant engagement and qualified advisor leads. Develop workflows, A/B tests, reports, and routing logic; monitor performance and collaborate with compliance, product, marketing, and sales to translate data into actionable improvements.

The Data Platform Developer will design, develop, and maintain database infrastructure, manage the Snowflake platform, and support reporting analytics through optimized data pipelines and collaboration with stakeholders.

The Plan Document Specialist prepares, reviews, and maintains retirement plan documents, ensuring compliance with IRS, DOL, and ERISA regulations, while supporting the compliance team during testing and filing seasons.

The Operations Reporting Associate supports the production of PFIA-compliant reports, assists in operational tasks, and ensures accurate data reporting.

The Associate Advisor collaborates with the wealth management team to create and implement comprehensive financial strategies for high-net-worth clients, supporting client relationships and participating in the sales process.

The Client Success Manager develops client relationships, drives employee engagement, manages onboarding processes, and ensures client satisfaction with the FinPath program.

The Relationship Manager maintains client relationships, provides retirement plan advice, manages small plans using advanced technology, and communicates with clients on various updates and compliance matters.

The Tax Services Manager oversees tax-related functions, collaborates with wealth advisors on planning, and prepares various tax returns for high-net-worth clients.