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Top Tech Jobs & Startup Jobs in Austin, TX
Financial Services
The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.
Top Skills:
Financial Planning Software
Financial Services
The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.
Top Skills:
CmsCSSHTMLSeoWordpress
Financial Services
The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.
Financial Services
The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.
Top Skills:
Cch Suite
Financial Services
The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.
Top Skills:
Cch SuiteTax Planning Software
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Financial Services
The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.
Top Skills:
Crm SystemsSalesforce
Financial Services
The Partner Integration Compliance Manager will oversee compliance activities related to marketing materials, ensuring conformity with relevant laws and regulations, and supporting the integration of acquired businesses into Mercer Advisors' compliance framework.
Top Skills:
ExcelOutlookPowerPointWord
Financial Services
The Acquisition Data, Automation, and Tech Specialist manages acquisition systems, optimizing workflows, and using automation tools to enhance marketing efficiency. This role requires strong expertise in Salesforce and BI/reporting tools, along with a focus on operational reliability and AI integration.
Top Skills:
Ai ToolsPower BISalesforceZapier
Financial Services
The Insurance Coordinator supports life, long-term care, disability, and annuity products by managing insurance applications, ensuring client satisfaction, and maintaining records.
Top Skills:
Crm (Aspen)ExcelMicrosoft WordOutlookPowerPoint
Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills:
EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
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