Top Tech Jobs & Startup Jobs in Austin, TX

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Develop and scale UHNW marketing strategy and capabilities while serving as a strategic partner to private wealth advisor teams. Translate advisor and client needs into marketing programs, plans, campaigns, events, and measurable growth initiatives. Build trusted relationships, manage budgets, coordinate cross-functional implementation, analyze performance, and optimize programs. The role requires expertise in affluent audiences, relationship-based growth, referral development, advisor positioning, and launching scalable marketing capabilities in an evolving environment.

Develops and executes marketing strategies for 8–10 advisor teams, including campaign planning, email, social, web, content, events, collateral, and vendor coordination. Uses Salesforce and marketing platforms to manage campaigns, analyze results, and report insights. Partners with creative, brand, web, compliance, and advisor marketing teams; trains advisors; identifies scalable best practices; and uses AI tools to improve marketing productivity and content quality.

Develop and qualify prospective clients for financial advisors through high-volume outbound calls and emails. Screen prospects, set advisor appointments, communicate the firm's wealth management services, and maintain accurate opportunity data in Salesforce. The role also requires compliance with securities regulations, ongoing financial industry knowledge, collaboration with Marketing, and effective use of AI and digital tools.

Prepares and reviews individual, trust, estate, partnership, S corporation, and C corporation tax returns; supports amended returns, tax notices, projections, planning, research, and quality assurance. Organizes client documents, analyzes financial and tax information, applies tax laws, uses tax software and digital tools, and collaborates with advisors, clients, and tax professionals. The role emphasizes professional development toward CPA or EA certification and future full-cycle tax service responsibilities.

Independently manages high-net-worth client portfolios and provides complex tax preparation, planning, projections, advisory, research, and notice resolution. Prepares and signs individual, business, trust, and estate returns; represents clients before taxing authorities; leads client meetings; collaborates with financial advisors; delegates work; and uses tax software, automation, and AI while maintaining accountability for quality and deadlines.

Provides employment-law counsel on employee relations, investigations, agreements, restrictive covenants, litigation, policies, and acquisitions. Partners with HR, recruiting, business leaders, and Legal to manage risk and support business objectives. Conducts legal research, drafts documents, supports due diligence and disputes, and uses legal technology and AI tools to improve efficiency. Requires a J.D., active U.S. bar license, and at least two years of employment law experience. This is a fully remote role.

Leads full-cycle recruitment for financial advisors and teams, including sourcing, pipeline development, candidate relationship management, vetting, onboarding coordination, recruitment campaigns, and performance reporting. Partners with leadership, marketing, and cross-functional teams to attract qualified and diverse talent. Requires strong networking, employment-law knowledge, recruiting technology expertise, communication, judgment, and AI literacy.

Owns and governs the enterprise Design System, including components, tokens, patterns, documentation, accessibility, and adoption. Designs responsive interfaces and prototypes, validates implementation quality, and partners with UX, product, engineering, architecture, and business teams. The role also establishes AI-ready design standards, reviews AI-assisted outputs, manages design-system priorities, and coaches teams on consistent application across enterprise products.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.