D365 Finance and Project Operations Manager
Dynamics Solutions, LLC job in New York, NY
Job Description
The Opportunity
A global consulting and engineering firm is seeking a key system administrator to support and enhance their use of Microsoft Dynamics 365 Finance & Operations (F&O) and Project Operations. This role is critical for ensuring smooth daily operations, driving best practices, and enabling accurate project accounting, billing, and financial management across the business.
Role Responsibilities (Summary)
Support & Administration: Provide timely end-user support for sales, project management, billing, and accounting within D365 F&O and Project Operations.
SME & Configuration: Serve as the Subject Matter Expert (SME) for project accounting, sales, and collections modules. Administer and configure system settings, workflows, and security roles.
Business Partnership: Collaborate with finance, IT, and business teams to translate needs into system solutions and reporting tools.
System Integrity: Support month-end close by ensuring timely transaction support, invoices, and revenue recognition. Plan and execute system upgrades, patches, and enhancements (including UAT and regression testing).
Documentation & Training: Develop and maintain system documentation (SOPs, user guides) and train users on effective system use.
Optimization: Identify and implement opportunities to streamline processes and automate tasks.
Account Executive
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
Titan is seeking a driven and personable Account Executive to help expand our client base. You'll be on the front lines engaging prospective clients, guiding them through their first interactions with Titan, and converting interest into long-term relationships. Your work will directly shape Titan's growth and the client experience.
What You'll Do
Lead Engagement & Client Acquisition
Outbound Prospecting: Proactively identify and engage high-potential prospects through targeted outreach, building new client relationships from the ground up.
Inbound Lead Engagement: Connect with prospective clients who reach out through Titan's website, marketing channels, and referrals - offering a proactive and consultative introduction to Titan.
Prospect Discovery: Hold initial conversations to understand financial goals, answer questions, and determine whether Titan's offerings fit the prospect's needs.
Meeting Coordination: Schedule deeper advisory or onboarding conversations for qualified prospects with the appropriate Titan teams.
Lead Nurturing: Re-engage individuals who have expressed interest but haven't yet taken next steps, ensuring they remain informed and supported.
Pipeline Management & Operations
Pipeline & CRM Management: Maintain organized, accurate records of all interactions and opportunities within Titan's CRM, ensuring visibility and timely follow-ups.
Performance Ownership: Track outreach, meetings, conversion rates, and other KPIs to consistently meet or exceed individual and team targets.
Cross-Functional Collaboration
Sales & Marketing Partnership: Share insights on lead quality, common prospect questions, and messaging effectiveness to help refine outreach strategies.
Client Growth Opportunities: Identify areas where Titan can provide additional value to clients and surface those opportunities to the appropriate internal teams.
Product & Industry Mastery
Develop a deep understanding of Titan's investment strategies, wealth advisory services, and planning tools.
Stay current on trends in wealth management, fintech, and investment strategy to better support and educate prospective clients.
Required Experience
3+ years in direct sales, business development, or client acquisition.
Energetic, personable communicator who builds trust quickly.
Strong verbal and written communication skills; confident in outbound calls, presentations, and consultative conversations.
Experience selling consumer-facing products or services; fintech, wealth management, or SaaS experience is a plus.
Familiarity with financial planning or investment concepts; professional credentials (CFP, Series licenses, etc.) are helpful but not required.
Highly organized, self-motivated, and target-oriented - comfortable managing a sales pipeline independently.
Bachelor's degree or equivalent practical experience.
Auto-ApplyData Analyst
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
The Data Analyst role sits at the heart of how we make decisions, measure progress, and uncover opportunity. Your mission is to transform raw data into clarity, building the systems, tools, and insights that guide strategy across the business.
This isn't just about dashboards or reports, it's about architecting the flow of information that fuels every team, from Product to Finance. You'll design and maintain the pipelines and models that power our analytics stack, ensuring our data is not only accurate and accessible, but deeply actionable.
You'll operate at the intersection of engineering precision and business intuition: comfortable writing complex SQL one moment, then distilling findings into a clear narrative for leadership the next. You'll push the organization toward a truly data-driven culture, one where insights are timely, trusted, and tied to real impact.
What You'll Do
Design and maintain ETL workflows that move and transform data between multiple systems to power business intelligence dashboards.
Work extensively with Redshift to model and optimize data structures for reporting and analytics.
Translate and work with NoSQL data sources, ensuring smooth integration with other data platforms.
Build, automate, and monitor data pipelines using tools like Fivetran, Hightouch, Segment, and Stitch.
Collaborate with business teams - including Finance, Product, and Operations - to identify data needs and transform business questions into analytical solutions.
Support financial reporting and analytics by applying your understanding of accounting and finance-related concepts.
Create and maintain dashboards in tools such as Omni, Mode, and Mixpanel, ensuring teams have accurate and timely visibility into KPIs.
Partner with engineering to ensure data consistency, documentation, and governance across systems.
Advocate for and contribute to the development of a data-driven organizational culture.
Qualifications
Must come from a startup, fintech, or similarly fast-paced, high-growth environment.
Strong proficiency in SQL, with a deep understanding of data modeling, query optimization, and performance tuning in Redshift.
Experience designing and maintaining ETL workflows that connect multiple data sources and ensure data integrity.
Comfortable working with NoSQL data and integrating it into analytics pipelines.
Familiarity with AWS ecosystem services and best practices for data storage, transformation, and access.
Scripting experience (e.g., Python, SQL scripts) and familiarity with version control (e.g., Git).
Skilled at working with cross-functional teams to identify business opportunities and deliver measurable impact.
Experience analyzing and visualizing finance and accounting data preferred.
Strong communication and data storytelling skills - able to make complex analyses clear and actionable.
Technologies We Use
Redshift • Omni • Mode • Fivetran • Hightouch • Zapier • Segment • Stitch • Fullstory • Mixpanel
Auto-ApplySenior Product Designer (Freelance)
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
About This Role
We're seeking a freelance product designer to design the upcoming release of the Titan mobile app.
We're working aggressively fast. You'll be here in office with us working right next to engineering, as we build features live. This means instead of presentations & principles, you'll be hands on in figma, rolling your chair over to our engineering team to debate features. True scrappy mentality. Days will be incredibly fast, productive, and really high energy.
What You Bring
4-5+ years of experience in Product Design, with a focus on mobile experiences.
Strong UX, UI, and interaction design skills, with a portfolio showcasing high-quality work.
Experience designing for consumer-facing mobile and web products.
Interest in AI and how it can enhance user experiences through personalization, automation, or new interaction paradigms.
Proficiency in Figma and prototyping tools like Principle or Origami.
A collaborative mindset with experience working in a fast-paced environment.
Nice to Have
Passion for fintech and creating user-friendly financial experiences.
Strong eye for visual polish and interaction details.
Interest in shaping design culture and team processes.
Avid user of Titan!
Auto-ApplyTech Lead
New York, NY job
Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers.
In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company.
About the Role
We're looking for a Tech Lead to own the architecture, delivery, and evolution of our AI-powered IT automation platform. This is a hands-on leadership role; you'll write code, set technical direction, mentor engineers, and work directly with founders to shape the product roadmap. You'll be an early leader in building the engineering culture and scaling the team.
What You'll Do
Lead technical design and architecture decisions to ensure our systems are scalable, secure, and performant.
Own delivery of major product initiatives from concept to production.
Write clean, maintainable code and set engineering best practices for the team.
Mentor and guide engineers, conducting design reviews and fostering technical growth.
Identify and implement process improvements for speed and quality as we scale.
Help with recruiting and onboarding as we grow the engineering team.
Who You Are
6+ years of software engineering experience, with 2+ years in a technical leadership capacity.
Proven track record of leading the design and delivery of complex, scalable systems.
Deep experience in one or more: Python, Node.js, Go; strong knowledge of cloud environments (AWS, GCP, or Azure).
Strong understanding of API design, distributed systems, and real-time data processing.
Comfortable working with ambiguity in a fast-moving startup environment.
Skilled at balancing long-term technical vision with short-term delivery needs.
Bonus: experience integrating LLMs, AI-powered automation, or observability tools.
Auto-ApplySourcing Analyst
New York, NY job
Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers.
In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company.
About the Role
We're looking for a Sourcing Analyst to fuel Titan's acquisition engine by building and managing a high-quality pipeline of potential MSP targets. You'll be responsible for mapping markets, identifying and qualifying acquisition opportunities, and engaging with owners to start the conversation. This role is foundational to our growth strategy and offers direct exposure to the M&A team, leadership, and investors.
What You'll Do
Research and map the MSP and IT services market to identify acquisition targets.
Build, manage, and maintain Titan's deal sourcing pipeline and CRM.
Conduct company-level analysis on size, service offerings, location, and financial potential.
Initiate contact with potential targets via email, phone, and networking channels.
Qualify opportunities based on strategic fit, market position, and deal feasibility.
Support M&A Associate and leadership with market intel and target lists.
Track outreach metrics, deal progression, and conversion rates.
Who You Are
3+ years of experience in business development, sourcing, investment banking, private equity, or lead generation.
Strong research skills and ability to synthesize market and company data into actionable insights.
Excellent written and verbal communication skills; comfortable initiating cold outreach.
Highly organized with the ability to manage multiple sourcing campaigns simultaneously.
Self-starter with a proactive mindset and comfort working in a fast-paced, high-growth environment.
Bonus: experience in IT services, SaaS, or acquisition-driven growth environments.
Auto-ApplySales Representative (NYC)
New York, NY job
Full-time Description
Sells and services products and solutions directly to group clients or through broker/consultant relationships. Builds and maintains strong relationships to foster sales growth.
Key Responsibilities:
Working independently, sells and services products to group customer accounts/territories. Maintains and grows the book of business through aggressive product and solution sales, upsells, and renewals through partner brokers/consultants.
Advisor broker/consultants on Technology Platforms and Enrollment Solutions based on client's needs
Perform Demos to broker/consultants and/or potential clients
Assist broker/consultants on enrollment strategies for their clients to ensure employees are educated on their benefit programs
Develop new business opportunities and sales growth by initiating and maintaining strong relationships with carrier rep partners
Assist in or lead case implementations for new sales
Service
Requirements
Required Knowledge, Skills, and Abilities:
Must be able to work in a fast paced environment and learn quickly
The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar.
Must have drive and competitive spirit
The candidate has a sense of urgency and takes pride in their work.
Must be comfortable in a team environment
Have the ability to articulate solutions to customer service issues
The qualified candidate should have the following:
At least one year of professional work experience
Employee Benefit, Payroll, Ben Admin sales industry experience is not required but preferred.
Self-motivated and goal oriented with a “figure it out” attitude
Very Strong Organizational, time management and follow-through skills
Excellent skills with Powerpoint, Excel and Word
Excellent communication skills both written and verbal
Undergraduate Degree (Preferred, but not required)
Desire to continually learn new products and services
Life and Health License
Salary Description $100,000 annually
Manager - Learning Technology & Enterprise Learning Enablement
New York, NY job
"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
* Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
* Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
* Access on-demand professional development resources that allow you to hone existing skills and learn new ones
"I can succeed as a Manager - Learning Technology & Enterprise Learning Enablement at Capital Group"
As the Manager - Learning Technology & Enterprise Learning Enablement, you will lead the strategy, operations, and optimization of Capital Group's enterprise learning technology ecosystem - including platforms such as Degreed, Workday Learning, and our suite of learning design tools/platforms. You will ensure these tools are effectively leveraged to support scalable, personalized learning experiences across the organization. You will consider the integration of AI-powered capabilities such as Microsoft Copilot and other enterprise agents, ensuring all solutions follow the established enterprise AI review and approval process.
In addition, you will play a key role in supporting the newly formed Enterprise Learning Council, a cross-functional group of learning leaders focused on aligning learning strategies, sharing best practices, and identifying opportunities to scale curriculum and capabilities. You will help evolve coordination across the learning landscape, enabling Capital Group to better leverage its collective learning investments and drive measurable outcomes.
Key Responsibilities Include:
Learning Technology
* You will lead the strategy, governance, and optimization of enterprise learning platforms including Degreed, Workday Learning, and instructional design tools.
* You will Partner with Global Technology, HR Technology, and Learning & Development teams to ensure platforms are integrated, scalable, and aligned to business needs.
* You will establish learning data governance standards to enable consistent measurement of skill development, adoption, and ROI across the enterprise.
* Drive the integration of AI tools (e.g., Microsoft Copilot) into the learning ecosystem through established evaluation and approval channels to enhance personalization, content creation, and learner support.
* You will monitor usage, adoption, and ROI of learning technologies; identify opportunities for improvement and innovation.
* You will support platform vendor relationships, renewals, and roadmap planning.
* You will enable learning teams across the organization to effectively use tools to design and deliver impactful learning experiences.
* You will promote a culture of career ownership and continuous learning through innovative technology solutions.
* You will partner with senior leaders to diagnose needs, design solutions, and implement impactful learning strategies.
Enterprise Learning Enablement
* You will serve as the operational lead for the Enterprise Learning Council.
* You will design the council's operating rhythm, communication cadence, and metrics dashboard to ensure visibility and impact tracking.
* You will facilitate collaboration among learning leaders across business units to align on shared goals, curriculum, and best practices.
* You will identify opportunities to scale learning programs, reduce duplication, and increase impact across the enterprise.
* You will develop communication and engagement strategies to support council initiatives and outcomes.
* You will track and report on council progress, outcomes, and impact to senior leadership.
* You will ensure learning technology and council initiatives reflect global perspectives and local needs.
"I am the person Capital Group is looking for."
* You have experience managing enterprise learning platforms and tools in a large, matrixed organization.
* You have a strong understanding of learning technology ecosystems, including LMS, LXP, instructional design tools, and AI-powered learning capabilities.
* You have experience driving cross-functional collaboration and leading strategic initiatives.
* You have the ability to translate business needs into scalable learning technology solutions.
* You have experience integrating AI tools into learning workflows to enhance efficiency and learner experience.
* You have excellent communication and stakeholder management skills.
* You have experience with vendor management and platform governance.
* You have familiarity with learning analytics and ROI measurement.
* You have a Bachelor's degree in Learning & Development, HR, Technology, or related field - or equivalent experience. Advanced degree preferred.
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $141,648-$226,637
San Antonio Base Salary Range: $116,447-$186,315
New York Base Salary Range: $150,155-$240,248
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Auto-ApplyInvestor Relations - Senior Associate
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan's investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You'll Do:
Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video
Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight
Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you
Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio
Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives)
Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most
Help us build a best-in-class team and company
Qualifications
4-6+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
Exceptional written and communication skills along with an acute attention to details
Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
Strong ability to work cross functionally and think creatively to drive product growth
Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
Proficiency with basic financial modeling in Microsoft Excel
You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
Auto-ApplyField Engineer
New York, NY job
SI Engineering, P.C. (SIE) is a full-service consulting engineering firm based in downtown Manhattan providing services in civil, structural, transportation engineering, bridge & facility inspection, construction management & inspection and lighting design. We are engaged in local community improvement projects to large, high-profile, multi-billion-dollar infrastructure projects with a strong reputation of delivering a wide range of projects for our clients in the public sector.
SIE is looking for multiple Field Engineers - Rail/Transit to support various MTA C&D transit construction projects. This position will be responsible for the construction management, including quality, schedule, and overall client satisfaction.
Responsibilities:
Construction management of multidisciplinary rail construction projects
Inspecting, monitoring, and overseeing construction field work tasks
Reviewing contractor schedules and payments
Conducting constructability review
Coordination with MTA and other stakeholders
Qualification & Skills:
Bachelor's degree in engineering, architecture, construction management, or similar
2+ years of experience in rail construction projects including stations, line structures, communications systems, and track work
Experience with MTA C&D (including NYCT, LIRR, MNR), Amtrak, NJ Transit, and PANYNJ
Excellent communication skills and work ethic
OSHA 30, PMG123 Training, and NYCT Track Training
Expected salary range is $72,800 - $124,800 annually. Actual compensation will be dependent on the individual's qualifications, skills, experience, and physical work location.
SI Engineering places a high value on employee wellness and wellbeing, which is reflected in our competitive benefits package:
17 PTO Days per year, with an additional PTO day for every year after five years.
10 Paid Holidays per year
100% 401K Matching, up to 5% of employee income
A choice of two comprehensive health insurance plans
Dental and Vision Insurance
Term Life Insurance
Long Term Disability Insurance
Continuing Education assistance
SI Engineering, P.C. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment and career advancement without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We ensure nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964. We are committed to creating a diverse, productive and healthful work environment.
Principal Software Engineer - Product/AI
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
* Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
* Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
* Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
* Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
* Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
* World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
Hey Dave Schatz here, CTO of Titan I was early at Facebook with Zuck, built Gas with Nikita Bier (hit #1 in the App Store, later acquired by Discord), and now I'm leading engineering at Titan, some of the most rewarding and high-impact work I've ever done.
We're in stealth, building an epic consumer wealth product. We've got a few spots left on our small, high-caliber team. If you're excited to ship fast, solve real problems, and work with great humans-read on.
We're looking for a Principal Engineer who thrives in building exceptional products and is eager to push the boundaries of innovation. As a key player on our engineering team, you will be instrumental in developing and enhancing the user experience across our cutting-edge applications. If you are a hands-on leader with a passion for product development and an interest in AI, we'd love to hear from you.
What You'll Do:
* Collaborate with product managers, designers, and other engineers to shape the product roadmap and bring features to life.
* Drive innovation by exploring and integrating AI-driven solutions into our products.
* Contribute to our award-winning mobile app, built with React Native.
* Enhance and maintain our content generation and administrative tools, developed in React.
* Optimize backend systems that handle millions of dollars in daily transactions, leveraging Node.js.
* Work with our MongoDB databases to ensure performance, scalability, and security.
You will take ownership of projects across the stack, ensuring they are delivered efficiently, securely, and with a high standard of quality. This is a high-impact role where your technical leadership will directly influence our success and the satisfaction of our clients.
Qualifications:
* 6+ years of hands-on experience building scalable, high-performance applications using JavaScript/TypeScript.
* Proven track record of designing, building, and delivering high-quality, innovative products that drive meaningful outcomes.
* Elite problem-solving and collaboration skills, thriving in dynamic, fast-paced environments while bringing clarity to complex challenges.
* A strong sense of responsibility and integrity. We're a fiduciary of our clients and we always act with their best interests at heart.
* Relentless growth mindset with a passion for continuous improvement and excellence-both personally and professionally. Titan's greatest milestones are ahead, and so are yours.
* Leadership experience is a plus but not required; we value technical expertise and a drive to deliver impact.
Marketing Lead
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
As the Marketing Lead, and owner of all things growth & marketing, your mission is two-fold. First, you'll cut through the noise, making Titan's story, positioning, and product marketing both clear & compelling to our target customers. Secondly, you'll create and spearhead a roadmap of growth & lifecycle experiments to accelerate customer acquisition and wallet share per client.
This role demands both judgment and hyper scrappy execution. You'll work closely & directly with both Titan founders, the full executive team of Titan, alongside nearly every team at the company. We believe it's in our control that we can build the #1 RIA in the history of finance, the foremost steward of consumer wealth. You'll be a highly visible and extremely important part of that journey.
What You'll Do
Identify and distill clear, compelling client insights that sharpen Titan's product and brand messaging via super scrappy means
Shape Titan's external presence, ensuring our surfaces, messaging, and storytelling resonate in the market and tell a compelling registered investment advisor (RIA) story.
Break through on content and social media by developing bold, differentiated campaigns that build brand love and awareness, working with our Content lead
Architect our lifecycle strategy & execution to drive our growth goals & client experience
Design and execute fast-paced, mostly organic/asymmetric growth experiments - testing channels, narratives, and tactics to uncover leverage.
Own all marketing-related data & dashboards to ensure we're executing in the right direction
Partner cross-functionally with align brand growth with Titan's long-term roadmap.
You'll know you're successful when:
Titan has a clear and compelling brand focus informed by sharp client insights.
Our RIA story resonates in the marketplace, strengthening perception and positioning.
Titan achieves breakthrough moments on content and social, creating buzz and engagement.
A steady drumbeat of scrappy growth experiments are being launched, measured, and iterated on - with clear acquisition wins driving momentum.
Qualifications
We're looking for a creative, analytical, and scrappy growth leader with:
Proven experience turning insights into a compelling overarching narrative & product marketing - you know how to distill complexity into clarity, that ultimately ties to our product/company and have done so via scrappy means.
Track record of fast-paced, asymmetric growth experimentation that has resulted in measurable traction or breakout growth.
Content experience - from social to storytelling to campaigns - with an instinct for what cuts through.
A builder's mentality - hands-on, resourceful, thrives in ambiguous, zero-to-one environments.
Bonus: Fintech or financial services experience, or deep curiosity about wealth, investing, and financial empowerment.
Auto-ApplyBusiness Operations & Strategy
New York, NY job
Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers.
In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company.
About The Role:
We're looking for a Business Operations & Strategy Lead to partner closely with our founders and MSP leadership teams to drive operational excellence, craft acquisition strategies, and build scalable integration playbooks. This is a highly strategic and hands-on role with a clear path to building and leading a team as we grow our portfolio.
What You'll Do:
Partner with MSP executives to revamp operations and sales strategies
Identify and solve the most critical operational bottlenecks across acquired businesses
Support leadership in setting and executing key objectives for the next 1-2 quarters
Drive acquisition strategy: evaluate product mix, identify gaps, and assess targets for potential rollups
Develop integration playbooks across finance, ops, and product for newly acquired companies
Build and manage a small team to oversee day-to-day post-acquisition integration and operational improvements
Who You Are
3-8 years of experience in strategy + operations, ideally with PE operating experience
Proven track record in driving operational improvements and post-acquisition integration
Comfortable moving between high-level strategy and hands-on execution
Auto-ApplyRelationship Specialist - National Accounts
New York, NY job
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a Relationship Specialist-National Accounts at Capital Group.”
As a Relationship Specialist-National Accounts, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries with specific focus on retirement plan products and services.
“I am the person Capital Group is looking for.”
You will partner closely with the Relationship Manager to build and maintain relationships with firms by developing & executing business plans.
You will proactively engage clients and deliver resources including access & education on practice management, Mindshare, PracticeLab, PC Services, ECS, Product Specialists, Investment Professionals etc.
You will represent Capital Group by meeting with home office contacts virtually and in person by traveling to conferences, workshops, and offices.
You will identify opportunities to provide business solutions through interactions with NACG's strategic clients & develop plans to address client needs.
You will identify opportunities to promote internal initiatives from American Funds Distribution (AFD) sales, marketing, and support groups.
You demonstrate working knowledge of compliance/regulatory requirements.
You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms.
You will increase Capital Groups exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings.
You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms.
You can maintain multiple documents, websites and contacts both internally and externally.
You have a bachelor's degree.
You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66
“I can apply in less than 4 minutes.”
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
New York Base Salary Range: $133,471-$213,554
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Auto-ApplyM&A Associate/VP
New York, NY job
M&A Associate / VP
Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers.
In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company.
About the Role
We're looking for an M&A Associate to help drive Titan's acquisition strategy - from sourcing and evaluating potential MSP targets to supporting due diligence, deal execution, and integration planning. You'll work closely with our leadership team and investors to identify high-quality acquisition opportunities, model their impact, and ensure smooth transitions post-close.
What You'll Do
Identify, source, and build relationships with target MSPs and adjacent service providers.
Support the full deal lifecycle - from initial outreach through closing and integration.
Conduct detailed financial analysis, market research, and valuation modeling.
Coordinate due diligence across financial, legal, operational, and technical workstreams.
Prepare investment memos and materials for leadership and board review.
Collaborate with operations and product teams to ensure seamless post-acquisition integration.
Maintain and refine Titan's acquisition pipeline, tracking key deal metrics.
Who You Are
3+ of experience in investment banking, private equity, corporate development, or management consulting.
Strong analytical and financial modeling skills; comfortable interpreting P&L statements, cash flow models, and operational KPIs.
Excellent communication and relationship-building skills; able to engage with owners, executives, and advisors.
Highly organized, detail-oriented, and able to manage multiple deals at once.
Comfortable working in a fast-paced, entrepreneurial environment with shifting priorities.
Bonus: experience in IT services, SaaS, or roll-up strategies.
Auto-ApplyFinancial Planner
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
* Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
* Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
* Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
* Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
* Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
* World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for a Financial Planner / Senior Financial Planner to help build the planning engine behind Titan's advisory experience. This person will deliver high-quality financial plans, support advisors in complex client conversations, and help transform planning into a scalable, tech-enabled product.
This role sits at the intersection of financial planning, client education, and systems-building. You'll work closely with our Director of Wealth Advisory, all client-facing advisors, and product/engineering teams to turn individual plans into workflows, templates, and tools that can scale to tens of thousands of households.
If you're excited about elevating the planning industry, building something category-defining, and shaping how financial advice is delivered for the next 50 years, this is the role.
What You'll Do:
* Deliver world-class planning: Build modular and comprehensive financial plans covering retirement, tax, cash flow, college planning, RSU and equity comp. You'll equally create post-call action plans that translate complexity into clear next steps for clients
* Multiply advisor capacity: Reduce advisor prep time through templates, workflows, and repeatable analyses while partnering with advisors to structure planning cases and identify opportunities to deepen wallet share.
* Build the systems that scale planning: Codify the "Titan Planning Standard" and help build the internal knowledge base and training curriculum to help identify which planning workflows should be automated, templatized, or delegated.
* Educate clients with clarity: Teach current and prospective clients about Titan's investment options and how they fit into a broader, well-constructed portfolio.
* Analyze investment strategies with precision: Conduct bespoke portfolio reviews, including allocation analysis, transfer scenarios, and strategic portfolio perspectives tailored to each client's situation.
* Collaborate cross-functionally: Partner closely with Investment Research, Growth/Marketing, and Engineering/Product/Design to keep Titan focused on the insights and experiences that matter most to our clients.
Qualifications
* 4-6+ years of experience in an Financial Planning, Wealth Management, Advisory, or other client-facing investment management roles
* CFP designation strongly preferred (or progress toward completion)
* Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, tax planning, retirement strategies, cash flow modeling, insurance basics, equity comp, and portfolio mechanics, etc.)
* Exceptional written and communication skills along with an acute attention to details
* High EQ and an instinct for the emotional side of financial decisions
* Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
* Strong ability to work cross functionally and think creatively to drive product growth
* Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
* Proficiency with basic financial modeling in Microsoft Excel
* You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
* You make things happen. You are scrappy, eager to work in ambiguity, and find ways to overcome roadblocks with workarounds or tradeoffs.
* Series 7, 63 and 65 or 66 preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
SIEM Architect/Engineer
New York, NY job
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a SIEM Architect / Engineer at Capital Group”
We are seeking a highly skilled and hands-on SIEM Architect / Engineer to lead the design, implementation, and optimization of modern SIEM solutions for our enterprise. The ideal candidate requires deep technical expertise in security data engineering, log management, and threat detection, as well as a strong consultative approach to understanding and solving complex security challenges.
Your responsibilities will include:
Architect, build, and implement scalable and resilient SIEM solutions tailored to customer requirements.
Leverage modern technologies such as Splunk, Cribl, Snowflake, Databricks and AWS-native services to build advanced detection and investigation capabilities.
Analyze and normalize diverse security log sources to ensure comprehensive visibility and actionable insights.
Collaborate with customers to understand their security operations needs and develop tailored SIEM strategies and roadmaps.
Enable customers to fine-tune detection logic, correlation rules, and alerting mechanisms for maximum effectiveness and minimal noise.
Integrate platforms with broader security ecosystems including SOAR, EDR, threat intelligence, and cloud-native tools.
Build and maintain system health checks, high availability configurations, and log pipeline reliability.
Stay current with emerging threats, SIEM technologies, and industry trends to continuously evolve detection and response strategies.
Provide expert-level troubleshooting and resolution support for complex SIEM-related issues and performance bottlenecks.
“I am the person Capital Group is looking for.”
You have 5-7 years of experience architecting, deploying, and optimizing SIEM platforms in enterprise environments.
You've worked hands-on with modern SIEM tools like Cribl, Splunk, AWS, Snowflake, and Databricks, and know how to tailor them to complex environments.
You understand security telemetry deeply-logs from firewalls, endpoints, cloud services, identity providers, and applications are second nature to you.
You automate and integrate with ease using Python, Bash, and Terraform, streamlining workflows and boosting efficiency.
You engineer log pipelines, normalize and enrich data, and ensure it's ready for analysis and detection.
You communicate clearly and consult effectively, translating technical requirements into business outcomes that matter.
You're familiar with MITRE ATTACK, and skilled in detection engineering and threat hunting methodologies.
You have a strong background in cloud security and DevSecOps, and know how to embed security into every stage of development.
“I can apply in less than 4 minutes.”
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $159,354-$254,966New York Base Salary Range: $168,924-$270,278
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Auto-ApplyTax Advisor / CPA
New York, NY job
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We're hiring a CPA / Advisor (Senior Financial Planner) to build the tax planning engine behind Titan's advisory experience. You'll deliver high-quality tax and financial plans, support advisors in complex client conversations, and help turn tax planning into a scalable, tech-enabled product.
This role sits at the intersection of tax strategy, financial planning, client education, and system design. You'll work closely with our Director of Wealth Advisory, advisory team, and product/engineering to transform one-on-one technical work into workflows and tools that scale to tens of thousands of households.
If you're excited by the intersection of tax, planning, and technology, and motivated to rebuild the wealth management experience from the ground up, this is the role.
What You'll Do:
Deliver world-class tax-centric planning: Build modular and comprehensive plans that integrate tax projections, retirement optimization, filing strategies, equity comp, college planning, and entity considerations. Translate complexity into simple next steps for clients.
Multiply advisor capacity: Reduce prep time through tax templates, projections, workflows, and decision trees. Support advisors in structuring cases and identifying opportunities for wallet share expansion.
Architect the systems that scale tax planning: Codify the “Titan Tax Standard,” build our internal knowledge base, and help identify which tax workflows can be automated, templatized, or delegated.
Educate clients with clarity: Explain tax implications, planning choices, and investment considerations in a way that inspires confidence-not confusion.
Analyze tax + investment strategies with precision: Run tax projections, evaluate rollover options, model Roth conversions, assess AMT triggers, evaluate exercise strategies, perform multi-year scenarios, and tie advice back to investment implications.
Collaborate cross-functionally: Partner with Investment Research, Growth/Marketing, and Engineering/Product/Design to ensure Titan remains laser-focused on what matters most to clients.
Qualifications
4-8+ years of experience in taxation, financial planning, wealth management, or advisory.
Active CPA required (or EA with significant tax planning experience). CFP, CFA, or ECA a strong plus.
Demonstrated ability to analyze complex tax scenarios and communicate them simply.
Strong grasp of tax planning, retirement strategies, cash flow modeling, equity comp, business-owner considerations, and portfolio mechanics.
Exceptional communication skills and acute attention to detail.
Comfortable with high volumes of client interactions (video, phone, asynchronous).
Strong ability to work cross-functionally and influence product direction.
Proficiency with Excel; familiarity with tax and planning tools; comfort working with data.
Bias toward ownership, pace, clarity, and solving problems end-to-end.
Series 7, 63 and 65/66 preferred; willingness to obtain if not currently licensed.
Auto-ApplyCAMPUS Information Technology Cybersecurity Summer Associate (2026)
New York, NY job
“I can succeed as an Information Technology Summer Associate at Capital Group.”
Join our Offensive Security Team as a Cybersecurity Summer Associate and gain hands-on experience in the penetration testing space. You'll shadow professionals who perform authorized, scoped security testing across applications, networks, and cloud environments.
You'll use manual techniques and automated tools to identify security flaws
You'll document proof-of-exploitation and collaborate with engineers to validate and remediate issues
You'll deliver clear, business-focused reports outlining risk, remediation steps, and validations of corrective actions
You'll dive into diverse technology areas to determine best ways to mitigate security issues identified
“I am the person Capital Group is looking for.”
We're seeking curious, agile learners with a strong interest and / or education in cybersecurity and a passion for offensive security. Ideal candidates will have:
Academic Background:
You have a cumulative GPA of 3.0 or above and are currently pursuing a security focused bachelor's degree in Cybersecurity, Information Security, or equivalent with an anticipated graduation date of Spring 2027.
Coursework in Operating Systems, Network Communications, Security Architecture Design, Penetration Testing, Network Security, Network Architecture and Design, Software Development, Cloud Computing, or Distributed Systems.
Technical and Functional Skills:
Familiarity with security scanning tools (e.g. Nmap, tcpdump, etc) and software exploitation frameworks (e.g., Metasploit)
Knowledge of at least 2 programming / scripting languages (e.g., C/C++, Java, Python, bash scripting, Powershell)
Hands-on lab experience related to offensive security is a plus
High learning agility and intellectual curiosity to learn how security systems work
Strong communications and collaboration skills
Hourly rate: $38
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Auto-ApplyProduct Manager
New York, NY job
Titan is an AI holding company transforming IT services with its Augmented AI platform. We acquire and partner with the best Managed Service Providers (MSPs) and embed AI at the core of their operations, empowering technicians to work faster, smarter, and more strategically. Our augmented AI platform enables MSPs to scale like technology companies while delivering faster resolutions, better uptime, and more proactive, personalized support for their customers.
In under a year, we've raised over $70M from General Catalyst, acquired market-leading MSPs like RFA, and deployed agents seeing real-world impact to productivity. Our team bring together AI product expertise from Scale AI, Google, MIT, and Stanford with private equity experience from H.I.G. Capital and seasoned MSP executives who have led some of the industry's top providers. Joining Titan means helping to redefine how work is done in IT Services and building a $100B company.
About the Role
As a Product Manager at Titan, you'll own the end-to-end lifecycle of AI agent development - from customer discovery to deployment at scale. You'll work directly with MSP leadership, engineering, and the AI team to design solutions that integrate seamlessly into real-world workflows. This role blends deep customer empathy with strong technical understanding, and you'll have the opportunity to shape the product vision from the ground up.
What You'll Do
Build, design, and optimize AI agents in close collaboration with customers - mapping workflows, diagnosing pain points, and delivering measurable outcomes.
Embed with strategic customers to understand their business challenges and become a trusted advisor on their AI roadmap.
Partner with engineering to translate customer needs into clear product requirements and tight feedback loops.
Develop and maintain a product vision, roadmap, and feature backlog for your portfolio of agents.
Collaborate with GTM and design teams to ensure seamless deployments and strong adoption.
Represent Titan externally in customer and prospect meetings, pilots, and industry events.
Who You Are
2-6 years of relevant experience in product management, consulting, engagement management, or as a founder/operator.
Strong technical acumen - comfortable understanding AI workflows, data flows, and integration constraints.
Exceptional communication skills with the ability to influence both technical and business stakeholders.
Proven track record in environments with high ambiguity, rapid iteration, and cross-functional ownership.
Bonus: experience with AI/ML-powered products, enterprise automation, or IT services.
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