Wealth BA Job at Realign (Toronto)

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime

Senior Business Analyst

We’re looking for a strategic and tech-savvy Senior Business Analyst to lead AI-...

Location

Australia , Sydney

Salary:

Not provided

Lonsec

Expiration Date

Until further notice

Requirements

Tertiary qualification in Business, IT, Finance, Economics, or related field
Business analysis certifications (e.g. CBAP, PMI-PBA) highly regarded
10+ years’ BA experience, including 5+ in financial services
Proven delivery of complex tech and AI projects in regulated environments
Strong understanding of wealth platforms, banking systems, and investment tech
Hands-on experience with AI/ML technologies and vendor evaluations
Skilled in Agile practices, stakeholder management, and process modelling
Proficient in data analysis tools (SQL, Power BI, Tableau) and BA platforms (Jira, Confluence)
Deep knowledge of financial services regulations and AI governance standards
Excellent communication, leadership, and mentoring capabilities

Job Responsibility

Lead end-to-end requirements gathering and solution design for AI and tech initiatives
Translate business needs into clear functional specs, user stories, and acceptance criteria
Collaborate on AI strategy, evaluating solutions and supporting implementation across platforms
Analyse and optimise business processes using AI and automation to improve efficiency
Build strong stakeholder relationships and communicate complex concepts clearly
Perform data analysis to support decisions and ensure data quality and governance
Coordinate testing activities, including UAT, and support change management
Mentor junior analysts and contribute to best practice frameworks across the business

What we offer

Ongoing flexible working arrangements
Family friendly work-life balance
Paid parental leave
Volunteer and Study leave
Genuinely open and supportive culture with an approachable executive team
Ongoing training and professional development
Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

Webflow Lead Solutions Architect, Strategic Accounts

At Webflow, our mission is to bring development superpowers to everyone. As the ...

Location

United States

Salary:

145700.00 - 222800.00 USD / Year

Webflow

Expiration Date

Until further notice

Requirements

BS / BA college degree or relevant experience
5–7+ years of experience in Solutions Architecture, Sales Engineering, or Technical Consulting with an enterprise post-sales focus
Wealth of web development expertise, spanning HTML, CSS, React, JavaScript, APIs, infrastructure, and enterprise-scale architecture
Track record of leading strategic accounts, influencing at both executive and technical levels
Ability to bridge technical and non-technical conversations, with the ability to frame Webflow’s value in business outcomes
Operate with autonomy in complex, high-visibility customer engagements, prioritizing effectively and delivering results
Vast experience with, or the technical aptitude to quickly learn, core concepts and tools related to front-end web development (including programming languages such as HTML, CSS, React, and JavaScript), APIs, hosting and infrastructure, Enterprise Architecture, CRO and digital marketing, SEO, UX and UI design, and security
Open-minded with a bias toward growth, engaging in opportunities to learn, expand your current scope, and consider differing opinions
Stay curious and open to growth — actively building fluency in emerging technologies like AI

Job Responsibility

Serve as the strategic technical advisor for enterprise customers from onboarding through long-term scale
Lead executive and developer-level conversations on architecture, integrations, performance, and security
Translate business requirements into detailed enterprise implementation and growth plans
Cultivate and deepen executive relationships to ensure Webflow adoption across entire organizations
Influence Webflow’s roadmap by surfacing enterprise-scale insights and feedback
Build and contribute enterprise frameworks, playbooks, and architectural standards that drive repeatable success across accounts

What we offer

Equity ownership (RSUs) in a growing, privately-owned company
100% employer-paid healthcare, vision, and dental insurance coverage for full-time employees and their dependents
12 weeks of paid parental leave for both birthing and non-birthing caregivers, as well as an additional 6-8 weeks of pregnancy disability leave for birthing parents
Flexible PTO for all locations and sabbatical program
Access to mental wellness and professional coaching, therapy, and Employee Assistance Program
Monthly stipends to support work and wellness
401k plan or pension schemes
CPA and financial advisor coverage

Fulltime

Financial Planner

We’re looking for an experienced Financial Planner to join our team of industry ...

Location

United States , McLean; New York City; Seattle

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
4-8+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Financial Planner

We’re looking for an experienced Financial Planner to join our team of industry ...

Location

United States , McLean; New York City; Seattle

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
4-8+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Wealth BA

Realign

Location:
Canada , Toronto

Category:
IT - Software Development

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 21, 2026

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