Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.
Construct expert benchmarks: Build and validate real-world investment cases and portfolio management frameworks to evaluate AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic or market intuition fails.
Design frameworks: Translate how institutional investors evaluate securities and manage risk into problems that push the limits of AI reasoning.
Mentis AI operates where institutional investment expertise meets frontier AI systems. They combine asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in financial contexts.
Define what "5-star" looks like in wealth management and design client experiences that are genuinely differentiated.
Incubate and personally run new advice services, creating the V1 process and overseeing the first cohort of clients.
Build the partnerships that expand their offering, designing the integrated client experience and piloting the model.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, they take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They’re the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, with a remote team of over 1,500 employees across North America. They value collaboration, humility, and an obsession over quality.
Construct expert benchmarks: Build and validate real-world underwriting models and investment cases used to evaluate frontier AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated real estate analyses and identify where logic or market intuition fail.
Design frameworks: Translate how REPE professionals evaluate acquisitions and structure transactions into problems that push the limits of AI reasoning.
Mentis AI operates at the intersection of institutional finance expertise and frontier AI systems. Our team combines financial services experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions.
Data will capture how private equity and growth equity professionals evaluate investments.
Data will span the full investment lifecycle from sourcing to exit.
Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. They are headquartered in London and San Francisco and aim to bridge the gap between human and artificial intelligence.
Deliver impeccable and proactive service, anticipating client needs before they arise.
Explain complex concepts simply, like transaction unwinding or specific promotions.
Take ownership of client issues, coordinating efforts across departments to ensure resolution.
Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.
Run a team of licensed portfolio managers supporting clients for whom we manage money.
Coach, train, develop, and inspire entry-level portfolio managers.
Oversee our digital portfolio management systems used to manage client money.
Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.
Partner with the CFO to formulate, communicate, and drive Xapo's financial strategy.
Lead the core financial planning processes, including forecasting, scenario modeling, and long-range strategic planning.
Design and own the executive-level reporting frameworks to monitor business performance.
Xapo Bank is committed to changing the way things are done in economic freedom and wealth protection, no matter where you live. We’re a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world.
Construct expert benchmarks to evaluate AI systems.
Stress-test model reasoning, identifying failures in logic.
Design frameworks translating investor strategies into AI.
Mentis AI operates at the intersection of private markets expertise and frontier AI systems. Their team combines institutional finance experience with machine learning and applied AI research, collaborating with leading AI labs to improve AI reasoning in financial contexts.