Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.
Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.
Act as the internal subject-matter authority on UMA structures and translate operational realities into clear, prioritized product requirements.
Partner with engineering, design, and client delivery to architect scalable solutions for wealth management and asset management clients.
Vestmark is a financial technology company that delivers personalized investing at scale through its direct indexing and tax-aware portfolio management platform, VAST. The company emphasizes a culture of collaboration, positive energy, continuous learning, and ownership, with a focus on serving wealth management and asset management clients.
Support every company through the life of their raise, running weekly calls and preparing founders for investor meetings.
Manage a book of client companies, from onboarding through close, maintaining momentum and relationships.
Utilize your own investor relationships to connect the right companies with the right allocators at the right time.
Paires is a two-sided platform that helps founders raise capital by connecting them with a global network of investors. It is a small startup where the Portfolio Partner reports directly to the two co-founders and holds the most client-facing seat in the company.
Oversee operational infrastructure and ensure seamless delivery of services to a growing portfolio of VC firms.
Develop and implement operational strategies balancing efficiency, quality, and scalability for client delight.
Build and lead a high-performing team of fund operations and customer success professionals across multiple time zones.
Decile Group is reinventing venture capital from first principles to unlock the asset class's potential and make the industry more global and inclusive. They run VC Lab, the leading venture capital accelerator, and operate the Decile Hub platform, serving hundreds of VC firms globally.
Serve as primary contact for retail investors, addressing account questions and resolving issues.
Develop strong knowledge of Fundrise products and investment strategies to support investors.
Evaluate AI tools to improve customer experience and drive team efficiency.
Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.
Lead fund formation and structuring, including vehicle selection, LPA setup, and regulatory compliance.
Select and manage service providers such as fund administrators, auditors, and tax advisors to institutional standards.
Own core fund operations including capital calls, LP onboarding, valuation, NAV reporting, and LP communications.
Xsolla is a global commerce company providing tools and services to help video game developers fund, distribute, market, and monetize their games. Headquartered in Los Angeles, California, it has helped over 1,500 game developers and operates as a merchant of record, fostering a community that values creativity and collaboration.
Build and grow LP relationships with family offices, credit allocators, and institutions for the Xsolla Credit Fund.
Drive follow-through on investor outreach, pipeline discipline, and CRM reporting to ensure no lead goes stale.
Support fundraising materials, LP diligence, and cross-product fundraising for other Xsolla investment vehicles.
Xsolla is a global commerce company that provides tools and services to help developers solve challenges in the video game industry. Headquartered in Los Angeles, California, Xsolla has helped over 1,500 game developers and operates as a merchant of record, with a culture focused on creativity and collaboration.
Lead and scale the full marketing function for a rapidly growing financial services platform.
Shape corporate brand positioning and client-facing marketing capabilities.
Build scalable processes, operating rhythms, and measurement frameworks.
They are a rapidly growing financial services platform operating in the ETF ecosystem. With a focus on building scalable marketing processes, the company fosters a high-performance culture and values strategic leadership.
Define the AI Investing proposition, product roadmap and business model.
Build AI-native experiences across investment discovery, research, portfolio management and decision-making.
Develop how AI should analyse information, surface opportunities and support users throughout the investment journey.
BJAK is a mobile-first insurance platform that makes insurance accessible online in Southeast Asia. They have a global team of over 20 nationalities and are expanding into spending, saving, investing, and more.
Develop and execute strategic sales initiatives to drive ETF adoption across professional buyer channels.
Cultivate and expand relationships with RIAs, aggregators, model portfolio managers, and institutional consultants.
Serve as a senior representative at client meetings, conferences, and industry events to grow the Virtus ETF franchise.
Virtus ETF Solutions operates a multi-manager ETF platform providing access to active, systematic, fixed income, equity, and alternative strategies. The company is a dynamic, fast-growing organization with a collaborative culture and resources of a large firm.
Serve as the primary legal advisor for Mercury Treasury and Mercury Invest, advising across the full product life cycle.
Work cross-functionally with product, compliance, risk, engineering, and operations teams.
Advise on regulatory matters including FINRA, SEC, and ensure compliance frameworks.
Mercury is a fintech company that reinvents banking for the modern age by offering checking and savings accounts, debit cards, payment services, credit products, cash management tools, and analytics. The company values diversity, belonging, and a culture of urgency, curiosity, and action.
Build and manage a growing portfolio of allocator relationships with family offices and high-net-worth individuals.
Support live fundraising mandates by qualifying investors and preparing concise briefing notes.
Use AI-powered tools to streamline research and pipeline management, focusing on relationship building.
The company partners with hiring firms to manage applications and next steps. They are an AI-powered matching service that helps candidates find roles efficiently.
Manage and grow the Treasury's fixed income investment portfolio, optimizing returns within approved risk limits.
Structure investment and yield products across traditional fixed income and Bitcoin, including OTC execution and FX flows.
Contribute to risk management and treasury reporting, including investment performance and P&L for senior committees.
Xapo Bank is a fully distributed team of over 160 employees working from 50+ countries, focused on economic freedom and wealth protection. We are committed to a Bitcoin-first strategy and changing the way things are done.
Own technical tax positions across a complex fund platform including REITs, RICs, TRSs, C corporations, partnerships, and a Qualified Opportunity Fund.
Design and manage the delivery model between in-house and external capacity, including vendor budgets, review controls, and compliance across all entities.
Ensure compliance with REIT/RIC qualification, ASC 740 provisions, investor tax reporting, and transaction structuring.
Fundrise is a financial technology company on a mission to build a better financial system for the individual. With over 2 million users and $3 billion in assets under management, it is the largest direct-to-investor alternative asset platform in the US, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone.
Provide exceptional customer service via email and phone, helping clients use products effectively.
Assist with client inquiries, fund transfers, and understanding investment risk and performance.
Act as the voice of the customer, highlighting improvements to enhance the client experience.
Wealthfront builds financial products that automate banking, investing, and planning to help clients grow their money. They serve over 1 million clients with $90 billion in assets and foster an inclusive, client-first culture.
Lead go-to-market strategy for investing products, partnering with cross-functional teams to drive product-led growth.
Develop resonant positioning and scaling strategies for new products while managing a world-class product marketing team.
Use data-driven insights and customer research to create actionable plans that serve unmet needs and drive business growth.
Wealthfront leverages technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. With over 1 million clients and more than $90 billion in assets, they foster a culture of innovation, collaboration, and respect.
Own and grow a personal book of allocator relationships from family offices and HNWIs.
Match investors to live deals, brief before meetings, and capture feedback.
Open new relationships from scratch using a proven method and earn trust that makes your calls answered within a day.
Paires is a two-sided platform that connects startup founders with family offices and high-net-worth individuals for fundraising. The company is self-funded, profitable, and built by a small, senior, flat team that ships fast.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Develop and execute a comprehensive investor relations strategy, including investor presentations and roadshows.
Build and maintain relationships with investors and support executives on fundraising activities.
Partner with finance to distill complex metrics into clear narratives and set foundation for quarterly reporting.
Cohere is a leading security-first enterprise AI company building cutting-edge foundation AI models and end-to-end products for enterprises. They are a global team of researchers, engineers, and designers passionate about their craft, with offices in Toronto, London, New York, and more.
Build and run Gauntlet's compliance program, including policies, monitoring, and governance.
Support regulatory registrations, examinations, and audits.
Partner with cross-functional teams to embed compliance and use AI for efficiency.
Gauntlet builds financial systems for on-chain finance, serving over $1.6B in client TVL. They are a Series C company with a team blending traditional finance and crypto expertise, offering a hands-on, ownership-driven culture.