Own and execute the operational workflows that move SPVs and venture funds from submission, through launch, to first deployment, and throughout the fund lifecycle.
Execute end-to-end subscription workflows for LPs investing via IRAs, including LP onboarding, subscription document processing, and investor support.
Identify process improvement opportunities and implement no-code, low-code, or AI automations to reduce manual work and strengthen controls.
Belltower Fund Group empowers world-changing fund investments by providing fund administration services to the venture space. Since 2019, Belltower has supported 29k+ funds representing over $23B in assets under administration, leveraging AngelList’s fund admin software.
Manage all talent acquisition efforts and lead hiring teams.
Oversee all performance management for team members, including coaching and PIPs.
Cultivate and maintain a positive team culture and employee engagement initiatives.
Splitero helps homeowners access their equity through their HEI product. They foster a culture of transparency, innovation, and inclusivity, where every voice is heard and every team member is valued.
Support the building, maintenance, and auditing of financial models for tax equity transactions.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ is composed of experts in energy, tax, finance, government, and technology with a remote-first operating model and a high-growth culture.
Write creative copy for interactive voice response scripts
Track and manage scope, schedule and costs for project implementation
TP is a global, digital business services company. They deliver advanced, digitally powered business services to streamline businesses meaningfully and sustainably. With over 500,000 employees speaking 300+ languages, they support communities, clients, and the environment.
Manage the whole sales process from beginning to end.
Qualify new leads and identify prospects.
Create advocates for our products and assist them in finding answers.
YipitData is a market research and analytics firm for the disruptive economy. They analyze billions of alternative data points to uncover actionable insights across sectors. The company operates globally and has a people-centric culture that emphasizes transparency, ownership, and continuous mastery.
Provide onboarding documentation to prospective Advisors.
Obtain and review completed onboarding documentation while providing guidance.
Ensures compliance with industry rules and platform policies.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Proactively outreach to accredited investors via phone, email, and other channels.
Qualify investor interest and educate prospects on StartEngine’s private market offerings.
Book discovery calls and meetings for Private Equity Associates.
StartEngine is a FinTech powerhouse driving the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.
Conduct regular one-on-ones and performance reviews to promote employee growth and high-impact performance.
Act as the primary escalation point for member issues and complex (fertility-related) financial and billing issues.
Use your continuous improvement mindset to define and iterate on processes to drive efficiency and accountability toward KPIs.
Maven is the world's largest virtual clinic for women and families with a mission to make healthcare work for all. More than 2,000 employers and health plans trust Maven's end-to-end platform to improve clinical outcomes, reduce healthcare costs, and provide equity in benefits programs.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
Partner with Industry Executives to identify and drive adoption of new product opportunities.
Review usage gaps and expansion opportunities in support of customer retention and expansion initiatives.
TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. They strive to build an environment where their associates are in the driver’s seat of their professional development— while having access to help along the way.
Follow company policies/standards to determine if activities or transactions are non-compliant/potentially suspicious and action as appropriate.
Ability to work / investigate alerts in a fast-paced environment while maintaining high quality standards.
Undertake ad-hoc project work and Financial Crime program enhancements.
Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. They aim to change consumer finance through better technology, lower costs, and increased transparency while providing the best customer experience.
Lead and coach the US Operations team, aligning team goals with overall company objectives.
Own critical operational processes including trading, reconciliation, onboarding, risk assessment, account management, and money transfers.
Partner with internal and external teams to anticipate business needs, enhance processes, and navigate trade-offs between efficiency, complexity, controls, user experience, and compliance.
Arta is a financial technology company that makes sophisticated AI-driven investment tools, alternative assets, and private market access available to a global audience beyond the ultra-wealthy. It is a dynamic company with a talented team that values trust, teamwork, adaptability, innovation, and collaboration in a vibrant work environment.
Manage, support, and coach a team of Customer Support Specialists to help customers succeed using Juniper Square's platform.
Develop team members with intention, provide direct feedback, and create pathways for growth while guiding them through transformation with new AI tools and workflows.
Use AI-powered tools and support data to drive decisions, maintain SLAs, and collaborate with other teams to enhance product quality and customer experience.
Juniper Square's mission is to unlock the full potential of private markets by digitizing privately owned assets like commercial real estate and private equity to bring efficiency and transparency. It is a values-driven organization operating with a digital-first approach across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.
Draft and manage statements of work for customizations, white labels, builds for clients, and change orders.
Partner with sales and post-sales teams to scope custom SOW engagements, define deliverables, timelines, and success criteria.
Plan, coordinate, and drive the delivery of large projects for global key accounts with in-house or outsourced contractors and ISVs.
Sardine is a leader in fraud prevention and AML compliance. They use device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens and have hubs in the Bay Area, NYC, Austin, Toronto, and São Paulo, with a remote-first culture.
Lead customer onboarding and deployment for smooth implementation experiences.
Partner with cross-functional teams to execute plans and solve customer problems efficiently.
Analyze client financial workflows to translate needs into clear, practical solutions.
Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.
Responsible for the strategic oversight and successful delivery of services for the Arlo post-election audit product.
Act as the primary liaison for Product and Engineering alignment for customer success, managing onboarding, adoption, and risk.
Develop systems, metrics, and playbooks to track customer health, optimize journeys, and manage projects across multiple states.
VotingWorks is a non-partisan non-profit building open-source technology to power trustworthy elections. It operates as a small, flat, and tight-knit team striving to be both confident and humble, with a distributed workforce across nine states.
Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.
Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.