Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.
Investigate and resolve cost basis and performance reporting discrepancies across portfolio accounting platforms.
Perform daily account reviews and reconciliations to ensure accuracy and completeness of trading activity and reporting data.
Support quarterly client reporting, audits, and data integrity initiatives while partnering with teams to improve processes.
Mercer Advisors is a financial services firm that helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the company fosters a flexible, inclusive culture where over half of employees are women.
Define and execute the strategic direction of trading, operations, and billing functions.
Lead a multidisciplinary team of 60+ professionals to modernize processes and enhance technology.
Champion automation, continuous improvement, and scalable operating models for growth.
This company operates a sophisticated wealth management platform serving clients nationwide. The culture emphasizes high performance, collaboration, and client outcomes, with a multidisciplinary team of more than 60 professionals.
Monitor FX accounts and trading activity for rule breaches, unusual behavior, and risk exposure.
Support KYC/AML onboarding checks, sanctions and PEP screening, and ongoing due diligence.
Prepare daily, weekly, and monthly risk and compliance reports for management.
Tradeify FX is a fast-growing futures trading company built to help traders access tools, technology, and opportunities to succeed. They combine a trader-first approach with modern technology and operate at the intersection of finance and technology, with a remote-friendly, fast-moving culture.
Own trading operations and on-call coverage during APAC hours.
Monitor live strategies, investigate alerts, and respond to incidents.
Support business development and act as a technical point of contact for APAC partners.
Gauntlet builds the financial systems of the future, offering institutional vault products across the onchain finance stack. Serving over $1.5B in client TVL, the team combines traditional finance and crypto-native expertise to deliver durable products.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Monitor real-time and post-trade activity for potential manipulation, fraud, and disruptive trading practices.
Investigate surveillance alerts, reconstruct orders and trades, and document reasoning clearly.
Help build surveillance procedures, tooling, and case-management flows as a founding member of the market regulation function.
Sei Labs is a unicorn startup based in NYC building Sei, the fastest EVM blockchain in the world designed for trading. They are a lean, remote-first team that ships fast, takes full ownership of outcomes, and builds from first principles.
Manage a portfolio of partner relationships to drive revenue retention and expansion across the APAC region.
Provide trade monitoring and support for Asia-related trading activities, ensuring seamless execution and operational stability.
Act as a key liaison between partners and internal teams, capturing feedback to influence product roadmap and platform evolution.
DriveWealth is a global B2B financial technology organization that provides an API-based platform for partners to offer seamless investing and trading experiences. The company blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street, encouraging creativity and experimentation.
Research and qualify investor lists for each opportunity by stage, sector, check size and recent activity.
Open conversations with investors and book qualified investors into meetings with founders whose opportunity fits.
Maintain accurate records of every conversation, meeting and outcome to keep the process moving.
Pairs is a global network connecting family offices, institutional investors, VCs and angels to vetted startup opportunities. The team is flat and close-knit, investing alongside its network with a high pace and focus on quality.
Review financial services product applications for suitability in accordance with broker-dealer procedures and FINRA regulations.
Serve as a resource for agents and registered personnel on product suitability and transaction documentation.
Develop exception reports and surveillance systems to support supervision of registered and non-registered personnel.
Horace Mann provides insurance and financial products tailored to educators, helping them protect assets and plan for the future. Serving over 4,100 school districts nationwide, the company is publicly traded on the NYSE and holds more than $12 billion in assets.
Own one or two asset classes and define Behavox Financial Data Model fields, schemas, and validation rules.
Turn market abuse typologies into Polaris risk scenarios and maintain the Unified Risk Taxonomy for owned asset classes.
Support client meetings, demos, and RFPs alongside revenue teams while working with AI agents and Git-based workflows.
Behavox provides an AI/ML-based data operating platform that organizes enterprise data into actionable information for risk, compliance, and business growth. The company fosters a global community of fearless innovators and values bold innovation in high-performing teams.
Manage and grow relationships with assigned strategic accounts to drive client satisfaction and retention.
Develop account plans and collaborate with internal teams to identify expansion and upsell opportunities.
Analyze account data to identify trends and performance gaps, providing consultative guidance to clients.
Entrata provides a property management software platform for the multifamily housing industry. As a growing technology company, it emphasizes a collaborative culture and values employee development.
Develop and execute a territory business plan to drive sales, asset growth, and market share.
Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
Lead client presentations and deliver investment insights as a trusted advisor.
T. Rowe Price is a global asset management firm providing investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With more than 85 years of experience, the firm fosters a collaborative culture that values diversity and supports associates' growth.
Develop and manage relationships with broker partners nationwide, focusing on new-to-reverse prospects.
Source and prospect qualified mortgage brokers to generate reverse mortgage submissions and grow channel volume.
Provide high-level partner support, conduct training and marketing webinars, and collaborate with internal teams.
We help seniors unlock their home equity to live the retirement they imagined. With over 1,000 customer testimonials and a Great Place to Work® award three years in a row, we’re a close-knit team that values collaboration and fun.
Own accurate loading, validation, and reconciliation of transactions and valuations into our data aggregation system.
Deliver consolidated Wealth Reports to UHNWI clients in cooperation with Relationship Managers across Europe.
Support the Tech team in bank integrations, data quality checks, and design of new templates, dashboards, and views in our in-house platform.
Heritage is building a modern investment office, supporting prominent families globally to achieve capital enhancement and preservation through institutional-grade sourcing and personalized portfolio construction. The team is a diverse international group of over 15 nationalities from leading organizations, committed to attracting top talent and providing growth opportunities.
Handle daily settlement and reconciliation for TradFi products, plus manage listing and delisting of tickers and funds.
Investigate product issues end to end, partnering with PMs and engineers to find root causes and fixes.
Coordinate with Customer Service, Treasury, and regional teams on user escalations and operational matters.
Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. Trusted by 300+ million people in 100+ countries, the company is known for its flat structure, user-centric culture, and mission to increase financial freedom.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Provide advanced customer support for options and margin trading, empowering customers as traders.
Collaborate with cross-functional teams to improve customer experience metrics and product functionality.
Handle escalated issues, contribute to knowledge bases, and work overnight shifts after a 9-week in-office onboarding.
Robinhood is a financial services company on a mission to democratize finance for all, using technology to build the future of finance. The company is a high-performing, fast-moving team with ethics at the center, offering challenging work and best-in-class benefits.
Oversee daily cash management, monitor cash flows, and support global treasury operations across 30+ accounts.
Process nearly $1.7B in payments for sellers via Hyperwallet, Payoneer, and Wells Fargo while executing FX trades.
Partner with senior analysts and cross-functional teams to drive process improvement, automation, and compliance.
FastSpring provides payment processing and e-commerce solutions for digital product companies, handling checkout and taxes globally. Founded in 2005, it is a privately owned company with offices in multiple countries and a focus on collaboration.
Lead the regulatory launch and growth of a newly established ETF distribution and statutory underwriting business.
Own the entity's P&L, pricing strategy, and financial performance while building governance, controls, and a team.
Oversee the transition of distribution and marketing compliance activities from an external provider and manage multi-stakeholder relationships.
They are establishing a new ETF distribution and statutory underwriting business within a regulated financial-services environment. The company is in a launch phase, building its operating model, governance, and team in a lean, evolving setting.