Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Join the Operations team and take ownership of start-to-finish processing of Mutual Fund Settlements and Reconciliation.
Assist with projects related to improving existing processes or shipping new products.
Contribute to identifying and mitigating any inherent operational risks as they relate to the overall team.
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, and they value collaboration, humility, and an obsession over quality.
Lead the migration of acquired firms’ portfolio management system data to Orion platform.
Gather, organize, and validate client data from pre-acquisition portfolio management systems.
Coordinate stakeholders to resolve post-migration clean up issues related to data feeds.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. As the #1 RIA Firm in the nation, they serve over 31,300 families in more than 90 cities across the U.S., with a commitment to diversity and flexible working arrangements.
Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
Mentor junior associates, refining service standards.
Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.
Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Become a subject-matter expert on platform capabilities, including workflow automation.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Lead compliant media and messaging to build and scale a strong top of funnel.
Work closely with senior leadership to develop and execute a customer acquisition strategy.
Build, grow, and nurture an email database to support onboarding, engagement, and retention.
My Funded Futures is transforming the world of proprietary trading by giving traders the capital, tools, and community they need to succeed. They blend innovation, transparency, and performance to create opportunity — helping traders scale faster and smarter.
Oversee daily trade and clearing operations across markets, ensuring accuracy and compliance.
Serve as the primary contact for clients facing trade or system issues, ensuring fast resolution.
Continuously monitor risk exposure and operational controls, escalating issues to the risk and engineering teams.
Kalshi has defined a new category: prediction markets, allowing people to trade on the outcome of any events and turn any question about the future into a financial asset. They are currently the fastest growing financial market in America, with a culture that values talented people who work hard and enjoy the climb.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Collaborate with Sales and Growth to scale acquisition strategies for qualified trader leads.
Own Go-To-Market execution for trader products, ensuring smooth campaigns and tracked results.
Translate complex trading products into clear narratives, helping the business stand out.
Wealthsimple aims to provide financial freedom by making money management transparent and low-cost. As the largest fintech company in Canada, they serve 3+ million users with over $100 billion in assets and foster a collaborative and high-quality work environment.
Answer inbound Voice calls with friendly, professional service; drive quick, accurate resolutions.
Clarify client goals, provide education on Kraken products and services, and guide funding, trading and other account activities.
Take ownership to continuously optimize your performance and ability to add value to Kraken.
Kraken is a mission-focused company rooted in crypto values that aims to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, Kraken has Krakenites in 70+ countries who speak over 50 languages.
Present wealth management solutions to high-net-worth prospects.
Engage with prospects to evaluate their financial situation and provide solutions.
Educate prospective clients on the variety of Fisher Investment’s offerings.
Fisher Investments is a global investment firm that puts clients first. They are a privately held, multi-billion-dollar company focused on bettering the investment universe, and pride themselves in their inclusive culture.
Deliver a high-quality experience that balances low client friction with strong security protocols
Analyze cases and alerts to identify potential threats while minimizing false positives
Communicate with clients primarily through email, addressing account access, security concerns, and general troubleshooting
Kraken is committed to accelerating the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. They are a fully remote company with Krakenites in 70+ countries who speak over 50 languages.
Lead making strategic decisions regarding team buildout and operational policies and procedures
Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies
Identify product development opportunities, routing technical, product feedback to the product development teams
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. They offer a values-driven organization with a digital-first hybrid workplace, allowing teams to collaborate effectively across multiple locations.
You own client outcomes end-to-end across active clients in the US and Australia.
You set direction, guide teams, and work proactively with clients to drive strong outcomes, consistency, and trust.
You’ll work closely with Sales, Operations, Tech, and Leadership to ensure delivery quality, retention, and long-term client success.
Trialfacts connects patients to clinical trials, and their clients rely on them to deliver results, transparency, and confidence throughout their studies. They have a global team and clients and the leadership team plays a critical role in shaping how they serve clients, collaborate internally, and grow sustainably.
Drives customer excellence through team leadership and data-backed coaching.
Acts as a subject matter expert, supporting and coaching the team.
Ensures all customer support activities comply with regulations and standards.
Monzo is on a mission to make money work for everyone, waving goodbye to the complicated and confusing ways of traditional banking. They have a long history of creating magical moments for their customers.
Build knowledge of our evolving software and the real estate private equity industry.
Advance use of Juniper Square software to support our fund administration and investor services clients.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency and transparency. They are a values-driven organization with employees collaborating across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.
Conduct branch office inspections, both onsite and remote, for compliance with regulations.
Document findings, recommendations, and corrective actions in detailed examination reports.
Provide guidance and training to employees on regulatory changes and internal policies.
StoneX Group connects clients to the global markets with a focus on innovation and world-class service. The company has approximately 4,300 employees across 80 offices and offers potential for progression and growth across its four business segments.
Execute position closures and account restrictions based on stress testing metrics.
Remediate uncovered options and short equity positions while monitoring accounts.
Monitor expiration and early assignment risk, serving as backup to automated remediation tools.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage their money, using technology to make financial services transparent and low-cost. They are the largest fintech company in Canada, with over 3 million users and $100 billion in assets, valuing collaboration and humility in their teams.