Provide high-level executive support to the principal of a private family office, including calendar management, travel coordination, and meeting preparation.
Conduct research, due diligence, and vendor sourcing to support business initiatives and investment decisions.
Manage operational tasks, project coordination, and personal assistance across business and personal affairs.
Assist World provides virtual assistant services to businesses and entrepreneurs. They are a remote-first company that values independence and flexibility.
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts.
Nurture long-standing client relationships, onboard new accounts, and coordinate account opening processes.
Direct Trust Administrators in processing trades, transfers, and reconciliations while ensuring compliance and audit readiness.
Newport helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The company fosters a collaborative, idea-sharing environment with professional development and generous reward programs.
Process new account openings and maintain client accounts with major custodians like Charles Schwab, Fidelity, and Raymond James.
Handle money movements, documentation review, and communication with advisors and internal teams.
Work with investment performance reporting platforms such as Black Diamond and Orion.
The client is an established outsourcing company providing operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They work behind the scenes to deliver high-quality, efficient back-office services that allow advisors to focus on their clients.
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.
Direct the Partnerships team to achieve ambitious annual fundraising targets, focusing on catalytic capital from high-net-worth individuals and family offices.
Build and manage a portfolio of philanthropic partners, using data and analytics to optimize engagement.
Lead and develop a team of 2-5 members while collaborating with senior leadership on strategic initiatives.
Prime Coalition empowers philanthropists to scale untapped climate solutions with precision and speed. Since 2014, it has deployed $108M in catalytic capital and supported 58 companies, with resources reaching 19,000 users worldwide.
Manage the Principal's calendar, communications, and correspondence across time zones with full autonomy.
Anticipate needs, identify gaps, and build systems proactively without being asked.
Coordinate travel, expenses, and special projects while maintaining the highest level of discretion.
Di Rezze Family Office is a private family office managing the affairs of a high-net-worth family. The team values execution discipline, critical thinking, and ownership mentality, operating in a fast-paced remote environment.
Lead and develop the treasury function, driving continuous improvement, scaling processes, and implementing best practices.
Manage end-to-end relationships with banks and EMIs, negotiating fees, credit terms, and service conditions, and optimizing banking costs.
Own KYC processes, ensure compliance, identify and mitigate financial and FX risks, and support strategic growth.
United Tech is a global IT product company building next-gen mobile and web apps for live-streaming and social networking, with millions of users across North America, Europe, LATAM, and MENA. Founded in Ukraine and scaling worldwide, the company fosters a collaborative culture where 70% of heads and leads grew into their roles.
Drives sales and relationship management for estate and trust solutions, building networks with referral sources.
Develops and maintains COI relationships, presents information sessions, and attends industry events for business growth.
Ensures client satisfaction by coordinating trust administration and adhering to service standards and legislation.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.
Partner with the Chief of Staff to translate the Vice Chair's priorities into a clear portfolio of programs across policy, public affairs, publishing, and external partnerships.
Design and run the team's operating rhythm, including planning, review, and decision forums, while owning programs end-to-end.
Build operational foundations and measurement approaches, spotting risks and dependencies across the portfolio to drive them to resolution.
Stripe is a financial infrastructure platform for businesses, enabling millions of companies to accept payments and grow revenue. It is a large-scale company with a mission to increase the GDP of the internet, valuing passion, grit, and integrity.
This role drives the success of financial planning by maintaining unified processes and training teams.
Leads a team of planners, overseeing day-to-day activities, training, and development.
Creates visibility for the firm through thought leadership and collateral on financial planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
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.
Own end-to-end delivery for Creditors Rights accounts, including discovery, scoping, implementation, and filing.
Design scalable operational processes and infrastructure from the ground up.
Collaborate cross-functionally with Sales, Litigation Support, and Product/Tech to align operations.
Proof is a high-growth legal tech platform that connects law firms with process servers and enables electronic court filing. They deliver over 60,000 documents per month through a network of about 2,000 contracted process servers, working to make the legal system more efficient, transparent, and accessible.
Coordinate day-to-day operational resilience activities, including identifying Important Business Services and mapping dependencies across people, processes, technology, and third parties.
Monitor impact tolerances, collect metrics, and flag potential breaches to stakeholders, while supporting scenario tests for severe but plausible disruptions.
Support ICAAP inputs, business continuity planning, and governance committees with data-driven resilience updates.
Monzo is a UK digital bank on a mission to make money work for everyone, offering personal and business accounts, savings, investments, and pensions. The company is known for its award-winning customer service and inclusive culture, with a focus on creating magical moments for customers.
Own and grow a portfolio of enterprise customers and prospects, winning new logos while expanding and renewing existing relationships.
Lead complex evaluations across executive, advisor, technology, compliance, InfoSec, vendor-risk, and AI governance stakeholders.
Partner with customer success and executive sponsors on business reviews, ROI checkpoints, and renewal strategy.
Vanilla is the first AI-powered estate advisory platform that unifies scenario modeling, client visualization, and document creation for wealth transfer. The company is a distributed startup with a mix of fully remote and hybrid roles, built by a team of curious builders and problem-solvers who thrive on speed, autonomy, and impact.
Provide expert trading support to alternative asset firm and family office clients.
Advise on trade life cycle management, including booking, settlement, and problem resolution.
Assist with regulatory compliance and onboarding of counterparties and trading systems.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, providing full-spectrum talent services from entry to exit. With a team of experienced operators from hedge funds and private equity firms, and a network of 700+ vetted advisors, they deliver credible advice and reliable execution.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Stand up end-to-end fiat ops including deposit/withdrawal processing, reconciliation, and fraud monitoring.
Implement risk-tiered payment access framework with dynamic controls and fraud detection.
Manage third-party payment provider relationships and oversee phased rollout of payment rails.
Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. They are trusted by 300+ million people in 100+ countries and offer a range of digital-asset products.
Lead global finance operations including AR, AP, payroll, procurement, customer contracting, and deal desk governance.
Drive transformation of finance processes through automation, AI, and technology to improve efficiency and scalability.
Grow and develop high-performing teams, providing strategic guidance on deal structuring and commercial terms.
Kinaxis is a global leader in modern supply chain orchestration, powering complex global supply chains with an AI-infused platform. The company has grown from three engineers in 1984 to over 2,000 employees worldwide, winning multiple Top Employer awards and fostering a culture of innovation and collaboration.
Own day-to-day treasury, pre-accounting, and reporting to enable fast, confident financial decisions.
Initiate and reconcile fiat and crypto payments, track invoices, and update monthly pre-accounting.
Coordinate with external accountants and identify process improvements to increase speed and reduce errors.
Morpho is a leading Decentralized Finance (DeFi) lending protocol backed by top investors like a16z and Paradigm. The company is experiencing exponential growth, with over a billion in deposits, and is scaling its team to build an open credit network.
Lead the review and upgrade of the full operating stack, including hiring, payroll, onboarding, and expense management.
Finalize incorporation and scaling of entities in the UK and Singapore, including office decisions and security practices.
Partner with the leadership team to refine strategy, develop culture, and implement policies for a growing global team.
SASH enables international technical collaboration on AI safety, especially between East and West, through ecosystem building and applied technical research. The organization has grown from 1.2 to 10 FTE, plans to double to 20 soon, and operates with a bias toward action and a family-friendly culture.