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.
Research LPs, family offices, and institutional allocators.
Assist with deal intake and internal tracking.
Manage scheduling, logistics, and documentation for fundraising processes.
Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030 with an integrated platform for modern venture capital, spanning education, software, and fund operations.
Hire, train and lead a team of investor service generalists.
Handle escalations and improve customer satisfaction.
Review team deliverables for accuracy.
Juniper Square unifies technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. They have 1,000+ employees and their culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates.
Own customer-facing communications across the full customer lifecycle.
Manage KYB and KYC document collection, application tracking.
Provide accurate settlement time estimates and rail-specific guidance
Sphere Labs is building modern, compliance-native infrastructure for cross-border payments and settlement. They are a fully remote, global team backed by Coinbase, Kraken, The Chernin Group, Jump Trading, Hudson River Trading, and some of the world's largest sovereign affiliates.
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.
Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.
Boldin believes that financial power belongs in the hands of individuals — not institutions. They exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives. They have raised over $20M from top investors and are seeing tremendous growth.
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.
Own month-end close across loan accounting and digital asset activity
Oversee accounting for loan origination, servicing, and sales
Drive automation across reporting, reconciliations, and transaction tracking
Figure is transforming capital markets through blockchain, proving its real-world applications. They have originated over $22 billion in home equity loans and are recognized as an innovative fintech startup.
Manage quarterly Fund financial statements and monthly Corporate financial statements, maintaining workbooks and schedules.
Coordinate and manage Fund audits, tax returns, and K-1 preparations, supporting Corporate audit and tax processes.
Create financial models, assist with financial planning, and collaborate on accounting and tax-related matters with internal teams.
Berkadia is a mortgage banking platform that is consistently ranked among the top lenders for Fannie Mae, Freddie Mac, and HUD, integrating with investment sales and servicing platforms to provide superior client service. The company has a nationwide network of industry professionals and fosters a culture of innovation and excellence in commercial real estate.
Own one core accounts sub-surface end-to-end (KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA cross-work) - drive prioritization, API design, and rollout inside your surface.
Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don’t fit the platform without over-promising.
Partner with compliance and legal on product decisions that touch licensing, KYC / AML, identity verification, and account-model design - comfortable shipping in parallel with them in a regulated environment.
Alpaca is a self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, and more. They serve hundreds of financial institutions across 40 countries with institutional-grade APIs and have a global team of 380+ distributed members.
Manage accounts payable and accounts receivable processes
Prepare and route standard forms, contracts, and operational documents
Manage software subscriptions, renewals, and vendor accounts
IV.AI is the world's smartest AI platform with a focus on enterprise, building big ML models that outperform industry standards. The company has grown fast but aims to retain the scrappy nature, with an inclusive, hardworking, and collaborative culture valuing people regardless of their background.
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.
Assist with resolving escalated customer inquiries related to a customer’s subscription and ultimately retain their business.
Be autonomous to present appropriate save offers while defending the value of Houzz Pro.
Thoughtfully defend the program when concerns arise and collect payment for accounts assigned to you that are actively in payment decline.
Houzz is the leading platform for home remodeling and design, providing an all-in-one software solution for industry professionals and tools for homeowners to update their homes from start to finish. Houzz is a community-centric, innovative tech company that continues to disrupt the home renovation and design industry.
Own and lead zerohash’s licensing and registration strategy across North America and other Americas jurisdictions.
Design, implement, and continuously improve risk-based compliance programs that are operable across multiple jurisdictions.
Maintain deep working knowledge of zerohash’s AML/BSA regulations, current money laundering typologies, and investigative techniques.
Zerohash is the leading crypto and stablecoin infrastructure platform and the operating system for digital money, powering the next generation of financial services. Founded in 2017, zerohash enables banks, brokerages, fintechs, and payment companies to offer crypto trading, stablecoin payments, and tokenized assets without having to build or manage complex blockchain infrastructure on their own.
Own a portfolio of jurisdictions and act as the operational lead for everything regulatory that happens in those geos.
Partner closely with engineering and product to drive requirements development and shape how registration and compliance products are customized per market.
Translate policy and legal direction into operational playbooks and translate field signal back into product priorities.
Breezy is a global, two-sided marketplace company.
Design and build the full vetting and selection process.
Build and scale the subcontractor onboarding program.
Jetson aims to transition homes away from fossil fuels towards sustainable energy. They are building a vertically integrated home electrification company that values excellence, curiosity, and continuous improvement.
Own and manage the full draw cycle for all active development projects across multiple lenders.
Serve as the primary point of contact for all lenders—managing all day-to-day communication and back-and-forth required to advance and receive draws.
Act as the operational bridge between construction and capital teams.
Sanctuary is a US-based real estate company that builds nature-led, wellness-centered communities. We are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.
Lead all day-to-day operational functions of zntb, including custody operations, settlement flows, reconciliation, reserve operations, and account administration.
Serve as a designated Fiduciary Officer of zntb, supporting the Trust Officer in the administration of all fiduciary and custodial accounts.
Serve as the primary executive responsible for reporting to the zntb Board of Directors on trustee activities, operational performance, and institutional KPIs.
Zerohash National Trust Bank (zntb) is a proposed national trust bank with a pending charter application. zntb is a wholly-owned subsidiary of zerohash, a Chicago-based, digital asset infrastructure platform that provides regulated API infrastructure.
Execute month-end and quarter-end close processes with the accuracy and timeliness required for financing reporting.
Prepare and review journal entries, account reconciliations, and supporting schedules in compliance with US GAAP.
Support external audits and tax preparation by providing documentation and schedules.
Securitize is a leader in tokenizing real-world assets, managing over $3.7B+ AUM, and bringing the world on-chain through tokenized funds in partnership with top-tier asset managers. It is a global, fully remote team backed by names in finance and technology, including BlackRock and Morgan Stanley.