Alignerr collaborates with leading AI research teams to evaluate investment workflows, allocation decisions, and portfolio management reasoning. Unfortunately, information about company size and culture is not available in the job posting.
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.
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.
Take on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Lead a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.
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.
Support the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.
Implement firm-wide financial planning workflows, templates, and processes; coordinate the rollout of new planning deliverables.
Manage the “Voice of the Advisor” feedback loop and assist in drafting and publishing the Planning Roadmap.
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of their clients through comprehensive financial planning and intelligent investment management. They have over 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.