Directly manage discretionary capital sleeves across client portfolios, spanning equities, fixed income, and alternatives.
Maintain performance measurement frameworks, produce quarterly manager scorecards, and conduct multi-manager coordination.
Draft Investment Policy Statements, lead quarterly review meetings with family principals, and translate analytics into clear deliverables.
FSM provides investment services to ultra-high-net-worth families, serving as an institutional framework builder for advisor oversight and discretionary portfolio management. The firm operates with a growing roster of client families and emphasizes performance-first, intellectually rigorous approaches.
Support the investment research process through manager due diligence, capital markets analysis, and performance documentation.
Conduct initial and ongoing due diligence of traditional and quantitative investment managers, building tools for attribution and risk analysis.
Prepare materials for the Investment Committee, contribute to capital markets research, and support regulatory audits and policy documentation.
Mercer Advisors helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA firm by Barron's, the company fosters a flexible, inclusive workplace with over half women employees and client-facing professionals.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.
Drive commercial performance of the wealth segment client book with full P&L responsibility.
Set and own wealth segment pricing strategy, client segmentation, and product development.
Optimise customer economics through data-driven lifetime value, churn analysis, and pricing experimentation.
EXANTE is a wealth tech company providing centralized trading solutions and B2B financial infrastructure via its proprietary trading platform covering stocks, ETFs, bonds, futures, and options. With over 600 employees from 65 nationalities across 70 locations, it fosters a culture of rapid innovation and personal growth.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Own and deepen relationships with a wide range of stakeholders at Charles Schwab, serving as a trusted strategic partner.
Lead zero-to-one initiatives, driving execution across ambiguous environments and ensuring measurable business impact.
Serve as the voice of the customer in product roadmap discussions, influencing priorities and aligning internal teams.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. The company has been widely recognized for innovation and leadership, and is proud to be certified as a Great Place to Work®.
Support advisor-facing product marketing and enablement for enterprise partner programs like Morgan Stanley and Edward Jones.
Execute campaigns to increase advisor engagement, adoption, and retention across partner workflows.
Collaborate cross-functionally with Product, Operations, and Relationship teams to deliver partner initiatives.
Ren is a financial services and wealth management company that provides charitable solutions and platform capabilities. As an equal opportunity employer, Ren fosters a collaborative culture with teams across product marketing, enterprise relationships, and operations.
Prepare conferences end-to-end, including target lists, attendee research, outreach, schedules, briefings, and follow-up trackers.
Build investor and partner databases from public sources and LinkedIn, and support financial models, fund analytics, and pipeline trackers.
Coordinate dealflow scoring, maintain credit pipeline, and ensure tasks, deadlines, and progress are visible to the team.
Xsolla is a global commerce company that provides tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500 game developer partners and offices worldwide, they foster a collaborative and supportive culture focused on empowering creators.
Develop and evaluate systematic equity trading opportunities.
Collaborate with research and technology teams on strategy deployment.
Identify new sources of alpha across US equities.
BHFT is a proprietary algorithmic trading firm managing the full trading cycle, from software development to strategy execution. With a team of 200+ professionals, 70% in technical roles, the firm values clarity and transparency in its remote-first culture.
Develop and execute business development and growth strategies for alternative investment firms.
Support market positioning, relationship management, and strategic partnership initiatives.
Advise on pipeline development, competitive positioning, and business expansion strategies.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs, combining operator experience with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors.