Source Job

• Support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
• Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
• Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.

TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.

• Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
• Systematically evaluate divergence between professional investment reasoning and AI outputs.
• Translate how institutional investors evaluate securities into problems that push the limits of AI reasoning.

Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Their team combines deep asset management experience with machine learning and applied AI research.

• Engage clients in meaningful financial conversations.
• Encourage action through strategic financial advice.
• Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.

• Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
• Evaluate divergence between professional advisory judgment and AI outputs.
• Translate practitioner approaches into problems that push the limits of AI reasoning.

Mentis AI operates at the intersection of institutional investment expertise and frontier AI systems, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts. Their team combines asset management experience with machine learning and applied AI research, operating across London and San Francisco.

• Conduct client interviews to gather financial information.
• Recommend customized financial plans based on client goals.
• Maintain a commitment to delivering excellent results.

Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
• Advises customers on wealth and investment strategies and products that meet customer’s objectives.
• Fulfills sales and service activities for the customer in accordance with approved procedures.

BMO Financial Group is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, they provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

• Drive new business growth across financial institutions.
• Build and manage a strong pipeline of potential prospects.
• Represent Addition Wealth at industry events and meetings.

Addition Wealth redefines financial health by making personalized financial expertise inclusive and accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs, and recognized as a World Economic Forum Top Innovator.

• Regularly consults with assigned clients to maintain a positive relationship.
• Proactively uncovers ways to improve the daily operations of the plan.
• Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues.

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. Their culture is collaborative and they value differences and colleagues who share a spirit of generosity.

• Counsel advisory firm clients on full-cycle life insurance, including policy reviews, case design, underwriting, and placement through in-force delivery.
• Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding.
• Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform.

Modern Life is an AI-driven brokerage that empowers advisors to better serve their clients and grow their businesses with powerful and integrated digital tools, expert support, and leading insurance products. They're backed by $35M from top-tier investors and are experiencing high growth.

• Develop realistic prompts to test the relevance and quality of AI-generated insights.
• Evaluate divergence between investment professional views and AI outputs.
• Design frameworks that push the limits of AI reasoning in hedge fund contexts.

Mentis AI operates at the intersection of institutional investment expertise and frontier AI systems. They combine deep asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts.

• Managing customer relationships as the point of contact for employer partners and users.
• Leading the customer support function to gather valuable feedback from customers and end users.
• Building operational tests and processes from the ground up, iterating on existing ones.

Addition Wealth aims to redefine financial health by making personalized financial expertise inclusive and accessible. They leverage technology to create impactful experiences and foster financial decision-making, and they've received recognition as a top fintech company and innovator.

• Lead a team of about 30 Associate Financial Planners to drive client acquisition and retention.
• Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
• Ensure adherence to corporate policies while enhancing the client experience.

Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They have a collaborative and values-driven company culture with opportunities for professional growth and career advancement.

• Work closely with and support the Portfolio Management team.
• Perform optimization testing and scenario analysis.
• Conduct ad hoc investment research by writing code in SQL and Python.

Vestmark has been supporting clients’ direct indexing solutions for more than a decade. They foster core values like 'We Before Me' and 'Knowledge Explorer'.

• Work alongside peers to develop the vision, strategy, and language to simplify investing.
• Internalize the mechanics of investing and translate that complexity to simple, human instruction.
• Proactively identify areas that require greater attention and bring solutions to address them.

Wealthfront is a financial company that provides automated investing services, offering access to sophisticated strategies at a fraction of the cost of traditional advisors. They manage over $90 billion and have over 1 million clients, with a culture that values proactivity, autonomy, and strategic thinking.

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless experience.
• Act as a trusted day-to-day contact, helping clients navigate questions and get the most out of the product.
• Use data and insights to spot trends, identify opportunities, and support account growth strategies.

Addition Wealth aims to redefine financial health by making personalized financial expertise accessible. They empower individuals with digital tools and access to financial professionals, backed by top fintech VCs and recognized globally.

• Work directly with sophisticated investors in pre-IPO and secondary markets.
• Maintain trust, resolve issues, and elevate the investor journey.
• Provide professionalism, speed, and precision at the intersection of fintech and private markets.

StartEngine is a FinTech company that drives the future of fundraising and alternative investing. They have helped over 550 companies raise more than $1.5B from retail investors and are dedicated to delivering a high-touch, white-glove experience to their accredited investor community.

• Own the client relationship end-to-end, serving as the primary point of contact for institutional investor clients.
• Deliver final review and sign-off on diligence results for loan portfolios before outcomes are presented to clients.
• Lead securitization compliance ensuring all diligence deliverables meet SEC reporting requirements and rating agency standards for approved trades.

PLACE is building a category-defining company at the intersection of real estate, technology, business services, and the consumer. They are a profitable, hypergrowth startup on the path to an IPO, and their team is scrappy with high standards, committed to execute the best work.