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• Lead strategy and business leadership for a comprehensive trust services business within a wealth management environment.
• Oversee external trustee partnerships and design tailored trust solutions for clients and financial advisors.
• Drive operational excellence and trust operations integration to enhance client service and business growth.

The company is a wealth management firm providing comprehensive trust services and financial solutions. It fosters a collaborative, remote-friendly culture that values cross-functional leadership and strategic growth.

• Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
• Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
• Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.

We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.

• Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
• Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
• Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.

• Lead day-to-day portfolio reporting operations and mentor team members.
• Manage Addepar and Orion environments for data integrity and performance reporting.
• Oversee advisor onboarding, data conversions, and process improvements.

Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.

• Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
• Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
• Manage practice behind the scenes: client events, budget, and COI relationships.

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.

• Lead a team of five IR associates, coaching them and owning their results.
• Own the firm's family office relationships, including senior relationships and new regions.
• Set a quality bar for every deal the team sends and report weekly numbers to both founders.

Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors, earning fees from founders, not rounds. It is a small, founder-led team of five IR associates focused on trust, discretion, and a people-first culture.

• Define and execute the strategic direction of trading, operations, and billing functions.
• Lead a multidisciplinary team of 60+ professionals to modernize processes and enhance technology.
• Champion automation, continuous improvement, and scalable operating models for growth.

This company operates a sophisticated wealth management platform serving clients nationwide. The culture emphasizes high performance, collaboration, and client outcomes, with a multidisciplinary team of more than 60 professionals.

• Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
• Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
• Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.

The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.

• Build and grow your own firm, powered by Savvy's platform and resources.
• Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.

Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.

• Manage account-related requests through Schwab Advisor Services, including openings, transfers, and maintenance.
• Provide administrative support to advisors, coordinating requests, deadlines, and client meetings.
• Maintain client records, track outstanding requests, and ensure compliance-aligned documentation.

The company is a wealth management advisory firm that provides essential operational support to help client accounts stay accurate and organized. It is a close-knit, supportive team that values family, personal time, flexibility, and a positive working environment.

• Lead a small, decisive team to build a new investing product from 0→1 and scale it into a core part of Rocket Money's future.
• Own the end-to-end product lifecycle, from discovery and MVP through launch, iteration, and growth.
• Partner with engineering, design, and senior leadership to create a simple, trustworthy investing experience.

Rocket Money is a financial services company on a mission to improve people's financial prosperity through innovative products and automation. It combines an established platform with a small-team impact, focusing on member trust and financial health.

• Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
• Serve as the main point of contact for investment and portfolio management, including implementations.
• Develop investment deliverables for prospective clients while collaborating with key internal teams.

Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.

• Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
• Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
• Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.

iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.

• Lead product strategy for eMoney's foundational platform capabilities, including data aggregation, APIs, strategic integrations, and AI-native evolution.
• Partner with executive and technology leadership to define and execute roadmaps, establish product metrics, and strengthen platform differentiation.
• Define AI connectivity strategy, including agentic architectures and emerging standards like MCP, while ensuring governance and protecting proprietary planning intelligence.

eMoney provides comprehensive financial planning solutions that help advisors bring clarity to complex decisions and deliver more personalized guidance. The company supports over 138,000 financial professionals guiding more than 7 million end clients, with an inclusive, people-first culture that values diverse perspectives and innovation.

• Source and close strategic alliances with private banks, MFOs, EAMs, and IFAs across Hong Kong, Greater China, and APAC.
• Design white-label and revenue-sharing models that convert wealth partnerships into sustained trading volume and net new assets.
• Manage end-to-end B2B sales cycles and pipelines, delivering executive presentations in Mandarin and English.

We are a premier digital asset trading platform delivering high-performance trading infrastructure, institutional liquidity, and advanced financial product suites to global markets. Headquartered in Dubai, we are expanding our commercial footprint across Asia's financial centers with a remote, high-performing culture.

• Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
• Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
• Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.

Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.