Lead operational strategy and excellence within wealth services, supporting advisors and clients.
Oversee custodial operations, account management, and process optimization across platforms.
Drive scalable improvements, vendor relationships, and team development to enhance client experience.
The company is a wealth management partner firm specializing in custodial operations and advisor support. It operates with a remote-first culture and emphasizes collaboration and professional growth.
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals.
Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience.
Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across 90+ U.S. cities and are ranked #1 RIA firm by Barron's, with a diverse and flexible remote culture.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
Drives frictionless service delivery by partnering with advisors and client service staff to close skill gaps and champion process improvement.
Designs and delivers onboarding and ongoing training for wealth management teams, including AI literacy and tool adoption.
Serves as the voice of WM teams, identifying friction points and bringing structured recommendations to leadership.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, and more. Serving over 31,300 families across 90+ cities, they are ranked #1 RIA firm by Barron’s and offer a flexible, national footprint with a diverse workforce.
Meet with clients to plan their financial future using company-provided tools and technology.
Use marketing support like mailings and flyers to expand your business and reach new customers.
Collaborate with team members and leadership to learn best practices and improve skills.
Corebridge Financial Services is a retirement and financial planning provider for individuals in healthcare, education, government, and non-profits. The company has been in business for over 50 years and fosters a culture of collaboration, accountability, and inclusivity.
Lead the centralization of content strategy and curriculum development across Wealth Management and Wealth Solutions.
Drive advisor adoption of new tools and solutions, including AI-enabled capabilities, by advocating for field needs.
Build and scale a structured Enablement team, using data and telemetry to measure content effectiveness and field impact.
Mercer Advisors has been helping families simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. We serve over 42,800 families across 110+ cities and are ranked the #1 RIA firm by Barron's, with a workforce that is more than half women.
Manage communication channels with global financial planners, ensuring timely responses and issue escalation.
Run recurring audits of tools and systems, maintaining data hygiene and implementing fixes as needed.
Support onboarding for new planners, provisioning tools and ensuring full admin configuration before they start.
LearnLux is a leading provider of workplace financial wellbeing, offering fiduciary digital planning and one-on-one guidance from Certified Financial Planner professionals. They are a venture-backed company with over $35M raised, focusing on growth and scale, and maintain a fast-paced, quality-driven culture.
Handle a high volume of partner inquiries via email, live chat, and phone support, resolving technical, account, billing, and product questions.
Build relationships with partners by understanding their business goals and helping them get measurable value from StreetEasy.
Serve as the voice of the partner, translating frontline insights into actionable feedback for product, operations, and sales teams.
StreetEasy is a real estate platform that helps people buy, sell, finance, and rent homes. As part of Zillow Group, it is one of the most-visited real estate platforms in the U.S., with a culture focused on innovation and inclusion.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Provide expert guidance on trading support, including trade booking, settlement, and problem resolution for alternative asset firms.
Assist in developing monthly action plans, identifying roadblocks, and implementing policies and procedures to ensure best practices.
Evaluate client progress using KPIs and scoring matrices, maintain detailed records, and ensure regulatory compliance.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit. With a network of 700+ vetted advisors and 600+ coaches, they provide credible advice and reliable execution backed by operator experience at the highest levels of alternative investment firms.
Coach students and professionals in wealth management, including financial planning, investment strategy, retirement, estate, and tax planning, along with AI fundamentals.
Support career development with resume review, cover letters, LinkedIn optimization, interview prep, salary negotiation, networking, and freelancing strategies.
Set your own hours and rates, host virtual sessions, and collaborate with the Leland team to deliver a high-quality, supportive experience.
Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to land jobs, get into schools, or upskill for an AI-driven world. Since 2021, they've helped tens of thousands of people reach ambitious goals and raised $19M from world-class investors.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Lead the end-to-end success journey of newly integrated partner firms through strategic relationship management.
Build trusted relationships with firm principals and drive measurable outcomes in growth, retention, and operational alignment.
Collaborate with cross-functional teams to identify opportunities, solve challenges, and create scalable processes.
The company is a network of advisory firms, providing support for transitions and growth. It offers a remote-first culture with a focus on collaboration and professional development.
Coordinate campaign operations from content creation to publication, ensuring timely delivery across internal teams and external stakeholders.
Own and manage the Kevel ad platform, including campaign setup, troubleshooting, and process documentation.
Prepare monthly performance reports, client presentations, and support sales collateral and proposals.
Simply Wall St helps people become confident, long-term investors by giving them a new way to invest in stocks. It is a profitable, global B2C SaaS startup with 6.5 million users across 180 countries and a small, flexible team with strong employee retention.
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners.
Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork.
Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Provide strategic advisory to family office clients on operational improvements and goal execution.
Leverage deep industry knowledge to implement best practices and regulatory compliance.
Deliver exceptional client experience through detailed reporting and KPI tracking.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, providing advisory and execution across five services. With a network of 700+ vetted advisors and 600+ coaches, the firm combines operator experience with 15+ years of alternatives-specific recruiting.
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables.
Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts.
Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
Deliver world-class customer experience and provide first-line support for complex inquiries.
Investigate and resolve technical issues through emails, live chats, and support calls.
Partner with Product and Engineering teams to identify product opportunities and improve documentation.
AlphaSense provides AI-driven market intelligence for decision-making, trusted by over 6,000 enterprise customers. Founded in 2011, the company is headquartered in New York City with more than 2,000 employees globally.
Be the first point of contact for compliance advice across Wealth, Growth & Marketing, and MonzOS teams.
Provide clear and proactive compliance advice on COBS, PROD, SDR, CASS, and Consumer Duty regulations.
Review customer journeys and communications to ensure good customer outcomes and flag risks.
Monzo is a UK-based digital bank offering personal and business accounts, savings, investments, and pensions. With a mission to make money work for everyone, Monzo has grown significantly over the past decade and is known for its award-winning customer service and inclusive culture.