Lead and scale a team of Financial Coaches and Advice Coaches, owning competence, quality, and customer outcomes.
Build training and development frameworks, including T&C schemes, onboarding, and progression pathways.
Optimize the end-to-end customer experience using technology like AI, video calls, and CRM tools.
Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing, ambitious, and fosters a collaborative, inclusive culture where employees can have real impact.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
Own day-to-day relationships with UK-based customers as the primary point of contact for onboarding, setup, and support.
Guide clients through onboarding and early use-case design, ensuring they get real value from the platform.
Coordinate with US product and engineering teams on feedback, account health, and timezone handoffs.
Farsight is an agentic AI platform for financial services that helps investment banks and private equity firms automate complex workflows. The company is partnered with S&P Global and has a team from Evercore, General Atlantic, Amazon, and Hugging Face.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Provide advanced customer support for options and margin trading, empowering customers as traders.
Collaborate with cross-functional teams to improve customer experience metrics and product functionality.
Handle escalated issues, contribute to knowledge bases, and work overnight shifts after a 9-week in-office onboarding.
Robinhood is a financial services company on a mission to democratize finance for all, using technology to build the future of finance. The company is a high-performing, fast-moving team with ethics at the center, offering challenging work and best-in-class benefits.