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.
Serve as primary contact for retail investors, addressing account questions and resolving issues.
Develop strong knowledge of Fundrise products and investment strategies to support investors.
Evaluate AI tools to improve customer experience and drive team efficiency.
Fundrise is a financial technology company building a better financial system for individuals. With over 2 million users and $3 billion in assets, it is the largest direct-to-investor alternative asset platform in the US.
Maintain and enhance detailed three-statement financial models for publicly traded companies.
Conduct company research, financial analysis, and ad-hoc due diligence to support research objectives.
Develop sector expertise and contribute to model improvements and client support.
They provide a sophisticated global financial research and intelligence platform. They foster a collaborative environment with a focus on accuracy and continuous learning.
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.
Full P&L responsibility for both the principal derivatives trading book and client options trading.
Drive product development, counterparty relationships, and platform enhancements to grow the options business.
Build and lead a team while working cross-functionally with Compliance, Risk, Operations, and Technology.
EXANTE is a global wealth-tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. With over 600 employees from 65 nationalities across 70 locations, we foster an informal, collaborative culture with real autonomy and investment in growth.
Organize and maintain the Investor Relations CRM, ensuring accurate and up-to-date investor records.
Draft professional emails, schedule meetings, and track outstanding requests and deadlines.
Support ad-hoc tasks from leadership, proactively identify issues, and communicate progress clearly.
Legalist is an investment firm that uses data and technology to finance litigation. Although company size is not specified, the tone suggests a small, fast-paced startup culture where employees work independently and take initiative.
Develop and execute a comprehensive investor relations strategy, including investor presentations and roadshows.
Build and maintain relationships with investors and support executives on fundraising activities.
Partner with finance to distill complex metrics into clear narratives and set foundation for quarterly reporting.
Cohere is a leading security-first enterprise AI company building cutting-edge foundation AI models and end-to-end products for enterprises. They are a global team of researchers, engineers, and designers passionate about their craft, with offices in Toronto, London, New York, and more.
Own the pre-market summary the desk opens with — concise, prioritized, and on time every day.
Manage earnings and events tracking for the names we own and watch, including positioning and what matters into the print.
Provide intraday checkpoint notes and maintain watchlists, thematic baskets, and alerts for the desk.
Deeter Analytics is a privately held investment research and trading firm managing its own capital across public markets. The firm is a small, low-ego, fully remote team.
Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.
Meet and engage with members remotely via video, chat, and email to guide them on budgeting, retirement readiness, equity compensation, and more.
Adapt the LearnLux Global Planning methodology to best serve members in the MENA region and participate in regular team meetings.
Develop a deep understanding of member benefit plans and collaborate with the content team to review and approve financial lessons.
LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals. We're a venture-backed company that has raised over $35M to date, and we move quickly, operate with a high bar for quality, and value people who take ownership of their work.