Leads day-to-day execution, growth, and client experience of the institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships.
Partners on practice strategy while owning new business development, client service delivery, and team coordination.
Originates and closes institutional mandates, oversees client retention, and contributes to thought leadership and marketing.
Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, and insurance for families and institutions. They serve over 42,800 families across the U.S., with a diverse workforce where more than half of employees are women, and offer a flexible, remote-friendly culture.
Support investment sourcing, lead generation, and market research to identify promising opportunities.
Build and maintain financial models, analyze unit economics, and assess business performance.
Collaborate with investment professionals and founders on portfolio management and deal activities.
Rebels is an investment fund focused on launching and scaling high-potential digital companies. The team operates in a dynamic international technology environment, offering exposure to venture building and private equity.
M&A and strategic investments: own pipeline tracking, target sourcing, and diligence.
Investor relations: drive board materials, investor updates, and fundraising materials.
Strategic projects: shape company direction through cross-functional collaboration.
Mercury builds the financial stack for ambitious companies, from banking to bill pay to forecasting. It is a profitable, growth-stage fintech with a flat, high-agency culture and AI-native tools, fostering strategic growth and collaboration.
Source and qualify investment opportunities across people, companies, and deals.
Support financial modeling, fundamental analysis, and monitoring of portfolio companies.
Assist with data analytics, unit economics, and portfolio management processes.
Boosta is a holding tech company that creates, develops, and invests in digital businesses with global potential. We collaborate with over 800 specialists worldwide and focus on professional growth, remote work, and employee well-being.
Communicate with prospective and existing clients to identify their financial priorities and objectives.
Explain financial concepts and available products in a clear, accurate, and understandable manner.
Help clients review financial services and product options based on their needs and eligibility.
We help individuals, families, and business owners understand financial products and planning options. We focus on client education, professional communication, and long-term relationships, with training and mentorship for growth.
Leads the end-to-end portfolio implementation operating model, including account implementation, rebalancing, and trading workflows.
Oversees centralized trading, risk controls, and performance management to ensure accurate, scalable implementation.
Partners with investment leadership and cross-functional teams to drive technology, automation, and operational excellence.
EP Wealth Advisors is a wealth management advisory firm serving high net worth individuals with over $49.1 billion in assets. The firm fosters an inclusive culture focused on associate growth and professional development.
Maintain client relationships and manage a caseload of DB/DC combo plans.
Consult on plan operations and coordinate with recordkeepers and advisors.
Document interactions and follow Nova policies.
Nova 401(k) Associates is a national third-party, non-producing retirement plan administration firm. It is a vibrant and growing company with a remote-first culture, offering career advancement and professional training.
Lead M&A deals from first call to closing as a principal, allocating capital to bootstrapped PLG software companies across North America and Western Europe.
Own early-stage qualification, financial modeling, commercial due diligence, and negotiations with founders.
Work directly with C-suite and operating teams to drive investments from LOI to signed SPA.
saas.group is a SaaS portfolio powerhouse that acquires and grows bootstrapped B2B software companies. With a fully remote team of nearly 380+ colleagues across 50+ countries, they foster a high-trust, autonomous culture focused on innovation and collaboration.
Build and maintain your own investor book, qualifying and warming relationships with family offices, VCs and strategic investors.
Support live mandates with investor qualification, briefing notes and follow-up on real deals.
Grow your network through regular first conversations and shadowing senior team members toward a senior role.
Pairs is a vetted private capital network that connects breakout US founders with family offices, VCs and strategic investors. The company focuses on the top 1% of deals, vets every founder and investor, and invests its own money alongside investors.
Translate research analyst perspectives and market insights into clear, actionable deliverables for advisors.
Develop scalable frameworks and lead the quarterly refresh of the Mariner Manager Monitor (3M).
Serve as a subject matter expert for the Morningstar Report Portal and build asset allocation studies for institutional clients.
Mariner Wealth Advisors is an independent wealth management firm providing financial planning, investment management, and advisory services to individuals and institutions. With a focus on client service and a collaborative culture, the firm supports professional growth and community involvement for its associates.