Lead a team delivering middle- and back-office services, championing automation, and directly engaging with customers to ensure best-in-class delivery. This role bridges operations support, customer success, and product management - requiring a consultative mindset, operational rigor, and a passion for driving continuous improvement. You'll leverage cutting-edge technologies, including AI tools like ChatGPT, to create scalable efficiencies across workflows.
This internship focuses on identifying and analyzing investors with a strong emphasis on ESG and sustainability initiatives, equipping leadership with valuable insights to align with like-minded stakeholders. You will research, compile, and rank prospective investors based on their strategic fit with Vosyn’s mission and goals, ensuring our fundraising strategy is robust and targeted.
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects, advising customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures and makes referrals to other business groups as needed.
Trace Solana liquidity flows faster than whales can bridge them, creating Dune dashboards with per-block granularity. Publish weekly “Alpha Bytes” with actionable yield plays and feed on-chain datasets into our vector store so agents learn what real risk looks like.
We are looking for Investment Banking professionals to join an exciting collaboration with a top AI research , contributing to the development and evaluation of advanced AI systems designed to mimic real-world investment banking workflows. You'll help train, test, and calibrate AI agents on complex financial tasks related to M&A, IPOs, debt offerings, equity research, and pitchbook development.
The SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.
Support the IIX Intelligence Platform utilizing data research, program/project management, and technical collaboration. The ideal candidate will have experience in data analysis (ideally in ESG) and in working with technology teams on product or platform development and be able to manage and deliver multiple projects.
The Head of Real Estate will lead the strategy, execution, and management of Wahed’s residential real estate investments across the United States, United Kingdom, and Malaysia, requiring a seasoned professional with deep expertise in residential real estate, fund management, portfolio management, and risk management to build and oversee a high-performing investment portfolio that will be crowdsourced on Wahed’s core platform.
As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You will offer a service that meets the needs of the client according to the strategies and practices in effect. You will create strategies to support clients’ financial needs and promote and provide solutions that will meet client needs based on the products and services available.
You will be the analytical cornerstone of the company’s investment decision-making process, spanning sourcing, evaluating, and monitoring investment opportunities. Your role will support the firm’s high-stakes admission board and you'll be deeply involved in portfolio analytics, intelligence gathering, and strategic execution in a fast-paced, high-trust environment.