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.
As the Vice President of Private Equity, you will own the full M&A lifecycle—from diligence through integration—and spearhead value-creation initiatives across our portfolio. The ideal candidate will have a proven track record of successfully identifying, evaluating, and executing M&A opportunities that align with CSC’s objectives.
Lead the strategy, execution, and growth of our M&A vertical overseeing diligence and transaction support across high-value renewable energy projects. Manage a high-performing team and own key client relationships while driving scalable processes, services innovation, and cross-functional alignment. This is a high-impact role for someone with deep M&A expertise, operational leadership, and a passion for transforming how clean energy assets are evaluated, acquired, and built.
Ensure operational excellence across CF Benchmarks’ product lifecycle — from index production to their life management — while optimizing systems, data workflows, and internal processes for scale and compliance. The goal of this role is to ensure methodology adherence and smooth functioning data production services. You will develop scalable procedures, map data flows, and support new product rollouts.
You will challenge advanced language models on topics like asset valuation, options and futures contracts, SEC regulations, commodities markets, trading algorithms, and financial risk assessment—documenting every failure mode so we can harden model reasoning. On a typical day, you will converse with the model on real-world trading scenarios and theoretical financial questions, verify factual accuracy and logical soundness, capture reproducible error traces, and suggest improvements to our prompt engineering and evaluation metrics.
Manage renewable energy projects from Substantial Completion through operation to sale, ensuring alignment with project financing agreements. Monitor and optimize project-level cash flow and administer back-leverage loans. Serve as the primary point of contact with financing parties and prepare project performance updates to internal leadership and external stakeholders.