Advisory, Wealth Management

📋 Description

• Building and executing enterprise-partner strategies.
• Manage the partnership life cycle from onboarding to renewal.
• Be the voice of the customer across partner firms.
• Develop joint financial-services solutions with customers.
• Collaborate with engineering, product, and GTM teams.
• Define KPIs and reporting to measure success.

🎯 Requirements

• 3+ years in private/brokerage wealth management (top-tier banking).
• Outstanding project management and communication; highly organized.
• Action-oriented, creative problem-solver; results-driven.

🎁 Benefits

• Early employee at a hyper-growth startup.
• LLM knowledge: explain how transformers work.
• Strong product adoption with top financial institutions.
• Extraordinary team with talent density.
• Real ownership and meaningful impact.