Product Specialist, Rebalancing

📋 Description

• Become the resident expert on an optimization-based rebalancer
• Build AI agents that help craft precise, researched responses to advisor inquiries about rebalance
• Investigate potential bugs reported by customers to customer support team
• Produce and improve customer-facing onboarding and knowledge guides for the rebalancer
• Monitor progress of automated rebalancing from ingestion of trade proposals to allocation of
• Analyze and monitor performance of the rebalancer, identify trends impacting client outcomes

🎯 Requirements

• 3+ years experience in finance industry, preferably product operations
• Experience working with product development teams on high-volume, financially impactful products
• Systems thinking, precision, attention to detail, accountability, number sense
• Experience using SQL to answer questions with data
• Experience augmenting and automating workflows with AI agents
• Familiarity with rebalancing and portfolio management concepts; trading solutions a bonus

🎁 Benefits

• Competitive total compensation
• Premium healthcare, dental, and vision insurance plans (HMO and PPO)
• 401k savings plan with 4% match and immediate vesting
• 16 week paid parental leave after one year
• Professional growth and development opportunities including employee mobility program and annual
• Company perks program (discounts on pet insurance, fitness, cell phone plans, travel)