Teams at Frec Markets, Inc.

Own post-onboarding relationships with investment customers, provide education on direct indexing, leverage, margin, and fees, resolve platform issues, and improve customer satisfaction. The role also manages ticketing workflows, automations, help-center content, customer feedback, and brokerage operations such as transfers, account openings, cost basis updates, and stock donations.

Manage thousands of customized equity portfolios, monitoring performance, risk, exposures, cash, tracking error, and compliance. Improve portfolio construction, attribution, tax-aware implementation, and automated monitoring. Partner with engineering and product teams to build AI-driven portfolio analysis and customer guidance, evaluate AI outputs, and establish oversight boundaries. Communicate investment decisions to customers, particularly around concentrated stocks, tax efficiency, and tracking risk.

Build and maintain frontend interfaces for a fintech product, collaborate across product/design/ops, own full-stack features end-to-end, design APIs and testing, and iterate on product to improve user financial tools.