Strategic Capital

Manage the AI Strategies group's operating cadence and own projects including acquisition diligence, new business planning, and process implementation. Build models, memos, and presentations for leadership decisions, use AI tools to improve productivity, and develop toward leading transformations, functions, or businesses. The role is an onsite apprenticeship based in Austin for a highly driven, detail-oriented recent graduate or early-career professional.

Develops and administers a firm-wide compliance program for an options market-making and proprietary trading broker-dealer. Responsibilities include maintaining policies, conducting risk assessments and compliance reviews, overseeing surveillance, managing employee disclosures and information barriers, supporting regulatory filings, maintaining FINRA CRD records, coordinating vendors, and delivering compliance training. The role requires strong knowledge of SEC, FINRA, and CBOE rules, options trading, project management, and securities licensing.

Supports externally facing executives by managing complex calendars, international travel, client communications, CRM records, pipeline reports, expenses, and client-facing events. Serves as a polished point of contact for clients and prospects, prepares executives for meetings, handles confidential deal information, and makes sound decisions during fast-moving sales cycles and last-minute changes.