Teams at Wealth

Lead white-glove onboarding for strategic enterprise wealth-management clients while building the onboarding program, playbooks, training, and infrastructure to scale. Manage and coach the Onboarding team, partner with Sales, Product, and Support to remove friction, define success metrics (time-to-value, activation, completion, early retention), and create self-service options to improve efficiency and adoption across RIAs, broker-dealers, and private wealth firms.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

The Applied Scientist AI/ML Intern will work on building data pipelines, finetuning LLMs, and deploying AI models in a collaborative team environment.