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Robinhood


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $20k - $50k*

Salesforce

 

Technical

 

Support

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Robinhood

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๐Ÿ‘€ 1,505 views

โœ… 118 applied (8%)

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Robinhood is hiring a
Remote Customer Experience Representative Derivatives

About the team + role \n\nRobinhood is seeking experienced CX professionals with a passion for derivative products (futures, options on futures, forex, etc.) to join the Advanced Services team. This team will support customers including power customers on complex topics including margin, options and futures. Robinhood Derivatives, LLC is a new Robinhood subsidiary looking to provide a best-in-class futures product, and later options on futures, forex, and futures across multiple account types.\n\nIf selected for this role, you will help shape the brand of this exciting new product suite, and have an opportunity to support customers as they employ sophisticated investment strategies to deliver on their unique investment objectives.\n\nIt is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.\nAvailable Shifts\n\n* Sunday - Thursday 10:00pm-7:00am CT\n\nTuesday - Saturday 10:00pm-7:00am CT\n\n\n\nWhat youโ€™ll do\n\n\n* Leverage deep product- and subject-matter expertise to resolve customer issues and questions involving options, margin and futures outrights. Later this may expand to other derivative products such as options on futures and forex.\n\n* Uncover potential customer or firm risk and ability to communicate that to customers in an articulate manner.\n\n* Utilize our internal tools, including but not limited to: Salesforce and Twilio, to respond to customers in all areas of Options, Futures, and Margin.\n\n* Leverage knowledge of our Robinhood app, web and futures products in order to assist customers as they navigate our exciting new products and require clear explanations to often technical inquiries.\n\n* Utilize brokerage acumen and risk management understanding in order to place closing trades for customers when necessary.\n\n* Research current/future market events and be able to communicate and discuss with customers from a theoretical perspective without providing investment advice.\n\n\n\nWhat you bring \n\n\n* Active FINRA Series 7, 63, and NFA Series 3 required\n\n* Bachelor's degree, plus if in finance\n\n* Minimum 2 years in professional trade desk experience\n\n* Demonstrated results supporting customers in advanced services\n\n* Ability to break down positions in futures and options\n\n* Assess risk and how to mitigate when needed\n\n* Excellent interpersonal skills and communication skills\n\n* Ability to make excellent quick decisions under pressure\n\n* Ability to communicate effectively and de-escalate situations\n\n* Demonstrates subject matter expertise in complex financial services topics including options, margin, and futures\n\n* Ability to concisely and accurately communicate complex topics to our customers\n\n* Schedule flexibility as we evolve to meet the growing demands of our business and customers (working across multiple time zones)\n\n\n\nWhat we offer\n\n\n* Market competitive and pay equity-focused compensation structure\n\n* 100% paid health insurance for employees with 90% coverage for dependents\n\n* Annual lifestyle wallet for personal wellness, learning and development, and more!\n\n* Lifetime maximum benefit for family forming and fertility benefits\n\n* Dedicated mental health support for employees and eligible dependents\n\n* Generous time away including company holidays, paid time off, sick time, parental leave, and more!\n\n* Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Recruiter and Recruiter jobs that are similar:\n\n $20,000 — $50,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nChicago, Illinois, United States
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Wealthsimple

 This job is getting a high amount of applications right now (13% of viewers clicked Apply)

๐Ÿ‡จ๐Ÿ‡ฆ Canada
๐Ÿ’ฐ $20k - $50k*

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Fintech

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Wealthsimple

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๐Ÿ‘€ 571 views

โœ… 75 applied (13%)

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Wealthsimple is hiring a
Remote Recruiter

\nYour career is an investment that grows over time!\n\n\nWealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. Weโ€™re the largest fintech company in Canada, with over 3 million users who trust us with more than $30 billion in assets.\n\n\nOur teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.\n\n\nAbout the team\nWeโ€™re a team of Recruiters who partner with our business leaders to build and execute recruitment strategies that support the growth of Wealthsimple. Weโ€™re a full-stack team that sources, coordinates, interviews, advises, and delivers exceptional experiences, to both the teams we partner with and our candidates! \n\n\nThis position is a 12 month contract to support strategic high volume recruitment across client experience, sales, and early talent. \n\n\n\nIn this role, you will have the opportunity to:\n* Actively screen and interview a high volume of candidates, while providing a world-class candidate experience.\n* Partner with hiring managers and teams throughout the entire hiring lifecycle (job description creation, hiring coaching and consulting, process building and coordination, interview logistics, offer negotiation, etc.).\n* Work closely with our People Ops team to ensure we take into account every component of an effective and equitable search.\n* Work closely with the recruitment team to amplify our talent brand. Represent Wealthsimple at events, sponsorships, hackathons and campus events and ensure weโ€™re in the right places both online and off.\n\n\n\nWe're looking for someone who:\n* Brings 1-3 years of high volume recruiting experience, ideally with some experience at a startup.\n* Can build meaningful relationships with hiring teams and candidates.\n* Is a self-starter. Youโ€™re full of ideas and ready to jump into action, and proactively search for opportunities to improve processes and practices.\n* Has exceptional verbal and written communication skills.\n* Is extremely organized with the ability to multitask in our fast-paced environment.\n\n\n\n\n\nApplication close date: Friday April 26th at 5pm ET.\n\n\nWhy Wealthsimple?\n๐Ÿค‘ Competitive Salary with top-tier health benefits and life insurance\n๐Ÿ“ˆ Retirement savings matching plan using Wealthsimple Work\n๐ŸŒด 20 vacation days per year and unlimited sick and mental health days\n๐Ÿ“š Up to $1500 per year towards wellness and professional development budgets respectively \n๐Ÿ›ซ 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year \n๐ŸŒŽ A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) \n๐Ÿ’– Company-wide wellness days off scheduled throughout the year\n\n\nWeโ€™re a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions โ€” join us!\n\n\nRead our Culture Manual and learn more about how we work.\n\n\nDEI Statement\nAt Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. \n\n\nAccessibility Statement\nWealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Recruiter and Recruiter jobs that are similar:\n\n $20,000 — $50,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nCanada
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When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar

 This job is getting a high amount of applications right now (15% of viewers clicked Apply)

๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $60k - $120k*

Analyst

 

Technical

 

Financial

Finance

Management

Content

Operations

Sales

Engineering

Addepar

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๐Ÿ‘€ 285 views

โœ… 42 applied (15%)

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Addepar is hiring a
Remote Portfolio Data Analyst Portfolio Data

The Role\n\nWe are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team!\n\nAddepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.\n\nAs a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addeparโ€™s leading portfolio management products. You will work closely with data providers, internal team members and various engineering teams to expand Addeparโ€™s capabilities and coverage to meet client needs. You will partner closely with leaders across the company to build distinguished data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on various initiatives to improve overall data management and integration across Addepar.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $64,000 - $100,000 + bonus + equity + benefits.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Analyze content from a variety of external financial data providers by developing and supporting the integration of their portfolio data into Addeparโ€™s data integration ecosystem.\n\n* Partner with engineering, product management, data operations and various client service teams to deliver high quality, timely and reliable data solutions.\n\n* Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform.\n\n* Investigate issues raised by clients or partner teams to refine and implement fixes with our development team.\n\n* Understand Addeparโ€™s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve the client experience.\n\n* Contribute to the evolution of Addeparโ€™s financial solutions to better serve our clients and cement Addeparโ€™s role as the best-in-class integrator of market traded and alternative asset investments.\n\n\n\nWho You Are \n\n\n* 1+ years of data product management experience with relevant finance domain-specific experience.\n\n* Strong communication and interpersonal abilities to facilitate working with vendors, clients and internal collaborators. Be able to communicate domain knowledge well both verbally and in writing for internal development teams, sales teams as well for clients and other external data partners.\n\n* Ability to work cross functionally to define functional and technical implementations to craft effective solutions to a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents.\n\n* Experience working with financial data and concepts relevant to Addeparโ€™s clients and products.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Finance and Sales jobs that are similar:\n\n $60,000 — $120,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nSalt Lake City, Utah, United States
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When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $60k - $110k

Analyst

 

Support

Software

Manager

Health

Engineering

Addepar

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๐Ÿ‘€ 870 views

โœ… 72 applied (8%)

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Addepar is hiring a
Remote Client Support Analyst

The Role\n\nClient Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the worldโ€™s most sophisticated investors, helping them run their businesses through Addepar. They assist Addeparโ€™s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.\n\nOur ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $52,000 - $65,000 + bonus + equity + benefits.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Identify, respond to, and resolve issues and questions raised by Addeparโ€™s clients\n\n* Provide hands-on support to our clients to ensure their ongoing happiness\n\n* Work in complex data sets to identify and resolve data and calculation discrepancies\n\n* Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve\n\n* Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues\n\n* Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction\n\n* Help clients use Addepar to the greatest extent through both functional and conceptual instruction\n\n* Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line\n\n* Become an expert on all things Addepar\n\n\n\nWho You Are \n\n\n* Bachelorโ€™s Degree in Finance, Economics, Mathematics, or equivalent experience\n\n* Superior communication, organizational, and time-management skills\n\n* Proficiency in math\n\n* Passion for problem-solving and continuous learning\n\n* Passion for technology and finance\n\n* 1+ years of relevant experience in a client-facing role\n\n* [Plus] Previous experience in investment management\n\n\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nSalt Lake City, Utah, United States
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๐Ÿ‘‰ Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!

When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $65k - $100k*

Manager

 

Support

Growth

Financial

Edu

Management

Senior

Engineering

Executive

Addepar

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๐Ÿ‘€ 438 views

โœ… 18 applied (4%)

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Addepar is hiring a
Remote Client Success Manager RIA

The Role\n\nThe Client Engagement & Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CESM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!\n\nYou will become a trusted advisor to these clients, deeply understanding their business and their needs, and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CESM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the clientโ€™s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonuses, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Develop a deep understanding of the Addepar platform and be able to apply it to clientโ€™s requirements, industry challenges, and goals.\n\n* Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience.\n\n* Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.\n\n* Provide continuing education and insights to clients relating to product updates on Addeparโ€™s product roadmap, as well as, review product usage patterns\n\n* Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products or partner solutions\n\n* Advocate for clients, building strong working relationships with cross-functional teams to ensure client success\n\n\n\nWho You Are \n\n\n* 2+ years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients\n\n* Strong analytical skills and a consistent framework or process approach to problem-solving.\n\n* You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients\n\n* Strong time management and prioritization skills, as well as verbal and written communication skills\n\n* Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability and platform adoption.\n\n* You have handled difficult customers or situations and can demonstrate resolutions\n\n* Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization.\n\n* Ability to navigate data and people to find answers\n\n* Independent, adaptable and can thrive in a fast-paced environment\n\n* You are open to travel\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Education and Senior jobs that are similar:\n\n $65,000 — $100,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States
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๐Ÿ‘‰ Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!

When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $65k - $113k*

Design

 

SaaS

 

Technical

Software

Travel

Voice

Financial

Fintech

API

Lead

Operational

Sales

Engineer

Executive

Addepar

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๐Ÿ‘€ 430 views

โœ… 12 applied (3%)

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Addepar is hiring a
Remote Sales Engineer

The Role\n\nWe are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.\n\nYou will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!\n\nTactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $93,000 - $116,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products\n\n* Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap\n\n* Coordinate appropriate internal product and technical resources for prospect calls and meetings\n\n* Highlight and communicate the differentiating benefits of Addepar vs. the competition\n\n* Support the sales effort with โ€œProof of Conceptsโ€\n\n* Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience\n\n* Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)\n\n* Assist our Account Executives with the completion of RFPs & RFIs.\n\n\n\nWho You Are\n\n\n* 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms\n\n* Bachelor's Degree\n\n* Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success\n\n* Knowledge of modern software architecture and database concepts\n\n* Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally\n\n* Ability to multi-task and track processes and work for numerous prospective clients\n\n* Ability to lead sophisticated projects, relationships, and timelines\n\n* Flexible to travel on short notice (20%+)\n\n* [Bonus] API exposure/knowledge is a plus!\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Design, SaaS, Travel, API, Sales and Engineer jobs that are similar:\n\n $65,000 — $112,500/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nSalt Lake City, Utah, United States
Apply for this job

๐Ÿ‘‰ Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!

When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar

 This job is getting a high amount of applications right now (16% of viewers clicked Apply)

๐ŸŒ Probably worldwide
๐Ÿ’ฐ $60k - $110k

Analyst

 

Support

Software

Manager

Health

Engineering

Addepar

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๐Ÿ‘€ 1,427 views

โœ… 233 applied (16%)

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Addepar is hiring a
Remote Client Support Analyst

The Role\n\nClient Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the worldโ€™s most sophisticated investors, helping them run their businesses through Addepar. They assist Addeparโ€™s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.\n\nOur ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $52,000 - $65,000 + bonus + equity + benefits.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Identify, respond to, and resolve issues and questions raised by Addeparโ€™s clients\n\n* Provide hands-on support to our clients to ensure their ongoing happiness\n\n* Work in complex data sets to identify and resolve data and calculation discrepancies\n\n* Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve\n\n* Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues\n\n* Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction\n\n* Help clients use Addepar to the greatest extent through both functional and conceptual instruction\n\n* Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line\n\n* Become an expert on all things Addepar\n\n\n\nWho You Are \n\n\n* Bachelorโ€™s Degree in Finance, Economics, Mathematics, or equivalent experience\n\n* Superior communication, organizational, and time-management skills\n\n* Proficiency in math\n\n* Passion for problem-solving and continuous learning\n\n* Passion for technology and finance\n\n* 1+ years of relevant experience in a client-facing role\n\n* [Plus] Previous experience in investment management\n\n\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
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When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $55k - $95k*

Manager

 

Salesforce

 

Growth

Financial

Strategy

Management

Senior

Operations

Sales

Addepar

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๐Ÿ‘€ 423 views

โœ… 21 applied (5%)

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Addepar is hiring a
Remote Manager Sales

The Role\n\nAddepar is looking for a high-energy, customer-focused Sales Manager who is committed to helping grow a diverse and inclusive Sales team and workforce. This role will help drive strategy and success within our Sales team to achieve ambitious growth across the wealth management, family office, private banking, and global investment management market segments.\n\nThe Sales Manager will be responsible for leading a division within the Sales organization to build a quality pipeline, qualify prospective clients, help craft implementation plans, and sign new clients. The Sales Manager will also help maintain company and market research in Salesforce to help better implement strategy. This role will partner with the other organization leaders to define and help drive an industry-leading culture.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $137,000 - $214,000 (base salary)  + bonus + equity + benefits. \n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Drive sales processes from the ground up with a deep understanding of how to performance-manage against funnel metrics.\n\n* Set strategic direction for the sales team to exceed our overall growth targets while consistently reviewing and updating sales strategies as our business evolves.\n\n* Consistently analyze the performance of the sales team against established performance criteria.\n\n* Provide timely delivery and accuracy of daily/weekly/monthly/quarterly reports to executives and senior management.\n\n* Provide mentorship and invest in getting the best out of our dedicated sales executives.\n\n* Identify and develop new market opportunities for the business.\n\n* Help drive sophisticated and high-impact sales conversations to assist in closing and expediting the sales cycle.\n\n* Own recruiting, objectives setting, coaching, and performance monitoring of sales representatives.\n\n* Develop your sales team through motivation, counseling, and product knowledge education.\n\n* Maintain accurate forecasting and pipeline management.\n\n* Assign sales territories and partner with Sales Operations to develop and implement sales quota plans.\n\n* Close partnership with Business Development, Sales Engineering, Sales Operations Client Services, and Account Management teams at Addepar.\n\n\n\nWho You Are \n\n\n* Consistent track record of leading a world-class sales team, including extensive forecasting experience and achieving or exceeding revenue goals.\n\n* 5+ years developing teams of sales professionals.\n\n* Strong work ethic, upbeat, proactive teammate.\n\n* Salesforce experience is a must.\n\n* Excellent communication skills, including oral, written, and presentation abilities.\n\n* Desire to tackle sophisticated client problems and build a phenomenal company.\n\n* Comfortable presenting to C-suite at financial services organizations.\n\n* SaaS or Financial Technology industry experience is a plus.\n\n* Ability to develop and critically analyze a sales pipeline and forecast.\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Senior and Sales jobs that are similar:\n\n $55,000 — $95,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States
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When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Plusgrade


๐Ÿ‡จ๐Ÿ‡ฆ Canada
๐Ÿ’ฐ $60k - $100k*

Manager

 

Salesforce

 

Support

Travel

Financial

Finance

Management

Go

Health

Recruitment

Executive

Non Tech

Plusgrade

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๐Ÿ‘€ 864 views

โœ… 70 applied (8%)

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Plusgrade is hiring a
Remote Manager Strategic Financial Planning & Analysis

\nTravel is not just about the destination; it's about every memory made along the way. We are dedicated to shaping the future of travel by partnering with 200+ airline, hospitality, cruise, passenger rail, and financial services companies to create new, meaningful revenue streams through incredible customer experiences. Rooted in our core values of being ambitious, innovative, and collaborative, we are driven to continuously raise the bar, exceed expectations, and bring out the best in everyone, fostering a culture where we believe we are better together, working towards an extraordinary future in travel. Come help us transform everyday travel into extraordinary experiences.\n\n\nABOUT THE ROLE:\nAs the Manager, Strategic Financial Planning & Analysis for the Financial Planning and Analysis team, supporting all business units, you will play a pivotal role in crafting a financial perspective of our long-term strategic initiatives. You will be responsible for enhancing and driving the companyโ€™s capital planning efforts in support of the long-term strategic plan, conducting market research, and supporting business case development. This role requires a candidate with strong analytical skills and business acumen, knowledge of core financial concepts, excellent communication abilities, and a proven track record of supporting strategic initiatives.\n\n\n\n\nWHAT YOU WILL BE DOING:\n\n\nCapital Planning and Business Casing:\nโ€ข Provide financial support for the development and evaluation of new investment initiatives, including working with business leaders to create objective business cases to support strategic decisions.\nโ€ข Build, maintain, and improve financial models to assess feasibility and financial impact to the company.\nโ€ข Support the creation of persuasive presentation decks to communicate plans, progress reports, and recommendations effectively.\nโ€ข Evaluate, monitor and report on the performance of various capital investment opportunities and projects.\nโ€ข Collaborate with finance and budget owners to secure necessary funding.\n\n\nAnnual Planning and 36-Month Plan:\nโ€ข Build and maintain a comprehensive 36-month financial plan that outlines key initiatives and their timelines.\nโ€ข Implement a robust quarterly reporting process to track progress against the plan on key investment initiatives and report on results to the executive team and stakeholders.\n\n\nAd-hoc:\nโ€ข Conduct comprehensive market research and competitive analysis to identify emerging trends, opportunities, and threats that could impact the company's growth.\nโ€ข Establish clear and measurable key performance indicators (KPIs) on specific projects, and milestones to track progress towards achieving our strategic goals.\n\n\n\n\nYOU ARE SOMEONE WITH:\nโ€ข Bachelor's degree in accounting, business administration, finance, or a related field (CPA preferred).\nโ€ข Proven experience (5+ years) in strategic planning, financial planning and analysis, or a similar role.\nโ€ข Strong grasp of financial statement fundamentals, including working knowledge of the balance sheet, income statement, and cash flow statements.\nโ€ข Strong analytical and problem-solving skills with the ability to translate complex financial data into meaningful insights\nโ€ข Proficiency in Google Suite of products (Gmail, Google Drive, Google Sheets, Google Docs, Google Slides)\nโ€ข Excellent communication and presentation skills, with the ability to present complex financial information to non-finance stakeholders\nโ€ข Strong organizational skills and the ability to manage multiple priorities and meet deadlines\nโ€ข Experience with Workday Adaptive Planning and/or Netsuite and/or Salesforce is preferred\nโ€ข Excellent project management abilities.\nโ€ข Strategic thinking and vision.\nโ€ข Ability to work effectively in cross-functional teams.\nโ€ข Strong leadership and decision-making capabilities.\n\n\n\n\nWHAT YOUโ€™LL LOVE ABOUT US:\n๐Ÿฆ RRSP/401(k) Matching \n๐Ÿฅ Comprehensive Health Plans \n๐Ÿ“… Unlimited Vacation/PTO \nโœˆ๏ธ Travel Experience Credit \n๐Ÿง˜ Annual Wellness Credit \n๐Ÿฅ— Team Events and Monthly Lunches\n๐Ÿ’ป Home Office/Commuter Credit \n๐ŸŒ… Work From Anywhere Program \n๐Ÿผ Parental Leave Top Up \n๐ŸŒ Adventure Pass\n\n\nOUR PROCESS:\nPlusgrade is an equal-opportunity employer and is committed to providing an accessible recruitment process. We welcome applications from all qualified individuals and are committed to equal employment opportunities regardless of gender identity or expression, race, ethnic origin, creed, place of origin, age, sex, marital status, physical or mental disability, sexual orientation, and any other category protected by law. Upon request, we will provide accommodation for applicants with disabilities.\n\n\nWe believe in diversity and inclusivity and that is why our interview process is designed for a positive candidate experience and to ensure every candidate is evaluated equally. All applications will be reviewed by our Talent Team and the successful candidate(s) will go through the following recruitment process:\n\n\nโ€ข Recruiter Phone Interview \nโ€ข Hiring Manager Interview\nโ€ข Take-home Assessment or remote coding exercise (if applicable)\nโ€ข Team Interview \n\n\nAll candidates will be provided with feedback regardless if they pass or didnโ€™t pass any of our interview stages. All your information will be kept confidential.\n\n\n\n\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Finance and Non Tech jobs that are similar:\n\n $60,000 — $100,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nToronto, Ontario
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๐Ÿ‘‰ Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!

When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Addepar


๐Ÿ‡บ๐Ÿ‡ธ United States
๐Ÿ’ฐ $50k - $90k*

Analyst

 

Python

 

Students

Manager

Financial

Edu

Investor

Management

Operations

Analytics

Educational

Internship

Non Tech

Addepar

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๐Ÿ‘€ 1,012 views

โœ… 62 applied (6%)

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Addepar is hiring a
Remote Product Analyst Intern Investor Persona

\nBeing a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!\n\nAt the moment, our 12 week internship experience is remote. Dates are currently set for May - August 2024 but please advise your recruiter. Seeking US and Canadian students only.\nThe Role\n\nWe are currently seeking a Product Analytics Intern for our Investor Persona team! The Investor Persona function is focused on designing and delivering innovative tools and services for investment decision makers. In this role you will have the opportunity to learn about Addepar and the wealth-tech industry, portfolio and market analysis, data science in the investment domain and fundamentals of product management and design.\n\nAddepar takes a market-based approach to pay. A successful candidateโ€™s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.\n\nThe current range for this role is $25 - $39.\n\nYour recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\nWhat Youโ€™ll Do\n\n\n* Understand Addepar's business and products\n\n* Understand investment decision making workflows and product/technology trends in this space\n\n* Help define and scope product roadmaps\n\n* Gather requirements, define epics and user stories\n\n* Hands on development of investment analytics and data process in Databricks, python, SQL, Looker and Hex\n\n* Work closely with investment analytics, product teams and engineering\n\n\n\nWho You Are \n\n\n* Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship\n\n* Available to intern for the full 12 weeks\n\n* 2+ years of experience or equivalent education covering databases and SQL\n\n* Basic programming skills in python and SQL\n\n* Excellent communication (verbal, written and visual) and storytelling skills\n\n* Experience with business intelligence (BI) tools is strongly preferred (Looker, Power BI, Tableau, etc.)\n\n* Passion for seeking insights in data and using data to tackle problems that matter\n\n* Readiness to learn new technologies and systems\n\n* Familiarity with the financial industry preferred\n\n* Interested in pursuing a career in analytics, product management, program management, operations preferred\n\n\n \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Python, Education and Non Tech jobs that are similar:\n\n $50,000 — $90,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nNew York City, New York, United States
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When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.


Airwallex


HK - Hong Kong SAR
๐Ÿ’ฐ $45k - $70k*

Ceo

 

Director

 

Consulting

Financial

Banking

Strategy

Management

Operations

Executive

Non Tech

Airwallex

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๐Ÿ‘€ 626 views

โœ… 56 applied (9%)

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Airwallex is hiring a
Remote Director Strategy & Operations CEO Office

\nAirwallex is the leading financial technology platform for modern businesses growing beyond borders. With one of the worldโ€™s most powerful payments and banking infrastructure, our technology empowers businesses of all sizes to accept payments, move money globally, and simplify their financial operations, all in one single platform. \n\n\nEstablished in 2015, our purpose is to connect entrepreneurs, business builders, makers and creators with opportunities in every corner of the world. Today, Airwallex has a global footprint across Asia-Pacific, Europe, and North America.\n\n\nServing as the deputy to the CEOโ€™s Chief of Staff, youโ€™ll be responsible for working closely with the executive team to drive key strategic initiatives across the globe. You are a self-starter and independent thinker with exceptional analytical and communication skills, capable of handling highly sensitive and confidential information while supporting a rapidly changing organization. \n\n\n\nResponsibilities\n* Serve as a trusted advisor to the CEO and wider leadership team\n* Manage the planning and tracking of quarterly and yearly OKRs\n* Work cross functionally to ensure key projects are on track\n* Drive strategic projects that streamlines organizational processes. \n* Take a data driven approach to ensure overall healthiness of the organization\n* Work cross functions to deliver IPO readiness\n* Handle special projects and ad hoc incoming requests\n\n\n\nWhat you bring\n* Strong analytical and problem solving skills\n\n\n* Exceptional ability to work cross functionally, across all levels\n* Experience delivering results in a matrixed and fast growing tech company\n* Strong discretion\n* A background in investment banking or management consulting is advantageous\n\n\n\n\n\nAirwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We donโ€™t regard colour, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status. If you have a disability or special need that requires accommodation, please let us know.\n\n\nAirwallex does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Airwallex. At Airwallex youโ€™ll have the ability to make an impact in a rapidly growing, global fintech. Youโ€™ll be offered a competitive salary and we also like to ensure we create the best environment for our people by providing a collaborative open office space with a fully stocked kitchen. We organise regular team building events, encourage flexible/remote working and we give our people the freedom to be creative. \n\n#Salary and compensation\n No salary data published by company so we estimated salary based on similar jobs related to Consulting and Non Tech jobs that are similar:\n\n $45,000 — $70,000/year\n
\n\n#Benefits\n ๐Ÿ’ฐ 401(k)\n\n๐ŸŒŽ Distributed team\n\nโฐ Async\n\n๐Ÿค“ Vision insurance\n\n๐Ÿฆท Dental insurance\n\n๐Ÿš‘ Medical insurance\n\n๐Ÿ– Unlimited vacation\n\n๐Ÿ– Paid time off\n\n๐Ÿ“† 4 day workweek\n\n๐Ÿ’ฐ 401k matching\n\n๐Ÿ” Company retreats\n\n๐Ÿฌ Coworking budget\n\n๐Ÿ“š Learning budget\n\n๐Ÿ’ช Free gym membership\n\n๐Ÿง˜ Mental wellness budget\n\n๐Ÿ–ฅ Home office budget\n\n๐Ÿฅง Pay in crypto\n\n๐Ÿฅธ Pseudonymous\n\n๐Ÿ’ฐ Profit sharing\n\n๐Ÿ’ฐ Equity compensation\n\nโฌœ๏ธ No whiteboard interview\n\n๐Ÿ‘€ No monitoring system\n\n๐Ÿšซ No politics at work\n\n๐ŸŽ… We hire old (and young)\n\n
\n\n#Location\nHK - Hong Kong SAR
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๐Ÿ‘‰ Please reference you found the job on Remote OK, this helps us get more companies to post here, thanks!

When applying for jobs, you should NEVER have to pay to apply. You should also NEVER have to pay to buy equipment which they then pay you back for later. Also never pay for trainings you have to do. Those are scams! NEVER PAY FOR ANYTHING! Posts that link to pages with "how to work online" are also scams. Don't use them or pay for them. Also always verify you're actually talking to the company in the job post and not an imposter. A good idea is to check the domain name for the site/email and see if it's the actual company's main domain name. Scams in remote work are rampant, be careful! Read more to avoid scams. When clicking on the button to apply above, you will leave Remote OK and go to the job application page for that company outside this site. Remote OK accepts no liability or responsibility as a consequence of any reliance upon information on there (external sites) or here.

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