Related skills
risk management client acquisition portfolio construction ria regulatory compliance📋 Description
- Build and expand client relationships to grow AUM.
- Advise on AI resilience-aligned financial strategies.
- Collaborate with investment leadership to refine the thesis.
- Educate clients on AI, tech policy, labor markets, and capital flows.
- Stay current on AI developments and regulatory shifts; share insights.
- Drive continuous learning and market intelligence within the firm.
🎯 Requirements
- Active RIA or Series 65/66 licensure with a clean regulatory record.
- 5+ years in financial advisory or wealth management.
- Proven ability to grow a client book and earn trust.
- Ability to think independently in evolving, complex contexts.
- Strong written and verbal communication skills.
🎁 Benefits
- Remote position open to candidates in the United States.
- Occasional travel for client meetings and events.
- Must maintain active RIA/Series 65/66 licensure and comply with regs.
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