The Wealth Advisor will guide high-value clients in investment decisions, develop a prospect pipeline, enhance client relationships, and deliver market insights. The role involves achieving AUM targets, conducting seminars, and ensuring client satisfaction through effective communication and product knowledge.

The Senior Product Designer will design user-friendly experiences in payments for an investment platform, manage research projects, collaborate with teams, and contribute to design systems, emphasizing user advocacy and product quality improvement.

As the Investment & Marketing Content Lead, you will develop and execute content strategies to drive growth, create engaging copy across various platforms, oversee content production, and analyze performance metrics to optimize engagement and conversions. You will collaborate with multiple teams to ensure alignment with business objectives.