Lead FP&A at a fast-growing AI-powered wealth management startup. Build financial models, deliver budgets/forecasts, provide cross-functional insights, and support strategic initiatives. Requires 7+ years in FP&A/corporate finance, strong modeling and accounting skills.
Lead and scale Range's alternative investments platform, setting strategy and deploying billions in AUM across private equity, credit, real estate, and hedge funds. Requires 10+ years in alternatives with senior leadership experience.
Supports senior financial planners by managing client inquiries, onboarding new members, reviewing investment plans, and re-engaging inactive clients at a fintech wealth management platform. Requires 1+ years experience, CFP pursuit, and strong organizational skills.
Crafts personalized financial plans and wealth strategies for members via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires 4-8+ years client-facing financial services experience, relevant certifications like CFP/CPA/CFA, and tax/investment expertise.
Crafts personalized financial plans and wealth strategies for clients via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires CFP/CPA/CFA or similar, 6+ years client-facing financial services experience, and tax/investment expertise.
Provides expert tax planning, compliance, and return preparation for individual clients, collaborating with financial planners to optimize strategies. Requires CPA/EA, 2+ years experience, and proficiency in tax software.
Provides expert tax planning, projections, scenario analysis, and return reviews for individual clients, collaborating with financial planners to optimize strategies in retirement, equity compensation, real estate, and more. Requires CPA/EA with 7+ years experience in individual taxation.
Lead FP&A at a fast-growing AI-powered wealth management startup. Build financial models, deliver budgets/forecasts, provide cross-functional insights, and support strategic initiatives. Requires 7+ years in FP&A/corporate finance, strong modeling and accounting skills.
Lead and scale Range's alternative investments platform, setting strategy and deploying billions in AUM across private equity, credit, real estate, and hedge funds. Requires 10+ years in alternatives with senior leadership experience.
Supports senior financial planners by managing client inquiries, onboarding new members, reviewing investment plans, and re-engaging inactive clients at a fintech wealth management platform. Requires 1+ years experience, CFP pursuit, and strong organizational skills.
Crafts personalized financial plans and wealth strategies for members via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires 4-8+ years client-facing financial services experience, relevant certifications like CFP/CPA/CFA, and tax/investment expertise.
Crafts personalized financial plans and wealth strategies for clients via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires CFP/CPA/CFA or similar, 6+ years client-facing financial services experience, and tax/investment expertise.
Provides expert tax planning, compliance, and return preparation for individual clients, collaborating with financial planners to optimize strategies. Requires CPA/EA, 2+ years experience, and proficiency in tax software.
Provides expert tax planning, projections, scenario analysis, and return reviews for individual clients, collaborating with financial planners to optimize strategies in retirement, equity compensation, real estate, and more. Requires CPA/EA with 7+ years experience in individual taxation.