Domain Expert - Portfolio Management & Investment Advisory - US Wealth Management

Role Overview

Looking for a Portfolio Management Domain Expert with strong experience in multi-asset investing and wealth management for US/global clients. The role involves working closely with product and engineering teams to help build AI-driven investment workflows and portfolio intelligence capabilities for RIAs and wealth managers.

Key Responsibilities

- Act as an SME on portfolio management and investment advisory workflows

- Bring expertise across multi-asset classes.- Help design AI-driven workflows for Portfolio monitoring, Asset allocation, Rebalancing, Performance reporting, Investment research and Risk Analytics.

- Engage with US-based RIAs and wealth managers to understand operational pain points

- Translate real-world investment workflows into scalable product capabilities

Who We're Looking For

- Experience in wealth management, private banking, investment advisory, or asset management

- Strong understanding of portfolio construction and multi-asset investing

- Experience handling US/global client portfolios

- Prior experience at firms like JP Morgan, Morgan Stanley, Goldman Sachs, BlackRock, UBS, or similar institutions is a strong plus

- Strong communication skills and ability to work closely with product teams and US clients

- CFA / CAIA / CFP qualifications are a plus

Why Join Us

- Opportunity to shape a category-defining AI platform in wealth management

- High ownership role with direct product impact

- Work closely with global wealth management clients

- Early-stage VC-backed startup with strong growth potential