AI-First Registered Investment Advisor
hussh 🤫
Job Description
You advise people on the most important financial decisions of their lives — and your tools fight you every step of the way. Hussh is building the AI-first advisory practice: a private agent that does the gathering, the paperwork, the follow-up, and the monitoring, so the advisor does the advising. We are recruiting a founding cohort of registered investment advisors who want to practice at the front of this shift — and to help build it. This hiring process is itself a design partnership: during the cycle you will work with us on real product problems, and your judgment will shape the platform you will practice on. Licensed advisors (Series 65/66 or equivalent) and advisors-in-progress are both welcome; what matters is that you believe the advisor's value is judgment and trust, and everything else should be automated with consent. Founding cohort role: equity, ownership, and a hand in building the practice you will grow in.
- ...Description A financial plan should change a family's life — not die in a forty-page document nobody rereads. Hussh is building the AI-first planning practice: a private agent that keeps the plan alive — tracking, reminding, recalculating, and preparing — so the planner...Suggested
$117k - $156k
...your expertise to a new asset class: as a Investment Advisor at Masterworks, you'll advise high-net-... ...Masterworks Advisers is a Registered Investment Adviser that advises clients... ...in earning your Series 65 within your first 60 days of employment (typically 20 to...SuggestedFull time$85k - $155k
...innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team!As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide...SuggestedFull timeContract work$60k - $80k
...Investment Analyst New York, NY | Full-Time | In-Office | Career... ...bonus REPORTS TO Lead Advisor THE ROLE As a... ...Shadowing and joint work from the first week. 2. Register Series 66 preparation... ...not just fill roles. We're AI-forward and people-first: every...SuggestedFull timeTemporary workWork experience placementWork at officeSleeping nights- ...within Wealth Management’s Chief Investment Office (CIO) - Equities team,... ...and analytics tooling (Python-first), including data pipelines,... ...Evaluate and apply machine learning/AI techniques where appropriate (... ...provides individuals, advisors and institutions with strategies...SuggestedWork at office
$200k - $300k
...Oversight, ExecutiveCompany: CitiCiti is looking for a Senior Manager, AI Risk and Controls to lead independent oversight of AI use cases... ...risk and controls assessments and providing the required first-line sign-off for higher-risk deployments before escalation to the...Full timeWork at officeRemote work$230k - $250k
...actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and... ...customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on... ...fidelity solution today.We’ve built the first phase of the solution to this problem, based...Work at officeRemote workVisa sponsorshipFlexible hours- ...seeking a future team member for the role of Associate, First Line Risk Manager to join our First Line Risk team... ...system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with...WorldwideFlexible hours
$157.5k - $205k
...is a stakeholder.What you’ll be responsible for:As Manager, GRM AI Transformation, you will help lead the reinvention of how Circle’... ...sessions with GRM process owners to reimagine their processes from first principles and define an ambitious AI-native “future state”...Flexible hoursShift work$140k - $150k
...deliver a seamless, customized investing experience. More specifically... ...65 examination within the first 90 days of employment, unless... ...values aligned investing for advisors and institutions. We provide... ...Kapor Capital. We are an SEC Registered Investment Adviser based in New...Full timeWork at officeRemote workShift work3 days per week- ...Officer for a high-growth, technology-enabled investment platform that provides wealth management... ...model positions the business as the first line of defense, Risk and Compliance... ...alternative investments, structured investments, registered funds, and private fund vehicles...Full time
$163.6k - $245.4k
...WealthCompany: CitiAs part of the Wealth Investment Solutions organization, the Investment Solutions... ...strategy guidance, governance, and first-line risk ownership across investment... ...individuals. Our automated processing and AI do not involve relying on automatic or autonomous...Full time$145k - $195k
...products, alternative data structured for investment research, serving hedge funds, asset... ...trade on. We are looking for a builder first - someone who prototypes and gets his hands... ...comfortable with ambiguity: the alt-data-in-the-AI-era playbook is still being written....For contractorsWork at officeWork from homeWork visaFlexible hours$120k - $200k
...manager specializing in data centers and AI infrastructure lending including power generation... ...in credit risk management at a major investment bank, commercial bank, or rating agency,... ...guided by living shared values of Client First, Integrity, Collaboration, Respect and...Full timeFlexible hours- ...Services Principal Consultant with AI experience to design, build,... ...Improve Day in life of Wealth Advisor leveraging AI interventions... ...personalization - life events, investment ideas, service alerts and... ...strategy and execution. With an AI-first mindset, deep industry...Full timeTemporary workWork experience placement
$115k
...development, transaction execution and the delivery of investment banking products and services to our... ...William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging...Temporary workSummer internship$125k
...development, transaction execution and the delivery of investment banking products and services to clients and... ...Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging...Temporary workSummer internship$250k
...Healthcare Investment Banking Analyst / Associate – Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Associate: $250,000 – $450,000+ total compensation (Varies by firm) Type: Full-Time About This Opportunity...Full time- ...policy administration, rating, data, integrations, and emerging AI capabilities. The position requires someone who has... ...selection, pricing, productivity, and decision support Prioritize investments based on underwriting value, operational improvement, user experience...Full time
$100k - $235k
...vision, commercialization, and end-to-end execution of our Registered Investment Advisor (RIA) Custody Product, Managed Accounts Platform (... ...Asset Product Innovation: Drive the development of digital-first alternative asset custody capabilities, including automated...Full timeTemporary workPart time$225k - $275k
..., it’s part of our culture to put people first, listen to new and diverse ideas and collaborate... ..., speed and agility. This means investing in talent, technologies, and tools that empower... ...more details. Overview The Director, AI Risk Governance is responsible for the...Full timeWork at officeLocal areaRemote work- ...resolution. Provide Level‑3 (L3) production support as needed. Use AI‑enabled tools to accelerate data mapping, data lineage creation,... ...- and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas,...Temporary work
$250k - $290k
...With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs... ...in leaders who combine the business acumen of a consulting advisor, the technical credibility of a technology leader, and the portfolio...Work experience placementSummer holidayWork at officeFlexible hours- ...Independent Investment Advisor Balfour Capital Group This is an independent contractor engagement. Compensation is structured on a... ...advisory in your home jurisdiction A consultative, client-first approach with strong commercial instincts and the ability to...For contractors
$110k - $140k
...and managed, faster and smarter, anchored in proven expertise. First-movers will define the next era of commercial risk management,... ...total funding to over $60M - led by Intact Private Capital, the investment arm of one of the largest insurers in the world. Intact is not...Work at office- ...Climate solutions. You will lead ideation, discovery, and execution of AI-grounded S&C products in private markets, working with senior... ...insights into shipped platform solutions. The role emphasizes AI-first product development, cross-functional collaboration, and evolving...
- ...Addepar seeks a Senior Product Manager to lead the Advisor experience for Registered Investment Advisors, owning surface areas, features, and capabilities for wealth managers across web and mobile. You will analyze early user feedback and adoption metrics to establish...
$175k
...development, transaction execution and the delivery of investment banking products and services to clients and... ...Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging...Temporary workWork experience placementSummer workSummer internship$90k - $120k
...Manager to help shape the future of digital investment products and institutional platforms.... ...such as Jira and Figma, as well as AI tools Direct experience working with... ...WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed...WorldwideFlexible hours- ...experts in small business, lending, and investments + Manages financial center traffic, appointments... ...request process before your first day of work. This communication provides... ...Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser...Work at officeShift workWeekend workDay shift
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