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Copia Wealth Studios

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Seed Round on 2021-06

Finance • Fintech • Enterprise

Copia Wealth Studios is a financial intelligence platform designed to help individuals, families, family offices, institutions, and RIAs visualize, analyze, and optimize their investments. By offering specialized planning documents, operations solutions, and sophisticated performance reporting, Copia aims to simplify wealth management for its users. The platform offers tools such as automated reporting, alternative investment software, AI-powered document ingestion, and advanced portfolio visualization to enhance decision-making. Copia is tailored for investors with complex portfolios, offering a comprehensive view that includes real estate, venture capital, and liquid assets, allowing users to grow, preserve, and validate their wealth with confidence. This innovative software is designed for seamless collaboration with clients, enabling them to make informed decisions and manage their assets effectively under their proprietary system, 'Assets Under Intelligence.

📋 Description

• Successful candidates will forge new divisions, make inroads with our patrons, and define best practices. • Provide strategic oversight while onboarding patrons, ingesting documents, supporting/clarifying functionality. • Work closely with other delivery teams. • Serve as the primary point of contact for all service-related needs of Copia's clients. • Work in a complex, team-oriented, fast-paced environment alongside the Copia team, patrons, and 3rd party partners.

🎯 Requirements

• Previous experience in a customer-facing role, preferably in financial services, private banking, or financial technology. • A big plus for candidates who hold a CFA, CAIA, or CFP. • College/University degree or related work experience preferred. • Working knowledge of G-Suite, HubSpot (or equivalent CRM), Slack, and any other applicable customer communication technology.

🏖️ Benefits

• We're a distributed workforce with lots of experience working in remote teams. • Flexible hours. • Health insurance. • We provide competitive coverage for health, dental, vision, and life insurance in both the US and Canada. • We cover 75% of insurance in the US. • Mental and physical health matters. • Each employee is entitled to a $400/year stipend for gym/club/fitness-related membership. • Annual subscription reimbursement for meditation/mindfulness/wellness apps. • Learning matters, which is why you can expense any (work-related) book you want. • Any course under $250 is usually instant approval. • Workshop and conferences handled on a case-by-case basis.