Location: New York
Workplace: Hybrid
WHY HARVEY
At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.
Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.
At Harvey, the future of professional services is being written today — and we’re just getting started.
ROLE OVERVIEW
As a Software Engineer on the Product Engineering team at Harvey, you will own and lead engineering projects across our various product lines. You will work closely with our AI, Legal, and GTM teams to build secure systems that deliver value to our customers. We are looking for individuals who have worked across the stack on incredible products across consumer, enterprise, and various industries and who are excited about building the future of application layer and genAI products.
This role is based in New York City. We use an in-person work model and offer relocation assistance to new employees.
WHAT YOU'LL DO
- Scale document ingestion and processing that is growing at 10x every 6 months
- Design massive data collection from over 50+ legal jurisdictions
- Build government-level security for top governments and firms
- Lead projects that delight customers in bringing AI to web, desktop, mobile, Google Docs, MS Word, and API experiences.
- Build AI-platform and AI-native features like agentic orchestration layers, tool calls, and retrieval systems.
- Ship across the full stack—leveraging React and TypeScript on the frontend alongside Python and Postgres on the backend—to architect intuitive UX and robust APIs for streaming results, long-running processes, and complex tool-calling workflows.
WHAT YOU HAVE
- 10+ YoE (post-BS/MS) in a product focused full-stack software engineering role.
- Experience with React, Typescript, CSS (we use TailwindCSS), Python, or related.
- Track record of building fast-growing SaaS products.
- Track record of shipping highly intuitive products, strong attention to detail.
- Experience building scalable and extensible solutions across the stack that can support multiple product lines.
- Strong programming skills and general Computer Science knowledge.
- Grit - experience working at early-stage startups is a plus.
COMPENSATION
$231,000 - $340,000 USD
Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing accommodations@harvey.ai
ГибридNew York; We use an in-person work model and offer relocation assistance to new employees
Location: Boca Raton, Florida, United States
About the Role
iCapital is looking to hire a Fund Monitoring Analyst to join the Fund Monitoring, Reporting and Governance team. This individual will be responsible for conducting ongoing investment monitoring for private market fund investments across the iCapital platform. Over time, this role will also involve presenting investment updates to both internal stakeholders as well as wealth advisors and their clients.
Responsibilities
Monitor underlying fund performance across iCapital’s private equity, private credit, and real asset offerings.
Prepare clear and concise call summaries, investment updates, and talking points.
Prepare performance analytics and fund-level financial modeling.
Keep track of broader macro developments and trends through regular engagement with iCapital’s fund managers.
Attend Annual General Meetings (AGMs) on behalf of iCapital to receive updates from fund managers.
Maintain and update internal confluence fund monitoring database.
Communicate fund investment updates effectively to both internal and external stakeholders.
Prepare materials and analysis for use by Governance colleagues on select projects, including secondary sales and investment oversight decisions.
Qualifications
Bachelor’s Degree, progress toward CFA or CAIA is preferred
1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus
Strong verbal and written communication skills
Experience with financial analysis and modeling. Proficiency in Excel is required, familiarity with valuation methodologies (DCF, peer comps, etc.) preferred
Interest in and willingness to learn about the alternative investment landscape
Excellent organizational skills and attention to detail
Willingness and ability to travel up to ~10% as required
Benefits
The base salary range for this role is $65,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Dubai, United Arab Emirates
Workplace: none
David Kennedy Recruitment
is working with a financial/FX company led by a management team with over 20 years of experience. Their mission is to simplify trading complexities and deliver excellence to clients across multiple continents and countries. The successful candidate will be responsible for overseeing the dealing operations and managing the risk associated with trading activities in the forex financial company.
Position: FX Sales Trainee Conversion German Speaking
Location:
UAE, Dubai
Employment type: Full-time
RESPONSIBILITIES:
Contact potential clients and convert leads into active trading customers
Build and maintain strong long-term client relationships to support retention and loyalty
Apply sales techniques to maximise client acquisition and trading volume
Educate clients on trading platforms, financial products, and market trends
Collaborate with internal teams to ensure a smooth and high-quality customer experience
Support client onboarding and guide users through the FX trading journey
Drive revenue growth through active sales and conversion activities
Maintain professional communication with clients across all touchpoints.
REQUIREMENTS:
Native German C2
Proven sales experience in any industry (FX, finance, or high-performance sales preferred)
strong communication and negotiation skills
Target-driven, ambitious, and performance-oriented mindset
Ability to work in a fast-paced, results-driven environment
Strong willingness to learn and develop sales expertise
Experience in FX, financial services, or trading environments
Understanding of financial markets and trading platforms
Experience in outbound sales or lead conversion roles
Strong customer relationship management skills.
OFFER:
Flight tickets covered by the company
Excellent remuneration package based on experience, skills, and performance
Be part of a dynamic international team with positive and friendly atmosphere
Guidance and tools to reach your full potential.
СтажёрDubai, United Arab Emirates
Не хотите искать каждый день?
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Настройте подбор, и подходящие вакансии будут приходить в Telegram.
Location: United states
Role: Principal Architect
Reports to:
Global Head of Technology (SVP Engineering)
Function:
Platform & Product Architecture (Cloud-Native Data/SaaS)
About Reltio
At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio’s cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world’s largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk.
At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.
Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!
Job overview
Reltio is scaling a cloud-native, multi-tenant data platform used by global enterprises. We need a Principal Architect to set the end-to-end architecture vision, de-risk the roadmap, and turn strategy into secure, reliable, cost-efficient systems—while upleveling the engineering organization.
Enterprise & Product Architecture:
Define the north-star architecture for a multi-tenant SaaS data platform (ingest → processing → storage → query → API/SDK/UX). Establish reference architectures, decision records, and standards.
Cloud-Native Platform:
Drive container orchestration, service mesh, control planes, observability, and resilience across AWS/Azure/GCP.
Data & Streaming:
Lead designs for high-volume streaming, low-latency query, and analytical/ML use cases (batch + real-time).
AI/ML & Agentic AI:
Partner with product and security to embed responsible LLM/agentic patterns (guardrails, retrieval, evals) into customer-facing and internal developer workflows.
Reliability, Security & Compliance:
Champion SRE/SOC2/ISO/GDPR-by-design, error budgets, threat modeling, and secure SDLC.
Developer Experience:
Improve CI/CD, test strategy, paved roads, and golden paths; reduce cognitive load and toil across teams.
Executive & Customer Influence:
Translate architecture trade-offs for executives and key customers; guide buy-build-integrate decisions.
Key Responsibilities
Set the vision: Author and socialize the product/platform architecture strategy; maintain ADRs and tech radars.
Design at scale:
Lead designs for multi-tenant isolation, data models, schemas, indexing/OLAP, and event-driven systems.
Evolve the platform:
Standardize service meshes, API gateways, policy-as-code, and multi-cloud deployment patterns.
Operational excellence:
Embed SRE practices (SLOs, error budgets, incident learning), capacity planning, and chaos testing.
Security & privacy:
Lead threat models, data classification, encryption, secrets, key management, and SBOM/SLSA controls.
AI architecture:
Define patterns for RAG/agents, prompt & model governance, telemetry, evaluations, and fallbacks.
Mentor & scale:
Coach Staff/Principal engineers and architects; chair architecture reviews; build a healthy review culture.
Executive partnering:
Communicate options/trade-offs to C-suite; align decisions with business value and customer impact.
Customer evangelism:
Join key enterprise conversations; convert requirements into pragmatic designs and phased delivery.
Qualifications
20+ years in product/platform architecture
for large-scale, cloud-native SaaS; recent
Principal/Distinguished Architect
scope leading end-to-end product decisions and migrations across multi-cloud.
Cloud & Kubernetes depth:
EKS/AKS/GKE; service mesh (Istio/Linkerd), observability (Prometheus/Grafana), platform control planes, operators/CRDs. Able to define golden paths/paved roads for teams.
Data platform & streaming expertise:
Kafka/Flink/Spark; columnar/OLAP (Druid, ClickHouse), NoSQL (Cassandra), search (Elasticsearch/Opensearch); real-time + batch patterns.
Microservices & integration at enterprise scale:
API gateways, event-driven design, SOA/EAI (Apache Camel/Mule/WSO2/JBoss Fuse).
AI/ML & Agentic AI in production:
ML pipelines (MLflow/Kubeflow/Airflow) and LLM/agent frameworks (OpenAI APIs, LLaMA, LangChain/LangGraph; tool-use, memory, evals).
Security, privacy, and compliance by design:
threat modeling, data classification, encryption/keys, and
EU GDPR
awareness through real product work.
Executive communication & customer leadership:
converts complex trade-offs into simple choices; partners with CXO/stakeholders globally; architecture evangelism with customers.
C-suite influence & decision facilitation:
runs architecture reviews/SteerCos with crisp options, risk/ROI framing, and written decision records; pre-wires global stakeholders to land decisions quickly.
Customer-back product thinking:
meets enterprises regularly, translates requirements into phased designs (MVP → scale), and defends non-negotiables (SLOs, security, privacy).
Cross-geo orchestration:
proven delivery across US/EU/India time zones; builds async rituals, documentation standards, and handoff mechanisms that raise velocity and quality.
Culture carrier & coaching:
uplevels Staff/Principal engineers, codifies paved roads (CI/CD, testing, observability), and scales architectural patterns via ADRs/radars.
Preferred Qualifications
Multi-cloud platform stewardship:
proven ownership of cross-cloud platforms (e.g., control planes, observability, incident management) and data lake stacks, shipped to enterprise customers.
Cost/performance engineering:
track record reducing infra cost per tenant and improving p95/p99 latency/MTTR via capacity planning, workload placement, and autoscaling patterns.
Programming fluency:
Java/Scala/Python/Go/Rust for credible code-review and reference implementations.
OSS & ecosystem contribution:
prior contributions to relevant frameworks (e.g., Hadoop tuning, NoSQL ORM, Camel/Keycloak) a plus.
Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.
Location: United states
Role: Principal Architect
Reports to:
Global Head of Technology (SVP Engineering)
Function:
Platform & Product Architecture (Cloud-Native Data/SaaS)
About Reltio
At Reltio®, an SAP Company, we believe data should fuel your success in the enterprise AI era. Our Context Intelligence Platform turns fragmented data into a trusted, connected context so AI agents and systems can act with expert-level judgement at enterprise scale. Reltio’s cloud-native SaaS platform harmonizes, unifies, and governs data across sources and formats—including unstructured data—in real time, turning them into data assets that can be mobilized in milliseconds to any application, user, or AI agent. Trusted by more than 200 of the world’s largest brands across industries such as life sciences, financial services, healthcare, and technology, we fuel frictionless operations and help enterprises accelerate innovation and reduce risk.
At Reltio, our values guide everything we do. With an unyielding commitment to prioritizing our “Customer First”, we strive to ensure their success. We embrace our differences and are “Better Together” as One Reltio. We are always looking to “Simplify and Share” our knowledge when we collaborate to remove obstacles for each other. We hold ourselves accountable for our actions and outcomes and strive for excellence. We “Own It”. Every day, we innovate and evolve, so that today is “Always Better Than Yesterday”. If you share and embody these values, we invite you to join our team at Reltio and contribute to our mission of excellence.
Reltio has earned numerous awards and industry and analyst recognition for our technology, our culture and our people. Reltio was founded on a distributed workforce and offers flexible work arrangements to help our people manage their personal and professional lives. If you’re ready to work on unrivaled technology where your desire to be part of a collaborative team is met with a laser-focused mission to enable digital transformation with connected data, let’s talk!
Job overview
Reltio is scaling a cloud-native, multi-tenant data platform used by global enterprises. We need a Principal Architect to set the end-to-end architecture vision, de-risk the roadmap, and turn strategy into secure, reliable, cost-efficient systems—while upleveling the engineering organization.
Enterprise & Product Architecture:
Define the north-star architecture for a multi-tenant SaaS data platform (ingest → processing → storage → query → API/SDK/UX). Establish reference architectures, decision records, and standards.
Cloud-Native Platform:
Drive container orchestration, service mesh, control planes, observability, and resilience across AWS/Azure/GCP.
Data & Streaming:
Lead designs for high-volume streaming, low-latency query, and analytical/ML use cases (batch + real-time).
AI/ML & Agentic AI:
Partner with product and security to embed responsible LLM/agentic patterns (guardrails, retrieval, evals) into customer-facing and internal developer workflows.
Reliability, Security & Compliance:
Champion SRE/SOC2/ISO/GDPR-by-design, error budgets, threat modeling, and secure SDLC.
Developer Experience:
Improve CI/CD, test strategy, paved roads, and golden paths; reduce cognitive load and toil across teams.
Executive & Customer Influence:
Translate architecture trade-offs for executives and key customers; guide buy-build-integrate decisions.
Key Responsibilities
Set the vision: Author and socialize the product/platform architecture strategy; maintain ADRs and tech radars.
Design at scale:
Lead designs for multi-tenant isolation, data models, schemas, indexing/OLAP, and event-driven systems.
Evolve the platform:
Standardize service meshes, API gateways, policy-as-code, and multi-cloud deployment patterns.
Operational excellence:
Embed SRE practices (SLOs, error budgets, incident learning), capacity planning, and chaos testing.
Security & privacy:
Lead threat models, data classification, encryption, secrets, key management, and SBOM/SLSA controls.
AI architecture:
Define patterns for RAG/agents, prompt & model governance, telemetry, evaluations, and fallbacks.
Mentor & scale:
Coach Staff/Principal engineers and architects; chair architecture reviews; build a healthy review culture.
Executive partnering:
Communicate options/trade-offs to C-suite; align decisions with business value and customer impact.
Customer evangelism:
Join key enterprise conversations; convert requirements into pragmatic designs and phased delivery.
Qualifications
20+ years in product/platform architecture
for large-scale, cloud-native SaaS; recent
Principal/Distinguished Architect
scope leading end-to-end product decisions and migrations across multi-cloud.
Cloud & Kubernetes depth:
EKS/AKS/GKE; service mesh (Istio/Linkerd), observability (Prometheus/Grafana), platform control planes, operators/CRDs. Able to define golden paths/paved roads for teams.
Data platform & streaming expertise:
Kafka/Flink/Spark; columnar/OLAP (Druid, ClickHouse), NoSQL (Cassandra), search (Elasticsearch/Opensearch); real-time + batch patterns.
Microservices & integration at enterprise scale:
API gateways, event-driven design, SOA/EAI (Apache Camel/Mule/WSO2/JBoss Fuse).
AI/ML & Agentic AI in production:
ML pipelines (MLflow/Kubeflow/Airflow) and LLM/agent frameworks (OpenAI APIs, LLaMA, LangChain/LangGraph; tool-use, memory, evals).
Security, privacy, and compliance by design:
threat modeling, data classification, encryption/keys, and
EU GDPR
awareness through real product work.
Executive communication & customer leadership:
converts complex trade-offs into simple choices; partners with CXO/stakeholders globally; architecture evangelism with customers.
C-suite influence & decision facilitation:
runs architecture reviews/SteerCos with crisp options, risk/ROI framing, and written decision records; pre-wires global stakeholders to land decisions quickly.
Customer-back product thinking:
meets enterprises regularly, translates requirements into phased designs (MVP → scale), and defends non-negotiables (SLOs, security, privacy).
Cross-geo orchestration:
proven delivery across US/EU/India time zones; builds async rituals, documentation standards, and handoff mechanisms that raise velocity and quality.
Culture carrier & coaching:
uplevels Staff/Principal engineers, codifies paved roads (CI/CD, testing, observability), and scales architectural patterns via ADRs/radars.
Preferred Qualifications
Multi-cloud platform stewardship:
proven ownership of cross-cloud platforms (e.g., control planes, observability, incident management) and data lake stacks, shipped to enterprise customers.
Cost/performance engineering:
track record reducing infra cost per tenant and improving p95/p99 latency/MTTR via capacity planning, workload placement, and autoscaling patterns.
Programming fluency:
Java/Scala/Python/Go/Rust for credible code-review and reference implementations.
OSS & ecosystem contribution:
prior contributions to relevant frameworks (e.g., Hadoop tuning, NoSQL ORM, Camel/Keycloak) a plus.
Reltio is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reltio is committed to working with and providing reasonable accommodation to applicants with physical and mental disabilities.
Location: Singapore, Singapore
Workplace: Hybrid
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
ABOUT CLIENT SUCCESS:
The Client Success team ensures our clients successfully adopt, operate, and scale using Pave’s banking platform.
We sit at the intersection of clients, operations, engineering, and compliance, ensuring that our services are delivered reliably while continuously improving operational efficiency and client experience.
Our goal is to ensure clients derive maximum value from Pave’s platform while maintaining the highest operational and regulatory standards.
ROLE OVERVIEW
As a Client Success Lead, you will be responsible for managing the operational lifecycle of client relationships—from onboarding through ongoing support and operational optimization.
You will ensure clients successfully implement and operate Pave’s banking products while driving operational excellence across client workflows. The role requires strong cross-functional collaboration with Product, Engineering, Compliance, and Risk teams to ensure client needs are addressed while maintaining regulatory integrity.
This role combines client relationship ownership, operational problem-solving, and data-driven decision-making.
KEY RESPONSIBILITIES OF CLIENT SUCCESS LEAD:
- Client Management: Proactively identify opportunities to improve client adoption and operational efficiency.
- Account Management: Build strong, trusted relationships with client stakeholders to ensure a high-quality service experience.
- Revenue & Retention: Support initiatives that drive Net Revenue Retention (NRR) through strong client engagement and product adoption.
- Identify expansion opportunities, including cross-sell and upsell of additional Pave services.
- Operational Excellence: Identify operational bottlenecks and implement scalable solutions to improve service delivery. Contribute to building internal operational documentation and knowledge bases.
- Cross-Functional Collaboration: Act as the "voice of the customer" internally, working directly with Engineering, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap.
- Risk & Compliance Integration: Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment.
- Data Analysis: Monitor client usage patterns and health scores to make proactive operational and resourcing decisions.
- Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation.
WHAT WE’RE LOOKING FOR
- Experience: 6+ years of progressive experience in Client Success, Account Management, Client Success, managing enterprise or fintech clients in complex operational environments.
- Sector Background: Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
- Operational & Compliance Knowledge: Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely.
- Data & Analytics: Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results.
- Global Mindset: Ability to manage international portfolios and work effectively across diverse, global teams.
- Communication: Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders.
- Adaptability: Comfort working in a fast-paced, high-growth environment where agility is key.
- Languages: Fluent in English; Mandarin or any additional languages are considered a bonus.
WHAT WE OFFER:
- The opportunity to shape the future of programmable banking and define new standards for global business finance.
- A mission-driven, diverse, and international team with deep domain expertise and a passion for innovation.
- Competitive compensation and benefits package.
- Equity in the company—so you're aligned with our growth and success.
Location: Kuala Lumpur, Malaysia
Workplace: Hybrid
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
ABOUT CLIENT SUCCESS:
The Client Success team ensures our clients successfully adopt, operate, and scale using Pave’s banking platform.
We sit at the intersection of clients, operations, engineering, and compliance, ensuring that our services are delivered reliably while continuously improving operational efficiency and client experience.
Our goal is to ensure clients derive maximum value from Pave’s platform while maintaining the highest operational and regulatory standards.
ROLE OVERVIEW
As a Client Success Lead, you will be responsible for managing the operational lifecycle of client relationships—from onboarding through ongoing support and operational optimization.
You will ensure clients successfully implement and operate Pave’s banking products while driving operational excellence across client workflows. The role requires strong cross-functional collaboration with Product, Engineering, Compliance, and Risk teams to ensure client needs are addressed while maintaining regulatory integrity.
This role combines client relationship ownership, operational problem-solving, and data-driven decision-making.
KEY RESPONSIBILITIES OF CLIENT SUCCESS LEAD:
- Client Management: Proactively identify opportunities to improve client adoption and operational efficiency.
- Account Management: Build strong, trusted relationships with client stakeholders to ensure a high-quality service experience.
- Revenue & Retention: Support initiatives that drive Net Revenue Retention (NRR) through strong client engagement and product adoption.
- Identify expansion opportunities, including cross-sell and upsell of additional Pave services.
- Operational Excellence: Identify operational bottlenecks and implement scalable solutions to improve service delivery. Contribute to building internal operational documentation and knowledge bases.
- Cross-Functional Collaboration: Act as the "voice of the customer" internally, working directly with Engineering, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap.
- Risk & Compliance Integration: Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment.
- Data Analysis: Monitor client usage patterns and health scores to make proactive operational and resourcing decisions.
- Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation.
WHAT WE’RE LOOKING FOR
- Experience: 6+ years of progressive experience in Client Success, Account Management, Client Success, managing enterprise or fintech clients in complex operational environments.
- Sector Background: Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
- Operational & Compliance Knowledge: Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely.
- Data & Analytics: Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results.
- Global Mindset: Ability to manage international portfolios and work effectively across diverse, global teams.
- Communication: Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders.
- Adaptability: Comfort working in a fast-paced, high-growth environment where agility is key.
- Languages: Fluent in English; Mandarin or any additional languages are considered a bonus.
WHAT WE OFFER:
- The opportunity to shape the future of programmable banking and define new standards for global business finance.
- A mission-driven, diverse, and international team with deep domain expertise and a passion for innovation.
- Competitive compensation and benefits package.
- Equity in the company—so you're aligned with our growth and success.
Location: Tbilisi, Georgia
Workplace: Hybrid
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
ABOUT CLIENT SUCCESS:
At Client Success, our mission is to ensure our clients extract the maximum value from our banking products and services— driving product adoption, retention, expansion, and overall Pave experience. You will be a critical voice for the client internally and a trusted advisor externally, contributing directly to the company’s growth and product evolution.
As a Client Success Associate, you will be on the front lines of our operational engine, ensuring our global clients extract maximum value from our banking products. This is a high-impact role focused on the day-to-day execution of client retention, product adoption, and operational excellence. You will act as a bridge between our clients and our internal teams, ensuring that our programmable banking solutions are implemented seamlessly and securely.
KEY RESPONSIBILITIES OF CLIENT SUCCESS ASSOCIATE:
- Operational Management: Design, implement, and optimize Client Success workflows to drive efficiency and data-driven decisions.
- Revenue & Retention: Execute strategies to maximize Net Revenue Retention (NRR) and identify expansion opportunities (upsell/cross-sell) of the client portfolio.
- Onboarding & Playbooks: Contribute to internal knowledge-sharing and build operational playbooks for client onboarding and long-term adoption.
- Cross-Functional Collaboration: Act as the "voice of the customer" internally, working directly with Tech, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap.
- Risk & Compliance Integration: Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment.
- Data Analysis: Monitor client usage patterns and health scores to make proactive operational and resourcing decisions.
- Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation.
WHAT WE’RE LOOKING FOR
- Experience: 3+ years of progressive experience in Customer Relations, Client Success, Account Management, or a strategic client-facing role.
- Sector Background: Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
- Operational & Compliance Knowledge: Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely.
- Data & Analytics: Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results.
- Global Mindset: Ability to manage international portfolios and work effectively across diverse, global teams.
- Communication: Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders.
- Adaptability: Comfort working in a fast-paced, high-growth environment where agility is key.
- Languages: Fluent in English; any additional languages are considered a bonus.
WHAT WE OFFER:
- The opportunity to shape the future of programmable banking and define new standards for global business finance.
- A mission-driven, diverse, and international team with deep domain expertise and a passion for innovation.
- Competitive compensation and benefits package.
- Equity in the company—so you're aligned with our growth and success.
Location: Kuala Lumpur, Malaysia
Workplace: Hybrid
ABOUT PAVE BANK:
Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences.
ABOUT CLIENT SUCCESS:
At Client Success, our mission is to ensure our clients extract the maximum value from our banking products and services— driving product adoption, retention, expansion, and overall Pave experience. You will be a critical voice for the client internally and a trusted advisor externally, contributing directly to the company’s growth and product evolution.
As a Client Success Associate, you will be on the front lines of our operational engine, ensuring our global clients extract maximum value from our banking products. This is a high-impact role focused on the day-to-day execution of client retention, product adoption, and operational excellence. You will act as a bridge between our clients and our internal teams, ensuring that our programmable banking solutions are implemented seamlessly and securely.
KEY RESPONSIBILITIES OF CLIENT SUCCESS ASSOCIATE:
- Operational Management: Design, implement, and optimize Client Success workflows to drive efficiency and data-driven decisions.
- Revenue & Retention: Execute strategies to maximize Net Revenue Retention (NRR) and identify expansion opportunities (upsell/cross-sell) of the client portfolio.
- Onboarding & Playbooks: Contribute to internal knowledge-sharing and build operational playbooks for client onboarding and long-term adoption.
- Cross-Functional Collaboration: Act as the "voice of the customer" internally, working directly with Tech, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap.
- Risk & Compliance Integration: Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment.
- Data Analysis: Monitor client usage patterns and health scores to make proactive operational and resourcing decisions.
- Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation.
WHAT WE’RE LOOKING FOR
- Experience: 3+ years of progressive experience in Customer Relations, Client Success, Account Management, or a strategic client-facing role.
- Sector Background: Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
- Operational & Compliance Knowledge: Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely.
- Data & Analytics: Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results.
- Global Mindset: Ability to manage international portfolios and work effectively across diverse, global teams.
- Communication: Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders.
- Adaptability: Comfort working in a fast-paced, high-growth environment where agility is key.
- Languages: Fluent in English; any additional languages are considered a bonus.
WHAT WE OFFER:
- The opportunity to shape the future of programmable banking and define new standards for global business finance.
- A mission-driven, diverse, and international team with deep domain expertise and a passion for innovation.
- Competitive compensation and benefits package.
- Equity in the company—so you're aligned with our growth and success.
Location: London, UK
Join a dynamic team to design and develop AWS-enabled solutions using Python.
This position is open for hiring in Dublin, Ireland, and requires working from the office 1 - 3 days per week.
The client's technological platform is continuously evolving as they integrate new and emerging technologies to support their growing business. The team manages the applications that are central to the client's core business strategy and provides support for a global user base. Due to the dynamic nature of the client's business, high levels of agility are required, demanding that the team maintain technical excellence.
This project is part of the client's global technology modernization roadmap, aimed at equipping one of their key lines of business with the necessary technology to tackle modern market challenges and opportunities. The development focuses on core business applications using a modern AWS toolset, with Python on the backend. Since the project is in its early stages, much of the work involves architecture design, technology selection, and proof-of-concept (POC) activities.
Design and develop of AWS-enabled solutions using Python as the main programming language
Ensure newly developed applications have sufficient test coverage with a strong preference towards automated test suites
Ensure application observability using standard AWS tools and services
Collaborate with the broader development team on shared architecture, best practices, and development culture
Provide guidance on the technological and methodological direction of systems in support of business strategies
Extensive experience in Python development
Detailed knowledge of AWS services in the context of building serverless backend applications that expose secure APIs and utilise parallel computing techniques, messaging and data volume intensive workflows
Hands-on experience with automated deployment of AWS stack to development and production environments
Experience in analysis and resolution of typical AWS performance bottlenecks
Solid Linux and scripting background
Passion for automation, testing and choosing the best tool for the job
General problem-solving mentality. The ability to collaborate with different teams on solutions for a variety of different business, code & data-related issues
Strong communication skills
Experience with CI/CD workflows supported by GitHub actions
Experience in developing applications using Serverless framework
Prior experience in working in the Financial Services/Insurance industry
Prior experience working in an Agile/Scrum development environment
Location: Tbilisi, Georgia; Kyiv, Ukraine; Minsk, Belarus; Batumi, Georgia
Join LBC Mortgage and Help Shape the Future of Mortgage Marketing
LBC Mortgage is a growing U.S.-based mortgage company with over 20 years of industry experience. We are looking for an energetic, innovative, and results-driven Marketing Manager who is passionate about digital marketing, embraces AI technologies, and knows how to generate real business growth.
If you are someone who loves creating marketing strategies, testing new ideas, leveraging artificial intelligence, and driving measurable results, we would love to hear from you.
What You'll Do
Develop and execute comprehensive marketing strategies to increase brand awareness, lead generation, and loan production.
Manage and optimize digital marketing campaigns across multiple channels, including Google, social media, email marketing, SEO, and paid advertising.
Create and oversee content marketing initiatives, including blogs, videos, educational materials, and social media content.
Utilize AI tools and technologies to improve marketing efficiency, automate workflows, enhance content creation, and analyze campaign performance.
Monitor and report on key marketing metrics, ROI, and campaign effectiveness.
Collaborate with sales, loan officers, and leadership to align marketing initiatives with business objectives.
Manage and grow the company's online presence and reputation.
Identify new growth opportunities, emerging trends, and innovative marketing solutions.
Oversee marketing vendors, freelancers, agencies, and technology platforms when needed.
Continuously test, optimize, and improve lead generation funnels.
What We're Looking For
3+ years of experience in marketing management, growth marketing, or digital marketing leadership roles.
Experience in the mortgage, lending, real estate, financial services, or related industries is highly preferred.
Strong understanding of digital marketing channels, including SEO, PPC, social media advertising, email marketing, and content marketing.
Hands-on experience with AI-powered tools such as ChatGPT, Claude, Gemini, Jasper, Midjourney, automation platforms, or similar technologies.
Strong analytical mindset with the ability to interpret data and make data-driven decisions.
Excellent project management and organizational skills.
Creative thinker who enjoys experimenting with new strategies and technologies.
Outstanding written and verbal communication skills.
Self-motivated, proactive, and capable of working independently in a remote environment.
Bonus Points For
Mortgage industry marketing experience.
Experience with CRM systems and marketing automation platforms.
Knowledge of website optimization, conversion rate optimization (CRO), and lead nurturing.
Experience managing remote teams, agencies, or contractors.
Video marketing and personal branding experience.
What Success Looks Like
Increased qualified lead generation.
Improved brand visibility and engagement.
Stronger digital presence across all channels.
Efficient use of AI tools to improve productivity and marketing performance.
Measurable contribution to company growth and loan production.
Why Join LBC Mortgage?
Work with an established and growing mortgage company.
Fully remote position.
Opportunity to make a direct impact on company growth.
Freedom to bring new ideas and implement innovative strategies.
Work with leadership that values creativity, initiative, and results.
Access to modern marketing and AI tools.
Competitive compensation based on experience and performance.
Ready to Join Us?
If you're a marketing professional who combines creativity, strategic thinking, data-driven decision-making, and a passion for AI innovation, we'd love to hear from you.
Apply today and help LBC Mortgage redefine mortgage marketing for the next generation.
Location: Yerevan, Armenia; Kuala Lumpur, Malaysia
We are seeking an In-House Corporate Attorney with substantial experience operating in the financial markets sector. The incumbent will play a critical role in supporting and maintaining the company’s fast pace towards its vision, strategy, and new operating model. This role will work across multiple jurisdictions, ensuring compliance with regulations while building commercially favourable
relationships with our counterparties. This role will require specific experience with brokerages and securities law, with an emphasis on emerging markets.
Key Responsibilities:
Strategic Counsel:
Provide legal counsel and guidance to various business units within our client on a broad range of legal matters, focusing on financial industry regulations and navigation of multi-jurisdictional regulatory matters.
Reporting and Communication:
Regularly inform the General Counsel of materially important information, developments, and strategic insights pertaining to global regulatory matters. With the ability to escalate matters that require immediate attention in a timely manner.
Regulatory specialist knowledge:
Advise on the company’s licencing, applications for regulatory approval, horizon scanning, Financial services knowledge of Regulated exchanges and Brokerage firms, with experience of regulatory analysis giving rise to change in operations, systems, reporting, trading and internal management structure;
Understand and apply prescribed retail protection regulatory knowledge within financial services sector; Cross-jurisdictional exposure to regulatory legal analysis and legal
Regulatory Strategy:
Ability to develop long-term strategies that align business objectives with regulatory requirements.
Understanding and application of worldwide project management for legal compliance implementation and regulatory change.
Contract Review:
Understand the company’s risk appetite to collaborate with internal stakeholders to review, draft, and negotiate contracts, agreements, and other legal documents pertinent to trading activities.
Commercial Research:
Conduct comprehensive legal research and analysis to ensure adherence to international financial industry regulations including securities and derivatives laws. Pro-actively offer legal insights from the research to lead the way on new product offerings, initiatives, and business strategies.
Commercial knowledge of key documentation relating to brokerage/ financial services firm (Terms, trading platform agreements)
Legislation and Policy Interpretation: Expertise in analyzing and interpreting legislation, regulations, and policy changes in emerging markets where our client has operations;
Company Policies and Education:
Assist in developing and implementing company policies and procedures to mitigate legal and regulatory risks associated with trading activities.
Risk Management:
Understand the company’s risk appetite and provide guidance on financial industry regulations, enabling the commercial side to make accurate and informed decisions.
Requirements
License and qualified attorney with a degree from an accredited law school.
Proven relevant legal experience, showcasing strong expertise in trading firms, securities, and derivatives.
Deep understanding of international financial industry regulations with a focus on securities and derivatives.
Proficiency in contract drafting, negotiation, and comprehensive legal research.
Collaborative mindset with proven capability to excel in cross-functional teams.
Superior organizational, strategic planning, and communication skills with the ability to manage multiple concurrent projects.
Ability to adapt effectively to a fast-paced and dynamic work environment.
Exceptional analytical, problem-solving, and communication skills.
instructing and managing external legal counsel and other junior lawyers
Producing updates, training and presentations to team members, General Counsel and key stakeholders.
Location: Cairo, Egypt; Alexandria, Egypt
Workplace: hybrid
ABOUT THE ROLE:
We are looking for a Senior Product Designer to join Yassir FS and own design for one of our core product
squads — Consumer Experience (our personal banking and wallet product) or Business Domain (our
merchant and enterprise banking portal).
You will work closely with Product Managers, engineers, and leadership to turn complex financial flows —
onboarding, KYC verification, payment initiation, merchant dashboards, and more — into experiences that
are clear, fast, and trustworthy.
This is a foundational hire in a young but fast-moving domain. You will help establish the design language for
the Yassir FS product family, set the design bar for the team we are building, and ensure our financial
experiences feel native to — and coherent with — the broader Yassir superapp.
Responsibilities
Own end-to-end design for a product squad — from discovery to shipped — covering consumer
financial journeys or B2B / merchant experiences depending on placement.
• Translate complex financial flows (KYC onboarding, payment initiation, wallet management,
settlement dashboards) into interfaces that feel simple and trustworthy to users.
• Partner closely with Product Managers to define design direction, challenge product assumptions,
and deliver high-quality solutions against tight delivery timelines.
• Design within regulatory and compliance constraints — KYC/KYB verification tiers, transaction limits,
AML disclosure requirements — without sacrificing usability.
• Build and maintain design components that scale across the Yassir FS product suite: consumer app
(iOS + Android), merchant portal (web), and agent interface.
• Produce thorough, developer-ready design handoffs and follow implementations closely to ensure
quality at launch.
• Present design work and rationale to product, engineering, and business stakeholders with clarity
and confidence.
Yassir Financial Services · Confidential
• Conduct user research and usability testing; contribute insights that shape product decisions.
• Mentor and review the work of junior designers; help raise the design team's craft and standards.
• Champion accessibility and localisation — our users include French and Arabic speakers, and our
interfaces must work correctly in both LTR and RTL layouts.
• Participate in shaping the design culture, process, and standards at Yassir Financial Services.
Requirements
• 6+ years of experience designing digital products professionally, with a portfolio demonstrating
strong product thinking, visual craft, and the ability to handle complex flows.
• Experience in fintech, banking, payments, or a similarly regulated and complex product domain —
strongly preferred.
• Proven ability to design for complexity: multi-step financial flows, state-heavy UIs, data-heavy
dashboards, and thorough error/edge-case handling.
• Experience designing for iOS, Android, and web — native and responsive.
• Advanced proficiency in Figma, including component architecture, auto-layout, and design token
management.
• Experience building and contributing to design systems at scale.
• Deep understanding of iOS and Android design language, platform standards, and system
behaviour.
• High proficiency producing high-fidelity prototypes to communicate interaction design intent.
• Strong knowledge of design principles and the end-to-end product development process.
• Excellent written and verbal communication skills in English and Arabic (both required); French is a
significant plus.
• Comfortable in a high-ambiguity, build-from-scratch environment — you make good decisions with
incomplete information and adapt quickly.
• Experience designing for Arabic-speaking or French-speaking markets, including RTL layout
considerations, is a strong advantage.
• Degree in interaction design, computer science, or equivalent — or equivalent demonstrated
experience.
Previous experience at a high-growth fintech, digital bank, or payments company in MENA is an advantage.
Yassir Financial Services is a young domain inside a proven superapp — which means you get the
distribution and user base of an established platform, and the creative latitude of a team still writing its first
design principles. This role is based in Cairo, Egypt.
Location: New York
Workplace: OnSite
ABOUT ARCA
Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.
So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.
That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.
It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO
THE RECEIPTS
- Stage: Series A, $64M raised
- Backed by: General Catalyst, Index Ventures, Venrock
- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)
THE TEAM
We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.
THE ROLE
As a Member of Technical Staff focused on Product, you’ll own entire product domains end to end. You'll work directly with our advisors, operators, and clients to understand what they need, then prototype, ship, and iterate fast. If you ship it, you own it
WHAT YOU’LL BUILD (AND OWN)
- Advisor and operator surfaces. The tools your colleagues use to serve clients, built so one advisor can deliver high-touch service to far more clients than they could before. This is how the firm scales without the experience degrading.
- Consumer portals. Where clients interact with their advisor, see their full financial picture, and engage on their own terms. This is also our organic growth engine: the surface that turns a good experience into clients who come to us on their own.
- The AI that powers all of it. From the tools and skills agents use, to how those agents are embedded in the product itself. This is the layer that makes the other three feel intelligent rather than just digital.
EXAMPLE PROBLEMS YOU’D WORK ON
These aren’t hypothetical; we’re actively working on versions of all of these.
- A research agent advisors actually trust. An advisor prepping for a client meeting needs to know how a pending divorce affects an estate plan, cross-referenced with tax law and the client's portfolio. The agent has to search proprietary data, integrations, and the web, then synthesize something the advisor can act on without second-guessing. "Close enough" isn't acceptable here. The hard part is building a system that knows what it doesn't know, and surfaces that uncertainty in a way that builds trust, under real constraints: compliance, auditability, and datasets where a stale answer is as harmful as a wrong one.
- Generative UI that doesn't break the advisor's flow. Our agents view and update the advisor's frontend in real time: dynamic scenarios, interactive plan adjustments, visualizations that shift as the conversation does. The challenge is ensuring agents can reliably render and manipulate our pages without feeling unpredictable. An advisor mid-call can't be troubleshooting their UI.
- An agentic planning engine that earns trust over time. A client about to retire wants to know if they can help their kids with a down payment. The agent has to hold a continuously updated model of each client's situation, surface the right adjustments at the right moment, and explain its reasoning in terms the advisor can relay in plain English—getting more accurate the longer it knows someone.
- A migration engine that makes every acquisition possible. Every firm runs on something different: a CRM last updated in 2011, a proprietary custodian export, a decade of notes in a shared folder. The engine has to ingest all of it and produce data clean enough to power the models we build on top. Get it wrong and the personalization doesn't work. Data quality is the moat; migrations are how we grow.
THE KIND OF PERSON WHO THRIVES HERE
You’re excited by ownership, ambiguity, and building things that matter.
- You're unusually good at understanding users and willing to act on it. You'd rather sit next to an advisor during a client call, watch where they hesitate, and come back with a point of view than wait for a PM to hand you a spec. You know the difference between what users ask for and what they actually need.
- You're ambitious in a way specific to this work. You're building for people who manage real retirement savings and estate plans. "Good enough" means something different here. You'll rebuild something that works because you know it won't hold through the next acquisition—and that standard motivates you more than shipping faster than last sprint.
- You move fast, and you know speed and reliability aren't in tension here. Advisors depend on what you build every day. Breaking prod isn't something you wait until Monday to fix.
- You’re someone people actually want to be in the room with. This is a small, tight-knit team in one office, five days a week, working on problems that don’t have clean answers. The people who thrive here want to argue about product direction at lunch and then build something together in the afternoon. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you’re genuinely energized by this environment (not just tolerant of it).
WHY NOW IS THE MOMENT TO JOIN
This is a narrow window with unusually high leverage.
- We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.
- The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.
- The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.
- The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.
Location: New York
Workplace: OnSite
ABOUT ARCA
Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.
So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.
That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.
It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO
THE RECEIPTS
- Stage: Series A, $64M raised
- Backed by: General Catalyst, Index Ventures, Venrock
- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)
THE TEAM
We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC, with another 16 across our Wealth org, and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.
THE ROLE
As a Wealth Advisor, you own the client relationship end to end — the planning, the advice, the trust built over years. What's different here is what you don't have to do. The platform takes the busywork that eats most advisors' days, so your time goes where it matters: sitting with a client, understanding what they're actually worried about, and coming back with advice that fits their life. And the clients are coming — we're ramping marketing, inbound is about to grow fast, and your job is to meet it.
You'll work out of our NYC office, next to the engineers building the tools you use. That's not a perk, it's the job. You're one of the first advisors on the platform, which means you shape it: you give product and engineering the unvarnished advisor's view of what's slow, what's missing, and what would make you faster, and you watch it get built. The better the experience you deliver, the more clients come to us on their own — and what works for your clients becomes the playbook for every advisor after you.
WHAT YOU'LL OWN
- The client relationship. You're the primary advisor for high-net-worth clients who find us through marketing — the person they call, the one who knows their whole financial picture and what they're trying to do with it.
- Comprehensive planning. Retirement, tax strategy, equity compensation, cash flow, investments — the full plan, not a slice of it. Many of these clients have complicated compensation (stock options, RSUs, concentrated equity) that takes real expertise to handle well.
- Shaping the platform. You sit with engineering and product and tell them the truth about what advisors actually need. You have direct influence over what gets built and in what order.
- Growth that compounds. As marketing fills the funnel, you turn inbound interest into long-term relationships — and the patterns you set become the foundation every advisor after you builds on.
THE KIND OF PERSON WHO THRIVES HERE
You're excited by ownership, ambiguity, and building things that matter.
- You're a real planner, not a salesperson with a CFP. You've spent 5-10+ years advising high-net-worth clients and you think in plans, not products — retirement, tax, cash flow, the whole picture. You've handled the complicated cases: stock options, RSUs, concentrated equity, the comp structures that take real work to get right. CFP® (or well on your way) and Series 65 (or able to get it).
- You actually want the technology to be good. Most advisors treat their tools as something to tolerate. You're the opposite — you're genuinely curious about what AI can take off your plate, and you'd rather tell an engineer exactly what's slowing you down than work around it for another year. You don't need to write code; you need strong opinions and the willingness to share them.
- You build trust because the stakes are real. This is people's retirement, their kids' futures, the plans they've made for their families. You earn that over time through advice that holds up and communication that doesn't make them chase you. "Good enough" means something different when it's someone's life savings.
- You're energized by a funnel that's about to open up. Inbound is ramping fast, and that's the appeal, not the stress. You want to grow a book, and you'd rather build the relationships that come to us than spend your nights prospecting.
- You're someone people actually want to be in the room with. This is a small, tight-knit team in one office, five days a week, working on problems that don't have clean answers. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you're genuinely energized by this environment (not just tolerant of it).
WHY NOW IS THE MOMENT TO JOIN
This is a narrow window with unusually high leverage.
- We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.
- The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.
- The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.
- The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.
Location: New York
Workplace: OnSite
ABOUT ARCA
Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.
So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.
That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.
It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO
THE RECEIPTS
- Stage: Series A, $64M raised
- Backed by: General Catalyst, Index Ventures, Venrock
- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)
THE TEAM
We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.
THE ROLE
As a Member of Corporate Development focused on M&A, you're a key part of Arca's growth engine. We grow by acquiring RIAs — typically ~$500M-to-$2B+ AUM firms led by a founder thinking carefully about their next chapter — and putting our platform underneath them. Your job is to find those firms, build real relationships with the people who run them, and carry deals from the first coffee to close. For a founder deciding what happens to the firm they spent a career building, you're the person they come to trust to get them there.
This is a high-ownership seat with a direct line to the Head of M&A and senior leadership. You own relationships, you shape the pipeline, and you see your work in every firm we bring on. Acquisition is how the whole company grows, so the deals you close set the pace for everything else.
WHAT YOU'LL OWN
- Sourcing and relationships. You cultivate proprietary relationships with RIA founders and principals, building a pipeline of ~$500M-to-$2B+ AUM targets and becoming someone they trust long before they're ready to transact. The long game is the job.
- Deals, end to end. Outreach, qualification, valuation, diligence, structuring, close. You don't hand a deal off at some stage — you carry it through.
- The analysis behind the call. You build the financial models and valuation work that shape deal terms and the go/no-go decisions, and you have a real point of view on what a firm is worth.
- Diligence across the company. You coordinate workstreams across finance, legal, compliance, and operations to get deals over the line.
- The acquisition playbook. As we scale to four or five acquisitions this year and more after, you sharpen how we source and how we close — your fingerprints on how the company grows.
THE KIND OF PERSON WHO THRIVES HERE
You're excited by ownership, ambiguity, and building things that matter.
- You source deals and close them. You've spent 2+ years in private equity or corporate development with hands-on experience finding and evaluating acquisition targets — not just modeling deals someone else sourced. You know what a real pipeline looks like and how to build one.
- You play the long game with founders. You're a people person, and you mean it — you're energized by building relationships and earning trust over months, not transactions. A founder deciding the fate of their firm can tell the difference between someone who's there to help and someone who's there to close, and you're the former.
- You can read a firm and price it. Sharp financial modeling, valuation, and analytical skills, paired with the commercial judgment to know what the numbers actually mean for a deal.
- You're a self-starter who finishes. You take ownership, move fast, and don't wait to be told what to do. In an early-stage company where a lot of the playbook isn't written yet, you write it.
- You're AI-pilled and curious about this industry. You're excited by what AI makes possible and by the chance to help rebuild wealth management with it. Familiarity with the RIA or wealth management landscape is a plus, not a requirement.
- You're someone people actually want to be in the room with. This is a small, tight-knit team in one office, five days a week, working on problems that don't have clean answers. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you're genuinely energized by this environment (not just tolerant of it).
WHY NOW IS THE MOMENT TO JOIN
This is a narrow window with unusually high leverage.
- We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.
- The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.
- The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.
- The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.
Location: New York
Workplace: OnSite
ABOUT ARCA
Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.
So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.
That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.
It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO
THE RECEIPTS
- Stage: Series A, $64M raised
- Backed by: General Catalyst, Index Ventures, Venrock
- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)
THE TEAM
We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.
THE ROLE
As a Member of Technical Staff focused on Applied AI, you’ll own our AI stack end to end. One framing we keep coming back to: agents are the primary users of our system of record. Everything we build (the data models, the APIs, the UI) has to work for a non-human user that operates at scale, across every client, all the time. That’s a different design constraint than most teams are used to.
WHAT YOU’LL BUILD (AND OWN)
- A general agent capable of complex, multi-step tasks — planning, sandboxed code execution, web search, retrieval — that powers a "do anything" experience for advisors.
- Ambient agents that act on behalf of clients and advisors: triaging email, processing meetings, drafting communications, surfacing what needs attention before anyone asks.
- The agent harness that orchestrates LLMs, context, tools, retrieval, and business logic into something coherent and reliable.
- Generative UI and human-in-the-loop interfaces where the agent and advisor genuinely collaborate, not just take turns.
- Evaluation infrastructure that holds two bars at once: high-correctness financial data and subjective, judgment-heavy tasks.
EXAMPLE PROBLEMS YOU’D WORK ON
These aren’t hypothetical problems; we’re actively working on versions of all of these.
- Human / AI collaboration that actually works in practice. An advisor is mid-call when the agent surfaces a multi-step recommendation: rebalance, adjust the savings rate, revisit the estate plan. The advisor takes two steps and overrides the third. Now what? How does the agent update its model of what this advisor wants, present reasoning the advisor can relay without sounding scripted, and learn over time what to do autonomously versus flag? This is the flywheel: the tighter the collaboration, the more the agent can take on.
- Memory systems that know a client the way a great advisor does. A good advisor remembers that a client gets anxious when markets drop, cares more about the kids' college fund than their own retirement, and prefers plain-English summaries. Building memory that captures and evolves this understanding across years—and surfaces the right context at the right moment—is genuinely hard. The challenge is knowing what to retrieve, what's still relevant, and how to represent a person's relationship to money in a way an agent can use.
- Generative UI as an agent architecture problem. When an agent views and updates the advisor's screen in real time—rendering scenarios, adjusting visualizations mid-conversation, surfacing recommendations inline—the UI is constantly changing. The challenge is how the agent manages state across those changes and how you keep the experience from feeling unpredictable. When the visualization shows a client's actual retirement savings, the advisor can't be surprised by their own screen.
- Evaluations that work for financial services. Most evals are built for tasks with a single right answer. Financial advice isn’t like that; the same recommendation can be right for one client and wrong for another, and “correct” often depends on context the eval harness doesn’t have. You’ll build evaluation infrastructure that can hold two different bars simultaneously: high-accuracy financial data where errors have real consequences, and judgment-heavy tasks where the right answer is subjective and the stakes are relational. Add to this the compliance requirements of financial services, where auditability isn’t optional and infrastructure has to handle large, constantly changing datasets where a stale answer can be as harmful as a wrong one.
THE KIND OF PERSON WHO THRIVES HERE
You’re excited by ownership, ambiguity, and building things that matter.
- You're comfortable where "correct" isn't always obvious. Financial advice isn't deterministic, and neither is evaluating it. You're energized by probabilistic systems and rigorous about the evaluation infrastructure that tells you whether you're improving—you trust experimentation more than your first instinct.
- You're ambitious in a way specific to this work. You're building agents that touch real retirement savings and estate plans. A hallucination here isn't a product bug; it's a wrong answer that affects someone's financial future. That consequence makes you more careful, not slower.
- You move fast, and you know speed and reliability aren't in tension here. An agent that behaves differently in production than in eval is a liability. You treat evaluation and iteration as part of shipping, not steps that come after.
- You have taste, and a high bar for what that means here. You spot AI slop instantly and won't let it through review. You know "tech debt vs. shipping" is a false tradeoff and act accordingly—leaving systems better instrumented and better understood than you found them.
- You’re someone people actually want to be in the room with. This is a small, tight-knit team in one office, five days a week, working on problems that don’t have clean answers. The people who thrive here love to argue about agent architecture at lunch and then run an eval together in the afternoon. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you’re genuinely energized by this environment (not just tolerant of it).
WHY NOW IS THE MOMENT TO JOIN
This is a narrow window with unusually high leverage.
- We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.
- The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.
- The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.
- The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.
Location: Frankfurt am Main, Germany; Mainz, Germany; Offenbach, Germany; Wiesbaden, Germany
About Wolt
At Wolt, we create technology that brings joy, simplicity and earnings to the neighborhoods of the world. In 2014 we started with delivery of restaurant food. Now we’re building the delivery of (almost) everything and you’ll find us in over 500 cities in 30 countries around the world. In 2022 we joined forces with DoorDash and together we keep on dreaming big and expanding across the globe.
Working at Wolt isn’t always easy, but it’s definitely exciting. Here you’ll learn more, build more, and ship more than in most other companies. You’ll be challenged a lot, but also have a lot of fun on the way. So, if you’re a self-starter with drive and entrepreneurial spirit, this could be the ride of your life.
Du bist ein*e erfahrene*r und strategische*r Account Manager*in mit einer ausgeprägten "Service zuerst"- und analytischen Denkweise? Reizt dich eine abwechslungsreiche und herausfordernde Rolle in einem der am schnellsten wachsenden Unternehmen Europas? Wenn ja, dann freuen wir uns auf ein Gespräch mit dir!
Deine Aufgaben
Unser Account Management Team ist das Herz und die Seele von Wolt und stellt den Erfolg all unserer bestehenden Restaurant Partner und von Wolt in Deutschland sicher. Da Wolt sowohl im Umfang als auch im Angebot wächst, muss die Stärke unserer Account Management Abteilung entsprechend wachsen.
Als Mitglied des Account Management Teams beherrschst du die Kernfunktionen des Account Managements, einschließlich des Aufbaus starker Beziehungen zu unseren Händlern, der Beantwortung von Anfragen unserer Partner und der Identifizierung neuer Möglichkeiten bei bestehenden Restaurant Partnern. Du interagierst mit Händlern, betreust diese und stellst sicher, dass ihre Erfahrung reibungslos ist und sie für den Erfolg gerüstet sind!
Deine täglichen Aufgaben:
Betreue dein eigenes Restaurant Portfolio:
Du übernimmst die Verantwortung für die Beziehungen zu deinen Restaurantpartnern nach dem Onboarding. Dabei:
Erkennst du Umsatzpotenziale und verkaufst aktiv passende Wolt-Produkte und -Dienstleistungen, darunter Werbung und Promotions, abgestimmt auf die Geschäftsziele deiner Partner.
Analysierst du die Performance deines Portfolios und überprüfst regelmäßig die Qualität sowie die Zufriedenheit deiner Partner.
Stehst du telefonisch und über weitere Kanäle in regelmäßigem Kontakt mit deinen Restaurantpartnern und baust langfristige Beziehungen auf.
Unterstützt du deine Partner mit datenbasierten Empfehlungen dabei, ihre Performance auf Wolt zu verbessern.
Berichtest du über den Status und die Entwicklung deiner Partnerkonten.
Stellst du bestehenden Partnern neue Services und Marketingkampagnen vor.
Beziehungsmanagement:
Fungieren Sie als wichtiger Kommunikator zwischen unseren Operations und Restaurant Partnern.
Kooperationen:
Arbeiten Sie eng mit dem Marketing Team zusammen, um Kampagnen gemeinsam mit Restaurant Partnern zu planen und umzusetzen.
Marktanalyse:
Analysieren Sie den lokalen Markt fortlaufend.
Marktbeobachtung:
Beobachten Sie aktiv die Aktivitäten unserer Wettbewerber und berichten Sie darüber.
Unsere bescheidenen Erwartungen
Sprachkenntnisse:
Fließend in Deutsch, konversationssicher in Englisch
Erfahrung:
2+ Jahre Erfahrung im Account Management, Vertrieb, Projektmanagement, Kundensupport, Consulting oder Marketing
Leistung:
Fähigkeit, in einem schnelllebigen Umfeld Ergebnisse zu liefern
Interpersonelle Fähigkeiten:
Starke (mündliche und schriftliche) Kommunikationsfähigkeiten mit der Fähigkeit, Beziehungen aufzubauen. Exzellente zwischenmenschliche Fähigkeiten mit der Fähigkeit, den Ton an die Zielgruppe anzupassen.
Vertrieb:
Verständnis von Vertrieb Prinzipien und Fähigkeit, eine exzellente Partner Erfahrung zu bieten
Zeitmanagement:
Gute Zeitmanagement Fähigkeiten mit einer problemlösungsorientierten Einstellung
Eigeninitiative:
Hohes Verantwortungsbewusstsein und Proaktivität
Tools:
Kenntnisse oder Vorerfahrung mit analytischen Dashboards (z. B. Looker, Power BI) oder datengestützter Entscheidungsfindung. Fortgeschrittene Kenntnisse in Microsoft Excel / Google Sheets
Was wir bieten
Dynamisches Umfeld:
Eine Gelegenheit, in einem schnell wachsenden Technologieunternehmen mit Startup-Mentalität zu arbeiten.
Wirkungsvolle Arbeit:
Die Chance, einen bedeutenden Einfluss auf das Wachstum und den Erfolg unserer Einzelhandelspartner zu nehmen.
Kollaborative Kultur:
Eine unterstützende und inklusive Teamkultur, die Innovation und kontinuierliche Verbesserung schätzt.
Professionelles Wachstum:
Möglichkeiten zur persönlichen und beruflichen Weiterentwicklung innerhalb einer globalen Organisation.
Nächste Schritte
Nachdem einer unserer Talent Acquisition Partner deine Bewerbung geprüft hat und feststellt, dass Du die erforderlichen Kriterien erfüllen, wirst du zu den folgenden Schritten eingeladen:
Kennenlerngespräch (Du lernst Wolt kennen und Wolt lernt Dich kennen)
Gespräch mit Deinem potenziellen Manager
Zeig uns, warum Du der beste Kandidat für die Stelle bist! (Case Study)
Abschließendes Gespräch, in dem wir sicherstellen, dass wir perfekt zueinander passen.
Our Commitment to Diversity and Inclusion
We’re committed to growing and empowering a more inclusive community within our company, industry, and cities. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel.
Beware of recruitment scams: DoorDash, Deliveroo, and Wolt will never ask you to pay money or share sensitive financial information during hiring — learn more about our legitimate recruiting process at
Recruitment Scam Awareness - DoorDash
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Boca Raton, Florida, United States
United states; proven delivery across US/EU/India time zones; builds async rituals, documentation standards, and handoff mechanisms that raise velocity and quality
United states; proven delivery across US/EU/India time zones; builds async rituals, documentation standards, and handoff mechanisms that raise velocity and quality