Build the Future of Private Wealth

Build, test, and maintain the systematic trading strategies behind WealthStream. You'll work directly on quantitative models, execution infrastructure, and risk management systems. High ownership, live deployment, real stakes.

• Design, develop, and backtest quantitative trading strategies across forex, futures, and derivatives markets
• Build and maintain automated execution systems with real-time risk controls and position management
• Analyze trade performance data to identify optimization opportunities and reduce drawdown
• Integrate with broker APIs and data feeds for live order execution and monitoring
• Collaborate on strategy research — ORB, mean reversion, momentum, and custom models

• Strong proficiency in Python with direct experience building and deploying automated trading systems in live markets
• Deep understanding of forex/futures market microstructure, execution risk, and slippage
• Familiarity with broker APIs (MetaTrader, Interactive Brokers, FXCM, or similar)
• Comfort with statistical analysis, strategy validation, and drawdown analysis
• Self-managed — you ship, don't just research

Own the day-to-day machinery of the business. Manage client onboarding flows, internal processes, vendor relationships, and team coordination. You're the person who sees a broken process and immediately fixes it.

• Own and optimize client onboarding workflows — from first contact to active account
• Coordinate between trading, tech, and client-facing teams to ensure seamless execution
• Build and maintain SOPs, process documentation, and team operating playbooks
• Manage relationships with brokers, KYC providers, and third-party vendors
• Support compliance activities including KYC review and regulatory documentation

• 3+ years in operations, client success, or business operations — financial services a plus
• Highly organized with a bias for systems and documentation over ad-hoc fire-fighting
• Strong communicator comfortable interfacing with high-net-worth clients
• Able to manage multiple priorities independently without micromanagement

Take qualified discovery calls, articulate the value of our managed trading and wealth services, and convert prospects into long-term clients. This is a role for someone who takes pride in the craft of selling and doesn't need their hand held.

• Run discovery and strategy calls with pre-qualified prospects interested in WealthGrid
• Articulate the value of WealthStream™, WealthGrid Black, and our advisory services to high-net-worth individuals
• Guide prospects through the enrollment process — from initial interest to signed agreement
• Follow up with pipeline leads using a disciplined, systematic approach
• Provide market feedback to refine messaging, offer positioning, and sales materials

• Proven track record closing high-ticket offers ($5,000–$50,000+) — finance, coaching, or consulting preferred
• Strong phone and video presence — you build trust quickly and lead conversations with confidence
• CRM discipline — you track everything and follow up religiously
• Personal interest in wealth building, financial markets, or investing a strong plus