Job description
Company Description & Culture Code https://optima.ai/talent The Role Take clients through consultation → portfolio construction → ongoing advisory.
You're the bridge between what they need and what our investment team delivers.
Solve operational friction: KYC workflows, compliance documentation, custodial coordination, reporting issues.
You unblock and make sure nothing falls between seats.
Advise with conviction: you understand how Optima builds client portfolios, you know our philosophy.
Grow…