Strategic Advisor (B2B Institutional Wealth Management)
Enterprise features, family offices, institutional wealth managers, and market model stress-testing.
Help shape iPulse for serious institutional users who need transparent AI market intelligence, portfolio workflow fit, and enterprise-grade confidence.
ID: 48291
Core responsibilities
- Advise on institutional product features, onboarding, packaging, and enterprise workflows.
- Stress-test predictive market models and identify where users will demand more explainability.
- Pressure-test B2B positioning for family offices, RIAs, allocators, and wealth managers.
Ideal profile
- Senior wealth management, family office, asset management, investment research, or fintech experience.
- Strong understanding of equities, commodities, crypto exposure, and portfolio risk.
- Direct, practical feedback style with real commercial judgment.
Interested to apply?
Send your CV to careers@ftredge.com and include the role title in the email subject.