Amaltash
Financial Advisor Associate — Wealth Management Partnerships
San Francisco, CA
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Contractor
Company website
We’re looking for a driven Financial Advisor Associate to be the tip of the spear in our wealth management expansion. This is not a back-office support role — you’ll be on the front lines, building relationships with RIAs, independent wealth managers, and boutique hedge funds who are looking for an edge. You’ll introduce them to Amaltash’s AI-powered strategy marketplace and help them integrate institutional-grade quantitative strategies into their client portfolios. If you thrive on high-volume outreach, love the thrill of opening doors, and want to be at a company where your work directly moves the needle, this is your role.
About Amaltash
Amaltash is an AI-powered algorithmic trading infrastructure platform built by Rainbow Labs Inc. We’re transforming how wealth managers, hedge funds, and RIAs access institutional-grade quantitative strategies. Our marketplace connects sophisticated algorithmic strategies — backtested, validated, and ready to deploy — directly to portfolio managers through seamless brokerage integrations across US and Indian markets. Think of us as the bridge between cutting-edge quant research and the advisors who manage real capital. We’re backed by a growing community of strategy creators (including top university quant teams) and are scaling rapidly across the wealth management ecosystem. Headquartered in San Francisco, we’re a lean, high-velocity team building the future of democratized alpha.
Description
What You’ll Do
- Conduct high-volume outreach (100+ touchpoints/day) to RIAs, wealth managers, and small hedge funds via calls, emails, and LinkedIn
- Build and manage a pipeline of qualified prospects using CRM tools, tracking every interaction from first contact to onboarding
- Deliver compelling product demonstrations of the Amaltash platform, tailoring the pitch to each prospect’s investment philosophy and client base
- Guide new clients through the onboarding process — from account setup to first strategy deployment
- Maintain and deepen relationships with onboarded clients through regular portfolio reviews, strategy performance updates, and proactive check-ins
- Collaborate with the product and strategy teams to relay client feedback and identify new strategy opportunities
- Track and report on key metrics: outreach volume, conversion rates, AUM onboarded, and client satisfaction
- Represent Amaltash at industry events, conferences, and networking functions
Who You Are
- 2+ years of experience in financial services, wealth management, or a client-facing advisory role
- Proven track record of high-volume client prospecting and relationship building
- Deep understanding of the RIA and independent wealth management ecosystem
- Comfortable making 100+ cold calls per day and turning rejection into opportunity
- Excellent communicator who can simplify complex quantitative strategies for non-technical audiences
- Self-starter with entrepreneurial energy — you don’t wait to be told what to do
- Familiarity with algorithmic trading, quantitative strategies, or fintech platforms is a major plus
- Bachelor’s degree in Finance, Economics, Business, or a related field preferred
Required Licenses & Certifications
- FINRA Series 65 or Series 7+66 preferred — gives you immediate credibility in conversations with advisors and may be required as the role evolves
- Familiarity with the RIA, wealth management, and hedge fund ecosystem is required — you need to speak the language fluently
- Must be able to discuss portfolio construction, risk parameters, and strategy performance intelligently with licensed professionals
- CFP, CFA Level I+, or CAIA designations are a strong plus
- Prior experience at a wirehouse, RIA, broker-dealer, or fintech serving the advisory channel is strongly preferred
Compensation & Benefits
- $55,000 annualized base salary during the 3-month contract period (W-2, not 1099)
- Upon conversion to full-time: $65,000-$80,000 base salary depending on performance tier achieved during contract period
- Performance bonuses tied to client acquisition milestones: qualified meetings booked, clients onboarded, AUM deployed
- Access to Amaltash’s full platform and strategy suite for your own professional development
Why Amaltash?
- Ground floor at a high-growth fintech — you’re not joining a machine, you’re building one
- Direct access to leadership: work alongside the CEO and COO daily, not through five layers of management
- Real ownership of your book — the clients you bring on are yours, and your compensation reflects it
- Cutting-edge AI and quant technology that sells itself once prospects see it in action
- A product that’s genuinely changing how wealth is managed — not another CRM or dashboard
- Be part of a company that’s attracting top quant talent from Columbia, UT Austin, and UIUC— the strategies you’ll sell are world-class
Salary
$55,000 - $80,000 per year