Client Success Analyst at Opto Investments

New York, New York, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Private Markets, Alternative Investments, FinTechIndustries

Requirements

Strong organization skills and attention to detail
Ownership in work product
Quantitative and qualitative analysis skills
Ability to quickly learn and adapt to new technologies and workflows
Comfort with ambiguity
Excellent communication skills and grace under pressure
4 year degree in business, finance, economics or related field (or equivalent work experience)
Experience in the fintech space, preferably having worked at a technology startup and/or a deep understanding of the private markets ecosystem
Experience in a client facing role
Base familiarity with building AI solutions or experimentation with AI applications such as ChatGPT, Claude
Applicants must be authorized to work for ANY employer in the U.S. (no sponsorship)

Responsibilities

Working directly with our Diligence AI go to market team to support firms leveraging the toolkit on a daily basis
Supporting new clients across core client success workflows, from onboarding firms and their data to answering questions and working alongside teams to deepen relationships
Become a product expert that has comfort in ambiguity, partnering with clients to connect their desired goals with direct software usage
Partnering with Product teams to refine software use cases from client feedback as well as internal workflows
Coordinating with internal teams to ensure client needs are addressed quickly and effectively

Skills

Client Success

Client Onboarding

Software Adoption

AI Tooling

Diligence AI

Communication

Collaboration

Go-to-Market

Opto Investments

Tech-driven private markets investment platform

About Opto Investments

OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.

New York City, New YorkHeadquarters

2020Year Founded

$141MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Company Equity

Home Office Stipend

Phone/Internet Stipend

Risks

Increased competition from tech-driven platforms could erode Opto's market share.

Reliance on strategic partnerships may risk client engagement if outcomes are not met.

Potential regulatory changes could impact Opto's business model and increase costs.

Differentiation

Opto aligns its incentives with clients by investing its own capital in deals.

The platform offers expertly curated investments and fully-customized solutions for fiduciaries.

Opto provides long-term, hands-on guidance throughout the investment lifecycle.

Upsides

Partnership with Mercer Advisors enhances Opto's client offerings and market reach.

Launch of Planner tool streamlines investment processes for advisors, improving efficiency.

New leadership roles focus on strengthening brand presence and expanding market reach.

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