Cfa jobs in Canada

We're a band of innovators, designers, and technologists looking to simplify wealth and unlock unprecedented access for all investors. We pride ourselves on building idiomatic native experiences. We know design matters, and we know investing in pixel-perfection is worthwhile.

We believe you cannot over-invest in culture. We accept humans are poor substitutes for robots - we also understand humans are not resources.

The Copia Wealth Studios team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successful challenger banks, and shipped software for hundreds of complex enterprises.

Copia Wealth Studios is seeking customer-facing leaders to help us build a world-class concierge service for our patrons. Successful candidates will forge new divisions, make inroads with our patrons, and define best practices.

The Principal Concierge is a patron-facing role serving as the primary point of contact for all service-related needs of Copia's clients. The Concierge team will work in a complex, team-oriented, fast-paced environment alongside the Copia team, our patrons, and 3rd party partners.

We have four core values that we believe make the ideal teammate:

• Be Humble.
• Be Humane.
• Be Holistic.

Our first Product is a financial intelligence platform. The platform helps high-net-worth individuals (business owners, family offices, entrepreneurs, and athletes) manage their investments. Our 'Patrons' track everything from art to crypto to real estate and business assets.

The team comprises veterans who have been shipping products for decades; we've been designing and developing native iOS apps since the dawn of the iOS SDK. We've already unlocked early product-market fit, we're fully funded, and we have plenty of runway to match our ambitions.

The position is a "blue sky" space that will shape the future of our patron interactions. Our patrons come from a wide variety of backgrounds, with varying levels of expertise. A successful Concierge candidate will provide strategic oversight while onboarding patrons, ingesting documents, supporting/clarifying functionality, and working closely with other delivery teams.

About You

You are a social butterfly. You love supporting multi-disciplinary teams and harbor deep human empathy. You value autonomy and love being on a team where you contribute directly to the problem at hand. You love challenging assumptions and coming through for customers day in, day out.

Your Knowledge:

You have a solid grasp of the alternative investment landscape.

You have a good sense of humor and believe culture matters.

You love learning and want to be on a team that will challenge you and gives you the freedom to grow.

You love the idea of stepping into something that doesn't exist and building greatness from the ground up.

You're customer service-oriented with a natural tendency to take care of people.

You're free to travel within the United States up to 25% of the time.

Engaging Patrons:

You're comfortable under pressure, dealing with ultra-wealthy patrons.

You love leading a team and building inroads across disciplines.

You cherish delivering value for customers you interact with.

You demonstrate extraordinary patience and perseverance.

You know attention to detail and articulate communication is a must.

Your Qualifications:

Previous experience in a customer-facing role, preferably in financial services, private banking, or financial technology (our patrons are Ultra High Net Worth Individuals and Family Offices).

A big plus for candidates who hold a CFA, CAIA, or CFP.

College/University degree or related work experience preferred.

Working knowledge of G-Suite, HubSpot (or equivalent CRM), Slack, and any other applicable customer communication technology.

We're a distributed workforce with lots of experience working in remote teams. That said, we also know the importance of face-to-face. To that end, we host an annual Defrag onsite and allow employees to travel to the closest "hub" to mingle in between Defrags (within reason, pre-approval required).

Flexible hours. Most of the team is active during the day, but we don't have set hours. If you need to drop the kids off at school or grab groceries mid-day and would rather clock hours at night, that's cool by us. We recognize work-life balance and understand managing the modern family unit can be messy. We primarily operate in Mountain Time, so we ask that overlap occurs as much as possible for jamming and collaboration.

Fun matters, which is why we built "The Wheel of Fortuna", a prize wheel everyone gets to spin when we achieve our goals. It's also why we have weekly happy hours and regular "game nights".

Environment matters. You can work wherever you want. In a post COVID world, we plan to establish some office space where teams can come and go as they please, collaborating face to face as needed. We know environment matters, which is why every new hire gets a $1,000 office upgrade budget in addition to meeting their technology needs.

Health insurance. We provide competitive coverage for health, dental, vision, and life insurance in both the US and Canada. In the US specifically, we cover 75% of insurance.

Mental and physical health matters, which is why each employee is entitled to a $400/year stipend for gym/club/fitness-related membership. Also, we will reimburse you for an annual subscription to whatever meditation/mindfulness/wellness app you prefer.

Learning matters, which is why you can expense any (work-related) book you want. Any course under $250 is usually instant approval.

Workshop and conferences are handled on a case-by-case basis. However, philosophically we'll do whatever we can to fuel your passion. Historically this means sending people to WWDC, participating in industry events, and joining various workshops. If there's something that you're passionate about that also benefits the team, chances are we're going to approve it.

What are we doing about inclusion and diversity?

We're committed to building a team where the talent can do their best work. As such, we're creating an environment of psychological safety where all teammates can be valued, respected, and heard. We believe that diversity and inclusion enable us to broaden our perspectives and build a more equitable future. We encourage applicants from all creeds, backgrounds, and walks of life to apply.