Product Manager

Job description

Job Description Job Description About the role: We are building the CRM and AI operating system for wealth management — and to do that, Maximizer has to become the single source of truth for a client's financial picture. That picture is scattered. An advisor with 200 to 3,000 clients has investment data sitting in custodians, back-office platforms, and sometimes their firm's own data lake, while policies live in systems never designed to be read by anyone else. Advisors stitch it together by ha…

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