Company Description
We are a technology-driven digital asset platform focused on delivering structured trading strategies and institutional-grade market education to high-net-worth individuals and sophisticated investors.
Our approach combines data-driven research, disciplined execution, and a non-custodial operating model — ensuring that clients retain full ownership and control of their assets at all times.
With research and strategy teams based in New York and Asia, we operate from a global perspective, focusing on market structure, liquidity dynamics, and risk-aware decision-making across evolving digital asset markets.
We are currently in a high-growth phase, building a lean, high-performance team to support the next stage of expansion in the U.S. and globally.
This is an opportunity to join early and help shape a platform at the intersection of digital assets and global finance.
Role Description
This is a full-time remote role at Bloom Financial Partners. The successful candidate will play a key role in supporting wealth management operations, conducting strategic financial research, and managing projects focused on client-centered solutions. Day-to-day tasks include analyzing client needs, developing personalized strategies, coordinating with team members, and deploying technology-driven tools to streamline processes and enhance service delivery.
Qualifications
- Strong Analytical Skills and experience in data interpretation, problem-solving, and strategic financial planning to develop client-focused solutions.
- Excellent Communication skills, including verbal and written, to effectively convey complex financial concepts to clients and team members.
- Proficiency in Information Technology tools and platforms relevant to financial services and digital asset management.
- Project Management expertise for handling multiple client portfolios and delivering results on a timeline.
- Strong Research skills to stay updated on market trends, regulatory changes, and emerging opportunities in digital assets and financial planning.
- Detail-oriented and proactive approach; capable of working independently in a remote setting.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
- Familiarity with financial products such as annuities, insurance, investments, and estate planning is a plus.