You will work directly with Sandeep on strategy and AI owning problems end-to-end yourself, not coordinating them across a team. This role requires you to think and talk in Dezerv's actual business language: AUM growth and mix, RM productivity and book size, product economics across PMS/AIF, client acquisition cost versus lifetime value, and where Dezerv sits competitively against private banks, boutique PMS providers, and self-directed platforms.
What You'll Own
*Strategy*
- Market sizing, competitive analysis, and new segment/initiative scoping worked through independently, from a blank page to a clear, defensible recommendation
- Models, decks, and dashboards for board and investor and providing key business insights in conversations
*AI*
- Internal AI tools that improve how business teams work, from prototype through to real adoption
- The institutional-memory systems the business already relies on for portfolio review and rebalancing
- Identifying where AI can meaningfully cut manual effort across RM/ops workflows and building the fix directly, not writing a spec for someone else to build
You Know Who You Are
- You can hold a real conversation about how a wealth management business makes money AUM, fee models, PMS vs. AIF vs. mutual fund distribution economics
- You go to the data first you're not comfortable with a hypothesis you can't test or a number you can't defend
- You have real, hands-on AI-building experience something you've actually shipped
- You move across altitude easily - building a model or debugging a workflow in the morning, presenting a sharp recommendation in the afternoon
What We're Looking For
- 2-4 years of experience, with a explicit, specific example of a problem you owned end-to-end
- Strong quantitative and analytical ability comfortable building a financial model, not just narrating one so