PMS Compliance Officer

Company Description

At Optima.ai, we're crafting intelligent wealth for the new India. We're not here to just digitalize wealth management. We're here to redefine what intelligent wealth feels like — calm, clear, and crafted from first principles

How are we different?

1) Intelligence

Institutional-grade AI and quantitative research — carefully crafted for human context

2) Personalization

Each portfolio is built from scratch — engineered to dynamically evolve with you

3) Experience

Your thoughts to our actions — a wealth experience so delightful it will help you sleep better

4) Safety

Unmatched transparency and security — well beyond just compliance requirements

Compensation Highlights

• Top-of-market cash compensation
• Free access to Stellar's employee-only investment fund
• Health insurance

Role Description

We are recruiting for a versatile PMS Compliance Officer to ensure high standards of compliance and corporate governance :

Preferred Background

Culture Code

Fulfilment in your life's best work

Special forces unit

Talent density is critical — a lean team of exceptional operators moves faster and solves unstructured problems more effectively.

First principles thinking

Dare to make contrarian moves backed by first principles, and decide with clear intent because each release is a hypothesis.

Progress over perfection

We learn and iterate fast because we value compounding improvement more than immaculate beginnings.

Craft as character

What we build ends up building us, and reflects who we are, so treat excellence as a habit.

Obsessed with client delight

There is no such thing as client error — only design error; so cultivate deep empathy and respect worthy of the client's trust.

Kindness (helpful) over niceness (pleasant)

Say what people need to hear, not what they want to hear, and actively seek feedback.

Own the outcome

We don't need heroes — we need people who don't wait for heroes; use your freedom to act in Optima's best interest and keep moving.

Contact

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