Aqua

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc. About the Role The Customer Success Associate is the front line of customer experience, responsible for resolving end user issues, managing inbound requests, and ensuring smooth daily use of the platform by advisors, analysts, and operations staff. This role is critical to customer satisfaction, retention, and feedback collection for the broader team.   What You’ll Do Customer Support ·       Manage user issues from intake to resolution, responding promptly to inbound tickets via email and phone. ·       Troubleshoot issues and escalate technical cases internally when needed. ·       Document issues, feature requests, and recurring patterns in the knowledge base. ·       Collaborate with Product and Engineering to communicate bugs and enhancements. ·       Develop subject matter expertise on forms, data, and workflow configurations for the platform. ·       Maintain high response and resolution times while delivering a positive, professional experience that reinforces customer trust and loyalty. ·       Assist in end user education through documentation, videos, and training support.   Reporting & Insight ·       Track customer success metrics, revenue forecasts, and expansion opportunities. ·       Complete data analysis to identify actionable insights from captured metrics and platform activity. ·       Create dashboards and reports to share trends and learnings with internal stakeholders to drive continuous improvement.   Qualifications ·       2+ years in a client facing or customer support role. ·       Excellent communication, collaboration, and problem-solving skills. ·       Excited to work in a fast-paced collaborative startup environment and manage competing priorities. ·       Familiarity with alternative investments, wealth management systems, and investment operations. ·       Strong technical skills with understanding of APIs, integrations, and data workflows a plus. ·       Experience with ticketing systems (Salesforce, Zendesk, Intercom), preferred.

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc.  About the Role We are seeking a driven Founding Account Executive to lead sales of our investor portal and platform into the Financial Sponsors channel, as well as to sell our access vehicle offering to new sponsors. Our platform enables firms to centralize data, streamline operations, and enhance visibility across all alternative asset investments; our feeder fund offering enables financial sponsors to easily consolidate wealth channel investors in an easy-to-access platform.  The Founding Account Executive will own the full sales cycle—identifying prospects, building relationships with senior sponsor decision-makers, and driving deals to close. Success in this role requires a mix of enterprise sales skills, understanding of financial sponsor operations, and the ability to position our platform as a strategic solution in a highly regulated industry. What You’ll Do Sales & Business Development: Own the entire sales cycle for asset manager/sponsor prospects, from prospecting through close; build and manage a robust pipeline of opportunities with financial sponsors; engage with C-suite, product, operations, and compliance stakeholders to uncover needs and align solutions; negotiate contracts, pricing, and terms to secure long-term partnerships. Market Development: Coordinate with BD channel sales team to consistently build relationships with and close financial sponsors customers; represent the company at industry events, conferences, and networking forums; collaborate with marketing on campaigns and thought leadership.  Internal Collaboration: Partner closely with Customer Success team for demos and technical deep dives; work with Customer Success to ensure smooth onboarding and expansion of sponsor relationships; provide structured feedback from the field to inform product roadmap and feature prioritization. Who You Are 5–8+ years of B2B enterprise sales experience, ideally within financial technology, SaaS, or investment/wealth management solutions. Proven track record selling into private equity firms or similar financial institutions. Strong understanding of financial sponsor fundraising workflows—compliance, operations, reporting, and investment data.  Consultative selling style, able to build trust and manage multi-stakeholder sales cycles. Exceptional presentation, negotiation, and relationship-building skills. Compensation 300k-350k OTE

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc.  About the Role We are seeking a driven Founding Account Executive—Distribution Channel to lead sales of our investor portal and platform into the Independent Broker-Dealer (IBD) and independent financial advisor (RIA) channels. Our platform enables firms to centralize data, streamline operations, and enhance visibility across all alternative asset investments. The Founding Account Executive will own the full sales cycle—identifying prospects, building relationships with senior IBD/RIA decision-makers, and driving deals to close. Success in this role requires a mix of enterprise sales skills, understanding of RIA and broker-dealer operations, and the ability to position our platform as a strategic solution in a highly regulated industry. What You’ll Do Sales & Business Development: Own the entire sales cycle for broker-dealer prospects, from prospecting through close; build and manage a robust pipeline of opportunities with mid-sized to large BDs; engage with C-suite, product, operations, and compliance stakeholders to uncover needs and align solutions; negotiate contracts, pricing, and terms to secure long-term partnerships. Market Development: Represent the company at industry events, conferences, and BD networking forums; collaborate with marketing on campaigns and thought leadership tailored to BDs. Internal Collaboration: Partner closely with Sales Engineers for demos and technical deep dives; work with Customer Success to ensure smooth onboarding and expansion of BD relationships; provide structured feedback from the field to inform product roadmap and feature prioritization. Who You Are 5–8+ years of B2B enterprise sales experience, ideally within financial technology, SaaS, or investment/wealth management solutions. Proven track record selling into broker-dealers and RIAs. Strong understanding of BD workflows—compliance, operations, advisor distribution, and investment data. Consultative selling style, able to build trust and manage multi-stakeholder sales cycles. Exceptional presentation, negotiation, and relationship-building skills. Compensation $350-400k OTE

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc.  About the Role We're hiring our founding design engineer to own design across product, brand, and marketing. This is a rare opportunity to define the visual and experiential foundation of a fast-growing fintech company from the ground up. You'll tackle a unique design challenge: making complex alternative investment workflows feel simple and trustworthy for financial advisors managing billions in client assets. Our users expect institutional-grade sophistication wrapped in consumer-grade simplicity. You'll work directly with leadership, product, and engineering to ship both the product interfaces that power transactions and the brand assets that drive sales. What You’ll Do Own product design and implementation — Drive the complete design process from concept to production code, translating complex investment workflows into intuitive interfaces built with React, TypeScript, and Tailwind Shape Aqua's visual identity — Establish our brand guidelines and design system, creating a cohesive visual language that signals trust, sophistication, and ease of use Create high-impact brand and marketing assets — Design sales decks, one-pagers, conference materials, and digital content that close deals and maintain consistency across all touchpoints Be the voice of design — Champion design thinking across the organization while establishing the foundations (processes, tools, culture) for the future design team Partner with leadership — Work directly with founders and executives to scale the design function as the company grows Who You Are 3-5+ years designing and building in startups, with experience as a product designer, design engineer, or frontend engineer with strong design sensibility Fluent in both design and code — You're as comfortable in Figma as you are writing React components and can move seamlessly between designing interfaces and implementing them Your portfolio shows end-to-end work: polished product interfaces you've coded and brand assets you've designed Comfortable with ambiguity — You thrive in early-stage environments, know when to prioritize speed vs. polish, and don't need detailed specs to produce great work Strong communicator — You can articulate design decisions to both technical and business stakeholders and build consensus across teams Excited about ownership — You want to be the founding design engineer, setting the standard for everything from iconography to interaction patterns to brand voice Proficiency in modern design tools (Figma, Adobe Creative Suite) and frontend technologies (React, TypeScript, Tailwind/CSS) Experience in fintech, wealth management, or B2B SaaS is a plus but not required

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc. We are riding one of the biggest “platform shifts” in capital markets history – the movement of wealth channel capital into private markets. Over the next 10 years, we will become key financial infrastructure for trillions of dollars worth of assets. About the Role We are hiring our first GTM Associate. You will work directly under the Head of GTM, and have plenty of facetime with the CEO. We are about to build one of the fastest growing wealth-tech / FinTech platforms in the world, have a unique wedge into the market, and are building out a compounding flywheel of growth activities. We have a very sticky product with rave reviews, and are taking our first steps towards hitting the market at scale – this is a key inflection point for Aqua.  The GTM Associate is going to be both a strategic and operational role. We have wide remit within the organization to drive outcomes, and we are operating in a highly ambiguous environment. You will be helping drive the business’ core revenue function, and have a tremendous amount of leverage and responsibility. This is a role for a very specific, highly ambitious individual, capable of thinking from a 30,000 foot perspective, but willing to roll up their sleeves to get things done. Ideal candidate is seeking to found a company one day, but wants to own the experience of scaling the revenue org of a company from a very early stage.  What You’ll Do Own experimentation tracking and analysis for all key marketing experiments we run Help design and launch new marketing experiments Establish and manage analytics across a range of disparate MarTech tools Help establish sales performance goals, and lead sales operations Stand up and oversee sales org infrastructure Own the RevOps function Set up and manage our partnerships function, across a wide range of ecosystem counterparties Help launch our podcast, and coordinate with high-signal guests at the top echelons of the wealth and asset management industries Who You Are 1-3 years of experience, either in GTM at a high-growth startup, or in consulting / investment banking Seeking to be a founder someday, with the goal of learning how to stand up and scale a GTM organization Cross-functional: you are capable of operating across sales and marketing, and interfacing with product, design, and engineering teams Capable of executing effectively in operational domains, thinking strategically, and building personal relationships with executives and leaders across the industry Measure success by organizational impact You think in flywheels – capturing sawdust momentum and turning it into revenue excites you You are excited to shake up an old school industry The prospect of rising rapidly within a fast growing startup excites you

About Aqua Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc. About the Role We're hiring a talented and dynamic product manager to help us reimagine how alternative investments are managed. The alternative investment industry is notoriously manual and operationally complex—we're building technology to change that. You'll be responsible for: Shaping and driving our core product roadmap Building intelligent automation systems Creating the technical foundation that enables institutional-quality service delivery at scale Owning end-to-end projects from conception to deployment, working directly with the CPO, CTO, and other key stakeholders This is a rare opportunity to define how a modern alternative investment platform should work, building both client-facing products and the operational infrastructure that makes scalable service possible. Who You Are 3-5+ years building scalable applications, ideally at fast-growing startups Product-minded—you stay connected to users and business context, using technology to solve real pain points Thrive in high-autonomy, ambiguous environments and move fast Measure success by organizational impact, not number of meetings or documents produced Design scalable, reliable systems Comfortable wearing multiple hats when necessary Communicate effectively with both technical and non-technical stakeholders Familiar with AI-driven applications and agentic workflows Willing to roll up your sleeves and do whatever it takes to solve problems Bonus Points: Experience architecting and building AI applications or agents Strong UI/UX intuition and have built polished interfaces

Founding Engineer — Aqua The Problem The alternative investment industry moves trillions of dollars a year through fax machines, PDFs, and manual data entry. A single subscription into a private equity fund can require 40+ pages of documents, hand-keyed across three different systems, touched by five different people, and take weeks to settle. The infrastructure is decades behind public markets — and the entire wealth management industry knows it. Aqua is fixing this. We're the transaction and automation platform for alternative investments, used by some of the largest RIAs, broker-dealers, and asset managers in the country — including Blackstone, Apollo, Blue Owl, and JLL. We're on track to process $5B in new transactions in 2025. We're a YC-backed company with Series A funding. The Engineering Challenge This is not a clean-sheet build. We operate a production platform handling real money for institutional clients. The interesting engineering problems come from that constraint — you have to build fast and get it right, because the cost of getting it wrong is measured in regulatory risk and real dollars. Here's what you'd actually be working on: Agentic document systems. We're building LLM-powered pipelines that ingest, classify, extract, and generate complex financial documents — subscription agreements, capital call notices, K-1s. The challenge isn't getting a demo working. It's getting 99%+ accuracy on documents where a single wrong field is a compliance violation, across hundreds of fund-specific variations, with a human-in-the-loop review system that's fast enough to be useful. Automation that replaces manual operations. Our clients' workflows are deeply manual. We're systematically identifying high-volume, high-cost operational processes and building systems that eliminate them — not by shipping a chatbot, but by building structured automation with robust error handling, audit trails, and graceful fallbacks. Every automation we ship directly reduces burn and increases margin. Platform modernization under load. We inherited a large microservices codebase. We're migrating toward a modern, agent-friendly architecture while keeping production stable for clients processing millions in transactions. This is systems engineering, not greenfield hacking — and it requires judgment about what to rebuild, what to wrap, and what to leave alone. What This Role Actually Looks Like You report to the CTO. The team is small. That means your work has disproportionate impact, but it also means there's nowhere to hide. You'll own entire systems end-to-end: scoping, building, testing, deploying, and operating them in production. In your first 90 days, you'll likely: Ship production code in your first week Own a critical automation pipeline that has direct, measurable impact on the business Work directly with our operations and client service teams to understand the manual processes you're replacing — and build the thing that actually solves their problem, not the thing that looks good in a demo Make architectural decisions that the rest of the team builds on We're not looking for someone who needs a product spec and a Jira ticket to start working. We need someone who can look at a messy operational process, understand why it exists, figure out what "solved" looks like, and build it — then measure whether it actually worked. You Might Be a Fit If You've built and shipped systems that handle real money, real data, or real compliance constraints — not just prototypes You treat testing, validation, and edge case handling as part of the work, not a separate phase someone else does You've operated in an environment where you had to figure out the "what" and the "how," not just execute against a spec You're comfortable working across backend systems, data pipelines, and infrastructure — and you can pick up new tools and frameworks fast when the problem demands it You've worked with or built LLM-powered applications and understand both the potenti