55ip
The Portfolio Implementation & Oversight Associate at 55ip provides day-to-day oversight of the portfolio implementation platform, focusing on client portfolio investment and tax outcomes. This role involves collaborating with internal teams, external partners, and clients to support analyses, new product development, and strategic initiatives. The position requires expertise in financial markets, technology, and quantitative analysis to ensure alignment with intended investment and tax goals.
Leverage our tax-smart platform to grow your advisory business while maintaining control of investment and tax budget decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 55ip.
55ip didn’t post a salary, so this is our estimate from similar listings.
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