Makofintech
Join a fast‑growing fintech startup to manage and grow relationships with wealth management clients across Canada. The role involves understanding the Mako SaaS platform, guiding customers on automation and adoption, and collaborating with sales and internal teams to drive satisfaction and expansion.
Mako Fintech is a workflow automation platform built specifically for the wealth management industry. It digitizes client onboarding, automates investor administration and client engagement (reducing admin time by up to 90%), and supports custom form upload to simplify compliance. Mako serves portfolio managers, fund managers, investment dealers and financial institutions, and integrates with industry partners to streamline operations. Firms choose Mako for purpose-built workflows that improve the client experience while making regulatory and operational processes easier to manage.
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 Makofintech.
Makofintech didn’t post a salary, so this is our estimate from similar listings.
30% above the average for this role