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Cape
The role supports Investment Officers in the Investment Services program, handling paperwork, account setup, transaction processing, and client communications while ensuring regulatory compliance. It also serves as a liaison between advisors, back‑office staff, and product providers, providing customer service and administrative support.
Cape Cod 5 provides a full range of personalized banking services - proudly serving Cape Cod, Nantucket, Martha's Vineyard and Southeastern Massachusetts.
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 Cape.
Cape didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role
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