About Turtle
Turtle is a fee-only, SEBI-registered investment advisory firm serving returning NRIs and high-income Indian professionals with full-stack, cross-border financial planning. No commissions, no product-pushing, just a fiduciary practice built around one moment: when a client actually feels the value of the knowledge we've handed them.
The Role
Our tech team has automated most of the repeatable, standard-process work: reminders, document chasers, scheduling nudges. What's left is the part that actually needs a human, catching the situation that doesn't fit the standard flow, and making the right call on it.
You'll sit between clients and advisors, watching for the moments automation can't handle: a client going quiet before a renewal, an advisor stuck on an unusual case, a process that's technically "done" but the outcome doesn't feel right. You fix it, and you tell the tech team what to build next.
What You'll Do
- Handle the exceptions, escalations, and judgment calls that fall outside our automated workflows
- Watch client and advisor journeys for early signs of something going sideways, before it becomes a problem
- Design and implement playbooks for repeatable, efficient client-advisor interactions
- Step in directly with clients or advisors when a human touch actually matters
- Work closely with the tech team: flag what should be automated next, and test what they build
- Own the edge cases and one-off requests that don't have a system built for them yet
Who We're Looking For
- Sharp judgment: knows the difference between "follow the process" and "this needs a real decision"
- Comfortable being the last line of defence when automation doesn't cover it
- Clear communicator, equally at ease with clients, advisors, and the tech team
- Curious about where the real gaps are, not just executing what's already defined
- Calm under pressure, especially when several things need attention at once
Qualifications
Required
- Bachelor's degree in any discipline
- 3-5 years of experience in operations, client success, or relationship management
- Comfortable working alongside a tech team, translating real-world friction into clear requirements
Preferred
- Prior exposure to financial services, wealth management, or fintech
- Experience giving feedback that shaped a product, tool, or workflow
What You'll Get
- Real ownership of the human layer of client experience, not busywork the tech team has already solved
- A direct line to engineering; your feedback becomes their roadmap
- A close working relationship with founders and advisors, not a large hierarchy
- A front-row view of how a fiduciary advisory firm runs, end to end
Interested candidates can reach out with their resume and a short note on a time they made a judgment call that a process couldn't to raj[at]turtlefinance[dot]in
Pay: ₹30,000.00 - ₹50,000.00 per month
Work Location: In person
