01Overview
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
Compensation: 30,000.00 - 50,000.00 per month
Work Location: In person .
