About LEA

LEA provides document intelligence and workflow automation for wealth management. We work directly with leadership teams at growth-oriented RIAs, enterprise wealth management firms, and private market platforms. Our AI extracts holdings from brokerage statements, classifies and organizes files, and accelerates asset transitions, plugging into systems like Salesforce, Egnyte, and Microsoft 365. Teams use their existing tools while LEA works behind the scenes. Leading firms like Pure Financial, Mission Wealth, and Farther Finance trust LEA to power their growth and apply AI to real business processes.

We are a Seed-stage startup and are growing our team to bring AI-driven workflows to the wealth management industry.

What You'll Work On

This role sits at the intersection of AI, business, and client engagement. You'll help build and deploy AI agents that automate real business processes for our customers, while also contributing to LEA's marketing, sales enablement, and presence at industry events.

You'll work directly with the CEO and the engineering team. Expect a fast-paced environment where you're building things one day and attending a conference the next.

AI Agent Development (50%)

- Build and deploy AI agents using Claude Code and LEA's internal tooling

- Design and test prompts, workflows, and automation sequences for customer use cases

- Develop new agent capabilities for rapid solution prototyping for customers (compliance scanning, data automation, CRM updates)

- Iterate on agent outputs based on customer feedback and real-world testing

Business and Marketing (30%)

- Help create sales collateral, 1-pagers, and customer-facing materials

- Attend industry conferences and events as a LEA representative

- Support meeting prep, customer research, and pipeline updates

- Contribute to LinkedIn content, case studies, and marketing campaigns

Customer Engagement (20%) 

- Join customer calls and observe discovery meetings

- Help prepare demos and walkthrough materials

- Document customer feedback, feature requests, and insights

- Support onboarding workflows for new customers

You Might Be a Good Fit If You:

- Are Claude Code-forward in how you operate

- Have a genuine interest in startups, AI, and how technology transforms business operations

- Have taken technical coursework such as data analytics, computer science, information systems, or similar

- Are a strong communicator who can translate technical concepts for a business audience

- Are organized, self-directed, and comfortable with ambiguity

- Want to see how an early-stage company operates across every function

Bonus Points For:

- Interest in financial services, wealth management, or fintech

- Experience with HTML, CSS, or basic scripting

- Prior internship or project work at a startup or technology company

Details

- Co-op (full-time, 6 months)

- Location: New York City (in person)

- Reports to: CEO