Jobs at Caruso

Manage investor onboarding, maintain investor registers, and execute capital activity (calls, distributions, transfers). Validate AML/KYC, generate investor communications, support compliance and audits, track workflows, and identify process improvements to automate registry operations.

Own a portfolio of post-implementation AU clients to drive adoption, retention, renewals, and expansion. Run structured engagement cadences and QBRs, monitor account health, identify and scope billable Professional Services, partner with Implementation, and feed client insights back to Product and Engineering.