Want to help us radically simplify the future of wealth management?

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How We Work

At SIMON, the most talented engineers, designers, and financial experts are reshaping the future of wealth management for advisors.

Our team is focused on continually enhancing an experience-based wealth management solution that financial advisors have never before had access to—one we’ve designed from the ground up. We rethink how to use advanced technology to create simplified, intuitive experiences, and we collaborate to build transparency around complex, risk-managed financial products by way of our modern, cloud-based platform. Our users gain seamless access to tools and data that enable engaging client conversations, anywhere, any time.

We started with something that didn’t exist, are reshaping the way advisors connect with their clients, and are building a company that recognizes team members as our greatest asset. Together, we are always on the lookout for smart, collaborative talent to join our team.

Our Brand Values

  • Client Collaboration
  • Simplicity
  • Data Driven
  • Innovation
  • Accountability

Great minds and data science come together with cross-team collaboration at SIMON. We’re efficient, inclusive, effective, and fun.

- Weidong Jin, CFA, Chief Innovation and Research Officer

Company Benefits

  • Comprehensive Medical, Dental, and Vision Insurance
  • Health Savings Account (HSA)
  • Flexible Spending and Dependent Daycare Spending Accounts
  • 401(k) Retirement Savings, with Company Match
  • WageWorks Commuter Benefits
  • Disability and Life Insurance Coverage
  • Concierge Primary Care Network Membership
  • Flexible Time Off and Paid Parent Leave
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