---
title: 'Asset Management Consultant at Sora Union'
canonical: 'https://feeny.ai/job/asset-management-consultant-sora-union-global-8c7azx328a4b'
type: 'job'
last_seen: '2026-11-07'
---

# Asset Management Consultant at Sora Union

- **Company:** Sora Union
- **Location:** Global
- **Posted:** 2026-09-28
- **Last confirmed live:** 2026-11-07
- **Apply:** https://job-boards.greenhouse.io/soraunion/jobs/4035277008

## Job description

Talent is everywhere, opportunity is not. Sora Union changes that.

Sora Union is a professional services company specializing in brand design and product engineering for businesses, organizations and governments. The Sora Union team is globally distributed and made up of diverse and talented professionals impacted by or at risk of displacement due to conflict or climate change.

The Consultant would bring the financial-services expertise into client engagements and act as the subject-matter partner to the Brand Strategist.

You will be responsible for:

- Lead or contribute to discovery and client conversations with senior stakeholders.
- Develop a strong understanding of the client’s business model, products, audiences, competitive landscape and commercial priorities.
- Translate complex asset-management and investment topics into clear, commercially relevant insights.
- Identify key market trends, client needs, opportunities and challenges that should inform the brand strategy.
- Challenge assumptions and help identify what is genuinely distinctive and credible for the client.
- Provide financial-services context and expertise throughout the brand strategy process.
- Contribute to workshops, strategic discussions and client presentations.
- Work closely with the Brand Strategist to translate business and market insights into meaningful positioning and strategic recommendations.
- Ensure that brand recommendations are commercially relevant, credible within the financial-services context, and aligned with the realities of the asset-management market.

Qualifications:

- 7+ years of experience in asset management, wealth management, or related financial services
- Strong understanding of the asset/wealth management ecosystem
- Ability to understand business models, products, audiences and competitive positioning
- Strong commercial and strategic thinking
- Excellent client-facing communication skills
- Ability to interview senior stakeholders and extract meaningful insights
- Ability to translate complex financial concepts into clear, accessible language
- Experience with market and competitor research
- Confidence working with senior executives
- Strong presentation and workshop facilitation skills
- Ability to collaborate effectively with brand, strategy, creative and research teams

## About Sora Union

## Company Overview
- **One-liner**: Sora Union is a globally distributed professional services company that connects organizations with highly skilled displaced and at-risk talent to deliver design, engineering, and quality assurance solutions.
- **Entity Type**: Private (Privately Held)
- **Headquarters**: San Francisco, California, United States
- **Founded**: Not publicly available (celebrated 3 years of operation in recent communications, suggesting a founding around 2021)
- **Founders**: Nate Dalton (Co-Founder & CEO), Sophia Wajnert (Co-Founder & President), Oleksandra Slasna (Co-Founder & Project Coordinator)

## Core Business
- **Primary industry/industries**: Professional Services (Design, Engineering, QA, Project Management)
- **Target customers**: B2B; serves enterprises and organizations across HealthTech, Financial Services, Nonprofit, and other sectors. Current customers located in India, Israel, Norway, United Kingdom, and United States.
- **Mission or purpose statement**: “Talent is everywhere, opportunity is not. Sora Union changes that.” The company focuses on gathering and organizing highly-skilled displaced people to deliver exceptional work and mitigate economic disruption from conflicts and climate change.

## Products & Services
- **Design**: Brand design, product design, and creative direction to build meaningful brand experiences and user-centered digital products.
- **Engineering**: Full-stack development, data engineering, and technical leadership to deliver scalable web, mobile, and data systems.
- **QA Engineering**: Rigorous testing processes and quality assurance to ensure polished, dependable products that meet the highest standards.
- **Project Management**: End-to-end project management and cross-functional coordination for clients in unpredictable environments.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total funding not publicly available; headcount of 27 employees (as of latest data), with a -17.9% YoY change.
- **Notable Investors/Partners**: Board members include Nate Dalton (Co-Founder & CEO) and Sophia Wajnert (Co-Founder & President). No external investors publicly listed.
- **Growth Signals**: Active job postings (2 open roles as of recent data); named a finalist for TLC Lions Human Company of the Year; joined Innovate4Refugees initiative.

## Competitive Advantages
- **Talent model**: Focuses exclusively on displaced or at-risk individuals (due to conflict or climate change), turning adversity into a unique value proposition.
- **Global distributed team**: Operates across 14 countries (Argentina, Brazil, Chile, Egypt, Ethiopia, Ghana, India, Mexico, Nigeria, Pakistan, Poland, Portugal, Ukraine, United States, Venezuela), providing 24/7 coverage and resilience.
- **Culture of empathy & inclusivity**: Core values emphasize empathy, inclusivity, and partnership, creating a supportive environment that attracts and retains diverse talent.

## Strategic Focus
- **Current priorities**: Scaling the distributed workforce to serve more clients, deepening impact in HealthTech and Financial Services, and expanding the “anti-fragile” project partner model.
- **Growth direction**: Continue building a global talent pool from underserved regions, with an emphasis on social impact and sustainability.

## Why Work Here
- **Culture highlights**: Values-driven environment with a strong emphasis on empathy, inclusivity, and partnership. High employee ratings: 4.5/5.0 on LinkedIn (14 reviews), with top scores for Work-Life (4.6), Culture (4.6), and Career (4.4).
- **Remote/hybrid policy**: Fully distributed operating model designed for mobility. Teammates can take their careers with them if they need to relocate.
- **Notable perks**: Fair remuneration, opportunities for growth, collaborative and supportive team environment, and the chance to work on meaningful projects for global clients.
- **Engineering culture**: Cross-functional teams with a focus on quality, agility, and continuous improvement. Open roles include Senior Full Stack Developer, Data Engineer, and Forward Deployed Engineer.

## Sources
1. [soraunion.com](https://soraunion.com/)
2. [soraunion.com/about-us](https://soraunion.com/about-us)
3. [soraunion.com/careers](https://soraunion.com/careers)
4. [linkedin.com/company/soraunion](https://www.linkedin.com/company/soraunion)
5. [job-boards.greenhouse.io/soraunion](http://job-boards.greenhouse.io/soraunion)

## Other roles at Sora Union

- [Senior Brand Designer](https://feeny.ai/job/senior-brand-designer-sora-union-global-rrve3e768rk2) — Global
- [Forward Deployed Engineer for Sora Union](https://feeny.ai/job/forward-deployed-engineer-for-sora-union-sora-union-global-crnxq4x9xfbm) — Global
- [Brand Strategist](https://feeny.ai/job/brand-strategist-sora-union-global-04z3vykjc9z8) — Global
- [Didn't find what you are looking for? Apply for future opportunities.](https://feeny.ai/job/didn-t-find-what-you-are-looking-for-apply-for-future-opportunities-sora-union-n92gsaf4nca9) — Global
- [Freelance Full Stack Developer for Sora Union](https://feeny.ai/job/freelance-full-stack-developer-for-sora-union-sora-union-global-zbfh1bwwzbjp) — Global
- [Senior AI  QA Engineer for Sora Union](https://feeny.ai/job/senior-ai-qa-engineer-for-sora-union-sora-union-global-q2g8a553sjc8) — Global
- [Senior Full Stack Developer for Sora Union](https://feeny.ai/job/senior-full-stack-developer-for-sora-union-sora-union-global-xpv7x1dchwta) — Global