FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
This is the first hire that sits at the center of our Founders at FINNY, directly supporting our three co-founders as they lead the company through an exciting period of growth. This role will own the operational backbone that keeps leadership running at full speed — calendars, travel, office operations, and the day-to-day logistics that let the founders focus on building. This team touches every part of the company, acting as a connective layer between leadership and all internal functions, and is often the first to know where things are moving and what needs to happen next.
We're looking for an Executive Assistant & Office Manager to join FINNY and become a trusted right hand to our three co-founders. This role exists because our Founders are moving fast and need a sharp, dependable operator who can manage their time, anticipate their needs, and remove friction before it shows up. You'll handle everything from complex multi-leg travel itineraries and packed calendars to stocking the office and coordinating team meals — no task is too big or too small.
You'll work directly with the founders daily and coordinate closely with Finance, People, and other teams as we expand our physical footprint. Success in this role looks like founders who never miss a meeting, travel that runs smoothly, an office that hums, and leadership that trusts you completely to handle the details.
Own end-to-end calendar management for all three co-founders, including scheduling, prioritization, and resolving conflicts across time zones
Plan and book all founder travel — flights, hotels, ground transportation, visas, and detailed itineraries — and travel alongside founders when needed
Manage day-to-day office operations including ordering supplies, food, snacks, and catering for team meals and events
Serve as the primary point of contact for office vendors, building management, and facilities as FINNY expands to new locations
Anticipate founder needs and proactively solve problems before they escalate — from prep materials for key meetings to last-minute logistics
Coordinate internal and external meetings, including board meetings, team offsites, and executive dinners
Support special projects and company initiatives as directed by the founders
3+ years of experience as an Executive Assistant, Chief of Staff, Coordinator, or Office Manager, ideally supporting C-suite or founder-level executives
Exceptional organizational skills with the ability to juggle competing priorities without dropping the ball
Strong communication skills — professional, clear, and confident with both internal teams and external partners
Demonstrated ability to exercise sound judgment and handle sensitive information with discretion
Comfortable with frequent travel and flexibility around founders' schedules, including occasional evenings or weekends
Proactive self-starter who thrives in fast-paced, ambiguous environments and doesn't wait to be told what to do
Prior experience at a startup or high-growth company where roles evolve quickly
Experience managing office buildouts or supporting physical expansion to new locations
Familiarity with executive travel tools, expense platforms, or office management software (e.g., Concur, Ramp, Notion)
Experience supporting multiple executives simultaneously across different working styles
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n \n\n\nABOUT THE TEAM\n\nThis is the first hire that sits at the center of our Founders at FINNY, directly supporting our three co-founders as they lead the company through an exciting period of growth. This role will own the operational backbone that keeps leadership running at full speed — calendars, travel, office operations, and the day-to-day logistics that let the founders focus on building. This team touches every part of the company, acting as a connective layer between leadership and all internal functions, and is often the first to know where things are moving and what needs to happen next.\n\n \n \n\n\nABOUT THE ROLE\n\nWe're looking for an Executive Assistant & Office Manager to join FINNY and become a trusted right hand to our three co-founders. This role exists because our Founders are moving fast and need a sharp, dependable operator who can manage their time, anticipate their needs, and remove friction before it shows up. You'll handle everything from complex multi-leg travel itineraries and packed calendars to stocking the office and coordinating team meals — no task is too big or too small.\n\nYou'll work directly with the founders daily and coordinate closely with Finance, People, and other teams as we expand our physical footprint. Success in this role looks like founders who never miss a meeting, travel that runs smoothly, an office that hums, and leadership that trusts you completely to handle the details.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own end-to-end calendar management for all three co-founders, including scheduling, prioritization, and resolving conflicts across time zones\n\n - Plan and book all founder travel — flights, hotels, ground transportation, visas, and detailed itineraries — and travel alongside founders when needed\n\n - Manage day-to-day office operations including ordering supplies, food, snacks, and catering for team meals and events\n\n - Serve as the primary point of contact for office vendors, building management, and facilities as FINNY expands to new locations\n\n - Anticipate founder needs and proactively solve problems before they escalate — from prep materials for key meetings to last-minute logistics\n\n - Coordinate internal and external meetings, including board meetings, team offsites, and executive dinners\n\n - Support special projects and company initiatives as directed by the founders\n\n\n\n \n\n\nWHAT WE’RE LOOKING FOR\n\n - 3+ years of experience as an Executive Assistant, Chief of Staff, Coordinator, or Office Manager, ideally supporting C-suite or founder-level executives\n\n - Exceptional organizational skills with the ability to juggle competing priorities without dropping the ball\n\n - Strong communication skills — professional, clear, and confident with both internal teams and external partners\n\n - Demonstrated ability to exercise sound judgment and handle sensitive information with discretion\n\n - Comfortable with frequent travel and flexibility around founders' schedules, including occasional evenings or weekends\n\n - Proactive self-starter who thrives in fast-paced, ambiguous environments and doesn't wait to be told what to do\n\n\n\n\nNICE TO HAVE\n\n - Prior experience at a startup or high-growth company where roles evolve quickly\n\n - Experience managing office buildouts or supporting physical expansion to new locations\n\n - Familiarity with executive travel tools, expense platforms, or office management software (e.g., Concur, Ramp, Notion)\n\n - Experience supporting multiple executives simultaneously across different working styles\n\n\n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k) \n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n\n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"338f8e1b-57f4-4170-80f1-dab76947a197","title":"Senior Product Engineer ","department":"Engineering","team":"Engineering","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-03-19T15:20:02.924+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/338f8e1b-57f4-4170-80f1-dab76947a197","applyUrl":"https://jobs.ashbyhq.com/finny/338f8e1b-57f4-4170-80f1-dab76947a197/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
Being a Senior Product Engineer at FINNY means owning meaningful product surfaces end-to-end, from idea to production. This role sits at the intersection of product, backend systems, and user experience. You’ll lead the development of features that directly impact customers, while working closely with backend, data, and frontend specialists to ship high-quality products quickly. You’ll be responsible not just for how things are built, but what gets built and why.
Own product development end-to-end
Take ownership of features or product areas on a 3–6 week cadence, from concept through rollout
Translate product goals into concrete engineering plans and execution
Partner deeply with Product & Design
Collaborate with Product on ideation, scoping, and prioritization
Help turn ambiguous product ideas into clear technical requirements
Build across the stack
Lead development across backend and frontend, with support from domain specialists
Typical ownership areas include:
Backend workflows, APIs, data models, and AI features.
Feature-level infrastructure (jobs, orchestration, observability)
Product logic that spans backend + frontend
You frame engineering work in terms of user value and business impact
You care deeply about what you’re building, not just how
You enjoy owning a problem end-to-end and seeing it through to customers
5+ years of experience building full-stack systems
Python (FastAPI), GO, Typescript (React)
MongoDB, Postgres
AWS, Snowflake, Temporal0
Experience working with data-heavy systems and production infrastructure
Familiar with modern product stacks and tooling
You move fast, iterate, and aren’t afraid of ambiguity
You communicate clearly and make tradeoffs explicit
You raise the bar for quality while shipping continuously
You’re excited to work in-person, NYC (Chelsea), 5 days/week
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\n\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n\n\n\nABOUT THE TEAM\n\n\n\nBeing a Senior Product Engineer at FINNY means owning meaningful product surfaces end-to-end, from idea to production. This role sits at the intersection of product, backend systems, and user experience. You’ll lead the development of features that directly impact customers, while working closely with backend, data, and frontend specialists to ship high-quality products quickly. You’ll be responsible not just for how things are built, but what gets built and why.\n\n\n\n\nWHAT YOU’LL DO\n\n\n\nOwn product development end-to-end\n\n - Take ownership of features or product areas on a 3–6 week cadence, from concept through rollout\n\n - Translate product goals into concrete engineering plans and execution\n\nPartner deeply with Product & Design\n\n - Collaborate with Product on ideation, scoping, and prioritization\n\n - Help turn ambiguous product ideas into clear technical requirements\n\nBuild across the stack\n\n - Lead development across backend and frontend, with support from domain specialists\n\n - Typical ownership areas include:\n \n - Backend workflows, APIs, data models, and AI features.\n \n - Feature-level infrastructure (jobs, orchestration, observability)\n \n - Product logic that spans backend + frontend\n\n\n\n\nWHAT WE’RE LOOKING FOR\n\n\n\n\nYOU’RE A PRODUCT-MINDED ENGINEER\n\n - You frame engineering work in terms of user value and business impact\n\n - You care deeply about what you’re building, not just how\n\n - You enjoy owning a problem end-to-end and seeing it through to customers\n\n\nYOU’RE TECHNICALLY STRONG\n\n - 5+ years of experience building full-stack systems\n \n - Python (FastAPI), GO, Typescript (React)\n \n - MongoDB, Postgres\n \n - AWS, Snowflake, Temporal0\n\n - Experience working with data-heavy systems and production infrastructure\n\n - Familiar with modern product stacks and tooling\n\n\nYOUR WORKING STYLE\n\n - You move fast, iterate, and aren’t afraid of ambiguity\n\n - You communicate clearly and make tradeoffs explicit\n\n - You raise the bar for quality while shipping continuously\n\n - You’re excited to work in-person, NYC (Chelsea), 5 days/week\n\n\n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n\n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"6e224f57-5343-4d8c-87b9-4d6183704505","title":"Account Executive ","department":"Account Executive","team":"Account Executive","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-03-30T12:17:12.999+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/6e224f57-5343-4d8c-87b9-4d6183704505","applyUrl":"https://jobs.ashbyhq.com/finny/6e224f57-5343-4d8c-87b9-4d6183704505/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.
Own the entire sales cycle: discovery, demo, proposal, and close.
Collaborate with BDRs to qualify and convert high-quality opportunities.
Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
Partner with marketing and product to refine messaging and feedback from the field.
3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
Familiar with high-volume, high-velocity sales (25+ deals / month)
Excellent presentation and closing skills, especially with senior decision-makers.
Deep understanding of sales process management and forecasting.
Proficiency with sales tools (Attio, HubSpot, Outreach.io, LinkedIn Navigator).
Entrepreneurial, data-driven, and collaborative mindset.
Experience selling to financial advisors, RIAs, or broker-dealers.
Familiarity with lead-gen or marketing automation products.
Startup or early-stage sales experience.
FINNY offers a competitive compensation package including:
Competitive salary, comission and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n\n\n\nABOUT THE TEAM\n\nFINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own the entire sales cycle: discovery, demo, proposal, and close.\n\n - Collaborate with BDRs to qualify and convert high-quality opportunities.\n\n - Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.\n\n - Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.\n\n - Partner with marketing and product to refine messaging and feedback from the field.\n\n - 3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.\n\n - Familiar with high-volume, high-velocity sales (25+ deals / month)\n\n - Excellent presentation and closing skills, especially with senior decision-makers.\n\n - Deep understanding of sales process management and forecasting.\n\n - Proficiency with sales tools (Attio, HubSpot, http://outreach.ioOutreach.io http://Outreach.io, LinkedIn Navigator).\n\n - Entrepreneurial, data-driven, and collaborative mindset.\n\n\n\n\nWHAT WE’RE LOOKING FOR\n\n - Experience selling to financial advisors, RIAs, or broker-dealers.\n\n - Familiarity with lead-gen or marketing automation products.\n\n - Startup or early-stage sales experience.\n\n\n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary, comission and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n\n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"eab327b9-dba2-4ddb-8e78-9568d8c4a30f","title":"Senior Account Executive, Enterprise ","department":"Account Executive","team":"Account Executive","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-06-03T12:57:27.802+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/eab327b9-dba2-4ddb-8e78-9568d8c4a30f","applyUrl":"https://jobs.ashbyhq.com/finny/eab327b9-dba2-4ddb-8e78-9568d8c4a30f/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.
The Senior Enterprise AE is a strategic revenue leader at FINNY, owning our largest and most complex deals from first conversation to signed contract. You’ll engage enterprise-level wealth management firms— broker-dealers, large RIA aggregators, and wirehouse teams—navigating multi-stakeholder buying processes and closing high-ACV contracts. You’ll also help shape how we sell at scale: refining enterprise playbooks, coaching junior AEs, and partnering with product and marketing to translate field insights into competitive advantage.
Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.
Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
Contribute field insights to inform product roadmap, positioning, and competitive strategy.
Represent FINNY at industry events and with key enterprise prospects.
Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
Partner with the VP of Sales to set quarterly enterprise targets and forecasting
7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
Familiarity with compliance and procurement processes in regulated financial services environments.
Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.
FINNY offers a competitive compensation package including:
Competitive salary, comission and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n\n\nABOUT THE TEAM\n\nFINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.\n\nThe Senior Enterprise AE is a strategic revenue leader at FINNY, owning our largest and most complex deals from first conversation to signed contract. You’ll engage enterprise-level wealth management firms— broker-dealers, large RIA aggregators, and wirehouse teams—navigating multi-stakeholder buying processes and closing high-ACV contracts. You’ll also help shape how we sell at scale: refining enterprise playbooks, coaching junior AEs, and partnering with product and marketing to translate field insights into competitive advantage.\n\n \n\n\nWHAT YOU’LL DO\n\n\n\n\nENTERPRISE SALES EXECUTION\n\n - Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.\n\n - Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.\n\n - Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.\n\n - Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.\n\n - Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.\n\n\nSTRATEGIC PARTNERSHIP\n\n - Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.\n\n - Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.\n\n - Contribute field insights to inform product roadmap, positioning, and competitive strategy.\n\n - Represent FINNY at industry events and with key enterprise prospects.\n\n\nTEAM LEADERSHIP\n\n - Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.\n\n - Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.\n\n - Partner with the VP of Sales to set quarterly enterprise targets and forecasting\n\n \n\n\nWHAT WE’RE LOOKING FOR\n\n - 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).\n\n - Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).\n\n - Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.\n\n - Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.\n\n - Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).\n\n - Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).\n\n - Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.\n\n - Familiarity with compliance and procurement processes in regulated financial services environments.\n\n - Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.\n\n \n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary, comission and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n \n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"1a014259-da9f-459b-9a3b-c8106ecacbb4","title":"Growth Strategist ","department":"Customer Success","team":"Customer Success","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-06-10T18:48:27.471+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/1a014259-da9f-459b-9a3b-c8106ecacbb4","applyUrl":"https://jobs.ashbyhq.com/finny/1a014259-da9f-459b-9a3b-c8106ecacbb4/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.
Win customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY.
Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
Drive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.
Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.
Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.
Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.
Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.
Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.
4+ years of Customer Success or related client-facing experience in SaaS
Experience onboarding and supporting customers in a fast-growing startup
Strong communication skills with the ability to coach, guide, and motivate customers
Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs
Experience partnering with product teams and influencing roadmap
Tech savvy; eager to learn new technologies and keep up with our every-changing product
Strong problem-solving ability; thrives in ambiguity and builds structure from scratch
High ownership mindset—holds themselves accountable for customer outcomes
Experience in fintech, wealth management, or marketing tech
Background in consulting, finance, or operations
Comfortable working with customers with various degrees of technology, prospecting, and marketing experience
Ability to build documentation, training programs, and internal processes
Familiarity with CRM tools, customer health scoring, or customer engagement platforms
You elevate everyone around you with clear communication and strong organizational habits
You enjoy wearing multiple hats and stepping into areas outside your job description when needed
You are energized by customer interaction and internal collaboration in equal measure
You iterate quickly, gather feedback often, and move fast without sacrificing quality
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n\n\nABOUT THE TEAM\n\nThe Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.\n\n\n\n\nWHAT YOU'LL DO\n\n - Win customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY.\n\n - Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.\n\n - Drive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.\n\n - Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.\n\n - Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.\n\n - Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.\n\n - Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.\n\n - Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.\n\n\nWHAT WE'RE LOOKING FOR\n\n - 4+ years of Customer Success or related client-facing experience in SaaS\n\n - Experience onboarding and supporting customers in a fast-growing startup\n\n - Strong communication skills with the ability to coach, guide, and motivate customers\n\n - Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs\n\n - Experience partnering with product teams and influencing roadmap\n\n - Tech savvy; eager to learn new technologies and keep up with our every-changing product\n\n - Strong problem-solving ability; thrives in ambiguity and builds structure from scratch\n\n - High ownership mindset—holds themselves accountable for customer outcomes\n\n - Experience in fintech, wealth management, or marketing tech\n\n - Background in consulting, finance, or operations\n\n - Comfortable working with customers with various degrees of technology, prospecting, and marketing experience\n\n - Ability to build documentation, training programs, and internal processes\n\n - Familiarity with CRM tools, customer health scoring, or customer engagement platforms\n\n - You elevate everyone around you with clear communication and strong organizational habits\n\n - You enjoy wearing multiple hats and stepping into areas outside your job description when needed\n\n - You are energized by customer interaction and internal collaboration in equal measure\n\n - You iterate quickly, gather feedback often, and move fast without sacrificing quality\n\n \n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n \n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"8dd5c825-d929-443d-be1b-58e46b2ca1ca","title":"Growth Marketing Manager ","department":"Marketing","team":"Marketing","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-07-21T15:24:03.314+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/8dd5c825-d929-443d-be1b-58e46b2ca1ca","applyUrl":"https://jobs.ashbyhq.com/finny/8dd5c825-d929-443d-be1b-58e46b2ca1ca/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
FINNY shows up in the market and how efficiently we turn visibility into pipeline. Marketing works closely with Sales, Design, Product/ProdOps, and the Growth Strategy (CSM) team to translate positioning into content, campaigns, and conversion—and to make sure what we learn from the funnel feeds back into strategy.
FINNY is hiring a Growth Marketing Manager to build and own our SEO, GEO (generative engine optimization), and paid acquisition function from the ground up. This is a ground-floor, individual-contributor seat with real budget and real autonomy—you'll be the full-stack digital marketer for the company, with no team or vendors to lean on and no legacy systems to inherit. You're joining right as FINNY's brand has been sharpened and the business model has pivoted to self-serve, so you'll be building the growth engine on a fresh foundation rather than patching an old one.
You'll report to the CEO and partner closely with Marketing, Design, Sales, the Growth Strategy (CSM) team, and ProdOps. Success looks like clean, trusted attribution from click to paid client; a steady cadence of SEO/GEO and CRO wins; and a track record of proving ROI that earns the team more budget and headcount.
Own SEO and GEO strategy end-to-end — content production, technical audits, content structure, schema, backlinks, and rank tracking for both traditional search and AI/generative search.
Manage paid acquisition across Google and LinkedIn, testing new channels as warranted, with full ownership of budget and ROI/ROAS.
Build and continuously optimize landing pages and run a steady CRO test roadmap (A/B testing, funnel diagnosis) to lift demo/trial conversion.
Improve attribution and lead tracking to ensure clean, accurate measurement from visitor to paying client.
Track and report weekly against core KPIs, and communicate insights and recommendations to both technical and non-technical stakeholders.
Partner cross-functionally with Design, Sales, and the Growth Strategy (CSM) team on messaging and content, and with ProdOps on measurement and automation.
Develop and execute a 6-month content production roadmap to drive SEO/GEO growth.
5-7 years of total professional experience, including 3+ years of hands-on, in-seat digital marketing experience (SEO/SEM, paid media, or performance/growth marketing).
Hands-on SEO experience (technical + content), ideally in B2B SaaS, with real ranking/traffic outcomes to point to.
Direct ownership of paid media budgets (Google, LinkedIn, and/or Meta) with clear ROI/ROAS accountability.
Conversion rate optimization experience: landing page testing, funnel diagnosis, and A/B testing.
Fluency in web analytics and attribution (GA4 at minimum), plus comfort with an SEO platform (Ahrefs, SEMrush, or Moz), a CRM/marketing automation platform (Attio, HubSpot, or similar), a CMS (Webflow, WordPress, or comparable) with basic HTML/CSS, and a CRO/heatmap tool (Hotjar, VWO, or similar).
B2B SaaS marketing background; fintech, wealth management, or another regulated/considered-purchase vertical is a strong plus.
Comfortable working solo as the full-stack digital marketer in a small team, without a large team or big budget to lean on.
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n\n\nABOUT THE TEAM\n\nFINNY shows up in the market and how efficiently we turn visibility into pipeline. Marketing works closely with Sales, Design, Product/ProdOps, and the Growth Strategy (CSM) team to translate positioning into content, campaigns, and conversion—and to make sure what we learn from the funnel feeds back into strategy.\n\n\n\n\nABOUT THE ROLE\n\nFINNY is hiring a Growth Marketing Manager to build and own our SEO, GEO (generative engine optimization), and paid acquisition function from the ground up. This is a ground-floor, individual-contributor seat with real budget and real autonomy—you'll be the full-stack digital marketer for the company, with no team or vendors to lean on and no legacy systems to inherit. You're joining right as FINNY's brand has been sharpened and the business model has pivoted to self-serve, so you'll be building the growth engine on a fresh foundation rather than patching an old one.\n\nYou'll report to the CEO and partner closely with Marketing, Design, Sales, the Growth Strategy (CSM) team, and ProdOps. Success looks like clean, trusted attribution from click to paid client; a steady cadence of SEO/GEO and CRO wins; and a track record of proving ROI that earns the team more budget and headcount.\n\n \n\n\nWHAT YOU’LL DO\n\n - Own SEO and GEO strategy end-to-end — content production, technical audits, content structure, schema, backlinks, and rank tracking for both traditional search and AI/generative search.\n\n - Manage paid acquisition across Google and LinkedIn, testing new channels as warranted, with full ownership of budget and ROI/ROAS.\n\n - Build and continuously optimize landing pages and run a steady CRO test roadmap (A/B testing, funnel diagnosis) to lift demo/trial conversion.\n\n - Improve attribution and lead tracking to ensure clean, accurate measurement from visitor to paying client.\n\n - Track and report weekly against core KPIs, and communicate insights and recommendations to both technical and non-technical stakeholders.\n\n - Partner cross-functionally with Design, Sales, and the Growth Strategy (CSM) team on messaging and content, and with ProdOps on measurement and automation.\n\n - Develop and execute a 6-month content production roadmap to drive SEO/GEO growth.\n\n \n \n\n\nWHAT WE’RE LOOKING FOR\n\n - 5-7 years of total professional experience, including 3+ years of hands-on, in-seat digital marketing experience (SEO/SEM, paid media, or performance/growth marketing).\n\n - Hands-on SEO experience (technical + content), ideally in B2B SaaS, with real ranking/traffic outcomes to point to.\n\n - Direct ownership of paid media budgets (Google, LinkedIn, and/or Meta) with clear ROI/ROAS accountability.\n\n - Conversion rate optimization experience: landing page testing, funnel diagnosis, and A/B testing.\n\n - Fluency in web analytics and attribution (GA4 at minimum), plus comfort with an SEO platform (Ahrefs, SEMrush, or Moz), a CRM/marketing automation platform (Attio, HubSpot, or similar), a CMS (Webflow, WordPress, or comparable) with basic HTML/CSS, and a CRO/heatmap tool (Hotjar, VWO, or similar).\n\n - B2B SaaS marketing background; fintech, wealth management, or another regulated/considered-purchase vertical is a strong plus.\n\n - Comfortable working solo as the full-stack digital marketer in a small team, without a large team or big budget to lean on.\n\n \n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n \n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"6834a73d-7583-4607-aae1-163bae68dc59","title":"Growth Strategist, Enterprise ","department":"Customer Success","team":"Customer Success","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-09-14T11:55:07.095+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/6834a73d-7583-4607-aae1-163bae68dc59","applyUrl":"https://jobs.ashbyhq.com/finny/6834a73d-7583-4607-aae1-163bae68dc59/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.
Win customer relationships: Serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.
Lead onboarding and training of Enterprise Clients. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
Drive adoption: Guide Enterprise customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.
Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.
Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.
Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.
Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.
Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.
4+ years of Enterprise Customer Success or related Enterprise client-facing experience in SaaS
Experience onboarding and supporting Enterprise customers in a fast-growing startup
Strong communication skills with the ability to coach, guide, and motivate customers
Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs
Experience partnering with product teams and influencing roadmap
Tech savvy; eager to learn new technologies and keep up with our every-changing product
Strong problem-solving ability; thrives in ambiguity and builds structure from scratch
High ownership mindset—holds themselves accountable for customer outcomes
Experience in fintech, wealth management, or marketing tech
Background in consulting, finance, Enterprise SaaS or operations
Comfortable working with customers with various degrees of technology, prospecting, and marketing experience
Ability to build documentation, training programs, and internal processes
Familiarity with CRM tools, customer health scoring, or customer engagement platforms
You elevate everyone around you with clear communication and strong organizational habits
You enjoy wearing multiple hats and stepping into areas outside your job description when needed
You are energized by customer interaction and internal collaboration in equal measure
You iterate quickly, gather feedback often, and move fast without sacrificing quality
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n\n\nABOUT THE TEAM\n\nThe Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.\n\n \n\n\nWHAT YOU'LL DO\n\n - Win customer relationships: Serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.\n\n - Lead onboarding and training of Enterprise Clients. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.\n\n - Drive adoption: Guide Enterprise customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.\n\n - Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.\n\n - Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.\n\n - Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.\n\n - Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.\n\n - Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.\n\n\nWHAT WE'RE LOOKING FOR\n\n - 4+ years of Enterprise Customer Success or related Enterprise client-facing experience in SaaS\n\n - Experience onboarding and supporting Enterprise customers in a fast-growing startup\n\n - Strong communication skills with the ability to coach, guide, and motivate customers\n\n - Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs\n\n - Experience partnering with product teams and influencing roadmap\n\n - Tech savvy; eager to learn new technologies and keep up with our every-changing product\n\n - Strong problem-solving ability; thrives in ambiguity and builds structure from scratch\n\n - High ownership mindset—holds themselves accountable for customer outcomes\n\n - Experience in fintech, wealth management, or marketing tech\n\n - Background in consulting, finance, Enterprise SaaS or operations\n\n - Comfortable working with customers with various degrees of technology, prospecting, and marketing experience\n\n - Ability to build documentation, training programs, and internal processes\n\n - Familiarity with CRM tools, customer health scoring, or customer engagement platforms\n\n - You elevate everyone around you with clear communication and strong organizational habits\n\n - You enjoy wearing multiple hats and stepping into areas outside your job description when needed\n\n - You are energized by customer interaction and internal collaboration in equal measure\n\n - You iterate quickly, gather feedback often, and move fast without sacrificing quality\n\n \n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n \n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."},{"id":"f6a5117d-343d-4fcb-95fd-25aa29ff0e2a","title":"Senior Product Manager","department":"Product","team":"Product","employmentType":"FullTime","location":"New York City","secondaryLocations":[],"publishedAt":"2026-10-02T11:38:14.488+00:00","isListed":true,"isRemote":false,"workplaceType":"OnSite","address":{"postalAddress":{"addressRegion":"New York","addressCountry":"United States","addressLocality":"New York City"}},"jobUrl":"https://jobs.ashbyhq.com/finny/f6a5117d-343d-4fcb-95fd-25aa29ff0e2a","applyUrl":"https://jobs.ashbyhq.com/finny/f6a5117d-343d-4fcb-95fd-25aa29ff0e2a/application","descriptionHtml":"FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
You will work directly with the founders and own large swaths of the product surface area. This is not a feature-factory PM role, but rather an ownership role. This role is highly cross-functional and highly visible. You’ll influence onboarding, campaign systems, AI workflows, enterprise features, and more. If you want to own meaningful surface area, work directly with founders, and build something category-defining — this is the role for you.
Own product outcomes: define problems clearly, propose solutions, ship quickly, and iterate based on data and customer feedback.
Turn ambiguity into clarity: many of our biggest opportunities won’t come with clean specs. You’ll shape the roadmap, not just execute it.
Partner tightly with engineering and design: drive product from idea → spec → launch → iteration.
Obsess over customer success: deeply understand why advisors churn, why campaigns fail, and how to increase activation and retention.
Balance speed with rigor. We ship fast. You’ll ensure we ship the right things fast.
Operate at startup velocity: context switches, shifting priorities, and aggressive timelines don’t faze you.
5+ years of Product Management experience
Experience shipping products in fast-moving startup environments
Strong product judgment - you can quickly form opinions and defend them
Experience working closely with engineering teams
Experience working on B2B products
You are an owner. You don’t wait to be told what to do. If something is broken, you fix it.
You thrive in high trust / high autonomy environments. You don’t need constant oversight.
You move at the speed of light. Momentum matters to you.
You aren’t afraid of ambiguity. In fact, you like it.
You’re customer-obsessed. You care deeply about whether what we ship actually drives outcomes.
You communicate clearly and directly. You push back when needed.
You care about craft. Clean specs, sharp thinking, tight execution.
FINNY offers a competitive compensation package including:
Competitive salary and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
","descriptionPlain":"ABOUT FINNY\n\nFINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.\n\nWe've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.\n\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\n\n \n \n\n\n\n\nABOUT THE ROLE\n\nYou will work directly with the founders and own large swaths of the product surface area. This is not a feature-factory PM role, but rather an ownership role. This role is highly cross-functional and highly visible. You’ll influence onboarding, campaign systems, AI workflows, enterprise features, and more. If you want to own meaningful surface area, work directly with founders, and build something category-defining — this is the role for you.\n\n\n\n\nWHAT YOU’LL DO\n\n - Own product outcomes: define problems clearly, propose solutions, ship quickly, and iterate based on data and customer feedback.\n\n - Turn ambiguity into clarity: many of our biggest opportunities won’t come with clean specs. You’ll shape the roadmap, not just execute it.\n\n - Partner tightly with engineering and design: drive product from idea → spec → launch → iteration.\n\n - Obsess over customer success: deeply understand why advisors churn, why campaigns fail, and how to increase activation and retention.\n\n - Balance speed with rigor. We ship fast. You’ll ensure we ship the right things fast.\n\n - Operate at startup velocity: context switches, shifting priorities, and aggressive timelines don’t faze you.\n\n\n\n\nWHAT WE’RE LOOKING FOR\n\n\nMUST-HAVES\n\n - 5+ years of Product Management experience\n\n - Experience shipping products in fast-moving startup environments\n\n - Strong product judgment - you can quickly form opinions and defend them\n\n - Experience working closely with engineering teams\n\n - Experience working on B2B products\n\n\nYOUR WORKING STYLE\n\n - You are an owner. You don’t wait to be told what to do. If something is broken, you fix it.\n\n - You thrive in high trust / high autonomy environments. You don’t need constant oversight.\n\n - You move at the speed of light. Momentum matters to you.\n\n - You aren’t afraid of ambiguity. In fact, you like it.\n\n - You’re customer-obsessed. You care deeply about whether what we ship actually drives outcomes.\n\n - You communicate clearly and directly. You push back when needed.\n\n - You care about craft. Clean specs, sharp thinking, tight execution.\n\n\n\n\nCOMPENSATION & BENEFITS\n\nFINNY offers a competitive compensation package including:\n\n - Competitive salary and equity\n\n - Medical, dental, and vision insurance\n\n - Flexible paid time off\n\n - 401(k)\n\n - Food and meals provided in our NYC office\n\n - Team offsites and events\n\n\nEQUAL OPPORTUNITY EMPLOYER\n\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status."}],"apiVersion":"1"}