Jobs at Finary(finary.com)

Own finance and investing content end to end for Finary’s YouTube channel, private wealth offering, podcasts, and other media. Responsibilities include research, scripting, packaging, fact-checking, delivery, and presenting content on camera. The role requires expert personal finance knowledge, highly accurate and concise writing, autonomous execution, and building AI-native workflows using LLMs, prompts, agents, knowledge bases, and automation.

Build and scale Finary One’s wealth-operations infrastructure for advisors and high-net-worth clients. Responsibilities include creating internal tools, automations, reconciliation and data workflows, operational rules, client-facing processes, and partner integrations. The role combines approximately 70% system building with 30% frontline client and partner interaction, requiring ownership from problem definition through deployment and continuous improvement.

Edit and prepare video content for a high-performing personal finance channel. Responsibilities include derushing footage, assembling recurring formats, adapting long-form videos into shorts and reels, managing exports and file organization, maintaining project hygiene, and improving AI-assisted production workflows. The intern will also contribute ideas for pacing, sound design, motion, and thumbnails while receiving mentorship from senior editors.

As Head of Marketing, you will lead Finary's growth strategies, build a strong brand, and assemble a high-performing marketing team. You will collaborate with the CEO and leadership to align marketing with product and business strategies, aiming to expand Finary's influence in the wealth management sector.

Execute full-funnel growth initiatives across content, SEO, CRM, paid marketing, partnerships, PR, and brand channels. Build dashboards and reports, automate repetitive marketing and data workflows, use AI extensively, and provide data-driven recommendations. The role requires shipping measurable work from week one, supporting subscriber conversion and qualified lead generation for Finary One.

Lead the FP&A function reporting to the CEO: build and maintain a driver-based 3-statement model, own budget and rolling reforecast, run monthly close and cash cadence, build unit-economics and cohort dashboards (CAC, LTV, payback), partner with product and business leads, define finance tooling, methodology and hiring for scale.