Teams at Finary(finary.com)

Lead a five-person operations team while building the systems, automations, rules, and AI agents that support regulated wealth aggregation and investment products. Partner with Product, Engineering, and Compliance to detect issues proactively, determine which work should remain human-led, improve client interactions, and turn solutions into reusable operating systems. Coach team members to increase their capabilities and maintain high service standards.

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.