We are looking for a Chief of Staff to join our team in San Francisco. In this role, you will work directly with the CEO on initiatives across product, marketing, and operations.
This is a part-time role, with the potential to transition into a full-time role based on mutual fit and business needs.
What you will do
There is not a defined set of responsibilities for this role. We’re looking for someone who is willing to wear multiple hats and help out wherever needed to move things forward. Some of your responsibilities might include:
Help build out marketing artifacts and drive growth campaigns
Manage compliance requirements for being an RIA
Setup interviews with users and run day-to-day customer support
Conduct functional testing of new features and updates before rollouts
Analyze data to provide insights for improving the product and customer experience
What you are good at
You take ownership and can get things done with limited guidance
You are resourceful, scrappy, and are not afraid to pick up new skills
You can interact effectively with team members, customers, and various stakeholders
Skills Required
- Ability to drive growth campaigns and manage marketing artifacts.
- Experience managing compliance for being an RIA.
- Skills in conducting user interviews and supporting customers.
- Experience with functional testing of product features.
- Ability to analyze data for product improvement.
What We Do
We are building the first AI-powered wealth manager. While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having your very own personal wealth manager, accessible at all times and continuously working to optimize your money across spending, saving, and investing. Join us in redefining what’s possible for your financial future.
