Founders Associate, NYC

Posted 2 Days Ago
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New York, NY, USA
In-Office
100K-140K Annually
Mid level
Artificial Intelligence • Productivity • Software • Financial Services
The Role
Works directly with company founders to drive high-priority commercial and customer initiatives. Responsibilities include building business cases, coordinating cross-functional execution, managing stakeholder relationships, representing the company with senior clients, analyzing markets and decisions quantitatively, feeding customer insights into product roadmaps, and taking ownership of unassigned work in a fast-growing AI software company.
Summary Generated by Built In

About Marloo
Marloo is building the AI partner for financial advisors. Advisors focus on clients while Marloo handles the rest. They guide people through the most important decisions of their financial lives, and the software built for them has never been worthy of that. We intend to build the company that changes it and to become the system every advice firm in the world runs on.


In under a year we have onboarded more than 1,200 paying firms across nine countries with almost zero churn. Revenue is growing 37% month over month on average. In May we raised a $10M seed round led by Blackbird Ventures. Blackbird was the first and largest investor in Canva. We are at an inflection point. Join now and you will help shape the future of advice.

The role
Founders Associates work directly with Marloo’s founders on the most important work in the business. You will be part of a small team operating out of the office of the founders, embedded at the highest level of the company, with visibility into every major decision we make.


You take ownership of what matters most, whatever function it sits in. That means driving the initiatives that decide the quarter, picking up the gaps nobody owns yet, and carrying the work that would otherwise sit on a founder. You will watch a company scale across eight markets in real time and own pieces of it yourself within weeks.

What you will do

  • Work directly with the founders on the most important commercial and customer initiatives in the business

  • Get close enough to a problem to have a view, then build the business case for what we should do about it, and sell it to key stakeholders

  • Turn a decision into a plan with names and dates against it, and keep engineering, product and GTM moving until it is live

  • Represent Marloo with the senior leadership of our biggest firms, and be the person they call when a founder is not in the room

  • You think quantitatively. You can size a market, model a decision and know when the number you are looking at is wrong

  • Carry what you learn in the field back into the roadmap, so the next hundred firms get a better product than the last

  • Find the work nobody owns, and own it before anyone asks

  • Pitch in, because everyone at Marloo talks to customers

That’s the role, so who are you?
We are looking for exceptional people who have consistently delivered in demanding environments and want to do the most significant work of their career. Track record matters, but what we are really after is a learning rate that never levels off and an appetite to be uncomfortable.

  • You have two to four years at a top-tier consulting, investment banking, private equity or high-growth tech firm, operating at the sharp end, along with a STEM or similarly quantitative degree

  • You are a power user of AI tools, with Claude, Codex or Cursor built into how you work. You get bored solving the same problem twice and automate the repeatable parts rather than absorbing them

  • You take clear ownership, moving without perfect information and correcting course quickly

  • You write with precision, can hold a room of senior people, and earn an engineering team’s trust the same afternoon, translating complex material for any audience

  • You build alignment across functions and earn trust internally

  • You are curious about financial advice, and how firms are structured, regulated and paid. You do not need to know it already, but the curiosity is not optional

  • You are in the office five days a week in NYC and up for travel

Skills Required

  • Two to four years of experience at a top-tier consulting, investment banking, private equity, or high-growth technology firm
  • STEM or similarly quantitative degree
  • Proficiency with AI tools such as Claude, Codex, or Cursor
  • Ability to take ownership, operate with incomplete information, and adapt quickly
  • Strong written and verbal communication skills, including presenting to senior stakeholders
  • Ability to translate complex material for different audiences and earn engineering team trust
  • Ability to build cross-functional alignment and internal trust
  • Curiosity about financial advice firms, including their structure, regulation, and compensation
  • Availability to work in the NYC office five days per week
  • Willingness to travel
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The Company
25 Employees
Year Founded: 2025

What We Do

Marloo is an AI assistant transforming how financial advisers work.

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