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FINNY is a growth platform for financial advisors seeking to own large portions of the product surface area. You will work directly with the founders, influencing onboarding, campaign systems, AI workflows, and enterprise features. This is a highly visible ownership role, not a feature factory.
You will shape roadmaps, collaborate with engineering and design, and drive product from idea to launch with data-driven iteration, focusing on reducing advisor churn and boosting activation and retention.
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.
FINNY offers a competitive compensation package including:
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.
Compensation Range: $180K - $210K