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FINNY
New York City, New York, United States
Source: FINNY careers · View original posting
From FINNY's posting. “We” and “our” refer to the employer.
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.
The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.
Compensation
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.
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