AI-powered prospecting platform for financial advisors
FINNY builds an AI-native platform that automates prospecting for financial advisors by identifying high-intent leads from millions of data points, prioritizing them with proprietary F-Scores, and handling personalized multi-channel outreach. It serves independent RIAs, broker-dealers, and IBDs struggling with organic growth amid time constraints. This enables advisors to scale client acquisition efficiently and focus on relationships, addressing industry barriers to organic expansion.
Growth Marketing Manager responsible for building and owning SEO, generative engine optimization, paid acquisition (Google/LinkedIn), landing page optimization, and CRO from the ground up at a fintech SaaS startup. Requires 5+ years experience with hands-on SEO, paid media, analytics, and B2B SaaS marketing.
Own advisor relationships at a fintech startup, leading onboarding, adoption, and health tracking while partnering with product to improve the platform. Requires 4+ years SaaS customer success experience.
As a Senior Enterprise Account Executive, you will own the full sales cycle for enterprise accounts, building and managing a pipeline of high-value opportunities. You will lead complex deals, develop account plans, and negotiate contracts with C-suite stakeholders in the wealth management ecosystem.
Owns full sales cycle for fintech SaaS platform targeting financial advisors, from discovery to close. Requires 3-5 years B2B SaaS/fintech sales experience, quota attainment, and proficiency in sales tools like HubSpot and Outreach.
Designs, trains, deploys, and iterates on custom ML models powering search, matching, recommendations, and automations for a fintech platform. Requires strong Python, production ML experience, advanced techniques like fine-tuning and RL, and ability to handle ambiguous problems.
Senior Product Engineer owns end-to-end feature development across backend and frontend, translating product ideas into technical execution. Requires 5+ years full-stack experience with Python (FastAPI), Go, TypeScript (React), and data infrastructure tools.