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FinvestFinvestSan Francisco, CA

Chief of Staff

Works directly with CEO on cross-functional initiatives including marketing, compliance, customer support, feature testing, and data analysis to drive product and growth. Part-time role with potential to go full-time; requires ownership, resourcefulness, and stakeholder interaction.

Salary not listed
HybridBusiness Operations

About the role

Responsibilities

  • 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

Requirements

  • Take ownership and can get things done with limited guidance
  • Resourceful, scrappy, and not afraid to pick up new skills
  • Interact effectively with team members, customers, and various stakeholders

Skills

Customer SupportFunctional TestingData AnalysisMarketingComplianceGrowth Campaigns
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