USD per year
Chief of Staff
$85K - $120K San Francisco, CA, US Job type Full-time Role Operations Experience 1+ years Visa US citizen/visa only Skills Growth design
About the role
About Finvest
Finvest is building the worlds first AI wealth advisor - designed to help everyday investors invest smarter and build lasting wealth. Our mission is simple: turn ordinary investors into wealth builders and give their money the superpowers it deserves.
About the Role
Were hiring a Chief of Staff to support the founding team on various product and growth initiatives. Youll work directly with the founding team to build product-led growth loops, optimize acquisition funnels, and drive engagement through data, experimentation, and storytelling. This role sits at the intersection of product, data, and marketing - ideal for someone who loves both the art and science of growth.
In This Role, You Will
- Build and optimize onboarding, activation, and retention flows that drive sustained engagement.
- Lead data-driven growth experiments across product and marketing 1 in-app feature tests to channel optimization.
- Partner with design, engineering, and content to craft user journeys that convert and delight.
- Develop and execute multi-channel marketing campaigns (social, influencer, paid, and lifecycle) to acquire and re-engage users.
- Own growth analytics and funnel dashboards 1 track CAC, LTV, activation, and retention, and translate insights into roadmap priorities.
- Collaborate with creators and performance marketers to test messaging, visuals, and CTAs for higher conversion.
- Bridge product and brand storytelling, ensuring every experiment strengthens both performance and trust.
Youll Thrive in This Role If You
- Have 2Y+ experience in consulting, investing or marketing at D2C companies
- Understand how to combine product mechanics and marketing psychology to drive compounding growth.
- Are fluent in data - funnel analysis, cohort tracking, CAC payback, and A/B testing frameworks.
- Can move seamlessly between creative ideation and technical execution.
- Have a bias toward speed and experimentation - testing, learning, and iterating fast.
- Are excited to build a product that helps millions invest smarter with AI
Why Finvest
Were a small, ambitious team redefining how people invest and manage money through an AI-native operating system. Youll shape a product used by thousands daily and see your work directly influence how people build wealth.
About the interview
Application Process
To apply, email careers at getfinvest.com with the subject Application for CoS role and include the following:
- LinkedIn Profile
- Resume
- One paragraph (200 words or less) on why you want to work at Finvest
- One idea to improve our app (100 words or less)
Overall Process
- Application Review - shortlisting based on your submitted materials
- Screening Call - initial conversation with a founding team member
3. Take-Home Assignment - to assess how you approach real startup challenges
- Final Interview - presentation and discussion with the Founder
Finvest is an AI wealth manager that puts the power to grow wealth in everyone’s hands. Provides tools once reserved for the wealthy, now made simple, fast, and accessible. Helps analyze portfolios, uncover hidden opportunities, and make smarter investment moves. Supports a wide range of assets including stocks, ETFs, stock bundles, bonds, and T-Bills. Integrates with major brokerages and banks like Robinhood, Fidelity, Charles Schwab, Wealthfront. Security features include multi-factor authentication (MFA) and 24/7 system monitoring. Core platform is free; treasury investment pricing available online.
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