Chief of Staff

About Finvest

Finvest is building the world’s 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

We’re hiring a Chief of Staff to support the founding team on various product and growth initiatives. You’ll 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 — from 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 — 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.

You’ll 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

We’re a small, ambitious team redefining how people invest and manage money through an AI-native operating system. You’ll shape a product used by thousands daily and see your work directly influence how people build wealth.

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
• Take-Home Assignment - to assess how you approach real startup challenges
• Final Interview - presentation and discussion with the Founder