Chief of Staff

About Finvest

AI Wealth Manager

The role

**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.

Skills

• Growth design