---
title: 'Executive Assistant at Marloo'
canonical: 'https://feeny.ai/job/executive-assistant-marloo-london-q32kbh7yktpz'
type: 'job'
last_seen: '2026-09-17'
---

# Executive Assistant at Marloo

- **Company:** Marloo
- **Location:** London, United Kingdom
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-17
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/marloo/4b0b4e86-f73a-4e03-af66-dc2d52abb70c

## Job description

## About Marloo

Marloo is building the AI partner for financial advisers. Advisers focus on clients while Marloo handles the rest. They guide people through the most important decisions of their financial lives and the software built for them has never been worthy of that. We intend to build the company that changes it and to become the system every advice firm in the world runs on. In under a year we have onboarded more than 1,000 paying firms across eight countries with almost zero churn. Revenue is growing 37% month on month on average. In May we raised a $10m seed led by Blackbird Ventures. Blackbird was the first and largest investor in Canva. We are at an inflection point. Join now and you will help shape the future of advice.

## The role

The office of the founders is a small team embedded at the highest level of the company, driving execution on key initiatives and making sure founder time goes to the highest value work. As Executive Assistant you will work closely with co-founders Hardy and Shak, running the detail of their days so they stay focused on leading. Calendars, inboxes, travel, team events and personal coordination all sit with you, and you will anticipate what they need before they ask, smooth the friction points and create calm in a fast moving startup.

## What you will do

As Hardy and Shak's EA you will be responsible for:

- Designing how Hardy and Shak actually operate, building the weekly rhythms, systems and AI assisted workflows that reduce noise and protect their focus, and noticing the work either of them should have handed over
- Managing both calendars and inboxes, deciding what each meeting and message actually needs
- Running triage on everything coming in, answering what you can answer yourself, directing the rest into the team, and surfacing what is left with a recommendation rather than a question
- Knowing who owns what across the company, so work reaches the right person rather than defaulting to a founder
- Saying no on their behalf, and protecting the time that matters most
- Coordinating logistics across multiple countries and time zones, from international travel to board and investor scheduling to team events
- Making sure they walk into every meeting prepared, whether that is an investor pitch, a journalist or a customer
- Keeping follow ups moving across the team, customers, investors and partners, and closing the loop so nothing needs asking about twice
- Handling confidential work with judgement, across both professional responsibilities and personal admin

That's the role, so who are you?

- You have supported a founder or CEO closely for two years or more and built real trust doing it, with depth behind one or two people rather than breadth across a leadership team
- You are comfortable with hours that flex around two founders who travel constantly, and you don't watch the clock when something needs to land
- You have the judgement to separate what is important from what is merely loud, and you make that call yourself
- You bring taste to the work, whether that is choosing the restaurant for a large customer, wording a decline, or knowing when to interrupt and when to wait
- You read people well, and can work with two founders while adapting to how each of them operates
- You are reliable, with nothing dropped, nothing chased twice and no detail lost across time zones
- You understand the value of discretion, because you will see compensation, performance, legal and investor material from day one
- You work well in startups and ambiguity, and you stay steady in a difficult week
- You are fluent with AI and use it daily, whether Claude, ChatGPT or similar, built into how you work so the routine parts of the job take less of your attention and more of it goes to judgement

## About Marloo

## Company Overview
- **One-liner**: Marloo is an AI partner for financial advisers that handles paperwork, compliance, and client context so advisers can focus on their clients.
- **Entity Type**: Private (Pre-seed/Seed stage; total funding $16.9M, latest $10M seed round in April 2026)
- **Headquarters**: Auckland, New Zealand (with offices in New York, London, and Sydney)
- **Founded**: 2025
- **Founders**: Hardy Michel, Shakeel Lala, Ben Robertson

## Core Business
- **Primary industry**: AI-powered software for financial advice (wealth management, financial planning, insurance, mortgages)
- **Target customers**: Financial advisers and support staff at firms of all sizes – from independent advisers to large multi-advisor firms (B2B)
- **Mission**: “To give every adviser the partner they deserve, remove the friction that holds them back, and unlock a level of advice that elevates the entire profession.”

## Products & Services
- **[Marloo AI Partner](https://www.marloo.com/us)**: An AI platform that goes beyond meeting note-taking. It transcribes and analyses client interactions, generates advice documents (e.g., Investment Policy Statements, financial reviews), manages tasks, fills forms, drafts emails, and builds a complete client relationship picture over time. Integrates with Zoom, Google Meet, Microsoft Teams, Webex, and Outlook/Google Calendar. Available as a SaaS product.
- **[Marloo Teams](https://www.marloo.com/us)**: Practice management overlay allowing firms to set permissions, manage billing, oversee compliance across every adviser, and move from sample-based compliance to full coverage.

## Market Standing
- **Valuation**: Not disclosed
- **Key Metric**: Total funding $16.9M (pre-seed $2.7M Oct 2025, seed $4.2M Sep 2025, additional $10M seed Apr 2026)
- **Notable Investors/Partners**: Blackbird Ventures (first and largest investor in Canva) is the lead backer; other investors from the pre-seed round include angel investors (12 participants in pre-seed, 4 in initial seed)
- **Growth Signals**: Onboarded 650+ firms in under a year across seven countries with “almost zero churn”; headcount grew 833% YoY to 20 employees; operates in 5+ countries (UK, Australia, US, New Zealand, Sweden); continues to hire rapidly (8+ active roles as of mid-2026)

## Competitive Advantages
- **Domain depth**: One third of the team are former financial advisers – the product is built “with the profession, not just for it,” ensuring real-world relevance and trust.
- **Compliance-first architecture**: SOC 2 Type 2 and GDPR compliant; designed to handle regulated document generation across multiple jurisdictions and support firm-wide oversight.
- **Full-stack AI infrastructure**: Moves beyond simple note-taking to become the central operating system for advice – handling documents, tasks, forms, and client context across all channels (meetings, phone, email, voice notes).
- **Zero churn at fast scale**: High retention indicates strong product-market fit and switching costs.

## Strategic Focus
- **Expand beyond notetaker era**: Position Marloo as the “infrastructure the profession has always needed,” enabling full compliance coverage and document automation.
- **International growth**: Already in seven countries, with stated ambition to continue scaling across jurisdictions (document generation built for 10x growth).
- **Product-led sales**: Lean team (no product managers, no backlog) – engineers talk directly to customers; GTM hires also come from the adviser community, enabling a peer-to-peer sales model.

## Why Work Here
- **Culture**: High agency, talent dense, speed and energy, “play to win”, love for customers, embrace of ambiguity. Bureaucracy stripped out – no unnecessary meetings, just the work that matters.
- **Flexibility**: Flexible work policy that prioritises in-person time but allows for travel, deep work, and family needs. Offsites for the entire team.
- **Engineering ethos**: Full-stack product engineers own what they build end to end; no product managers or backlogs. Tooling includes ChatGPT, Gemini, Cursor – whatever gives leverage. Hard problems include regulated document generation across seven jurisdictions.
- **Compensation**: Competitive salary and equity package (sliding scale to optimise for cash or equity). Perks are evolving quickly; team input into new benefits.
- **Hiring process**: Transparent and fast – intro call, hiring manager interview, case study or paid work trial, then founder interview. All applications reviewed personally.

## Sources
1. [Marloo Careers Page](https://www.marloo.com/careers)
2. [Marloo LinkedIn Profile](https://www.linkedin.com/company/gomarloo)
3. [Marloo US Website](https://www.marloo.com/us)
4. [Marloo About Us](https://www.marloo.com/us/about)

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