---
title: 'Growth Strategist at FINNY'
canonical: 'https://feeny.ai/job/growth-strategist-finny-new-york-ks9eq6gjbty1'
type: 'job'
last_seen: '2026-09-11'
---

# Growth Strategist at FINNY

- **Company:** FINNY
- **Location:** New York, NY
- **Compensation:** $130k–$150k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-10
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/finny/1a014259-da9f-459b-9a3b-c8106ecacbb4

## Job description

## About FINNY

[FINNY is a growth](https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e=) platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.

## About the Team

The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.

## What You'll Do

- Win customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY.
- Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
- Drive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.
- Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.
- Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.
- Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.
- Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.
- Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.

## What We're Looking For

- 4+ years of Customer Success or related client-facing experience in SaaS
- Experience onboarding and supporting customers in a fast-growing startup
- Strong communication skills with the ability to coach, guide, and motivate customers
- Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs
- Experience partnering with product teams and influencing roadmap
- Tech savvy; eager to learn new technologies and keep up with our every-changing product
- Strong problem-solving ability; thrives in ambiguity and builds structure from scratch
- High ownership mindset—holds themselves accountable for customer outcomes
- Experience in fintech, wealth management, or marketing tech
- Background in consulting, finance, or operations
- Comfortable working with customers with various degrees of technology, prospecting, and marketing experience
- Ability to build documentation, training programs, and internal processes
- Familiarity with CRM tools, customer health scoring, or customer engagement platforms
- You elevate everyone around you with clear communication and strong organizational habits
- You enjoy wearing multiple hats and stepping into areas outside your job description when needed
- You are energized by customer interaction and internal collaboration in equal measure
- You iterate quickly, gather feedback often, and move fast without sacrificing quality

## Compensation & Benefits

FINNY offers a competitive compensation package including:

- Competitive salary and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Food and meals provided in our NYC office
- Team offsites and events

## Equal Opportunity Employer

FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

## About FINNY

## Company Overview
- **One-liner**: FINNY provides an AI-native organic growth engine for financial advisors, automating prospect identification, outreach, and content creation to help them acquire new clients.
- **Entity Type**: Private (Startup) – Series A
- **Headquarters**: New York, New York, United States
- **Founded**: 2023
- **Founders**: Eden Ovadia (CEO), Victoria Toli (CPO), Theodore Janson (CTO)

## Core Business
- **Primary industry**: WealthTech / Financial Technology (AI-powered marketing and lead generation for financial advisors)
- **Target customers**: B2B – Registered Investment Advisors (RIAs), independent financial advisors, wealth management firms
- **Mission**: Empower financial advisors to reach the right potential clients at the right time with the right message, making organic growth efficient and scalable.

## Products & Services
- **FINNY Platform (Core SaaS)**: AI-powered growth engine that combines prospect identification (aggregating thousands of data points per lead, monitoring life triggers), prioritization (F-Score ranking based on likelihood to convert), and automated multi-channel outreach (email, LinkedIn, content). Includes content generation (posts, articles, market updates) that mimics the advisor’s voice. Recently launched **Hunter**, an autonomous AI agent that plans and executes campaigns.
- **Intent Search**: A feature that surfaces high-intent prospects by scanning signals such as new home purchases, job changes, inheritances, or retirements.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private)
- **Key Metrics**: Total Funding – USD 21.8M; Headcount – 34 employees (+272.7% YoY); Revenue – early stage (reported >11x MoM growth in early 2024)
- **Funding Rounds**:
  - Pre-Seed (Sep 2024): USD 500K led by Y Combinator
  - Seed (Dec 2024): USD 4.3M led by Maple VC and Hanover Capital
  - Series A (Dec 2025): USD 17M led by Venrock; also includes strategic investment from Josh Brown (CEO of Ritholtz Wealth Management)
- **Notable Investors/Partners**: Y Combinator, Maple VC, Hanover Capital, Venrock, Josh Brown (advisory board). Distribution partnership with Osaic.
- **Growth Signals**:
  - Won **Best in Show at Morningstar’s Annual Fintech Showcase** and **Wealthies 2025 Award** (best Marketing and Lead Generation)
  - 70+ advisory firms on waitlist before any outbound sales
  - Series A closed in Dec 2025 to accelerate product development and go-to-market
  - Frequent product launches: Multi-Channel Campaigns (Aug 2025), Intent Search (Jun 2025), Hunter agent (2026)

## Competitive Advantages
- **AI-native specialization**: Built specifically for financial advisors, unlike horizontal tools (ZoomInfo, LinkedIn, PitchBook) that lack industry-specific signals and workflows.
- **Proprietary F-Score**: Ranks prospects by likelihood to convert for each advisor-prospect pair, reducing wasted effort.
- **Regulatory compliance**: SOC compliant; data security designed for the wealth management industry.
- **Integrated content & outreach**: AI writes market updates and posts in the advisor’s voice, then distributes across channels—combining brand building with direct prospecting.

## Strategic Focus
- **Expand automation**: Shift from assisted outreach to fully autonomous “set-it-and-forget-it” campaigns (Hunter agent).
- **Deepen partner integrations**: Leverage partnerships like Osaic to reach more advisors through existing ecosystems.
- **Scale go-to-market**: Use Series A funding to grow sales and customer success teams, targeting both independent advisors and larger enterprise RIAs.
- **Continuous AI improvement**: Use every campaign outcome to refine scoring, messaging, and targeting (data flywheel).

## Why Work Here
- **Culture**: Described as “talent-dense,” office-first, and high-autonomy. Employees work closely with founders in an early-stage environment that values speed and impact.
- **Work Policy**: Office-first – 5 days per week in NYC (Chelsea HQ); no remote/hybrid options.
- **Perks/Engineering Culture**: High ownership, fast decision loops, exposure to cutting-edge AI in a regulated vertical. The company emphasizes a “most talent-dense company in NYC” hiring bar.
- **Considerations**: Early-stage volatility, shifting priorities, and external skepticism about AI prospecting effectiveness. Best suited for those who thrive in ambiguous, fast-paced settings.

## Sources
1. [finny.com](https://finny.com/)
2. [LinkedIn – FINNY](https://www.linkedin.com/company/finnyai)
3. [Y Combinator – FINNY AI](https://www.ycombinator.com/companies/finny-ai)
4. [Built In – FINNY AI Workplace Perception](https://builtin.com/company/finny-ai/faq/workplace-perception)
5. [Business Wire – FINNY Launches Multi-Channel Campaigns (Aug 2025)](https://www.businesswire.com/news/home/20250806...)
6. [Business Wire – Intent Search Launch (Jun 2025)](https://www.businesswire.com/news/home/20250609...)
7. [Business Wire – Josh Brown Investment (Mar 2025)](https://www.businesswire.com/news/home/20250313...)
8. [InvestmentNews – FINNY Series A](https://www.investmentnews.com/finny-closes-17m-series-a...)

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