---
title: 'Senior Product Manager at FINNY'
canonical: 'https://feeny.ai/job/senior-product-manager-finny-new-york-3k6e2er1at38'
type: 'job'
last_seen: '2026-10-16'
---

# Senior Product Manager at FINNY

- **Company:** FINNY
- **Location:** New York, NY
- **Compensation:** $180k–$210k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-02
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.ashbyhq.com/finny/f6a5117d-343d-4fcb-95fd-25aa29ff0e2a

## 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 Role

You will work directly with the founders and own large swaths of the product surface area. This is not a feature-factory PM role, but rather an ownership role. This role is highly cross-functional and highly visible. You’ll influence onboarding, campaign systems, AI workflows, enterprise features, and more. If you want to own meaningful surface area, work directly with founders, and build something category-defining — this is the role for you.

## What You’ll Do

- Own product outcomes: define problems clearly, propose solutions, ship quickly, and iterate based on data and customer feedback.
- Turn ambiguity into clarity: many of our biggest opportunities won’t come with clean specs. You’ll shape the roadmap, not just execute it.
- Partner tightly with engineering and design: drive product from idea → spec → launch → iteration.
- Obsess over customer success: deeply understand why advisors churn, why campaigns fail, and how to increase activation and retention.
- Balance speed with rigor. We ship fast. You’ll ensure we ship the right things fast.
- Operate at startup velocity: context switches, shifting priorities, and aggressive timelines don’t faze you.

## What We’re Looking For

Must-haves

- 5+ years of Product Management experience
- Experience shipping products in fast-moving startup environments
- Strong product judgment - you can quickly form opinions and defend them
- Experience working closely with engineering teams
- Experience working on B2B products

## Your working style

- You are an owner. You don’t wait to be told what to do. If something is broken, you fix it.
- You thrive in high trust / high autonomy environments. You don’t need constant oversight.
- You move at the speed of light. Momentum matters to you.
- You aren’t afraid of ambiguity. In fact, you like it.
- You’re customer-obsessed. You care deeply about whether what we ship actually drives outcomes.
- You communicate clearly and directly. You push back when needed.
- You care about craft. Clean specs, sharp thinking, tight execution.

## 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...)

## Other roles at FINNY

- [Growth Strategist, Enterprise](https://feeny.ai/job/growth-strategist-enterprise-finny-new-york-a0tq1d7zc6a8) — New York, NY
- [Growth Marketing Manager](https://feeny.ai/job/growth-marketing-manager-finny-new-york-8shb393xbbn2) — New York, NY
- [Executive Assistant to the Founders](https://feeny.ai/job/executive-assistant-to-the-founders-finny-new-york-1e97rtx37dtm) — New York, NY
- [Growth Strategist](https://feeny.ai/job/growth-strategist-finny-new-york-ks9eq6gjbty1) — New York, NY
- [Senior Account Executive, Enterprise](https://feeny.ai/job/senior-account-executive-enterprise-finny-new-york-zbw2be8q4ztn) — New York, NY
- [Account Executive](https://feeny.ai/job/account-executive-finny-new-york-ep359g6zdqxr) — New York, NY
- [Senior Product Engineer](https://feeny.ai/job/senior-product-engineer-finny-new-york-qsysvnmkvj1d) — New York, NY
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-hrs-mohali-s2tccsw1d8k6) — Mohali, India
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-thinkific-canada-dje5jy73fy39) — Canada
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-interface-ai-san-francisco-d7ny3pq5jbdy) — San Francisco, CA