About FINNY

FINNY is a growth 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.