SECTION I · THE BRIEF
Brief #73040Updated 21 AUG 2026SAN FRANCISCO, CAYcY COMBINATOR
Employbl Company Profile

Chief of Staff

Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries.

Location
San Francisco, CA
Company size
10–50
Posted
3w ago
Via
Yc
Section II · Full ProfileFree with an account
  • 01Comp band & equity packageLocked
  • 02Seniority & experience requirementsLocked
  • 03Interview process & rubricLocked
  • 04Hiring manager & team contextLocked
  • 05Growth trajectory in this roleLocked
  • 06Offer & decision timelineLocked

Free account · no card · 2 minutes

Chief of Staff

Finvest· San Francisco, CA, USView company profile


Job title
Chief of Staff
Job location
San Francisco, CA, US
Job description
**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.
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Where this role is based

San Francisco, CA

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Finvest headquarters

San Francisco, CA

Company size

1050 employees

Founded

2022

Total raised

$2,725,000

View company profile ↗

Funding rounds