Automate operational workflows across financial services, from submission intake & underwriting to client onboarding, account opening, and advisor transitions. Backed by Index.
About the role
This is a hands-on role for someone who loves bringing events and programs to life and can manage the details from beginning to end. You’ll own the execution of Feathery’s North America field marketing programs — from sponsorships, vendors, booths, attendee communications, and onsite logistics through Sales coordination, lead capture, follow-up, and reporting.
More about this role
Feathery is the AI operating system for financial institutions.
With hundreds of clients and over $30 million raised, Feathery is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on Feathery, from onboarding and risk assessment to reconciling systems and generating proposals and reports.
At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle.
We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others.
We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work...
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