The AI CRM for financial advisors. Marloo connects client records, custodian accounts and market data to find the work worth doing, and does it for you. Backed by Blackbird Ventures.
About the role
Work directly with the founders on the most important commercial and customer initiatives in the business Get close enough to a problem to have a view, then build the business case for what we should do about it, and sell it to key stakeholders Found on 1752vc Careers, the job board for startup and VC roles.
More about this role
About Marloo
Marloo is building the AI partner for financial advisors. Advisors focus on clients while Marloo handles the rest. They guide people through the most important decisions of their financial lives, and the software built for them has never been worthy of that. We intend to build the company that changes it and to become the system every advice firm in the world runs on.
In under a year we have onboarded more than 1,200 paying firms across nine countries with almost zero churn. Revenue is growing 37% month over month on average. In May we raised a $10M seed round led by Blackbird Ventures. Blackbird was the first and largest investor in Canva. We are at an inflection point. Join now and you will help shape the future of advice.
The role
Founders Associates work directly with Marloo’s founders on the most important work in the business. You will be part of a small team operating out of the office of the founders, embedded at the highest level of the company, with visibility into every major decision we make.
You take ownership of what matters most, whatever function it sits in. That means driving the initiatives that decide the quarter, picking up the gaps nobody owns...
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