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.
This is the first hire that sits at the center of our Founders at FINNY, directly supporting our three co-founders as they lead the company through an exciting period of growth. This role will own the operational backbone that keeps leadership running at full speed — calendars, travel, office operations, and the day-to-day logistics that let the founders focus on building. This team touches every part of the company, acting as a connective layer between leadership and all internal functions, and is often the first to know where things are moving and what needs to happen next.
We're looking for an Executive Assistant & Office Manager to join FINNY and become a trusted right hand to our three co-founders. This role exists because our Founders are moving fast and need a sharp, dependable operator who can manage their time, anticipate their needs, and remove friction before it shows up. You'll handle everything from complex multi-leg travel itineraries and packed calendars to stocking the office and coordinating team meals — no task is too big or too small.
You'll work directly with the founders daily and coordinate closely with Finance, People, and other teams as we expand our physical footprint. Success in this role looks like founders who never miss a meeting, travel that runs smoothly, an office that hums, and leadership that trusts you completely to handle the details.
Own end-to-end calendar management for all three co-founders, including scheduling, prioritization, and resolving conflicts across time zones
Plan and book all founder travel — flights, hotels, ground transportation, visas, and detailed itineraries — and travel alongside founders when needed
Manage day-to-day office operations including ordering supplies, food, snacks, and catering for team meals and events
Serve as the primary point of contact for office vendors, building management, and facilities as FINNY expands to new locations
Anticipate founder needs and proactively solve problems before they escalate — from prep materials for key meetings to last-minute logistics
Coordinate internal and external meetings, including board meetings, team offsites, and executive dinners
Support special projects and company initiatives as directed by the founders
3+ years of experience as an Executive Assistant, Chief of Staff, Coordinator, or Office Manager, ideally supporting C-suite or founder-level executives
Exceptional organizational skills with the ability to juggle competing priorities without dropping the ball
Strong communication skills — professional, clear, and confident with both internal teams and external partners
Demonstrated ability to exercise sound judgment and handle sensitive information with discretion
Comfortable with frequent travel and flexibility around founders' schedules, including occasional evenings or weekends
Proactive self-starter who thrives in fast-paced, ambiguous environments and doesn't wait to be told what to do
Prior experience at a startup or high-growth company where roles evolve quickly
Experience managing office buildouts or supporting physical expansion to new locations
Familiarity with executive travel tools, expense platforms, or office management software (e.g., Concur, Ramp, Notion)
Experience supporting multiple executives simultaneously across different working styles
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
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.
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