Wealth Operations & Experience Manager, Finary
Finary One
Financial portfolio tracking platform
Open for applications
Financial portfolio tracking platform
101-200 employees
Open for applications
101-200 employees
Company mission
To create a money management platform that empowers a new generation of investors to achieve their goals.
Role
Who you are
- Have previously worked with demanding, high-value clients in private banking, family offices, or luxury services
- Are able to build trust with clients, partners & advisors, communicates with tact and clarity
- Handle complex workflows with precision, leaving no room for approximation
- Have a deep understanding of financial regulation, CIF rules, KYC/AML processes with a previous experience in banking or wealth management
- Are comfortable explaining digital tools to clients, even to the less tech-savvy ones
- Can organize and manage high-end events
- Are capable of managing juniors/interns and supporting team growth
- Continuously look for ways to streamline, structure, and improve workflows
- Fluent French and English is a must
What the job involves
- At Finary, the team is composed exclusively of A-players who want to be challenged and achieve more
- We're relentlessly pushing forward to deliver the best products possible
- You'll join a thrilling and motivating environment where you'll learn a lot and have a lot of freedom and responsibilities to express your talent
- The role of the Wealth Operations & Experience Manager is to ensure that every Finary One client experiences a smooth, compliant, and high-end journey—from subscription to digital adoption—while building lasting trust
- The CSS plays a key role in ensuring operational efficiency, regulatory compliance, and top-tier client satisfaction
- Accompany Finary One clients in their investment journey, from subscription to ongoing management, all while ensuring that all steps are fully compliant
- Ensure that customers get an A+ experience while onboarding themselves on the App
- Serve as a central point of contact for clients, advisors and partners on operational or regulatory matters
- Organize high-quality Finary One events (digital or physical) to foster engagement and loyalty
- Supervise and train interns on administrative and compliance-related tasks
- Partner with Product to continuously refine internal processes, always driven by client satisfaction, to reduce delays and improve overall experience..
Application process
- Tell us why you want to join Finary
- Share with us what excites you about our mission and how you will contribute
- Make your first impression count
Our take
Finary is a comprehensive wealth aggregation platform, aimed at a new generation of investors. The company’s portfolio management platform enables investors to track their savings, real estate, crypto, stocks, new investment opportunities, and more from its web/app-based platform.
The company has both free and premium offerings, and tracks billions in assets across its community, providing real-time analytics to empower users with information to guide their own financial futures. Finary also offers over 10,000 integrations, including exclusives like Trade Republic, Interactive Brokers and eToro.
Off the back of a significant investment, the company has been focusing on building a modern private bank out of its platform. By democratizing wealth and investment tracking, Finary is well set to become the go-to portfolio aggregation platform. As it builds its investment services, the success of this new venture remains to be seen.
Freddie
Company Specialist at Welcome to the Jungle
Insights
19% employee growth in 12 months
Company
Funding (2 rounds)
Feb 2022
$9m
SERIES A
May 2021
$2.5m
SEED
Total funding: $11.5m
Company benefits
- Health Insurance
- Equity Grant
- Flexible Work Environment
- Flexible PTO
- New MacBook Pro & Other Gear You Need
- Quarterly Company Retreats
- English or French Lessons
Company HQ
Montreuil, France
Leadership
Mounir Laggoune
(Co-founder & CEO)Guest lecturer at Sorbonne Universités. Former Country Manager (DACH) at Trainline, and Country Manager (DACH) / Product Manager at Yoopies. Previously worked as a Financial Analyst at Lidl France and at Sanofi. Investor in a variety of companies, including Freetrade, Rollee and Kymono.
Julien Blancher
(Co-founder & CTO)Founder and former Technical Manager at Web Business Co. Co-Founder and former Head of Infrastructure at RecastAI. Previous Team Lead (Advanced Software Development) at Eutelsat, Head of Infrastructure (SAP Conversational AI) at SAP, and worked as a DevOps Backend Engineer at Yoopies.
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