At a Glance
- Tasks: Lead Marloo's US market expansion and build strong relationships in the financial sector.
- Company: Join Marloo, an innovative AI platform backed by Blackbird Ventures.
- Benefits: Competitive salary, equity options, and the chance to shape a groundbreaking product.
- Other info: Dynamic role with significant growth potential and influence in the financial industry.
- Why this job: Be a founding member with the autonomy to create impactful strategies in a thriving market.
- Qualifications: 3-6 years in financial services with a passion for AI and business development.
The predicted salary is between 100000 - 140000 £ per year.
Marloo – Blackbird-backed AI platform for financial advisers.
As the first US hire, you will spearhead Marloo’s expansion into the American market. Reporting to the founders, you will define the go‑to‑market strategy, build high‑trust relationships within the RIA and broker‑dealer ecosystems, and transform early prospects into loyal customers. This is a founding‑level opportunity to scale a proven AI‑native system of record.
Location: San Francisco, NYC, or Austin, USA.
Why this role is remarkable:
- Founding-level impact as the first US employee, with the autonomy to write the expansion playbook from scratch for a product already proven in three international markets.
- Backed by Blackbird Ventures with $2.7M raised, you’ll join a mission‑driven team founded by industry veterans who personally experienced the administrative pain they are now solving.
- Significant equity upside and the chance to shape the trajectory of a hyper‑specialized AI assistant in one of the world’s largest financial services markets.
What you will do:
- Own the end-to-end US GTM strategy, from identifying ideal customer profiles and running cold outreach to conducting technical demos and closing early accounts.
- Act as the primary feedback loop between US advisers and the product team, ensuring features and compliance outputs are perfectly localized for the American regulatory landscape.
- Represent Marloo as a thought leader at major industry conferences and within professional communities to build a robust referral network and brand presence.
The ideal candidate:
- 3–6 years of experience within the US financial advice industry, specifically as an adviser, paraplanner, or in a client‑facing role at a wealth management or FinTech firm.
- Deep familiarity with the US regulatory environment and common wealth tech stacks like Orion, Redtail, or Wealthbox, enabling high‑credibility conversations with stakeholders.
- A self‑starting “builder” mindset with a track record of operating in ambiguous environments and a genuine passion for using AI to automate manual workflows.
Qualifications:
- Required skills: Business Development, Financial Services, Sales, Wealth Management, FinTech
- Required languages: English
Founding Go-To-Market Lead ($100,000–$140,000 + Equity) at Marloo employer: Jack & Jill
Marloo is an exceptional employer, offering a unique opportunity to be the first US hire in a pioneering AI platform for financial advisers. With a mission-driven culture and significant equity upside, employees can expect to shape the future of financial services while enjoying a collaborative environment backed by industry veterans. The role provides autonomy and the chance to make a meaningful impact in one of the largest markets, fostering both personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Founding Go-To-Market Lead ($100,000–$140,000 + Equity) at Marloo
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks, especially in the financial services space. Attend conferences, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge of the US financial advice industry. Whether it’s blog posts, videos, or social media updates, let people see you as a thought leader in the field.
✨Tip Number 3
Practice your pitch! You’ll need to articulate Marloo’s value proposition clearly and confidently. Role-play with friends or mentors to refine your approach and make sure you can handle any questions that come your way.
✨Tip Number 4
Apply through our website! We want to see your application directly, so make sure you submit it there. It shows us you’re serious about joining the team and helps us keep track of your application.
We think you need these skills to ace Founding Go-To-Market Lead ($100,000–$140,000 + Equity) at Marloo
Some tips for your application 🫡
Show Your Passion for AI:When writing your application, let us see your enthusiasm for AI and how it can transform the financial services industry. Share any relevant experiences or projects that highlight your passion and understanding of this tech.
Tailor Your Experience:Make sure to customise your application to reflect your experience in the US financial advice industry. Highlight specific roles or achievements that align with what we're looking for, especially in business development and client-facing positions.
Be Clear and Concise:We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where possible to make it easy for us to see your key skills and experiences at a glance.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Jack & Jill
✨Know Your Market
Before the interview, dive deep into the US financial advice industry. Understand the key players, trends, and challenges. This will not only help you answer questions confidently but also show your genuine interest in Marloo's mission.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in business development and client-facing positions. Be ready to discuss how you've successfully navigated the regulatory landscape and built relationships in the financial services sector.
✨Demonstrate Your Builder Mindset
Marloo is looking for a self-starter who thrives in ambiguous environments. Share stories that illustrate your ability to take initiative, solve problems creatively, and adapt to changing circumstances. This will resonate well with the founders.
✨Engage with Thought Leadership
Since you'll be representing Marloo at industry conferences, think about how you can position yourself as a thought leader. Prepare insights or questions related to the AI and financial services intersection that you can bring up during the interview to demonstrate your forward-thinking approach.
