At a Glance
- Tasks: Lead Marloo's US market expansion and build strong relationships in the financial sector.
- Company: Join a Blackbird-backed AI platform revolutionising financial advisory services.
- Benefits: Competitive salary, equity options, and the chance to shape a groundbreaking product.
- Other info: Opportunity to represent Marloo at industry events and grow your professional network.
- Why this job: Be a founding member with the autonomy to create impactful strategies in a thriving market.
- Qualifications: 3-6 years in financial advice, with a passion for AI and a self-starter attitude.
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 US GTM Lead — AI Wealth Advisory Platform employer: Jack & Jill
Marloo is an exceptional employer, offering a unique opportunity to be the founding US Go-To-Market Lead for an innovative AI wealth advisory platform. With a mission-driven culture and significant equity upside, employees can expect to make a meaningful impact while enjoying a collaborative environment in vibrant locations like San Francisco, NYC, or Austin. The company prioritises employee growth, providing autonomy to shape strategies and the chance to work alongside industry veterans who are passionate about transforming financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Founding US GTM Lead — AI Wealth Advisory Platform
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks at conferences or local meetups. Building relationships in the RIA and broker-dealer ecosystems can open doors that a CV just can't.
✨Tip Number 2
Show your passion for AI! When chatting with potential employers, share your thoughts on how AI can transform financial services. This will not only showcase your knowledge but also your enthusiasm for the role.
✨Tip Number 3
Be ready to demonstrate your skills! Prepare for technical demos and be ready to discuss how you can help shape Marloo’s US GTM strategy. Practice makes perfect, so run through your pitch with friends or mentors.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. It shows you're genuinely interested in joining our mission-driven team and ready to make an impact from day one.
We think you need these skills to ace Founding US GTM Lead — AI Wealth Advisory Platform
Some tips for your application 🫡
Show Your Passion for AI:Make sure to highlight your genuine interest in AI and how it can transform the financial services industry. We want to see your enthusiasm for using technology to solve real-world problems, so don’t hold back!
Tailor Your Experience:When you’re writing your application, focus on your relevant experience in the US financial advice industry. We’re looking for candidates who can demonstrate their understanding of the regulatory environment and tech stacks, so make those connections clear.
Be a Builder:We love self-starters! In your application, share examples of how you've thrived in ambiguous situations and built something from scratch. This role is all about shaping our go-to-market strategy, so show us your builder mindset.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. 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, regulatory nuances, and common tech stacks like Orion and Redtail. This knowledge will help you speak confidently about how you can navigate the market and build relationships.
✨Showcase Your Builder Mindset
Prepare examples that highlight your self-starting attitude and ability to thrive in ambiguous situations. Share specific instances where you've successfully built strategies or solutions from scratch, as this aligns perfectly with the founding-level impact of the role.
✨Demonstrate Your Sales Savvy
Since you'll be owning the end-to-end GTM strategy, come ready to discuss your sales experience. Be prepared to talk about your approach to cold outreach, conducting demos, and closing deals. Use metrics to illustrate your success in previous roles.
✨Engage with Thought Leadership
Research Marloo's position in the market and think about how you can contribute to its brand presence. Prepare insights or ideas on how to represent the company at industry conferences and within professional communities, showcasing your understanding of the importance of networking.
