We've built an AI platform for finance and investment professionals that integrates with critical applications to create a unified intelligence layer. Our platform serves as the central nervous system for financial organizations, connecting disparate systems and workflows through a sophisticated AI layer.
Our platform empowers investment management professionals to streamline complex workflows through AI agents and intelligent automation, enabling better decision making and operational efficiency. We've solved two of the most complex problems applying AI to financial organizations. First is precision and accuracy which are non-negotiable in this industry. Second is building an AI system that deeply understands the entire organization, their data and workflows—both essential for building the modern investment office with AI.
We’re a seed-stage company funded by Madrona Venture Group. We work with some of the world's largest asset managers who manage trillions of dollars. We are a team with deep expertise in finance and technology and are growing fast. Our team brings decades of financial industry experience and has previously built fintech companies acquired by Nasdaq and ADP.
The Role
As an AI Implementation and Client Success Specialist, you’ll work directly with some of the world’s leading Capital Allocators — including investment offices at Endowments, Foundations, Wealth Managers, Pensions, and Retirement Systems. You’ll be their partner in reimagining investment workflows, helping them adopt AI to transform how critical financial decisions are made.
This is a highly impactful, client-facing role where you’ll have a front-row seat to implementing AI at major financial institutions. You won’t just support clients — you’ll shape how they work, guide them through AI adoption, and ensure they get maximum value from our platform.
Your responsibilities will include:
Deeply understanding client workflows and uncovering opportunities where AI can drive efficiency and insight.
Proactively monitoring platform usage, identifying gaps, and designing solutions to improve client outcomes.
Leading training sessions and workshops to help clients confidently integrate AI into their daily processes.
Bringing client insights back to our product team, directly influencing the roadmap and evolution of Finpilot.
You’ll be at the intersection of AI, finance, and client success — shaping the future of financial knowledge work while building deep expertise in both advanced AI systems and institutional investment practices.
What we're looking for
Background in financial, investment or market research and analysis
Proven ability to quickly learn and master new, complex concepts — ideally demonstrated by picking up a new financial or technical system and applying it effectively.
Hands-on experience working directly with clients or stakeholders, with a track record of going beyond standard support to design better processes or solutions.
Strong communication skills: able to translate technical or financial concepts into simple, actionable steps for clients.
Evidence of taking initiative in previous roles, especially in ambiguous or startup-like environments where they had to create structure rather than follow it.
Comfort working with data and workflows common in investment or research settings (Excel, financial data, research projects), with an eagerness to dive deeper into financial knowledge.
What we offer
Competitive salary with fully covered health benefits (including dental and vision)
Above-market equity
Opportunity to transform how finance and knowledge work is done with AI
Key role in building our AI implementation and client success team
Close collaboration with founders and leadership team
Opportunity to grow and lead AI implementation functions within the organization as we scale
You'll be joining our small and talent-dense team. This is an opportunity to define the next generation of financial systems with AI and shape the future of knowledge work.
Apply: careers@finpilot.ai