Wealth Operations & Experience Manager - Finary One

At Finary, our mission is to change how money can work for you. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!

Mounir launched Finary in 2021. Since then, Finary has made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.

A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience.

To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), and Eric Demuth (CEO of Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.

There’s never been a more exciting time to join Finary!

At Finary, you’ll join a team of top performers driven by excellence, ambition, and a shared mission to reinvent personal finance. We move fast, aim high, and value ownership above all. Our culture is demanding, transparent, and deeply collaborative. It’s not for everyone — but if you’re looking to raise the bar every day with equally driven teammates, this is the place to be.

Read more about our values here.

• A high-performing team - Work with A-players across every discipline in an environment that challenges you and helps you grow fast.

• Ownership - You’ll have freedom, responsibility, and trust from day one. We hire people for their talent, and we get out of their way.

• Impact that matters - Build a product that helps people take control of their financial future - a topic that affects everyone.

• A hybrid setup - We’re a hybrid setup company with teammates across France. We meet in person every 6 weeks in Paris.

• Competitive compensation - A package aligned with your experience and impact.

• Your degree, your school - we care about what you bring to the team.

• Ping pong tables, free laundry, or trendy perks - we focus on what truly matters.

At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.

Forget about advisors that feel like salespeople: with Finary One, we are defining the Wealth Management model.

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...

• 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

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.