CoinTracker
Location
San Francisco Bay Area
Salary
$235,000 - $270,000
Posted
Recently
Job Type
Full Time
Required Skills
About the Role
Elite financial planning doesn't scale. The best advisors in the world can serve ~50-100 households. We're fixing that by turning financial logic into code at Frame.
When we're done, the financial planning advice we'll provide won't just be static advice delivered once a quarter. It will execute, perform, and action personalized advice to each customer in a way that is simply not possible with legacy financial planning.
The CFP profession is getting completely reshaped by AI. Not in 10 years. This year.
We're building at Frame (inside CoinTracker, $100M raised, partners include Coinbase, TurboTax, H&R Block) to serve the millions of Americans stuck in the gap: too wealthy for roboadvisors, not wealthy enough for $500K minimums and 1% AUM fees.
Frame is an independent product incubated within the same parent company as CoinTracker, with the autonomy of an early-stage startup and the backing of a proven industry-leading crypto tax and accounting platform.
Enable world-class financial and tax planning for everyone.
You’ll run a startup within a startup, managing a small, highly motivated team towards product-market fit for an AI-powered financial planning and tax product.
Product-market fit: Hundreds of paying customers with NPS 70+ and strong organic word-of-mouth growth
AI autonomy: AI agent independently handles 80%+ of user queries without human intervention, with zero critical hallucinations
Team: Small, high-performing team that ships fast and owns outcomes
Category leadership: Frame is the recognized leading AI-native financial planning product for tech-forward Americans
As the Frame Lead, you will run Frame as a general manager — owning the business end-to-end and reporting directly to our CEO.
Product: Own the roadmap and drive toward product-market fit. Talk to customers daily. Decide what to build, what to cut, and what to test
Leadership: Manage the existing team (2 AI engineers, 1 CPA, 1 CFP). Hire and scale the team. Set operating cadence, culture, and accountability
Growth: Own customer acquisition strategy. Build and iterate on growth motions: product-led growth, content, social, network, and partnerships. Own pricing and packaging
AI product development: Work with engineers to improve AI agent quality, reduce human-in-the-loop dependency, and prevent hallucinations in financial advice
Business operations: Own the Frame P&L; set goals, track metrics, and report to the CEO. Make resource allocation and investment decisions
Customer experience: Own NPS, retention, and support quality. Ensure every customer feels like they have a world-class financial planning experience
Impact: Demonstrated ability to drive outsized business impact
Mission alignment: Hungry and motivated about giving everyone access to world-class financial planning through AI
Trust: Say what you believe. Do what you say
Communication: Able to clearly talk about the details and also zoom out to the bigger picture
People leadership & culture: Has built and led a small, high-performing cross-functional team. Low ego, high trust
Product vision & 0→1 execution: Has taken something from nothing to paying customers. Knows how to find product-market fit
AI native: Deep fluency with AI tools and AI product development. Understands what AI can and can't do today
Business ownership & GTM: Has owned revenue, growth, or P&L for a product or business. Thinks like a business owner
Founder or early employee at a startup, with hands-on experience building a product and growing a business
Demonstrated 0→1 and 1→n product chops
People leadership across functions (doesn't need to be a large team, but needs to span engineering, operations, or similar)
High agency, low ego, builder mindset
Strong AI fluency
Fintech or financial planning domain experience
Technical or AI/ML background
Consumer product experience
Experience with product-led or content-driven growth
Based in the San Francisco Bay Area
Ownership: run an entire business as general manager, reporting directly to the CEO. Product, growth, hiring, P&L — it's all yours
Upside: meaningful equity in a venture-backed company (Accel/YC, $100M+ funded) at the ground floor of a new product line
Impact: build the category-defining AI financial planner. Help hundreds and eventually millions of people build more wealth for their families
Team: small, high-trust, high-autonomy team. No bureaucracy. Ship fast
Resources: startup blank slate with established-company backing (legal, finance, recruiting, infra)
You want a well-defined role at a large company with clear swim lanes
You prefer process and alignment over speed and ownership
You need someone else to tell you what to build
You aren't comfortable managing both engineers and non-technical team members
You think AI is overhyped or are waiting to see how it plays out
You want to manage; you don't want to do
The starting salary for this position is between $235,000 - $270,000. This role is based in the San Francisco Bay Area. The actual compensation offered will be based on a variety of job-related factors, including relevant skills, education, and experience. This position also includes equity in the company and benefits like medical, dental, vision, 401(k), life insurance, and PTO.
Benefits
