We are not your standard Financial Services firm.
We are operators first.
We've been through the fires that come with building startups, and we're motivated to do it again — as a team of operators committed to driving great outcomes for each other and, most importantly, our clients.
How we work:
We make quick decisions, backed by sound experience, that put our clients first.
We are responsive and mindful of our clients’ timelines and needs.
We prioritize accuracy and detail orientation while balancing pace.
We have fun!
We love supporting our clients through all the different stages of their businesses.
We like to move quickly and have daily impact on our clients’ businesses.
We enjoy partnering both internally and externally to get shit done.
We embody and encourage a work hard, play hard mentality
Where we work
We are a remote-first company and will stay that way!
We are in Google and Slack primarily and most of our clients are too.
For some clients you may have a client email, for others it will be to your firm email - we trust you to develop a system to manage that.
We come together as a team a few times a year to connect, plan, and play.
Why You’ll Love Working Here:
You get to move quickly, and see your impact daily.
You get to operate autonomously and will get ongoing feedback.
You will learn more in 3 months here than in a year elsewhere.
Why we may not be for you:
You are looking for structure and/or instructions.
You want consistent workloads and client types.
You want a clearly mapped out career path.
"I have learned SO much and really enjoy working with everyone here"
— Zeroto20 Employee