Addition

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. Addition is growing rapidly, and we’re hiring a Senior Data Analyst. This individual will work closely with the founder and founding team to help identify big opportunities, execute, and will play a key role in the company’s growth. The right individual is smart, scrappy, and be ready to dive into whatever what needs to be done. As a critical member of our team, you will work directly with the executive team, as well as collaborate across product, design, engineering, and marketing teams to drive reporting and uncover key insights. We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all. Who You Are - 3–5 years of experience in a data analyst role within a fast-paced, analytical environment--preferably a high-growth startup - Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions. - Strong SQL skills and experience with modern BI tools - Comfortable working without clean schemas or a well-defined metrics layer - Strong analytical and problem-solving skills, with a proven ability to translate ambiguous questions into clear, data-driven narratives. - Self-starter who thrives in a dynamic, high-accountability environment and can work autonomously while collaborating effectively with diverse teams. - Experience designing, maintaining, and optimizing data models, dashboards, and reporting pipelines. - Excellent communication skills, capable of distilling complex data into actionable insights for technical and non-technical audiences alike. - Passionate about our mission to make personalized financial expertise more inclusive and accessible. Additional Preferred Skills: - Experience with product analytics and event-based data (Segment, Amplitude, Mixpanel, etc.) - Familiarity with SaaS or fintech metrics: engagement, activation, retention, NRR - Python or R for analytical scripting - Comfort with AI tools in analysis workflows - Interest or experience in data science (modeling, experimentation, statistical analysis). This is not the job today, but the role has a path there. What You’ll Do - Stand up dashboards that replace legacy spreadsheet, starting with the metrics leadership needs to run the business - Surface conversion patterns, lead quality signals, and pipeline insights for the sales team - Support executive decision-making with clear, data-backed recommendations and scenario modeling. - Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management. - Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing. - Own the rhythm of recurring reporting and business reviews - Handle ad hoc analysis for leadership. Urgent, time-sensitive questions are part of the job, and you will help build the system for managing that tension against planned work. - As the data function matures, there is room to grow into product analytics, experimentation, and data science. We want someone who can scale with us. Perks & Benefits - Competitive salary - 401(k) & Employer Match - Work from anywhere - Health insurance & wellness benefits - Equity compensation - Generous parental leave - Unlimited vacation - Company offsites - Unlimited access to financial professionals $120,000 - $155,000 a year Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role We are looking for an Enterprise Revenue Operations Manager to support our go-to-market organization by aligning sales, marketing, and operations and bringing structure to the activities that drive revenue growth, including industry events, conferences, and client meetings. Reporting to the Head of Business Development, this person will play a key role in supporting the sales cycle, improving scale and consistency across our go-to-market motion, mapping target accounts, identifying opportunities to leverage industry relationships, coordinating across internal stakeholders, and preparing presentations and materials for external engagements. This is a high-impact role with the opportunity to strengthen go-to-market execution and support the company’s growth trajectory. What You’ll Work On: - Support CRM management, including pipeline tracking, data governance, and overall CRM hygiene, supporting sales and marketing - Build and maintain account and organizational maps for financial institution targets to support enterprise sales strategy and stakeholder engagement - Coordinate industry conferences and events in partnership with marketing, including prospect targeting, meeting scheduling, pre-event outreach, post-event follow-up, and pipeline tracking - Lead cross-functional project management for key go-to-market initiatives, coordinating across sales, marketing, and leadership to keep priorities on track, ensure clear ownership and follow-through, and drive timely execution against revenue goals. - Support pipeline reporting and forecasting for a range of internal stakeholders, ensuring accuracy and supporting the creation and iteration of materials - Review pipeline deals to identify the strategies, actions, and patterns behind successful outcomes and turn those insights into repeatable best practices. - Prepare and manage sales materials that support pipeline progression and deal conversion What We're Looking For: - 5+ years of experience in enterprise sales revenue operations, sales operations, or go-to-market operations, particularly in the fintech or financial services industry. - Strong experience managing and maintaining CRM systems including pipeline management, reporting and data hygiene. - Demonstrated ability to leverage multiple sources to map complex enterprise organizations and support account-based sales strategies targeting financial institutions. - Experience preparing for industry conferences and events, including prospect identification, meeting scheduling, and post-event pipeline tracking. - Proven project management skills with the ability to lead cross-functional initiatives across sales, marketing and executive leadership - Exceptional organizational skills with the ability to manage multiple initiatives and competing priorities in a fast-paced environment. - Detailed-oriented with strong communication skills and the ability to collaborate with senior leadership and executives. We also offer great benefits & perks including: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. $120,000 - $170,000 a year Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role We are looking for an Enterprise Sales Account Executive to drive new business growth across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. Reporting to the Head of Business Development, you will own enterprise sales opportunities from prospecting through close, build relationships with senior stakeholders, and represent Addition Wealth across the market. This role is ideal for a high-performing individual contributor who thrives in complex sales cycles, is excited to spend significant time in the market, and can build momentum through conferences, events, and direct industry engagement. This is a high-impact role with the opportunity to help expand Addition Wealth’s presence across the financial services landscape. What You’ll Work On: - Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. - Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles. - Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships. - Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value. - Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments. - Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy. - Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process. What We're Looking For: - 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem - Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth - Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures - Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously - Willingness to travel up to 50% for conferences, industry events, and client meetings - Experience building relationships with C-level executives and senior stakeholders across large organizations - Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers - Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates. Perks & Benefits: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. $200,000 - $300,000 a year Salary ranges are determined by role, level, and location. The range displayed reflects the target cash compensation range, including base compensation and commissions, for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About The Role At Addition Wealth, design is fundamental to how users interact with and understand their financial lives. We are looking for a Senior Product Designer to join our team and create thoughtful, impactful experiences that empower users to make confident financial decisions. Our design team works cross-functionally with product managers and engineers to simplify complex financial concepts, translating them into clear, accessible product experiences. This role requires a designer who can effectively identify user problems, explore and vet solutions, and deliver polished designs that balance usability, clarity, and trust. You will be responsible for owning product areas end-to-end, partnering closely with product and engineering teams to ship significant features, and contributing to the development of our design systems and product foundations. We seek a collaborative, thoughtful, and highly communicative individual who thrives in ambiguity and can craft high-quality experiences that deliver measurable value. What you'll bring: - 5+ years of experience designing complex digital products. - Proven ability to own product areas from problem definition through shipped solutions. - Experience in contributing to or building scalable design systems. - Strong product thinking and UX fundamentals, with a knack for simplifying complex problems. - Ability to navigate ambiguity and quickly evolving product requirements. - Experience collaborating closely with product managers and engineers to deliver high-quality products. - Excellent communication skills, capable of clearly articulating design decisions and tradeoffs. - A collaborative spirit that positively contributes to team culture. Bonus Points for: - Experience designing financial products or fintech experiences. - Experience designing for users with varying levels of financial literacy. - Experience working on early-stage or fast-growing product teams. We also offer great benefits & perks including: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. $120,000 - $170,000 a year Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.