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Marloo

AI partner automating advisers' administrative tasks

Founders Associate

Business OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $140k /yr

About the Job

Requirements

  • You have two to four years at a top-tier consulting, investment banking, private equity or high-growth tech firm, operating at the sharp end, along with a STEM or similarly quantitative degree.
  • You are a power user of AI tools, with Claude, Codex or Cursor built into how you work.
  • You take clear ownership, moving without perfect information and correcting course quickly.
  • You write with precision, can hold a room of senior people, and earn an engineering team’s trust the same afternoon, translating complex material for any audience.
  • You build alignment across functions and earn trust internally.
  • You are curious about financial advice, and how firms are structured, regulated and paid. You do not need to know it already, but the curiosity is not optional.
  • You are in the office five days a week in NYC and up for travel.

Responsibilities

  • Work directly with the founders on the most important commercial and customer initiatives in the business.
  • Get close enough to a problem to have a view, then build the business case for what we should do about it, and sell it to key stakeholders.
  • Turn a decision into a plan with names and dates against it, and keep engineering, product and go-to-market moving until it is live.
  • Represent Marloo with the senior leadership of our biggest firms, and be the person they call when a founder is not in the room.
  • Think quantitatively: size a market, model a decision and identify when a number is wrong.
  • Carry what you learn in the field back into the roadmap, so the next hundred firms get a better product than the last.
  • Find the work nobody owns, and own it before anyone asks.
  • Pitch in, because everyone at Marloo talks to customers.

About the Company

Marloo

AI partner automating advisers' administrative tasks

Marloo is an AI assistant for financial advisers that automates administrative and compliance tasks, letting advisers focus on clients. It works by connecting to meetings and communications (Teams, phone, voice notes) and client files to draft meeting notes, turn decisions into tasks, autofill forms, generate bespoke advice documents in the adviser’s voice, and manage follow-ups. It emphasizes encryption and regional data handling to fit regulated firms. Its advantage over competitors comes from acting as a central operating system for advisory firms, handling end-to-end processes from first meeting to final document across multiple channels. Its goal is to expand internationally (UK, Australia, US) and deepen the product so it becomes the primary operating system for advisory firms.

Company size
11-50
Company stage
Seed
Total funding
$12.7M
Headquarters
Auckland, New Zealand
Founded
2025

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