Full-Time

Executive Business Partner

Multiple Teams

Posted on 9/5/2025

Monarch Money

Monarch Money

51-200 employees

Personal finance platform with advisor collaboration

Compensation Overview

$130k - $155k/yr

Remote in USA

Remote

Candidates must be based in the US.

Category
Administrative & Executive Assistance (1)
Requirements
  • 5+ years of executive assistant, executive business partner, or chief of staff–level support experience, including direct support to C-level executives in high-growth or high-visibility environments.
  • Exceptional verbal and written communication skills, with the ability to represent the founders and company to senior stakeholders, including board members and investors.
  • Proven track record of handling sensitive information with the highest degree of confidentiality and discretion.
  • Strong proficiency with tools such as Google Workspace, Slack, Zoom, and project management software; ability to adopt and optimize new tools quickly.
  • Highly organized and detail-oriented, with a strong bias for action and ability to anticipate needs before they arise.
  • Event planning and coordination experience at scale (multi-day offsites, executive summits, cross-functional retreats).
  • Demonstrated ability to thrive in dynamic, fast-paced environments, prioritizing effectively under pressure.
  • Experience within a high-growth startup environment, ideally in B2C or SaaS.
Responsibilities
  • Serve as the primary conduit and trusted partner to the founders, ensuring time and focus are aligned with strategic priorities.
  • Manage and prioritize calendars, daily workflows, and inbound requests across the founding team to maximize output.
  • Coordinate internal and external meetings, communications, and follow-ups on behalf of the founders with board members, investors, partners, and team members.
  • Build and maintain operational systems to streamline executive communications, task management, and information flow.
  • Plan and execute high-quality company and leadership events such as offsites, board meetings, and team gatherings, ensuring both flawless logistics and a polished experience.
Desired Qualifications
  • Familiarity with tools like Notion and Linear.
  • Prior exposure to fintech or consumer subscription products.

Monarch Money provides a personal finance management platform for individuals and families to gain financial clarity and confidence. It aggregates accounts, tracks spending, builds budgets, and plans cash flow across a web interface and mobile apps (iOS and Android). Users can invite partners or financial advisors to collaborate directly in the app at no extra cost, enabling shared planning and guidance. The product helps with investment planning, cash flow management, and goal setting through a subscription-based model that unlocks premium features. Monarch differentiates itself by emphasizing built-in collaboration with advisors and a user-friendly, family-oriented workflow, backed by credible investors. The company aims to foster financial resilience by helping users develop healthy financial habits and achieve their financial goals.

Company Size

51-200

Company Stage

Series B

Total Funding

$94.8M

Headquarters

San Francisco, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Series B raised $75M at $850M valuation led by FPV Ventures.
  • User growth surged post-Mint closure capturing demand.
  • $75M funds platform expansion and team growth.

What critics are saying

  • YNAB erodes users with superior zero-based budgeting.
  • Copilot Money undercuts with AI insights and lower pricing.
  • Plaid outages disrupt syncing causing high churn.

What makes Monarch Money unique

  • Monarch Money enables free collaboration with partners and advisors.
  • Monarch Money provides ad-free comprehensive financial views.
  • Monarch Money acquired Monarch.com domain for branding.

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Benefits

Remote Work Options

Company Equity

Home Office Stipend

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

0%

2 year growth

0%
DomainInvesting.com
Jul 11th, 2025
Monarch Money Acquires Monarch.com Domain

Monarch.com was acquired by Andy Booth, brokered by Sedo's Dave Evanson, and now forwards to MonarchMoney.com. Monarch, a personal finance app, recently raised $75 million in Series B funding, valuing the company at $850 million. Andrew Miller of Hilco Digital Assets confirmed the sale, though the price remains undisclosed due to an NDA. The acquisition aligns with Monarch's branding strategy.

Archynewsy
May 24th, 2025
Monarch Money Secures $75M Series B

Monarch Money, a financial wellness platform, has secured $75 million in Series B funding. This investment will be used to expand the platform's capabilities, enhance user experience, and grow the team. Monarch Money distinguishes itself with a comprehensive financial view, investment tracking, and collaborative planning features. The funding round, led by FPV Ventures and Forerunner Ventures, underscores strong investor confidence in Monarch Money's potential to revolutionize personal finance management.

FintechBits
May 23rd, 2025
The personal finance app Monarch secures an additional $75 million in funding.

The personal finance app Monarch secures an additional $75 million in funding.

CNBC
May 23rd, 2025
Monarch raises $75M amid fintech downturn

Monarch, a personal finance app, raised $75 million in a Series B round, valuing the company at $850 million. This funding comes amid a challenging period for consumer fintechs. Monarch's growth surged after Mint's closure, as it offers a paid, ad-free service. The round, led by FPV, highlights Monarch's innovative approach to financial planning. Despite a 38% decline in fintech funding, Monarch's success stands out in the current "nuclear winter" for fintech startups.

Senior Planet from AARP
Apr 7th, 2025
Save Cash With Your Phone

Forbes ranked Monarch as the "Best Replacement for Mint," and the Wall Street Journal named it the "Best Budgeting App."

INACTIVE