RRE Portfolio Careers

Who we are:

We are a scrappy, well-funded, proven team of technology, product, data and design experts. We know how to bring complex, regulated products to market. We built industry leading products such as Marcus by Goldman Sachs and Clarity Money.

We have a culture that values being transparent, honest and agile. A place where challenging convention is welcome and discussion is encouraged.

No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun.

If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we invite you to speak with us.

What we do:

At Domain Financial Services, we provide flat fee financial planning to using a technology enabled platform

Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. Rather than sixty pages of statistics and charts, our plans are highly readable and give clients clear actionable steps based on their stated goals and what is achievable based on their lifestyle. Utilizing our unique proprietary technology, our AI platform is able to turn a client’s documents into a highly personalized financial plan.

In addition to financial planning, we provide tax planning and filing services, estate planning and investment management services. We offer investment management through the custodian, Altruist.

Here is a sample financial plan we generate for clients:

https://app.domainmoney.com/demo

Who is behind us:

Michael Kitces is on our board. Joe Duran is an advisor. We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square. These investors include Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale.

About the role:

You will be responsible for supporting our Financial Planning team and helping us deliver impeccable service to our members.

What you’ll do with us:

• Host onboarding sessions with members to ensure the data we've collected is accurate
• Support the Financial Planning team with answering member questions
• Keep the team organized and assist with product automation projects
• Assist with building out our membership learning library
• Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning
• Be an active part of a collaborative team and share best practices

What will set you apart:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification
• 1+ years experience in a client-facing financial services roles
• Exceptional investment acumen and knowledge of broader planning topics
• Strong organizational, leadership, and written communication skills
• BS or BA in Finance, Accounting, or other related major preferred
• Experience using financial services technology
• An interest in the tech industry and/or experience with start-ups
• Consumer fintech experience

Benefits:

• Comprehensive health coverage
• 401(k) plan
• Technology allowance
• PTO
• Top of market pay
• In-person team & company events

Please submit your resume for immediate consideration!