RRE Portfolio Careers

Most financial plans are 60-page PDF graveyards. At Domain Money, we’ve replaced the "chart-heavy" clutter with a proprietary technology-enabled platform that turns complex documents into actionable, readable roadmaps. We go beyond giving advice, and become an impactful partner in our clients’ financial lives.

Join a scrappy, well-funded team of technology, product, and design experts helmed by Adam Dell, who built industry leaders like Marcus by Goldman Sachs and Clarity Money. Backed by Michael Kitces and Joe Duran, we are honored to be supported by the investors behind Venmo, Betterment, NerdWallet, and Square—including Bessemer, Maveron, RRE, Marc Benioff, and Joe Lonsdale.

We provide flat-fee financial planning, tax services, and investment management (via Altruist). As a CFP® on our team, you will:

• Lead with Advice: Onboard and manage client relationships, providing holistic guidance on everything from asset allocation and retirement to estate planning and risk management.
• Deep Dive Analysis: Complete complex insurance needs analysis, college funding projections, and retirement savings models.
• Integrated Tax Strategy: Coordinate year-round with our CPA team to answer complex tax questions and ensure seamless filings for our clients.
• Cross-Functional Collaboration: Partner with our Customer Success and Operations teams to ensure every client issue is handled with excellence.
• Drive Growth: Provide free consultations for prospective clients, introducing them to our unique, proprietary AI platform.

• Designation: You must have held your CERTIFIED FINANCIAL PLANNER® designation for a minimum of 5 years and be committed to maintaining it.
• Intellectual Curiosity: You are a "scrappy" problem solver who is tired of legacy tech (eMoney/MoneyGuidePro) and excited by the challenge of building something new.
• Communication: The ability to turn a client’s lifestyle and goals into a highly personalized, readable financial roadmap.

• Competitive Pay: $125k – $200k base salary + meaningful equity.
• Health & Wellness: Comprehensive medical benefits and a flexible leave policy.
• Work/Life Integration: Vacation and personal days are generous and paid. Work hard and relax when you like.
• The Best of Both Worlds: This is a Remote position, but you are always welcome at our office in SOHO.

Rather than sixty pages of statistics, our plans give clients clear actionable steps. Check out our proprietary technology in action here: https://app.domainmoney.com/demo

If you have the creative passion to challenge convention, we invite you to speak with us. Submit your resume for immediate consideration!