MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, personalization; and shortening the distance to an informed action.
In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
About the Role
The role will be responsible for overseeing MoneyLion’s new financial planning offering, forecasting, and analysis to support strategic business initiatives. This role will work cross-functionally with leadership, product teams, and key stakeholders to provide financial insights that drive business expansion and innovation. The ideal candidate has deep expertise in financial modeling, strategic planning, and fintech industry trends.
Role will be asked to be in NYC office at least 4 days per week
Key Responsibilities:- Developing MoneyLion’s Financial Planning proposition, including the ownership of our planning methodology, philosophy and advice delivery framework.
- Actively shape our product experience and customer support strategy / approach.
- Key contributor in designing our approach to specialized Financial Planning, with our MoneyLion members - which will be characterized as (i) digital first, with certain live / in-person elements, (ii) and scalable.
- Act as an expert on our in house tools to assist with the product roadmap.
- Responsible for plan development and plan review with members.
- Manage all client inquiries, escalations and onboarding support.
- Support the product development and marketing efforts to ensure messaging alignment.
- Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
- CFP designation
- A minimum of 3+ years of member facing planning experience
- A minimum of 5+ years of experience in financial planning, corporate finance, or strategic finance, preferably in the fintech or technology sector.
- Proven track record of leading financial planning functions, including budgeting, forecasting, and financial analysis.
- Strong financial modeling skills with expertise in Excel and financial planning tools (e.g., Adaptive Insights, Anaplan).
- Experience working in a fast-paced, high-growth environment with a strong ability to adapt to change.
- Excellent written and communication skills with the ability to present complex financial data to non-financial stakeholders.
- Strong leadership and team management skills, with experience mentoring and developing finance professionals.
- Knowledge of fintech industry trends, regulatory considerations, and competitive landscape.
- Fully embrace technology and are keen to embrace Artificial Intelligence, and find ways to leverage this emerging technology.
- Have a passion empowering people to reach their financial goals and strive to provide an exceptional, high-quality member experience as part of a team
The annual base salary for the Certified Financial Planner is expected to be between $180,000 to $195,000. Base salary is one component of MoneyLion's total compensation package, which includes 401(k) match, multiple health insurance options, disability coverage, life insurance, and unlimited paid time off for salaried positions. Actual salaries will vary based on a candidate’s qualifications, experience, skills, and competencies related to the role.
We value growth-minded and collaborative people with high learning agility who embody our core values of teamwork, customer-first and innovation. Every member of the MoneyLion Team is passionate about fintech and ready to give 100% in helping us achieve our mission.
Working At MoneyLion
At MoneyLion, we want you to be well and thrive. Our generous benefits package includes:
- Competitive salary packages
- Comprehensive medical, dental, vision and life insurance benefits
- Wellness perks
- Paid parental leave
- Generous Paid Time Off
- Learning and Development resources
- Flexible working hours
MoneyLion is committed to equal employment opportunities for all employees. Inside our company, every decision we make regarding our employees is based on merit, competence, and performance, completely free of discrimination. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Within that team, no one will feel more “other” than anyone else. We realize the full promise of diversity and want you to bring your whole self to work every single day.
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