Own end-to-end retention and engagement for the PlannerPlus subscription product to reduce churn and increase long-term value. Translate professional-grade financial planning capabilities into approachable, delightful experiences for a mainstream audience.
Boldin
7 Remote Job Openings at Boldin
Own end-to-end design for major product surfaces, translating complex financial modeling into intuitive user experiences. Partner with PMs and engineers to define problems, validate ideas through AI-driven prototyping, and maintain Figma as the source of truth.
The role is responsible for owning and growing Boldin's presence across major social platforms to increase followers, engagement, and brand awareness. This includes developing content calendars, producing high-performing educational content, and managing community interactions.
Create and deliver comprehensive financial plans and provide ongoing or hourly advice to clients. Teach and empower clients by simplifying complex financial concepts into actionable strategies.
Own and grow Boldin's presence across multiple social platforms by creating high-performing, shareable content that simplifies financial concepts. Drive community engagement and track key growth metrics to increase brand awareness and traffic.
The Operations Manager serves as a strategic partner to the Head of Services, overseeing daily workflows and scaling the RIA and coaching business. Key duties include managing billing, ensuring compliance adherence, and optimizing the tech stack and operational dashboards.
The Video Specialist will own the entire video engine, defining the strategy, roadmap, and calendar for all content, coordinating across Growth, Product, and Brand teams. This includes leading end-to-end production for performance, product, and brand videos, and developing concepts based on emerging trends.