Finura
This newly created Team Leader position leads a centralised administration hub supporting the Client Account Management function within a financial planning practice. The role involves managing a small team responsible for non-client-facing administration tasks such as file preparation, fund switches, and trading. The successful candidate will provide hands-on guidance, ensure workflow efficiency, and help develop the technical skills of junior team members.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Finura.
15% below the average for this role