SyntheticFi

Position Overview  SyntheticFi is growing at an extraordinary 20%+ MoM over the past year, powered by a product that our target customers - financial advisors (RIAs) - already view as a true differentiator for their practice, helping them retain AUM and win new clients.  With a proven product and strong inbound demand, we’re now at an inflection point. Scaling further requires building a durable, flexible capital layer that can support rapid client onboarding and refinancing activity. We are hiring a Head of Capital Markets to join our leadership team to design and execute SyntheticFi’s capital strategy, including structuring and securing credit facilities (e.g., delayed draw / warehouse lines) that power our lending platform. You’ll work directly with our cofounder and CIO Joseph Wang, to build and scale SyntheticFi’s financing infrastructure to support its rapid growth.  As the Head of Capital Markets, you will: Structure, execute, maintain, and expand SyntheticFi’s core credit facilities, including delayed draw and warehouse lines to support client refinancing.  Lead end-to-end debt fundraising processes, including outreach, negotiation, diligence, and closing.  Manage relationships with lenders, including family offices, HNW/UHNW individuals, credit funds, and other structured capital providers. Translate SyntheticFi’s product, collateral, and performance data into clear, compelling materials for external capital providers. Support broader fundraising efforts, including preparation of investor materials and data rooms for both debt and equity processes. What Success Looks Like: A scalable, cost-efficient credit facility that supports SyntheticFi’s growth Efficient and successful execution of capital raises Strong relationships with high-quality lending partners Clear, investor-ready data and reporting infrastructure A capital strategy that compounds and expands as the company grows Required Qualifications 5+ years of experience in capital markets, structured finance, private credit, or investment banking (LevFin / structured products) Direct experience in structuring or executing credit facilities, warehouse lines, or asset-backed financing Experience working with external capital providers, both individuals (UHNW/family office) and institutional lenders (credit funds)  Excellent communication skills, with the ability to translate complex financial concepts and operational processes to diverse audiences Ability to operate independently and drive complex processes end-to-end Preferred Qualifications  Experience working in a high-growth startup or building new financial products Experience in fintech, lending platforms, or asset-backed businesses Demonstrated ability to independently drive outreach to lenders and manage financing processes end-to-end Exposure to both debt and equity fundraising processes Compensation  We care about talent, and we show it. SyntheticFi offers a top-tier compensation and benefits package with meaningful upside options.  Base Salary: $125,000 - $175,000 Bonus: up to 10% of base salary.  Stock option compensation: 0.25-1.00%. About SyntheticFi  SyntheticFi was founded by Tony and Joseph after recognizing a critical gap in the market: affordable borrowing options for advisors and their clients. Drawing on deep expertise in both finance and technology, we built the first viable securities-backed line of credit product powered by box spreads, an institutional borrowing strategy now made accessible at scale. Since launch, SyntheticFi has grown at an extraordinary pace, sustaining 20%+ MoM growth, and is the category-defining leader in wealthtech. SyntheticFi is a YC company with a recent round from partner RIAs and wealth-tech VCs (Ritholtz, Social Leverage, NextGenVP / Brown Advisory).  Application Process To apply, please email hiring+capitalmarkets AT syntheticfi.com, with: Your resume, Your LinkedIn profile / personal website, A brief description of 1–2 relevant transactions, credit fa

Position Overview SyntheticFi is growing at an extraordinary 20%+ MoM over the past year, powered by a product that our target customers - financial advisors (RIAs) - already view as a true differentiator for their practice, helping them retain AUM and win new clients. With a proven product and strong inbound demand, we’re now at an inflection point. This is a rare opportunity for a growth & content leader to step in early and build the process and the playbook that will define SyntheticFi’s next chapter of scale. We are hiring a Head of Growth and Content to join our leadership team. This role sits at the intersection of growth marketing and content generation, turning SyntheticFi’s unique value into a scalable, repeatable pipeline. You’ll work directly with our cofounder Joseph Wang, to design and implement the growth playbook, work with top partners, and lead the team that drives SyntheticFi’s expansion nationwide. As the Head of Growth and Content, you will: Design, execute, and monitor SyntheticFi’s top-of-funnel growth strategy. Build and scale multi-channel engines across email, direct mail, and phone campaigns; paid advertising; social media campaigns; conference and podcast appearances; SEO & GEO; and other marketing strategies (press, influencer sponsorship, etc.) Own end-to-end campaign development, execution, and attribution. Launch integrated campaigns across digital, field, and partner channels, and iterate based on performance to drive a qualified pipeline Produce high-impact content across the full funnel. Create, distribute, and iterate on content for our existing and prospective RIA partners, and other channel partners, including articles, visuals, videos, and websites Partner closely with top partners and key stakeholders. Work with our top partners and serve as a key liaison between advisors, other stakeholders, and our internal teams, ensuring product and content continue to reflect real-world client needs; Build systems, processes, and feedback loops. Partner closely with Sales and CX functions to track performance, generate insights, and continuously improve growth efficiency and lead quality. What success looks like A clear, differentiated SyntheticFi narrative and brand image; Consistent, high-quality content that drives inbound interest and retention volume; Strong presence at key industry events and in relevant media; Scalable sales campaigns that generate a qualified pipeline for the sales team; Repeatable customer success (internal sales) playbooks that generate recurring volume for the CX team; A repeatable, data-driven growth engine that compounds over time. Required Qualifications 3+ years of experience building and scaling top-of-funnel growth at a high-performing B2B or B2B2C startup, ideally in SaaS, devtools, fintech, or another hyper-competitive, content-driven market. Proven experience owning content-led growth strategies and outcomes. (blogs, social media, etc.) Strategic thinker with execution ability. Comfortable setting direction and rolling up your sleeves to execute campaigns and create content. Exceptional prioritization and project management skills. You will have your plate full with projects with internal teams and outside contractors, so you must know what is needed, and when. Strong content instincts and taste; abiltiiy to explain complex ideas. You know how to craft narratives that capture attention and translate complex financial concepts into compelling messaging. Data-driven and highly iterative. You use metrics to inform decisions, but you’re comfortable operating in ambiguity and testing new ideas Exceptional communication and collaboration skills. Able to work cross-functionally with sales, CX, partners, end-clients, and leadership teams. You have, or are willing to obtain, appropriate FINRA licenses (Series 65 OR Series 7 + 66 OR exempt). You are authorized to work and are physically present in the United States. Unfortunately, we will not be considering overseas a

*At this time, SyntheticFi is unable to sponsor employment visas for this position. Applicants must be legally authorized to work in the United States without current or future sponsorship. Location: Remote (U.S. only) **\ About SyntheticFi** SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with over 300 RIA firms to provide our solutions to their clients. Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry. Why This Role Matters Operations is the backbone of SyntheticFi. As an Operations Associate, you’ll be the main liaison between SyntheticFi, financial advisors, clients, and custodian partners. You’ll help ensure accounts are opened correctly, transfers happen smoothly, advisors receive timely support, and operational issues are resolved quickly and accurately. This is more than a back-office role. You’ll have a direct impact on client experience, advisor relationships, and our ability to scale. You’ll also have the opportunity to help build and improve the operational foundation of a fast-growing fintech company. What You’ll Own Communicate daily with our custodian partners to ensure smooth paperwork processing, resolve discrepancies, and manage margin requirements. Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries. Ensure all operational activities adhere to internal policies and financial regulations. Identify opportunities to streamline workflows and enhance operational efficiency, potentially by assisting with the implementation of new software or automation tools. Collaborate with product, engineering, and leadership teams on new financial products by assessing operational feasibility, designing workflows, and testing implementation processes. Must-Haves Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions Experience supporting advisor, brokerage, wealth management, or RIA operations Strong understanding of account opening, transfers, and operational workflows Exceptional attention to detail and accuracy Ability to prioritize and manage multiple tasks in a fast-paced environment Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues Strong communication and relationship management skills Nice-to-Haves Bachelor’s degree in Finance, Economics, Business Administration, or a related field Experience with options, derivatives, margin lending, or securities-backed lending products Experience with SQL, Retool, Zapier, or other automation platforms Startup experience Why You’ll Love Working Here Have a visible impact in a fast-growing company where your work directly influences growth and product adoption Take ownership of meaningful projects and processes Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision Work from home with flexible hours as a part of our remote-first team

About SyntheticFi  SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. We are a team of engineers and financial experts. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with financial advisors (Registered Investment Advisors, RIAs) to provide our solutions to clients, usually high-net-worth individuals.  Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry. About the Role As our Technical Content Writer, you will create clear and engaging content across marketing materials, blog articles, sales collaterals, product and operational documentation, FAQs, social media, and other formats. You must have the ability to explain complex information clearly and practically. While we do not require financial knowledge to start with, you will become an expert on our product, so you must be curious about finance and FinTech. We believe content is a core part of our product, and we expect you to apply product development methods. You will build and own a content engine that combines user research, writing, feedback, and iteration. Location: In-person in San Francisco OR Remote About the Team You’ll work directly with company leadership, financial advisors, their clients, and other internal teams to help shape how sophisticated financial concepts and operational details are communicated to the market. We’re a small, highly collaborative team that values ownership, curiosity, execution quality, and rapid iteration. This is an opportunity to join early, build a content engine from the ground up, and have a direct impact on company growth. About You You have exceptional writing skills and a proven ability to turn complex ideas into clear, engaging content.  You have experience in product and project management, and you are especially familiar with structuring and managing the Discovery–Development–Feedback–Iteration cycle. You’re naturally curious, enjoy learning new industries, and can quickly develop expertise in highly technical subject matter. You’re based in the United States and excited to work remotely with a fast-growing startup. What You’ll Do Collaborate cross-functionally with go-to-market teams, engineering, and operations to learn and stay up-to-date about SyntheticFi product features and procedures.  Learn complex financial products and translate them into clear, engaging content Create content across multiple channels, including newsletters, blogs, social media, product documentation, video tutorials, FAQs, etc. Lead and manage the content development cycle; partner with external users and internal stakeholders to discover what content is required, develop the content, gather feedback, and continuously improve  Conduct user research to identify content opportunities Own the full content lifecycle from research and planning to writing, publishing, and optimization Leverage AI design tools (e.g., Claude, Canva) to accelerate content production while maintaining quality and accuracy   Must-Haves Exceptional writing and communication skills Proven ability to take complex topics and distill them into clear, concise, and engaging content Ability to ramp quickly on complex financial concepts and develop sufficient domain expertise to create technically accurate content·      Has personally executed the Discovery–Development–Feedback–Iteration cycle, and can own that process end-to-end Strong portfolio demonstrating real content production experience across both long-form and short-form formats Willing to learn and leverage AI tools to enhance research, design, and execution while maintaining ownership of quality and accuracy Produces content that sounds thoughtful, human, and authentic, not generic or AI-generated Nice to Have Experience

*Due to the high volume of applications we receive, we’re unfortunately unable to respond to every email or message individually. If you do not hear from us within 2 weeks of submitting your application, please assume that we have decided not to move forward at this time. We sincerely appreciate your interest in SyntheticFi and encourage you to apply for future opportunities that match your background. Founding Data Analyst Growth, Revenue, and Operations · San Francisco, CA (Hybrid) · Full-time · $80,000–$110,000 + equity Position Overview SyntheticFi, a YC-backed company, is growing at an extraordinary 20%+ MoM over the past year. We provide a product that our target customers (i.e. financial advisors) view as a true differentiator for their practice, helping them retain AUM and win new clients. With a proven product and strong demand, we are now at an exciting inflection point. As we scale, maintaining clean, reliable data and scalable infrastructure across the business is critical to sustaining this rocket-ship growth. We’re hiring an Founding Data Analyst to join our Growth and Operations teams and help build the data foundation that powers SyntheticFi’s hyper-growth. This is an early-stage, high-impact role where you’ll work on everything from data wrangling and building data pipelines to formulating and tracking business metrics to optimizing operational workflows. You’ll work directly with our founders, Tony Yang and Joseph Wang, and collaborate across growth, revenue, and operations functions. Rather than owning a small slice of the business, you’ll gain broad exposure and take on increasing responsibility as you help build and improve the systems that keep the company running and scaling. What You’ll Work On Core data systems across Growth, Revenue, and Operations - Help build and improve the reporting, CRM/HubSpot, and analytics infrastructure that supports day-to-day decision-making across the business. Operational analytics - Partner directly with the founders to monitor operational processes, create and track SLAs across onboarding, support, and billing to keep a fast-scaling business clean. Workflow automation - Partner with cross-functional teams to streamline manual processes, improve data quality, and support scalable workflows across billing, revenue operations, onboarding, and customer support. What Success Looks Like Reliable data pipelines with source-of-truth tables are documented, tested, and easy for teams to use; data quality issues are caught early through validation and monitoring Core company metrics are clearly defined and consistently tracked; teams trust key dashboards and use them daily for decisions Less manual reporting and fewer spreadsheet-based workflows Faster answers to business questions across the company Hard Filters Bachelor's degree or above in a highlyanalytical field; examples include computer science, data science, statistics, applied mathematics, and other quantitative fields with exposure to programming.  1–3 years of professional experience in data, analytics, or systems roles.  Strong SQL proficiency and experience with programming languages commonly used for data work, such as Python, R, Java, Scala, or similar. Strong Excel / Google Sheets skills and comfort working with financial data Strong problem-solving ability, exceptional attention to detail, and a willingness to dig into messy, real-world operational data Strong communication skills and the ability to work cross-functionally Familiarity with modern data engineering tools such as dbt, Airflow, Fivetran, Snowflake, BigQuery, AWS, or Azure is a major plus, with the expectation that candidates can ramp quickly on new tools and systems. Bonus Points Experience with ETL / ELT platforms and cloud data architectures. Exposure to cloud platforms (AWS or Azure). Strong debugging, triage, and problem-solving skills across complex environments. Familiarity with automation tools (Zapier, Retool, etc.) and CRMs (HubSpot

*At this time, SyntheticFi is unable to sponsor employment visas for this position. Applicants must be legally authorized to work in the United States without current or future sponsorship. Location: Remote (U.S. only) About SyntheticFi SyntheticFi is a fast-growing FinTech startup redefining how financial advisors and their clients access sophisticated lending products. We are a team of engineers and financial experts. Our mission is to make institutional-grade borrowing strategies accessible at scale through innovative products powered by box spreads. We work with financial advisors (Registered Investment Advisors, RIAs) to provide our solutions to clients, usually high-net-worth individuals. Since launch, we’ve sustained 20%+ month-over-month growth, become a category leader, and raised funding from Y Combinator and leading investors in the WealthTech industry. About This Role We’re looking for an Operations RPA Engineer who can combine strong operational execution with process improvements. In this role, you will be embedded in our operations team with hands-on exposure to the day-to-day work with financial advisors, custodians, and internal stakeholders.  We expect you to identify opportunities to automate and improve our processes and implement the automation using low code tools, such as Zapier / Power Automate / Retool.  This is a highly cross-functional role that sits at the intersection of operations, technology, and process design. Responsibilities Build, test, deploy, and maintain automation workflows using tools such as Zapier, Retool, Make, Power Automate, n8n, or similar platforms Integrate operational systems through APIs, databases, and third-party platforms Create dashboards, reporting tools, and operational infrastructure to improve visibility and decision-making Leverage AI and agentic workflows to automate internal processes and improve operational efficiency Create and maintain technical documentation, workflow diagrams, and implementation guides Communicate with advisors and custodian partners to learn about stakeholder requirements and debug process issues Manage new client account setup, documentation, and serve as a primary point of contact for operational inquiries Identify manual and repetitive workflows and design automation solutions to improve efficiency and scalability Must-Haves Demonstrated problem-solving ability and a proactive approach to identifying and resolving operational issues Strong communication and stakeholder management skills Experience building automations using tools such as Zapier, Retool, Make, Power Automate, n8n, UiPath, or similar platforms Experience working with APIs, SQL databases, and structured or unstructured data Understanding of AI-powered workflows and agentic automation concepts Ability to prioritize and manage multiple projects in a fast-paced environment Nice-to-Haves Experience working with RIA custodians such as Charles Schwab, Pershing, Fidelity, or similar institutions Experience supporting advisor, brokerage, wealth management, fintech, or RIA operations Strong understanding of account opening, transfers, and operational workflows Experience designing internal tools, dashboards, or reporting systems Basic scripting experience in Python, JavaScript, or similar languages Experience working in a startup or high-growth environment Experience evaluating, implementing, or managing AI tools in business operations Why Join Us Work directly with our engineers in a tech-first environment Deploy frontier technology such as AI to solve real business problems Work from home with flexible hours as a part of our remote-first team Have a visible impact in a fast-growing company where your work directly influences growth and product adoption Take ownership of meaningful projects and processes Full suite of benefits across 401K plans, Healthcare Insurance, Dental, Vision