We are seeking a proactive, organized, and resourceful Administrative Assistant to provide high-level support to our CEO, Peter Dunn a.k.a. Pete the Planner®, and ensure the smooth operation of day-to-day office activities and additional administrative duties. This role is not just about managing calendars and booking travel—it’s about anticipating needs, ensuring priorities are executed flawlessly, and creating the space for the CEO to focus on strategic leadership.
Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells. The person in this role reports directly to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
Your Money Line seeks an enthusiastic and self-motivated Financial Guide (Independent Contractor) to support our participants on an as-needed basis. Our Financial Guides provide participants with clear and empathetic financial guidance, catering to diverse backgrounds and addressing a variety of financial challenges. You will play a key role in delivering a high level of participant satisfaction while operating as an independent professional.
Your Money Line seeks an enthusiastic individual with strong communication and problem-solving skills to join our team as a Financial Guide (FG). As a Financial Guide, you are likely the first voice someone hears on their financial journey. The FG team is crucial in providing participants with clear, personalized financial guidance, catering to diverse backgrounds, and addressing various financial challenges and issues with empathy. FGs are also responsible for helping to create financial education content to help participants self-serve on their personal finance journey.
We’re looking for a motivated and detail-oriented Marketing Designer to join the marketing team to help bring our brand to life through compelling marketing collateral. This is a fast-paced role where you’ll be expected to manage multiple time-sensitive projects at once, adapt to shifting priorities, and still deliver polished, on-brand creative work. This role is ideal for someone eager to grow their skills, willing to learn new tools, and excited to contribute to a collaborative, startup environment.
Our growing company is searching for a Senior Software Engineer to play a critical role in developing our software platform. The Senior Software Engineer will join a team that has a significant impact on helping our customers improve their financial lives. In this role, you will work closely with engineering and product peers to refine the user experience of the Your Money Line platform. You will work iteratively, ship often, use a mindset of experimentation, and develop new features using Nextjs, AWS, and GraphQL.
Your Money Line is seeking a Senior Product Manager to lead and execute strategic product initiatives that have a direct impact on improving our customers’ financial lives. The Senior Product Manager will work closely with the Head of Engineering and collaborate across engineering, design, and leadership teams to refine and expand the Your Money Line platform. In this role, you will own the product lifecycle—from ideation and market analysis through launch and iteration—while ensuring our solutions are innovative, data-driven, and user-centric.
Interested in joining the team, but don't see a fit? We'd still love to connect with you. Drop us a note with your resume/LinkedIn and a brief note of what you're looking for next!
