Lead Financial Expert

Posted 11 Days Ago
Be an Early Applicant
East Cost Cities, NJ
110K-147K
Junior
Artificial Intelligence • Fintech
The Role
As a Lead Financial Expert, you'll create content for AI-driven products, collaborate with teams to enhance financial management tools, and analyze user interactions to improve our conversational AI's responses.
Summary Generated by Built In

We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.

If there’s anything we can do to accommodate your specific situation, please let us know.

About Cleo

Most people come to Cleo to do work that matters. Every day, we empower people to build a life beyond their next paycheck, building a beloved AI that enables you to forge your own path toward financial well-being.

Backed by some of the most well-known investors in tech, we’ve reached millions of people to support them throughout their financial lives, from their first paycheck to their first home and beyond. We're hitting headlines too. This year, Forbes named us as one of their Next Billion Dollar Startups, and we were crowned the 'Hottest Tech Scaleup' at the Europas.

Follow us on LinkedIn to keep up to date with new product features and insights from the team.

The role

A chat-first product, Cleo is right on cutting edge of AI design, creating brand new technologies to capitalise the remarkable recent advancements in this space.

As a content designer, you’ll be responsible for solving design challenges through words, concepts, systems and terminology. At Cleo this often means (but is not limited to) creating new chat experiences, helping train large language models on our uniquely irreverent tone of voice, and working alongside an incredible team to build one of the most powerful AI’s in the world, with the unique personality to match.

What you’ll be doing

  • Collaborating with product designers, researchers, analysts, and developers to create products that improve how people manage their money
  • Designing content for new conversational flows be these jokes for existing modes (like roast and hype) or creating financial insights to help people budget better or spend more wisely
  • Gathering and creating data to help train our large language model on Cleo’s distinct tone of voice
  • Analysing user asks to improve Cleo’s understanding of their questions and needs
  • Coordinating with researchers and product designers to identify limitations of our current tooling and helping to improve them

What we’re looking for

  • A degree in an area related to English, Linguistics, Communications, Psychology, Business, Tech, etc
  • A passionate writer, with an interest in writing for user-centred products
  • A desire to learn, this is a varied role working closely with data scientists and AI, so an interest in new technologies is really important, though training will be provided
  • A collaborative approach to writing - at least once a week we get together as a team to throw ideas out and try and write lines for the app
  • An ability to adapt to different writing styles, voices and mediums
  • Strong proofreading and editing skills
  • Someone passionate about Cleo’s mission: empowering people to build a life beyond their paycheck

How long will the process take?

We aim to move as fast as possible. Usually 2-3 weeks is enough time for us all to get know each other.

Step 1: An initial call with a member of our Talent team to find out more about your experience and why you want to work at Cleo

Step 2: A 45 mins call with our Head of Content Design to talk through your writing experience and approach and tell you more about Cleo’s content design team

Step 3: A 60 mins task interview working in collaboration with a couple of our content designers

Step 4: A final 45 mins behavioural interview based around Cleo’s values

What do you get for all your hard work?

  • A competitive compensation package with regular reviews. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/ - This position is a CD4 level and we can pay $110,168 - $146,601 p.a depending on experience.
  • Work at one of the fastest-growing tech startups, backed by top VC firms like Sofina, Balderton & EQT Ventures.
  • A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support.
  • Flexibility: We treat you as humans first, employees second. Because we can’t fight for the world’s financial health, if we’re not healthy ourselves. This means all the usual perks but it also means flexibility. We take pride in being a flexible workplace that trusts our Cleons to deliver their best work, giving you the autonomy to structure your day around morning drop-offs to school or daily dog walks.
  • Hybrid-first: Join our hybrid-first team, where we blend the best of both remote and in-office work. We expect our team members who live in London to be at the office 1-2 times a week. On Thursdays, we buy you lunch but you can come to the office on whichever days work best for you! Remote work is ok too in UK or US East Coast time zones.
  • Other benefits;
    • 15 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
    • Check out our new benefits package here: https://web.meetcleo.com/blog/big-benefits-energy-the-latest-cleo-employee-benefits
    • Company-wide performance reviews every 8 months e.g every 2 terms, in line with our termly cycles (Jan-April, May-Aug, Sept-Dec):
      • Generous pay increases for high-performers and high-growth team members
      • Equity top-ups for team members getting promoted
    • Private Medical Insurance via Vitality, dental cover, and life assurance
    • Enhanced parental leave
    • 1 month paid sabbatical after 4 years at Cleo
    • Regular socials and activities, online and in-person
    • We'll pay for your OpenAI subscription
    • Online mental health support via Spill
    • And many more!


Top Skills

AI
Content Design
Large Language Models
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
0 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

We launched in 2016 because banking is boring and broken. Cleo’s not a bank - she’s got your back. As a result, we’re currently the most trusted AI assistant for personal finance out there, just ask TrustPilot. Our mission? To change the world's relationship with money.

So, what exactly is Cleo?
Using simplicity and humor, she’s helped over 7 million people improve their relationship with money and financial health. She’s a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.

Through chat, she provides you with deep insight about your money, while suggesting personalized financial products that increase your ability to save. That said, it’s really our tone of voice that makes us special.

We’re a product for the next generation. We’re meeting our users where they are and building the type of relationship they expect. That also means dropping the BS.

Similar Jobs

Hybrid
Jersey City, NJ, USA
289097 Employees
Hybrid
Jersey City, NJ, USA
289097 Employees

BAE Systems, Inc. Logo BAE Systems, Inc.

Sr PCB Design Specialist (Hybrid)

Aerospace • Hardware • Information Technology • Security • Software • Cybersecurity • Defense
Hybrid
Totowa, NJ, USA
40000 Employees
126K-215K Annually

Mondelēz International Logo Mondelēz International

Sr. Manager, Ecommerce Analytics

Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Hybrid
East Hanover, NJ, USA
90000 Employees
137K-189K Annually

Similar Companies Hiring

Stepful Thumbnail
Software • Healthtech • Edtech • Artificial Intelligence
New York, New York
60 Employees
HERE Technologies Thumbnail
Software • Logistics • Internet of Things • Information Technology • Computer Vision • Automotive • Artificial Intelligence
Amsterdam, NL
6000 Employees
True Anomaly Thumbnail
Software • Machine Learning • Hardware • Defense • Artificial Intelligence • Aerospace
Colorado Springs, CO
131 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account