General Manager, Frame

CoinTracker Inc.

Job Overview

Location

San Francisco, Indiana, USA

Job Type

Full-time

Full Job Description

📋 Description

• **Lead the charge for Frame: A Revolutionary AI-Powered Financial Planning Product**
• Frame is poised to disrupt the financial advisory landscape by transforming complex financial logic into elegant code. We are building a product that democratizes elite financial planning, making it accessible and scalable in a way that legacy systems simply cannot match. Unlike traditional advisors who can serve a limited number of households, Frame will provide personalized, actionable advice that executes and performs for each customer, moving beyond static, infrequent recommendations. This is a unique opportunity to run a nascent business within a well-established, venture-backed company, shaping the future of financial wellness for millions.
• **Drive Product-Market Fit and Strategic Vision**
• As the General Manager of Frame, you will be the ultimate owner of the product's success. This involves defining and owning the product roadmap, ensuring we are relentlessly focused on achieving product-market fit. You will engage directly with customers on a daily basis, gathering invaluable insights to inform critical decisions about what to build, what to cut, and what to test. Your strategic vision will guide the evolution of Frame, ensuring it meets the unmet needs of a significant market segment – individuals who are too wealthy for robo-advisors but not wealthy enough for traditional high-minimum wealth management services.
• **Build and Lead a High-Performing, Agile Team**
• Your leadership will be instrumental in cultivating a small, highly motivated, and cross-functional team. You will manage existing talent, including AI engineers and financial experts (CPAs, CFPs), and be responsible for hiring and scaling the team as Frame grows. Establishing a clear operating cadence, fostering a culture of trust and accountability, and empowering individuals to own outcomes will be paramount. The ideal candidate thrives in a low-ego, high-trust environment where collaboration and rapid iteration are the norm.
• **Spearhead Customer Acquisition and Growth Strategies**
• Owning the customer acquisition strategy is a core responsibility. You will develop, iterate, and optimize various growth motions, including product-led growth, content marketing, social media engagement, network effects, and strategic partnerships. This includes defining and refining pricing and packaging to maximize adoption and revenue. The goal is to build Frame into the recognized category leader for AI-native financial planning.
• **Oversee AI Product Development and Quality Assurance**
• Collaborate closely with the engineering team to enhance the capabilities and reliability of our AI agent. A key focus will be on increasing its autonomy in handling user queries, aiming for 80%+ of interactions to be resolved independently without human intervention. Critically, you will ensure the AI agent operates with zero tolerance for hallucinations, especially concerning financial advice, maintaining the highest standards of accuracy and safety.
• **Manage Business Operations and Financial Performance**
• As the General Manager, you will have full ownership of the Frame P&L. This entails setting ambitious goals, meticulously tracking key metrics, and reporting progress directly to the CEO. You will be responsible for making crucial resource allocation and investment decisions to drive sustainable growth and profitability.
• **Champion an Exceptional Customer Experience**
• Ensuring customer satisfaction is paramount. You will own key customer experience metrics such as Net Promoter Score (NPS) and retention rates. Your focus will be on delivering a world-class financial planning experience for every customer, fostering loyalty and driving positive word-of-mouth referrals. By the end of your first year, Frame should boast hundreds of paying customers with an NPS of 70+ and robust organic growth.
• **Achieve Category Leadership in AI-Native Financial Planning**
• Your overarching mission is to establish Frame as the definitive AI-native financial planning product for tech-forward Americans. This involves not only delivering exceptional product value but also building brand recognition and thought leadership within the industry. You will be instrumental in shaping the future of financial advice, making sophisticated planning accessible to a broad audience.
• **Embrace the Startup Within a Startup Environment**
• Frame operates with the agility and autonomy of an early-stage startup, backed by the stability and resources of CoinTracker, a leading crypto tax and accounting platform with significant funding and industry partnerships. This unique structure offers the best of both worlds: the opportunity to build something from the ground up with significant ownership and upside, supported by established infrastructure and expertise.
• **Contribute to a Transformative Shift in Financial Planning**
• The Certified Financial Planner (CFP) profession is undergoing a profound transformation driven by AI, and Frame is at the forefront of this revolution. You will be part of a team that is not just adapting to change but actively creating it, redefining how millions of Americans manage their finances and build wealth.

🎯 Requirements

• Proven experience as a founder or early employee at a startup, with a track record of hands-on product building and business growth.
• Demonstrated success in both 0→1 (launching new products/businesses) and 1→n (scaling existing ones) product development and execution.
• Experience in people leadership, managing cross-functional teams (spanning engineering, operations, or similar functions), characterized by low ego and high trust.
• Strong AI fluency and a deep understanding of AI tools and AI product development, including current capabilities and limitations.
• Business ownership experience, having managed revenue, growth, or P&L for a product or business, with a mindset of a true owner.
• High agency, a builder mindset, and a commitment to driving impact.

🏖️ Benefits

• Significant equity in a venture-backed company ($100M+ funded) at the ground floor of a new product line.
• Direct ownership and P&L responsibility for an entire business, reporting directly to the CEO.
• Opportunity to build the category-defining AI financial planner and impact millions of lives.
• Work within a small, high-trust, high-autonomy team with minimal bureaucracy and a focus on rapid shipping.
• Access to established company backing for legal, finance, recruiting, and infrastructure, providing startup flexibility with corporate support.
• Competitive salary range: $235,000 - $270,000 annually.
• Comprehensive benefits package including medical, dental, vision, 401(k), life insurance, and generous Paid Time Off (PTO).

Skills & Technologies

Onsite

$235k-270k

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CoinTracker Inc.

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About CoinTracker Inc.

CoinTracker Inc. provides cryptocurrency portfolio and tax compliance software that syncs transactions across wallets and exchanges, calculates capital gains and losses in real time, and generates IRS-ready tax forms for individuals, accountants, and enterprises. The platform supports over 10,000 cryptocurrencies, more than 300 exchanges, and over 100 wallets, offering real-time market value tracking, tax-loss harvesting alerts, and integrations with TurboTax and other filing services. Founded in 2017 and headquartered in San Francisco, the company serves retail users, CPAs, and institutional clients seeking automated, audit-compliant digital asset reporting.

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