Overview
Elite financial planning doesn't scale. The best advisors serve ~50-100 households. We're fixing that by turning financial logic into code.
At Frame, we're building an AI-powered financial office that delivers top-1% tax and financial planning to millions of Americans. We've launched with paying customers, a small high-trust team, and strong backing from CoinTracker ($100M raised, Accel/YC).
We're looking for a Business Lead to co-lead Frame alongside our Technical & Product Lead. You'll own the business side: growth, marketing, partnerships, client experience, CPA/CFP team operations, compliance, and hiring. Your co-lead owns product and engineering. You report directly to the CEO.
This isn't a "business person who sits in meetings." You'll write the first blog post. You'll run the first partnership call. You'll onboard customers yourself. You'll hire the team that does all of this at scale.
The team
You'll work directly with:
Jon Lerner (Co-Founder & CEO, your manager)
Kenan Mesic (Technical & Product Lead, your co-lead)
Levi Larsen (Financial Planner, your direct report)
Tax Lead, CPA (hiring, your direct report)
Why join Frame now?
Ownership: co-lead an entire business. Growth, marketing, partnerships, client experience, P&L
Upside: meaningful equity at the ground floor, backed by $100M+ in venture funding from Accel, Y Combinator, Intuit Ventures
Impact: build the category-defining AI financial planner
Team: small, high-trust, high-autonomy. No bureaucracy
Your mission
Enable world-class financial and tax planning for everyone
Your one-year outcomes
400 paying customers with NPS 70+ and strong organic word-of-mouth growth
50+ new qualified leads per month
CPA/CFP team of 3-5 delivering consistent 5-star service with AI augmentation
Category awareness: Frame is known as the AI-native alternative to traditional financial planning
What you will do
Growth: Own customer acquisition. Build and iterate on growth motions: content, community, social, outbound, partnerships. Own pricing and packaging alongside your co-lead
Client experience: Own NPS, retention, and support quality. Design onboarding. Ensure every customer gets a world-class experience
Team: Manage the CPA/CFP team (currently 2, growing to 3-5). Hire future planners, GTM, marketing, and customer service roles
Operations: Build systems for service delivery: client onboarding, tax filing workflows, planning cadence. Make it consistent and scalable
Brand & content: Build Frame's voice. Create content that builds credibility and drives demand
Partnerships: Identify and execute partnerships that drive customer acquisition
Compliance: Own regulatory compliance for financial planning and tax services
Business metrics: Co-own the Frame P&L with your co-lead. Set goals, track metrics, report to the CEO
What we look for
Role-agnostic
Impact: Demonstrated ability to drive outsized business impact
Mission alignment: Hungry and motivated about giving everyone access to world-class financial planning through AI
Trust: Say what you believe. Do what you say
Communication: Able to clearly talk about the details and also zoom out to the bigger picture
Role-specific
Has built or scaled a customer-facing business as a founder or early operator
Has managed a cross-functional team (operations, service, growth)
Has owned a growth or revenue number and moved it
AI-native: uses AI daily and understands how it changes service delivery economics
Strong written and verbal communicator (you'll be the voice of the brand)
Comfortable with ambiguity, rapid iteration, and wearing every hat
This role is not a fit if
You need a team before you can produce output
You prefer process and alignment over speed and ownership
You think managing CPAs and CFPs is "below" a business lead
You prefer to own strategy vs. rolling up your sleeves and executing yourself