About Sherpas

Financial advice is stuck in 1995. Advisors spend hours building static plans in clunky software, then watch them go stale the moment markets move or a client's life changes.

We're building AI coworkers that do the work advisors shouldn't have to do. Our digital coworkers generate financial planning metrics in real-time, handle client communication, and keep plans current, so advisors can focus on actual advice, not data entry.

This isn't automation. It's a fundamental shift in how wealth management operates: from advisors as operators to advisors as strategic partners, backed by AI that never stops working.

We’re looking for an Operations Specialist to join the Founder’s Office and work directly with the founders to help build the company from the ground up.

This is a hands-on execution role at the core of the company: turning founder-level decisions into precise, high-quality execution across projects, operations, and internal processes — with a strong AI-first mindset.

What you’ll do

• Act as execution support for the founders across key projects and initiatives

• Handle day-to-day operations to keep the team moving fast and aligned

• Support internal and external (enterprise client) projects

• Coordinate across product, engineering, sales, and operations

• Proactively use AI tools to research, structure, automate, and solve problems

• Build, document, and continuously improve onboarding processes for new enterprise clients and users to ensure fast time-to-value at scale

You’ll be a great fit if you

• Have 2–5 years of experience in operations, founder’s office, or execution-heavy roles

• Are extremely organized, detail-oriented, and strong on follow-through

• Thrive under high standards and enjoy working closely with demanding founders

• Have an AI-first mindset and naturally look for smarter, faster ways to work

• Are comfortable operating across multiple functions in a fast-paced startup

Nice to have

• Experience in SaaS / fintech / early-stage startups

• Familiarity with Linear, HubSpot, and Miro

• Exposure to automation, internal tooling, or AI-powered workflows

This is not a purely strategic or administrative role — it’s a core execution role with real ownership and long-term growth.

👉 If you enjoy bringing order to chaos, building scalable onboarding systems, and operating at high standards with AI as a first tool, we’d love to hear from you.