Six Trees Capital LLC develops technology that helps make our financial system better.
Our initial service, Max, helps investors earn substantially more on the cash in their portfolios, while bringing efficiency and transparency to the $12 trillion market for cash.
Come join us!
Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management solution that helps individual investors earn dramatically higher yields on cash.
Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts each month, so they can earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts.
Max is available to individuals as well as through financial advisors and thousands of leading wealth management firms nationwide.
More information, including bios of our management team, advisory board members, and press coverage, can be found at MaxMyInterest.com.
We’re looking for high-energy, engaging, empathetic, and patient client services talent to help us deliver outstanding service to our clients and financial advisors.
You are a thoughtful, personable, detail-oriented professional with at least 2 years experience in client/customer service support working in the fintech, financial, insurance, or wealth management sectors.
You have a passion for providing best-in-class customer support, an interest in finance, and enjoy working in a collegial environment.
You’ll report directly to our Director of Operations, helping us manage support requests from clients and financial advisors, and sharing feedback with our broader team.
The position involves both responsive and proactive communication with clients and financial advisors. Your work will be critical to ensure the voice of the customer is at the center of the products and solutions that we build.
You should be a good problem solver, a clear and concise communicator and good listener, kind and patient, detail-oriented, highly accountable, and enjoy engaging with clients to help them meet their financial goals. You are able to establish relationships quickly by being empathetic, highly responsive and helpful to clients who have put their trust in Max. You will also have the opportunity to get up to speed and contribute quickly.
Initially, you will handle customer inquiries with high-quality replies within SLA targets and also support our advisor services team. In time, you will support new initiatives including improving the customer experience and working with other teams to provide suggestions for continuous product improvement. This position will provide you with growth opportunities in both customer service and operations as we continue to scale the business. This is a strategic role focused on customer success (not a call center representative).
This job is fully remote and can be performed anywhere within the continental U.S. Occasional travel may be required for training and/or team related activities.
Your base salary will depend on several job-related factors including location, relevant prior experience, and/or subject matter expertise. Max operates as a remote-first workplace and offers a comprehensive and competitive benefits package including medical, dental, vision, and 401(k) benefits.
The estimated pay range for this role is $55,000 - $70,000 (USD). This estimated pay information is based on our good faith estimate as of the date of this posting, and may be modified in the future.
If this sounds like you, please send a cover letter and resume (along with a link to your LinkedIn profile if you wish) to careers@maxmyinterest.com.
Applicants must be legally permitted to work in the U.S. Six Trees Capital LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, national origin, religion, disability, age, sexual orientation, gender expression, or parental status.
Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management solution that helps individual investors earn dramatically higher yields on cash.
Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts each month, so they can earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts.
Max is available to individuals as well as through financial advisors at thousands of leading wealth management firms nationwide.
More information, including bios of our management team, advisory board members, and press coverage, can be found at MaxMyInterest.com.
We’re looking for a diligent, solutions oriented professional who is excited about being a core member of the commercialization team at a rapidly-growing company.
We’re looking for a business development associate with strong written and verbal communications skills, who excels at conveying concepts by email, phone, or over webinars to financial professionals. Good listening skills are also important, so that we can continue to learn from our clients and incorporate feedback into our products.
You will have a minimum of 2–3 years of work experience in financial services, and be able to flourish in a position that requires a lot of interaction with partners ranging from smaller wealth management firms to larger enterprises. You are also able to work independently with minimal supervision in a remote-first team environment.
While this is not a traditional commission-based sales role, you will enjoy scoring “wins” and being recognized by your teammates, and have strong personal motivation with a desire to learn and achieve results.
You should be honest, astute, and persuasive, persistent, highly-motivated, and a self-starter. While communication skills are key, you are also adept at managing processes, such as how often and with whom to follow up, identifying better ways to do things, and open to taking on special projects.
Opportunities for advancement include taking on greater responsibility for sales and the development and oversight of partner relationships.
This is an opportunity to be among the first group of employees at a company that is bringing meaningful change to a multi-trillion dollar market that constitutes one of the biggest sectors of the U.S. economy.
The Business Development Associate will report to the Head of Partnerships and Business Development, with ample opportunity to interact with the Director of Operations (who manages a support team for end customers) and our Chief Operating Officer.
The position is remote-first, but there are opportunities for in-person mentorship and to meet work colleagues at conferences, meetings at partners’ offices, and “all hands” events with colleagues. Travel for work is based on partner and business needs, but is expected to be infrequent. The hiring manager for this role is based in Pasadena, CA. Work colleagues are based in multiple U.S. locations including Atlanta, Austin, Chicago, Miami, and New York.
Your base salary will depend on several job-related factors including relevant prior experience and/or subject matter expertise. Max operates as a remote-first workplace and offers a comprehensive and competitive benefits package including medical, dental, vision, and 401(k) benefits.
The estimated pay range for this role is $65,000 - $95,000 (USD). This estimated pay information is based on our good faith estimate as of the date of this posting, and may be modified in the future.
If this sounds like you, please send a cover letter and resume (along with a link to your LinkedIn profile if you wish) to careers@maxmyinterest.com.
Applicants must be legally permitted to work in the U.S. Six Trees Capital LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, national origin, religion, disability, age, sexual orientation, gender expression, or parental status.
Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management solution that helps individual investors earn dramatically higher yields on cash.
Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts each month, so they can earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts.
Max is available to individuals as well as through financial advisors at thousands of leading wealth management firms nationwide.
More information, including bios of our management team, advisory board members, and press coverage, can be found at MaxMyInterest.com.
This job is fully remote and can be performed anywhere within the continental U.S., but there are opportunities for in-person collaboration and “all hands” events with colleagues. This position requires you to be available during standard business hours in Eastern Standard Time (9am EST - 5pm EST).
Your base salary will depend on several job-related factors including relevant prior experience and/or subject matter expertise. Max operates as a remote-first workplace and offers a comprehensive and competitive benefits package including medical, dental, vision, and 401(k) benefits.
The estimated pay range for this role is $100,000 - $175,000 (USD). This estimated pay information is based on our good faith estimate as of the date of this posting, and may be modified in the future.
If this sounds like you, please send a cover letter and resume (along with a link to your LinkedIn profile if you wish) to careers@maxmyinterest.com.
Applicants must be legally permitted to work in the U.S. Six Trees Capital LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, national origin, religion, disability, age, sexual orientation, gender expression, or parental status.