Careers

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!

Client Services Specialist

Who we are

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.

What we’re looking for

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.

Who you are

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.

The role

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).

Requirements

  • 2+ years of customer service / customer success experience
  • Experience in relevant fintech, financial, insurance, or wealth management sectors
  • Knowledge or experience with support desk platforms like FreshDesk or ZenDesk
  • A strong desire to learn, contribute to the team, and help people

Location

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.

Compensation

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.

Contact us

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.

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Business Development Associate

Who we are

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.

What we’re looking for

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.

Who you are

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.

In this role you will:

  1. Help manage inbound requests from partners (generally financial advisors and client services teams who support them) who are seeking to learn more about our products, ask questions, or desire a walk-thru/demo via Zoom.
  2. Manage an engagement program to maintain regular contact with partners using data to prioritize outbound efforts (by email, phone, and email marketing campaigns) to stay on the radar of partners who have referred clients to use our service.
  3. Provide support to the Head of Business Development to help manage important relationships, acting as an account manager. You will also play a role in managing and improving our reporting systems, e.g. CRM, and inbound business inquiries.
  4. Partner with our client services organization, Member Services, to identify and resolve issues, offer white glove support to VIP clients, assist with onboarding new clients, and ensuring the needs of our clients are being met on an ongoing basis.
  5. Use data to drive decision making and prioritization.

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.

Requirements

  • Financial Services / Technology experience
  • Strong people skills gained from customer service or sales

Nice-to-haves

  • Experience using CRM and marketing automation tools
  • Analysis skills using Excel or other business intelligence tools

Location

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.

Compensation

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.

Contact us

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.

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Senior Software Engineer

This is a remote-first position for candidates located anywhere within the continental U.S. We maintain a flexible workplace, where team members generally collaborate during normal U.S. business hours and are expected to attend weekly meetings and stand-ups as well as occasional in-person team off-site events.

About Us

Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management platform that helps individual investors earn significantly higher yields on their cash. Our patented technology helps clients dynamically reallocate their funds among checking and high-yield savings accounts, enabling clients to earn the highest available yield while maintaining full FDIC insurance coverage and control over their own bank accounts.

Max is used by individual investors and financial advisors at thousands of leading wealth management firms nationwide.

We’ve made tremendous progress in growing our business and advancing our technology and we’re now entering an exciting new phase of scaling our operations. With more than $18 trillion held in U.S. bank accounts, we see a unique opportunity to bring greater efficiency to this market while delivering clear value to our clients.

Why Join Us

We believe that a great company is built on a strong mission, core values, and a compelling product — but most importantly, by an exceptional team. If you are thoughtful, driven, hardworking, and aligned with our values, you’ll find the opportunity to make a real impact here. We are seeking team members who want to contribute meaningfully to our growth, help shape the future of our technology and services, and be part of a company that is transforming the way people manage cash.

Learn more about our team at MaxMyInterest.com/leadership.

About You

  • What’s required (technical)

    • You have at least 7-10 years of full stack software engineering experience using modern front-end technologies such as React, Angular, or Vue. You are equally comfortable working in back-end languages such as Ruby, Elixir, Java, or Kotlin.
    • You have experience with and enjoy working on distributed, containerized systems in cloud-native applications. You have experience defining and orchestrating infrastructure using tools like Terraform, Ansible, and/or Kubernetes.
    • You are comfortable leading and fostering a healthy culture with a team of fellow engineers. You design and implement patterns when appropriate and adopt lightweight processes as needed. You regularly document your code and architecture. You are passionate about exploring, adapting and implementing emerging technologies and methodologies. You have a growth-oriented mindset with a positive and proactive attitude.
  • What’s required (non-technical)

    • You’re bright yet humble, creative, and intensely self-motivated. You approach challenges as learning opportunities, welcome constructive feedback, and know when to ask for help — and when to offer it. You take pride in delivering high-quality work, with strong attention to detail and a deep sense of ownership. Most importantly, you’re intellectually curious and thrive in a collaborative environment surrounded by others who are equally curious and driven.
    • You are capable of working in a fully-remote environment, often working autonomously but you also enjoy collaborating in a team environment.
    • You possess exceptional communication skills, both written and verbal, and can articulate complex technical ideas to non-technical stakeholders.
  • It’s a bonus if you:

    • have experience in the Financial Services industry or FinTech.
    • are interested in leveraging AI to solve business problems, and understand how to navigate the tradeoffs between speed and quality.

What to Expect

  • You will lead the design, development, testing, and deployment of product features and enhancements for multiple customer-facing products in various stages of the software development lifecycle.
  • You will help test and peer-review the code of other engineering team members.
  • You will collaborate with cross-functional stakeholders to help gather requirements and translate them into software solutions and realistic delivery plans.
  • You will contribute to proactively identifying and eliminating technical debt.
  • You will drive the adoption of best practices in coding, testing, and continuous integration/continuous deployment (CI/CD).
  • You will stay updated with emerging trends in software development, helping to integrate them in order to continually improve and modernize our current tech stack.

Tech Stack

The tech stack at Max is evolving. Our team regularly works in Ruby on Rails, Kotlin / ktor, and React applications. We leverage AWS, Terraform, and Github Actions for infrastructure and deployments.

Location and Working Hours

This is a fully remote position with flexible working hours and location anywhere within the continental U.S. Your availability must overlap with our core hours of 10am-4pm ET by at least 4-6 hours each day. There are occasional opportunities for in-person collaboration and “all hands” events with colleagues.

Compensation

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 base salary range for this role is $150,000 - $170,000 (USD), with an opportunity to earn an annual performance bonus, and a 3% employer-sponsored contribution to your 401k plan following a three-month waiting period. 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. In addition, this role offers an annual home office stipend.

Contact Us

If you are interested in the role, please send a cover letter and resume (along with a link to your LinkedIn profile [or Github page] 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.

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Full Stack Software Engineer

This is a remote-first position for candidates located anywhere within the continental U.S. We maintain a flexible workplace, where team members generally collaborate during normal U.S. business hours and are expected to attend weekly meetings and stand-ups as well as occasional in-person team off-site events.

About Us

Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.com (“Max”), an intelligent cash management platform that helps individual investors earn significantly higher yields on their cash. Our patented technology helps clients dynamically reallocate their funds among checking and high-yield savings accounts, enabling clients to earn the highest available yield while maintaining full FDIC insurance coverage and control over their own bank accounts.

Max is used by individual investors and financial advisors at thousands of leading wealth management firms nationwide.

We’ve made tremendous progress in growing our business and advancing our technology and we’re now entering an exciting new phase of scaling our operations. With more than $18 trillion held in U.S. bank accounts, we see a unique opportunity to bring greater efficiency to this market while delivering clear value to our clients.

Why Join Us

We believe that a great company is built on a strong mission, core values, and a compelling product — but most importantly, by an exceptional team. If you are thoughtful, driven, hardworking, and aligned with our values, you’ll find the opportunity to make a real impact here. We are seeking team members who want to contribute meaningfully to our growth, help shape the future of our technology and services, and be part of a company that is transforming the way people manage cash.

Learn more about our team at MaxMyInterest.com/leadership.

About You

  • What’s required (technical)

    • You have at least 3-8 years of full stack software engineering using modern web technologies such as React, Angular, or Vue. You are proficient in a backend language such as Ruby, Elixir, Java, or Kotlin.
    • You have an interest in DevOps and have some familiarity with infrastructure as code, such as Terraform.
    • You have experience building REST APIs and integrating user-facing experiences with backend endpoints.
    • You have experience with and enjoy working on distributed, containerized systems in cloud-native applications. You have experience defining and orchestrating infrastructure using tools like Terraform, Ansible, and/or Kubernetes.
    • You are passionate about exploring, adapting and implementing emerging technologies and methodologies.
    • You design and implement patterns when appropriate and adopt lightweight processes as needed. You regularly document your code and architecture. You are passionate about exploring, adapting and implementing emerging technologies and methodologies. You have a growth-oriented mindset with a positive and proactive attitude.
  • What’s required (non-technical)

    • You’re bright yet humble, creative, and intensely self-motivated. You approach challenges as learning opportunities, welcome constructive feedback, and know when to ask for help — and when to offer it. You take pride in delivering high-quality work, with strong attention to detail and a deep sense of ownership. Most importantly, you’re intellectually curious and thrive in a collaborative environment surrounded by others who are equally curious and driven.
    • You are capable of working in a fully-remote environment, often working autonomously but you also enjoy collaborating in a team environment.
    • You possess exceptional communication skills, both written and verbal, and can articulate complex technical ideas to non-technical stakeholders.
  • It’s a bonus if you:

    • have experience in the Financial Services industry or FinTech.
    • are interested in leveraging AI to solve business problems, and understand how to navigate the tradeoffs between speed and quality.

What to Expect

  • You will participate in the design, development, testing, and deployment of new product features and enhancements.
  • You will help test and peer-review the code of other engineering team members.
  • You will collaborate with cross-functional stakeholders to help gather requirements and translate them into software solutions.
  • You will contribute to proactively identifying and eliminating technical debt.
  • You will drive the adoption of best practices in coding, testing, and continuous integration/continuous deployment (CI/CD).
  • You will stay updated with emerging trends in software development, helping to integrate them in order to continually improve and modernize our current tech stack.

Tech Stack

The tech stack at Max is evolving. Our team regularly works in Ruby on Rails, Kotlin / ktor, and React applications. We leverage AWS, Terraform, and Github Actions for infrastructure and deployments.

Location and Working Hours

This is a fully remote position with flexible working hours and location anywhere within the continental U.S. Your availability must overlap with our core hours of 10am-4pm ET by at least 4-6 hours each day. There are occasional opportunities for in-person collaboration and “all hands” events with colleagues.

Compensation

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 base salary range for this role is $120,000 - $140,000 (USD), with an opportunity to earn an annual performance bonus, and a 3% employer-sponsored contribution to your 401k plan following a three-month waiting period. 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. In addition, this role offers an annual home office stipend.

Contact Us

If you are interested in the role, please send a cover letter and resume (along with a link to your LinkedIn profile [or Github page] 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.

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