Account Manager

about us

At Mora, we are building the next-gen platform to help parents setup retirement accounts for their kids. With a scrappy team led by an experienced startup founders and funded by top-tier VC investors, we are looking to combine the magic of long term investing and compounding with optimzed tax structures in an easy to use app.

This is a rare opportunity to join the early team and be one of the first hires. Incredible chance to have huge impact and help shape the culture for the team that follows.

why join

• Proven founders. 15 years, 3 venture funded startups, $200m+ exits.
• Joining this early gives you unprecedented access to be part of the founding team and work directly with the founder.
• Social + Fintech app, super cool. Can be used by your mom, your dad, and nearly anyone.
• You're passionate about Fin tech, startups, having a large impact with your work.

what we're looking for

• Self starters, intrisincely motivated. You should thrive in a little to zero oversight enviornment.
• Generalists over Specialists
• Truth-seeking, high pace of self-learning.
• Exceptional at your craft and can move at incredible speed.
• You can go from failure to failure without loss of enthusiasm. Our last company's founding story

the role

• Roth IRA Setup Guidance: Engage clients to showcase Roth IRA benefits for children, aligning setup with their goals and ensuring tax compliance.
• Tax Advisory Coordination: Serve as the liaison for clients and tax experts, fostering trust with insights on contributions, withdrawals, and tax benefits.
• Financial Education: Deliver sessions highlighting early savings advantages, demonstrating long-term growth to drive interest.
• Efficient Onboarding: Oversee smooth onboarding, managing documentation, tax filings, and eligibility checks for a seamless experience.
• High-Touch Sales Support: Address client needs, overcome objections, and maintain clear communication to ensure a positive journey from start to activation.

Think you can take on this challenge?

how to apply

Please record a short video answering the following questions. Please use loom.com / Google drive or a similar tool to record and share the recording. Limit responses to 3-5 mins per question and limit the video to under 15 minutes.

1. Why do you want to work @ Mora? Be as specific as possible.
2. Are you an investor? Describe your investing style / thesis / beliefs. What are contrarian investing beliefs you have that you believe to be true, but generally people don't.
3. Last 2 jobs you've had - what were they and what specifically did you do?
4. Any experience with ROTH IRA's / tax compliance.
5. Do you live in Orange County / are willing to relocate here?

Please email the link to [email protected].

*Note - most people will just ignore this and apply without this video. Don't be like most people. Record the video and you're already ahead of 90% of people that apply. *

We respect your time and promise to get back to you within 24 hours.