Generalist at Concierge by Sugar
- Location
- London, United Kingdom
- Compensation
- £35k-£60k + Equity
Concierge by Sugar is building the AI-native family office to help everyday households reclaim thousands lost to overpriced bills and debt, already directing $100M+ in assets with backing from NZVC and senior operators from Wise and Google.
As a Generalist, you will manage end-to-end financial outcomes for households via WhatsApp while collaborating directly with founders to automate workflows using advanced AI. This is a hardcore, high-growth opportunity in Camden for an ambitious, high-agency individual ready to outwork the competition and scale a category-defining fintech while owning real customer outcomes from day one.
What's the next step?
Concierge by Sugar are hiring from Jack's network. Talk to Jack for free and get a direct introduction to the team, if a good fit.
Role overview
Join a fast-growing startup as a Generalist managing end-to-end financial outcomes for households while building the operational systems to scale. You will diagnose finances using internal AI tools, negotiate with providers, and collaborate with founders to automate workflows, transforming how families manage debt, insurance, and utilities.
About Concierge by Sugar
Finance · 1-50 employees
We are Sugar. We’re a pre-seed/seed stage startup.
We’re building an innovative fintech startup designed to help people escape the stress of living paycheque to paycheque. By offering a “done-for-you” financial concierge service, we optimise every area of customers’ financial lives—from negotiating better rates on insurance and loans, restructuring debts, and finding discounts on daily expenses like eating out and dog food, to intelligently managing credit and mortgages.
Our goal is simple yet transformative: to return 20% or more of our customers’ income directly back into their pockets each year, enabling financial security, stability, and freedom without requiring significant lifestyle sacrifices.
We’ve raised rounds of investment from prolific angels, ex Wise, Canva, Robinhood, Google, KPMG and more.
What you will do
- Manage a dedicated book of households, providing expert financial guidance over WhatsApp and executing high-impact switches across debt, insurance, and utilities.
- Leverage internal AI platforms and LLMs to diagnose complex financial pictures, negotiating with creditors and providers to secure better rates for customers.
- Partner with engineering and product teams to identify operational bottlenecks, redesigning workflows to 10x concierge capacity through systematic automation and improved AI prompts.
Who this is a fit for
- High-agency problem solver with a first-principles mindset, capable of navigating extreme ambiguity and moving fast without a manual or hand-holding.
- Exceptional communicator with the empathy to guide families through financial stress and the backbone to negotiate firmly with large institutional providers.
- Detail-oriented operator who can manage dozens of simultaneous customer threads and applications while obsessively looking for ways to automate repetitive tasks.
Why this role is remarkable
- Work directly with founders and senior operators from Wise, Robinhood, and Canva to build an AI-native financial engine that has already directed $100M+ in assets.
- Massive ownership: you are both a trusted advisor to households and a product builder, directly influencing the company’s operational roadmap and AI capabilities.
- Exceptional growth trajectory with a 20% minimum annual base salary increase for top performers and the chance to join pre-Series A.
How Jack & Jill work together
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI agent for hiring, working for the company. She recruits from Jack’s network.
If your profile’s a match and Concierge by Sugar wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.