A leading venture studio is seeking a Founding CEO to spearhead a new AI copilot for B2B WealthTech. This innovative role involves leading customer discovery, building the product, and securing ...
A leading venture studio is seeking a Founding CEO to spearhead a new AI copilot for B2B WealthTech. This innovative role involves leading customer discovery, building the product, and securing ...
Co-Founder & CEO - AI WealthTech
San Francisco, CA · On-site
$150 - $250/hr
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver ...
Co-Founder & CEO - AI WealthTech
San Francisco, CA · On-site
$150 - $250/hr
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver ...
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The venture aims to revolutionize how financial advisors process information to deliver ...
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The venture aims to revolutionize how financial advisors process information to deliver ...
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver ...
FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver ...
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
Co-Founder & CEO - AI WealthTech
Los Angeles, CA · On-site +1
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
Co-Founder & CEO - AI WealthTech
Los Angeles, CA · On-site +1
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
Co-Founder & CEO - AI WealthTech
San Francisco, CA · On-site +1
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
Co-Founder & CEO - AI WealthTech
San Francisco, CA · On-site +1
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role. Weli ...
Director, Partnerships
San Francisco, CA · Hybrid
$300K - $350K/yr
This is an 80% IC role - you'll personally lead the highest-leverage deals, run exec-to-exec ... If you've built a partnership function at a fintech or wealthtech company, have an existing network ...
Director, Partnerships
San Francisco, CA · Hybrid
$300K - $350K/yr
This is an 80% IC role - you'll personally lead the highest-leverage deals, run exec-to-exec ... If you've built a partnership function at a fintech or wealthtech company, have an existing network ...
Director, Partnerships
San Francisco, CA · On-site
Lead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James ... fintech, wealthtech, or finserv.. * An existing network across the RIA / wealth-management ...
Director, Partnerships
San Francisco, CA · On-site
Lead CEO-adjacent conversations with Tier 1 targets - broker-dealers (LPL, Cetera, Raymond James ... fintech, wealthtech, or finserv.. * An existing network across the RIA / wealth-management ...
StratiFi Technologies - Customer Success Manager & Solutions Consultant
San Francisco, CA · On-site
$100K - $120K/yr
Wealthtech or advisor-tech company background * CCO and executive stakeholder relationships * Comfort operating without a playbook at a small company Red Flags * Post-sale-only background with no ...
StratiFi Technologies - Customer Success Manager & Solutions Consultant
San Francisco, CA · On-site
$100K - $120K/yr
Wealthtech or advisor-tech company background * CCO and executive stakeholder relationships * Comfort operating without a playbook at a small company Red Flags * Post-sale-only background with no ...
Product Manager
Irvine, CA · On-site
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... WealthTech ecosystems and enterprise platform modernization initiatives.
Product Manager
Irvine, CA · On-site
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... WealthTech ecosystems and enterprise platform modernization initiatives.
Customer Success Manager & Solutions Consultant
Los Angeles, CA · Remote
$100K - $120K/yr
Executive stakeholder communication: credible with CCOs, principals, and operations leaders ... Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar, Tamarac ...
Quick apply
Customer Success Manager & Solutions Consultant
Los Angeles, CA · Remote
$100K - $120K/yr
Executive stakeholder communication: credible with CCOs, principals, and operations leaders ... Experience at wealthtech firms serving RIAs or IBDs (Orion, SS&C Black Diamond, Addepar, Tamarac ...
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$164 - $245/hr
The ideal candidate is strategic yet hands‑on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$164 - $245/hr
The ideal candidate is strategic yet hands‑on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$134K - $201K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$134K - $201K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$134K - $201K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Senior Product Manager (Wealth Management)
Irvine, CA · On-site
$134K - $201K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Associate Director Product Management (Wealth Management)
Irvine, CA · On-site
$164K - $245K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Associate Director Product Management (Wealth Management)
Irvine, CA · On-site
$164K - $245K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Associate Director Product Management (Wealth Management)
Irvine, CA · On-site
$164K - $245K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Associate Director Product Management (Wealth Management)
Irvine, CA · On-site
$164K - $245K/yr
The ideal candidate is strategic yet hands-on - comfortable working with executives while also ... Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
Executive Wealthtech information
What is the difference between Executive Wealthtech vs Wealth Advisor?
| Aspect | Executive Wealthtech | Wealth Advisor |
|---|---|---|
| Credentials | Financial certifications, tech expertise | Financial planning certifications (e.g., CFP) |
| Work Environment | Tech-driven firms, fintech companies | Financial advisory firms, banks |
| Industry Usage | Fintech, wealth management tech | Personal financial planning |
Executive Wealthtech professionals focus on developing and managing financial technology solutions within wealth management firms, often requiring tech skills and financial certifications. Wealth Advisors primarily provide personalized financial planning and investment advice to clients. While both roles operate within the wealth management industry, Executive Wealthtech emphasizes technology and innovation, whereas Wealth Advisors focus on client relationships and financial strategies.
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For Executive Wealthtech jobs in California, the most frequently searched job titles are:
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Founding CEO, AI WealthTech - Lead & Scale the Vision (San Francisco)
San Francisco, CA • On-site
Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
A leading venture studio is seeking a Founding CEO to spearhead a new AI copilot for B2B WealthTech. This innovative role involves leading customer discovery, building the product, and securing funding while fostering a strong team culture. Candidates should display proven success in B2B SaaS sales, fundraising, and leadership, along with a drive to co-found a transformative venture. The position offers an opportunity to engage actively in product launch and market traction, underpinned by initial funding and a committed team.
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