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Executive Wealthtech Jobs in California (NOW HIRING)

Altruist

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 ...

Altruist

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 ...

Merican

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.

All JobsWealthtech JobsExecutive Wealthtech JobsExecutive Wealthtech Jobs in California

Executive Wealthtech information

What is the difference between Executive Wealthtech vs Wealth Advisor?

AspectExecutive WealthtechWealth Advisor
CredentialsFinancial certifications, tech expertiseFinancial planning certifications (e.g., CFP)
Work EnvironmentTech-driven firms, fintech companiesFinancial advisory firms, banks
Industry UsageFintech, wealth management techPersonal 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.

What are the most commonly searched types of Wealthtech jobs in California?

The most popular types of Wealthtech jobs in California are:

What are popular job titles related to Executive Wealthtech jobs in California?

For Executive Wealthtech jobs in California, the most frequently searched job titles are:

What job categories do people searching Executive Wealthtech jobs in California look for?

The top searched job categories for Executive Wealthtech jobs in California are:

What cities in California are hiring for Executive Wealthtech jobs?

Cities in California with the most Executive Wealthtech job openings:

Executive Wealthtech jobs near you
Infographic showing various Executive Wealthtech job openings in California as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

Co-Founder & CEO - AI WealthTech

FutureSight

Los Angeles, CA • On-site

Full-time

Re-posted 17 days ago

Job description

The Opportunity

FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role.

Weli AI is an embedded intelligence layer for wealth advisors. It integrates market and news signals with client and portfolio data to surface prioritized next-best actions and auto-draft client communications in the advisor's voice. Rather than another standalone dashboard, Weli is designed to operate within the CRM and portfolio management tools advisors already use, enabling proactive outreach, personalized advice, and AUM growth at scale.

Customer validation is complete, the wedge is defined, and initial pilot conversations are underway. We are now seeking the founder to lead the venture from here.

Market Context
  • A $70T intergenerational wealth transfer is underway across North America
  • The U.S. advisor base of approximately 380,000 faces a projected shortfall of 100,000+ by 2034
  • TAM is estimated at $2.28B in the U.S., with a SAM of $1.45B and an initial SOM of $145M
About FutureSight

FutureSight is a leading venture builder that co-creates world-class software companies with values-driven entrepreneurs from inception to exit. We are a team of founders, operators and designers with experience successfully bringing software to market at scale.

You'll co-create with a proven studio team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth.

The Partnership
  • Founder equity with meaningful ownership from inception
  • Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
  • Venture building resources, including embedded design, engineering, growth, and fundraising support from day one
  • Investor and advisor network across vertical AI and early-stage capital markets
  • A true co-creation model in which you operate as CEO with FutureSight's cross-functional team as your partner
What you'll own

As Co-Founder & CEO, you will set the venture's direction and lead its execution.

  • Strategy - Refine the ICP, pricing model, and product positioning
  • Customer Development - Lead pilots with independent RIAs, convert them to paid engagements, and build the go-to-market motion
  • Product - Partner with the FutureSight product and engineering team to ship V1 and iterate on user feedback
  • Capital - Lead the seed raise, supported by FutureSight's network and traction
  • Team - Recruit and lead the founding team, and establish the cultural foundation of the company
Co-Founder Profile
  • Previous founding experience at a venture-backed company
  • Demonstrated success in B2B SaaS go-to-market, including sales and customer engagement
  • Fundraising fluency, with the ability to develop investor narratives and close capital
  • Proven ability to attract, develop, and retain top talent
  • Clear-eyed understanding of the risks and demands of co-founding a venture-backed company
  • Direct exposure to WealthTech, AI agents/LLMs
How to Apply

Please submit your resume, LinkedIn profile, and a brief note on why this venture aligns with your goals as a founder. We will move quickly for the right candidate.

FutureSight is committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and experiences.

Apply