ZipRecruiter

Log In

1

Executive Wealthtech Jobs (NOW HIRING)

Range

Account Executive

Mclean, VA · On-site

Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...

Range

Account Executive

New York, NY · On-site

Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...

Range

Account Executive

Bellevue, WA · On-site

Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...

Range

Senior Account Executive

Mclean, VA · On-site

Account Executives build trust with potential members by showcasing the platform's value and ... Previous experience in FinTech or WealthTech or Wealth Management Industry * SIE, Series 7, Series ...

YCharts Inc

Enterprise Account Executive

Chicago, IL · On-site +1

$200K - $260K/yr

... WealthTech or financial services strongly preferred * Proven track record as a self-starter who ... Proven ability to build strong relationships with exceptional executive presence; able to ...

YCHARTS INC

Enterprise Account Executive

Chicago, IL

$200K - $260K/yr

... WealthTech or financial services strongly preferred * Proven track record as a self-starter who ... Proven ability to build strong relationships with exceptional executive presence; able to ...

Fiscal.ai

Account Executive - Capital Markets

Boston, MA · On-site

$250K - $300K/yr

Account Executive -- Capital Markets Base: $125,000 - $150,000 | OTE: $250,000 - $300,000 ... wealthtech platforms. * Financial Data Domain Knowledge: Familiarity with financial data APIs ...

Fiscal.ai

Account Executive - Capital Markets

New York, NY · On-site

$250K - $300K/yr

Account Executive - Capital Markets Base: $125,000 - $150,000 OTE: $250,000 - $300,000+ (Uncapped ... wealthtech platforms. * Financial Data Domain Knowledge: Familiarity with financial data APIs ...

Fiscal.ai

Account Executive - Capital Markets

Boston, MA · On-site

$250K - $300K/yr

Account Executive - Capital Markets Base: $125,000 - $150,000 OTE: $250,000 - $300,000+ (Uncapped ... wealthtech platforms. * Financial Data Domain Knowledge: Familiarity with financial data APIs ...

Advisor360 LLC

Solutions Architect (Wealthtech)

$64.50 - $85/hr

Provide executive-level oversight and thought leadership on technical delivery across multiple ... Wealthtech. * Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management ...

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 ...

next page

Showing results 1-20

All JobsExecutive Wealthtech Jobs

Executive Wealthtech information

See salary details

$26.5K

$93.6K

$184K

How much do executive wealthtech jobs pay per year?

As of Jul 2, 2026, the average yearly pay for executive wealthtech in the United States is $93,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,500.00 per year, depending on experience, location, and employer.

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.

More about Executive Wealthtech jobs
What cities are hiring for Executive Wealthtech jobs? Cities with the most Executive Wealthtech job openings:
What are the most commonly searched types of Wealthtech jobs? The most popular types of Wealthtech jobs are:
What states have the most Executive Wealthtech jobs? States with the most job openings for Executive Wealthtech jobs include:
What job categories do people searching Executive Wealthtech jobs look for? The top searched job categories for Executive Wealthtech jobs are:
Executive Wealthtech jobs near you

Co-Founder & CEO - AI WealthTech

FutureSight

New York, NY

Other

Posted 27 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 venture building team, including:

  • John Carbrey - 4x founder, bootstrapped to $100M ARR
  • Joshua Auslander - Seasoned CFO and strategic advisor with $200M aggregate exits
  • Alan Smith - Globally recognized early stage validation expert, 24 products launched, an exit, 5M+ books sold
  • Prathna Ramesh - Early-stage investor and capital strategy advisor
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 logistics, 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 direction of the venture 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