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Wealthtech Jobs (NOW HIRING)

CapIntel

Lead Product Manager

New York, NY

What You'll Bring * 7+ years of product management experience, with a track record of owning products end-to-end in SaaS, fintech, or wealthtech environments. * 3+ years of experience working in the ...

Themesoft, Inc.

Envestnet SME/BSA

Dallas, TX · On-site

Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User Stories * Agile, Scrum, UAT, SDLC * REST APIs, JSON, SQL, Data Analysis * JIRA, Confluence Role Highlights:

CapIntel

Lead Product Manager

New York, NY · On-site +1

$195K - $245K/yr

Background in wealthtech, fintech, or financial services particularly with direct exposure to advisor workflows, onboarding, or client experience design. * Background building onboarding, activation ...

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User Stories * Agile, Scrum, UAT, SDLC * REST APIs, JSON, SQL, Data Analysis * JIRA, Confluence Role Highlights:

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site

Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User Stories * Agile, Scrum, UAT, SDLC * REST APIs, JSON, SQL, Data Analysis * JIRA, Confluence Role Highlights:

Envestnet

Pricing Governance Manager

Berwyn, PA · On-site +1

Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver ...

Envestnet

Senior Software Engineer

Concord, NC · On-site +1

... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative solutions that make a real difference. We ...

Envestnet

Lead Software Engineer

Concord, NC · On-site +1

$149K - $186K/yr

... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative solutions that make a real difference. We ...

Envestnet

Lead Data Engineer

Raleigh, NC · On-site +1

$111.30K - $133.70K/yr

Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver ...

Envestnet

Senior Accountant

Denver, CO · Hybrid

$74.70K - $93.90K/yr

Public accounting experience is preferred * CPA preferred Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate ...

Envestnet

Cyber Delivery & Transformation Director

Concord, NC · Remote

$44.70K - $60.10K/yr

Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver ...

Envestnet

Senior Software Engineer

Concord, NC · On-site +1

$124K - $155K/yr

... of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative solutions that make a real difference. We ...

Envestnet

Senior Legal Counsel

Boston, MA

$151.50K - $205.80K/yr

Excellent organizational skills with the ability to multi-task Why You'll Enjoy Working at Envestnet   Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and ...

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How much do wealthtech jobs pay per hour?

As of May 31, 2026, the average hourly pay for wealthtech in the United States is $26.34, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $30.77 per hour, depending on experience, location, and employer.

What is a Wealthtech job?

A Wealthtech job typically involves working at the intersection of finance and technology, focusing on digital solutions that enhance wealth management services. Professionals in this field may develop robo-advisors, investment platforms, or financial analytics tools to help individuals and institutions manage assets more efficiently. Roles can include software developers, product managers, financial analysts, and data scientists. The goal is to leverage technology to improve accessibility, automation, and efficiency in wealth management.

What are the key skills and qualifications needed to thrive in the Wealthtech position, and why are they important?

To thrive in Wealthtech, you need a solid background in finance, technology, and data analytics, often supported by a degree in finance, computer science, or a related field. Familiarity with fintech platforms, portfolio management systems, digital wealth management tools, and certifications such as CFA or FINRA licenses are highly valued. Strong problem-solving skills, attention to detail, and effective communication help professionals navigate complex client needs and work well within interdisciplinary teams. These competencies are crucial for successfully developing and managing innovative financial solutions in an evolving Wealthtech landscape.

What are typical career progression paths for professionals in Wealthtech roles?

Many entry-level professionals in Wealthtech start as analysts, product managers, or software developers, working closely with both technology and finance teams. With experience, there are opportunities to move into senior roles such as product lead, portfolio strategist, or technical architect, and eventually into leadership positions like Director of Product or Head of Digital Wealth Solutions. Career growth in this field is often accelerated by gaining expertise in emerging technologies, regulatory requirements, and client relationship management. Because the industry is rapidly evolving, professionals who seek continuous learning and adapt to new digital trends are especially well-positioned for advancement.
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Wealthtech jobs near you
Infographic showing various Wealthtech job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 68% Physical, 11% Hybrid, and 21% Remote job distribution, with an average salary of $54,791 per year, or $26.3 per hour.

Co-Founder & CEO - AI WealthTech

FutureSight

San Francisco, CA • On-site

Other

Posted 25 days ago

Job description

The Opportunity

FutureSight is seeking a Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture currently in build at our studio. 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 studio 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, 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
  • Studio resources, including embedded design, engineering, growth, and fundraising support from day one
  • Investor and advisor network across fintech and early-stage capital markets
  • A true co-creation model in which you operate as CEO with the studio 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