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Innovative CEO WealthTech AI Solutions and Financial Advisors
Job Description & How to Apply Below
Join a pioneering venture as the founding CEO focused on Wealth Tech innovation. Create an AI-driven copilot that elevates how financial advisors serve clients effectively.
In this key leadership role, you will guide the development of a state-of-the-art B2B solution designed to streamline financial advice delivery. Your expertise in B2B SaaS, customer retention strategies, and fundraising will directly impact our startup's trajectory. The ideal candidate will have experience in building teams, enhancing client experiences, and addressing the massive wealth transfer currently shaping the industry.
Key Responsibilities:
• Define and lead product development and market strategy
• Conduct customer pilots and assess retention metrics
• Oversee fundraising efforts and investor relations
• Build a strong founding team with defined culture
• Work closely with product/engineering to release MVP
Requirements:
• Previous founding experience in tech or software
• Demonstrated capability in B2B sales and marketing
• Strong fundraising track record in fintech sectors
• Excellent people leadership and cultural fit focus
• Familiarity with AI and Wealth Tech preferred
Lead the charge in redefining financial advisory roles using advanced AI technology and transformative strategies that improve advisor effectiveness.
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