Co-Founder & CEO - AI WealthTech
Overview
Lead Weli AI, a B2B WealthTech venture at FutureSight, to drive proactive outreach and AUM growth. The role involves shaping strategy, driving product development, and scaling operations within existing CRM tools. This co‑founder partnership offers meaningful equity without a traditional salary structure.
What You'll Do11
- 1Design and launch the core product integrating market and news signals with client and portfolio data
- 2Develop automated client communication templates in the advisor’s voice
- 3Operate within CRM and portfolio management platforms rather than creating standalone dashboards
- 4Drive proactive outreach and personalized advice to increase advisor client engagement
- 5Scale the solution to achieve AUM growth through AI‑powered insights
- 6Collaborate with FutureSight’s cross‑functional team led by John Carbrey and other partners
- 7Own the seed financing process and leverage FutureSight’s network for follow‑on funding
- 8Recruit and mentor the founding team while establishing company culture
- 9Refine ideal customer profile, pricing model, and positioning
- 10Pilot the solution with independent RIAs and convert leads into paid engagements
- 11Lead fundraising efforts using demonstrated traction and market opportunity
Requirements9
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons leading B2B SaaS go‑to‑market initiatives
- 35+ years experience with AI agents and LLMs
- 4Founder equity with meaningful ownership from inception
- 5Proven fundraising fluency and ability to craft investor narratives
- 6Direct exposure to WealthTech and AI agent ecosystems
- 7B2B SaaS leadership background
- 8Cross‑functional team leadership skills
- 9Diversity, equity, and inclusion commitment
Salary Insight
Salary not disclosed in listing
Location
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