Job Description
Join a pioneering venture as the founding CEO focused on WealthTech 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 f...
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 f...