Co-Founder & CEO - AI WealthTech (San Francisco)

6 days ago Be among the first 25 applicants Job Overview FutureSight is hiring an experienced and visionary Founding CEO for a B2B WealthTech advisor AI copilot. The new venture is revolutionizing how financial advisors process information to deliver proactive, personalized guidance at scale. Targeting small to midsized wealth management firms, our solution enables advisors to deliver better client experiences, boost retention, and accelerate AUM. Wealth management is approaching a critical inflection point with $70T intergenerational wealth transfer underway and a projected shortage of 100,000+ advisors by 2034. Today's advisors are overwhelmed by fragmented tools, nonstop headlines, and the pressure to deliver hightouch service across hundreds of clients. Weli acts as a second brain for advisors surfacing insights, anticipating client needs, and streamlining engagement. Work has already begun in the studio. The idea has been validated through customer interviews, and pilot conversations are in motion. Responsibilities Lead the roadmap Own customer discovery, refine the wedge, and translate insights into a focused GTM plan. Build the product Work with FutureSight's product/engineering pod to launch V1. Win customers Run pilots, shape pricing, and validate retention + expansion. Raise capital Lead the seed raise with our support, backed by real traction. Build your team Hire your founding team and set the cultural foundation. About FutureSight FutureSight is a leading venture studio that cocreates worldclass software companies with valuesdriven 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 cocreate 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. Kevin Nguyen Product leader with 0 1 SaaS scaleup experience. Alan Smith Globally recognized early stage validation expert, 24 products launched, an exit, 5M+ books sold. Prathna Ramesh Earlystage investor and capital strategy advisor. What We Bring to the Table Validated problem & early market pull You will enter a venture with a proven market need, early adopter interest, and strong momentum toward building and scaling. Studio bench strength Designers, engineers, growth marketers, and fundraising pros are embedded from Day 1. Capital commitment Initial preseed funding for early hires and building the MVP with potential for followon funding, and access to our investor and advisor network. What You Bring to the Table Founderlevel drive You're motivated to cofound a new venture as the CEO. With or without us, this is your calling. Startup scrappiness You know what you're signing up for. You're familiar with the scrappiness of owning something from start to finish. Previous founding experience You have cofounded a product company or B2B SaaS venture or have been at a venturebacked company. Risk appetite and capacity Read more on our post on the Entrepreneurial Risk Profile. GTM chops Proven success in B2B SaaS sales, marketing, and customer engagement. Fundraising fluency Able to craft investor narratives and close capital; wellnetworked in fintech and earlystage communities. People leadership Magnet for top talent; coach and culture carrier. Bonus: Exposure to WealthTech, AI agents/LLMs, or highly regulated industries. What You Can Expect Daily active engagement with our team to launch initial product, achieve initial market traction, and prepare for seed fundraise. Ready to Build? If this is the perfect opportunity for you, we want to hear from you Submit your Resume and LinkedIn profile and tell us more about why you think we should chat FutureSight is committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and experiences. #J-18808-Ljbffr