Co-Founder & CEO - AI WealthTech
Los Angelesremotec-level
Posted 3w ago · via Workable
About this role
The Opportunity FutureSight is seeking a Co-Founder & CEO to lead Weli AI , a B2B WealthTech venture. 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: outreach, stripe
2
Level fit
This role is c-level-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
outreachstripe
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