Co-Founder & CEO, Weli AI (WealthTech Startup)

FutureSight

$150K — $250K *
US-AnywhereRemote in Canada
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of startup or founding experience in a product company or B2B SaaS venture
  • Demonstrated success in B2B SaaS sales and marketing
  • Proven track record of raising capital in fintech or early-stage companies
  • Strong leadership skills with experience in building and managing teams
  • Ability to navigate the complexities of regulated industries like WealthTech
  • Familiarity with AI technologies or agents and their implications for advisory services

Responsibilities

  • Lead customer discovery and shape the go-to-market strategy
  • Collaborate with product and engineering teams to build and launch the initial version by August 2025
  • Conduct pilot programs and develop pricing strategies based on customer feedback
  • Drive efforts to raise seed capital while showcasing initial traction
  • Assemble and cultivate a founding team that embodies the company's culture

Benefits

  • Access to a team of experienced founders and operators from Day 1
  • Initial pre-seed funding for building the MVP and early hires
  • Established network of investors and advisors for future fundraising
  • Exposure to a validated market need with early market pull
  • Daily hands-on engagement with a team focused on launching and scaling the product
Full Job Description
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 mid-sized 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 high-touch service across hundreds of clients. Weli acts as a second brain for advisors - surfacing insights, anticipating client needs, and streamlining engagement.

We are aiming to launch in Q3 2025.

Work has already begun in the studio. The idea has been validated through customer interviews, and pilot conversations are in motion.

As Founding CEO, you will:
  • 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 by August 2025
  • 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 co-creates world-class software companies with values-driven 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 co-create 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 scale-up experience
  • Alan Smith - Globally recognized early stage validation expert, 24 products launched, an exit, 5M+ books sold
  • Prathna Ramesh - Early-stage 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 pre-seed funding for early hires and building the MVP with potential for follow-on funding, and access to our investor and advisor network
What You Bring to the Table
  • Founder-level drive - You're motivated to co-found 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 co-founded a product company or B2B SaaS venture or have been at a venture-backed 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; well-networked in fintech and early-stage 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.

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