Senior Vice President of Wealth Management

Company Description WYSER is a venture fund focused on improving the success rate of early-stage startups into scalable, sustainable businesses. The organization operates closely with innovation-led founders in the Enterprise Agentic AI space, supporting idea development, validation, and market fit. WYSER helps founders identify white-space opportunities, refine customer needs analysis, size addressable markets, and accelerate MVP development with fewer iterations. Backed by founders and advisors with deep AI expertise and strong enterprise market access, WYSER offers a unique ecosystem for building IP-led businesses in Enterprise Agentic AI.
Role Description The Senior Vice President of Wealth Management will play a key strategic role in designing and overseeing wealth management approaches for the fund, its partners, and associated stakeholders. This volunteer, remote role involves developing and refining financial planning frameworks, advising on investment strategies, and aligning wealth management services with WYSER’s mission and long-term objectives. Day-to-day responsibilities include assessing investment opportunities, monitoring portfolio performance, and recommending risk management measures appropriate for a venture environment focused on Enterprise Agentic AI. The person in this role will collaborate with founders, advisors, and internal teams to provide guidance on capital allocation, long-term financial growth, and sustainable value creation within the ecosystem.
Qualifications
Strong proficiency in Financial Planning and Finance to design and oversee comprehensive wealth strategies.
Demonstrated experience in Wealth Management Services, including advisory, portfolio review, and client-focused solutions.
Solid understanding of Investments and Investment Management, particularly in venture or alternative assets.
Ability to interpret complex financial data, assess risk, and provide clear recommendations to diverse stakeholders.
Experience working with or advising startups, venture funds, or technology-focused organizations is highly beneficial.
Excellent analytical, communication, and stakeholder management skills, with the ability to work independently in a remote setting.
Relevant academic background in finance, economics, business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.

Work arrangement
No