Vice President of Wealth Management

Company Description Fintech Unicorn is a well-funded, early-stage fintech startup operating in stealth mode with an exceptional founding team. The company is aggressively growing and building innovative solutions that aim to redefine how individuals and institutions manage their wealth. With strong backing and a clear vision, Fintech Unicorn is positioned as a future category leader in the fintech space. Team members join at a formative stage, with the opportunity to shape products, strategy, and culture in a fast-paced, high-growth environment.
Role Description The Vice President of Wealth Management is a full-time, remote role responsible for leading the firm’s wealth management strategy and client offerings. This role oversees the design and delivery of comprehensive financial planning and investment solutions, ensuring they align with client needs and regulatory standards. Day-to-day responsibilities include managing and mentoring advisory teams, refining product and service frameworks, and partnering with product, engineering, and marketing to integrate wealth management services into digital platforms. The Vice President will engage with key clients and partners, support business development efforts, and monitor performance metrics to optimize client experience and growth. This leadership position requires a balance of strategic vision, hands-on execution, and strong collaboration across functions in a fast-moving startup environment.
Qualifications
Demonstrated expertise in Wealth Management Services and Investment Management, with a track record of leading advisory teams or platforms.
Strong foundation in Finance and Investments, including portfolio construction, risk management, and asset allocation.
Proficiency in comprehensive Financial Planning, including retirement, tax, estate, and insurance planning for diverse client profiles.
Experience building or scaling wealth management offerings within a fintech, financial services, or related environment.
Knowledge of relevant regulatory frameworks and compliance requirements for advisory and investment services.
Excellent analytical, communication, and stakeholder management skills, with the ability to explain complex financial concepts clearly.
Proven leadership abilities, including mentoring teams, driving initiatives cross-functionally, and operating effectively in remote settings.
Advanced degree in Finance, Economics, Business, or a related field; professional designations such as CFP, CFA, or similar are highly beneficial.

Work arrangement
Yes