Advisory Board Member – Wealth Management and RIA Strategy

About WealthPaver
WealthPaver is a registered RIA and fintech platform building a modern approach to wealth management for individuals, families, and employers.
WealthPaver's vision is to create a Financial Operating System for Life—an integrated platform designed to help individuals and families create, protect, grow, transfer, and build legacy wealth.
The platform combines human expertise with Darwin AI-powered intelligence and institutional-grade investment capabilities across emergency and goal-based savings, employer wealth programs, debt reduction, retirement solutions, alternative investments, ETFs, and hedge fund strategies.
As WealthPaver enters its next stage of growth, we are expanding our Advisory Board with accomplished wealth management and financial services leaders who can contribute strategic expertise, industry perspective, and relationships.
About the Role
WealthPaver is seeking an experienced Advisory Board Member – Wealth Management & RIA Strategy to advise the company's leadership team as it scales its wealth management platform, expands distribution, develops strategic partnerships, and grows its presence across the financial services ecosystem.
This part-time advisory role is designed for current and former senior executives, founders, partners, and industry leaders with significant experience in wealth management, RIAs, private wealth, investment management, banking, brokerage, fintech, or related financial services.
Advisory Board Members will provide executive-level perspective on the changing wealth management landscape and help WealthPaver identify opportunities for strategic growth, differentiation, and long-term value creation.
Key Responsibilities
Provide strategic guidance on WealthPaver's growth and expansion within the wealth management and RIA markets.
Advise leadership on client acquisition, distribution, advisor strategy, and market positioning.
Share insights on emerging trends across wealth management, private wealth, fintech, AI, and investment management.
Provide perspective on strategic partnerships, RIA and fintech acquisitions, and other growth opportunities.
Advise on WealthPaver's integration of technology and human expertise across the client wealth journey.
Introduce WealthPaver to potential strategic partners, industry leaders, distribution relationships, or other relevant organizations when appropriate.
Participate in periodic virtual Advisory Board meetings and strategic discussions.
Preferred Qualifications
15+ years of senior leadership experience in wealth management, RIAs, private wealth, investment management, banking, brokerage, fintech, or a closely related financial services sector.
Experience as a CEO, President, COO, Managing Director, founder, partner, business unit leader, or comparable senior executive.
Strong understanding of the wealth management industry and the forces reshaping financial advice, technology, distribution, and client expectations.
Expertise in one or more areas such as growth strategy, distribution, strategic partnerships, investment management, technology, AI, M&A, or business development.
Strong professional relationships across the wealth management, RIA, investment, fintech, banking, or broader financial services ecosystem.
Ability to contribute approximately 1 - 2 hours per month.
Compensation & Benefits
This is a part-time advisory role with the opportunity to receive sweat equity, subject to company approval and final advisory agreement terms.
Qualified Advisory Board Members may also have the opportunity to participate as angel investors in Wefea, Inc., the holding company that owns WealthPaver. Investments begin at $25K, with the ability to participate using an IRA/401(k), where applicable.
The role provides the opportunity to contribute to a growing wealth management and fintech platform while collaborating with experienced leaders.
Why Join WealthPaver?
WealthPaver is addressing a fundamental challenge in wealth management: financial tools, accounts, advisors, and investment solutions remain fragmented across disconnected providers.
The company is building a more integrated model—bringing together capital, technology, human expertise, and long-term financial goals within one platform.
As an Advisory Board Member, you will have the opportunity to:
Help shape the strategy of an emerging wealth management and fintech platform.
Influence how WealthPaver approaches growth, distribution, partnerships, and market expansion.
Contribute perspective on the future of AI-enabled wealth management and financial advice.
Collaborate with experienced executives, entrepreneurs, investors, and financial services leaders.
Expand your professional network across wealth management, fintech, investment management, and financial services.
Share your expertise while maintaining flexibility with your existing professional commitments.
Equal Opportunity Employer
Wefea, Inc. is committed to fostering a diverse and inclusive environment where professionals from all backgrounds are valued. We welcome qualified candidates regardless of race, religion, gender, age, disability, veteran status, sexual orientation, or other protected characteristics.
If you are an accomplished wealth management or financial services leader interested in helping shape a more integrated, technology-enabled future for wealth management, we invite you to explore this opportunity with WealthPaver.

Work arrangement
Yes