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Added 47 mins ago
Director, Business Intelligence
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Canada
Full-time
Act as a senior analytics partner to client account, strategy, and service teams by translating client objectives into scalable, best-in-class measurement frameworks that support…
Added 47 mins ago
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Associate Director, Strategic Pursuits, Managed Services
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Global Account Manager
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Senior Specialist, Experiential Learning Innovation
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Ottawa, ON · Desmarais Hall
Full-time
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FutureSight

Co-Founder & CEO - AI WealthTech

Canada

Job type: Full-time
Posting language: English
Posted: Oct 1, 2026

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Original job description

The Opportunity

FutureSight is seeking a Co-Founder & CEO to lead Weli, a B2B WealthTech venture. This is a co-founder partnership with meaningful founder equity, not a salaried executive role.

Weli is an AI-native operations platform purpose-built for wealth management firms. It plugs directly into the CRM, portfolio management, and custodian systems firms already run, and executes the back-office work behind every account, account opening, money transfer, trade coordination, and compliance routing. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves. Weli is built for the firm's back office.

Market Context

Weli's customers are independent and hybrid RIAs, firms built around senior advisors who own their own client books and lean on a small, shared operations team to execute everything behind the scenes. It's a large and fast-growing world. There are roughly 300,000 wealth and financial advisors in the US, and the independent channel has been on a two-decade climb, from under a fifth of the industry's assets in 2007 to 27% today, on track for nearly a third by 2028.

Growth is outpacing the operations layer built to support it. The industry's leading benchmarking study found 78% of RIA firms were actively hiring last year just to keep up with capacity constraints, and most firms add a full new hire for every $360,000 of revenue growth, an expensive, linear way to scale a business that should compound. In our own interviews, one managing partner put a number on it directly: his firm could roughly triple its assets under management with its current advisor headcount if operations could keep pace. That gap, real, quantifiable, and largely unaddressed by today's AI tools, is Weli's opportunity.

About FutureSight

FutureSight is a leading venture builder 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 venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth.

The Partnership

Founder equity with meaningful ownership from inception
Pre-seed capital committed by FutureSight for early hires and MVP development, with potential for follow-on funding
Venture building resources, including embedded design, engineering, growth, and fundraising support from day one
Investor and advisor network across fintech and early-stage capital markets
A true co-creation model in which you operate as CEO with FutureSight’s cross-functional team as your partner

What You’ll Own

As Co-Founder & CEO, you will set the venture's direction and lead its execution.

Strategy - Refine the ICP, pricing model, and product positioning
Customer Development - Lead pilots with RIA and wealth management firms, convert them to paid engagements, and build the go-to-market motion
Product - Partner with the FutureSight product and engineering team to ship V1 and iterate on user feedback
Capital - Lead the seed raise, supported by FutureSight's network and traction
Team - Recruit and lead a cohesive founding team, and establish the cultural foundation of the company

Co-Founder Profile

Previous founding experience at a venture-backed company
Demonstrated success in B2B SaaS go-to-market, including sales and customer engagement
Fundraising fluency, with the ability to develop investor narratives and close capital
Proven ability to attract, develop, and retain top talent
Clear-eyed understanding of the risks and demands of co-founding a venture-backed company
Direct exposure to wealth management, RIA operations, and financial services compliance, with the credibility and relationships to navigate the industry's regulatory landscape and sell into established firms

How To Apply

Please submit your resume, LinkedIn profile, and a brief note on why this venture aligns with your goals as a founder. We will move quickly for the right candidate.

FutureSight is committed to diversity, equity, and inclusion. We welcome applicants of all backgrounds and experiences.

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More about this job

Responsibilities

Set Weli’s strategic direction, refine its target customer, pricing, and positioning, and lead customer development by running pilots and converting firms into paying customers. Partner with FutureSight to ship and improve the product, lead the seed fundraising process, and recruit and lead the founding team.

Requirements

Candidates should have prior founding experience at a venture-backed company, a record of B2B SaaS go-to-market success, fundraising fluency, and the ability to attract and retain talent. Direct experience with wealth management, RIA operations, and financial services compliance, along with industry credibility and relationships, is also required.

Skills

Venture Founding
B2B SaaS Go-to-Market
Sales
Customer Development
Fundraising
Investor Relations
Wealth Management
RIA Operations
Financial Services Compliance
Product Strategy
Pricing Strategy
Product Positioning
Team Building
Talent Development
Leadership
AI Product Development

Benefits

Founder Equity
Pre-Seed Capital
Venture-Building Resources
Investor and Advisor Network

Visa sponsorship

Not detected in the job text

Keywords

AI
WealthTech
B2B SaaS
Wealth Management
Registered Investment Advisors
RIA Operations
Financial Services Compliance
Venture Building
Founder Equity
Pre-Seed Funding
Seed Fundraising
Go-to-Market
Customer Development
Product Strategy
Product Positioning
Pricing Model
Account Opening
Money Transfers
Trade Coordination
Compliance Routing
CRM
Portfolio Management Systems
Custodian Systems
Independent RIAs
Hybrid RIAs
MVP Development
Investor Relations
Team Building

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