01Overview
Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for Indias emerging affluent. We believe the private wealth experience shouldnt be limited to a select few, and were building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.
Founded by a team with deep experience across finance, product, and technology, were backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company. Since our inception, over 1 lakh clients have trusted Stack Wealth with 100+ crores in assets, a testament to the trust were building in Indias next generation of investors.
Were not here to follow the playbookwere here to write a new one. If youre excited about transforming how Indians build wealth, youre in the right place.
About the Role
Were looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. Youll be the face of our personalised wealth management platform - helping clients make smarter investment decisions while growing their wealth (and ours).
If youre great at building trust, explaining markets in plain English, and following through till the deal is done, youll fit right in.
What Youll Do
Be the first point of contact for prospects - responsible for onboarding, engagement, and driving subscription closures for our advisory products.
Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
Keep the communication flowing - emails, calls, nudges, updates - ensure clients always feel informed and taken care of.
Spot opportunities to grow each portfolio - cross-sell PMS, upsell allocations, deepen wallet share.
Dive into client portfolios and suggest smart improvements, all in line with Stacks core investment philosophy.
What Were Looking For
2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
Strong academic background
Exceptional communication skills - clear, confident, and convincing
Deep knowledge of financial markets, MFs, stocks, and investment strategies
High sales ownership and strong relationship-building instincts
Ability to explain complex investment methodology to clients in simple terms
Why Join Us
Were rethinking how India invests. Youll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth - youll love it here. .
