Wealth Creator

Unlock the Potential of Wealth Creation:

About Stack Wealth is a reimagined wealth management platform for India's emerging affluent. We're driven to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

A team of seasoned professionals has deep experience across finance, product, and technology, backed by world-class investors including Y Combinator and Harvard Management Company.

Since inception, we've onboarded over 1 lakh clients who have entrusted us with ₹100+ crores in assets.

We're rewriting the playbook on how Indians build wealth. If you're passionate about transforming the investment landscape, this could be your dream role.

About the Role:

As a smart and driven Wealth Manager, you'll be the face of our personalized wealth management platform. You'll empower clients to make informed investment decisions while growing their wealth (and ours).

The ideal candidate will excel at building trust, explaining markets in plain English, and following through till the deal is done.

Key Responsibilities:

• Establish rapport with prospects - understand their profile, explain our advisory model, and onboard them into our tailored stock portfolios.
• Manage sales pipeline efficiently. Follow up, close deals, hit acquisition targets.
• Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
• Ensure seamless communication - emails, calls, nudges, updates - ensuring clients always feel informed and taken care of.
• Identify 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 our core investment philosophy.

What We Look 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:

We're revolutionizing how India invests. You'll be part of a fast-paced startup working alongside passionate individuals who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth - you'll thrive here.