OriginBluy | People Insights
Website:
originbluy.com
Job details:
Co-Founder – Wealth Tech
Location: Delhi NCR / Gurgaon / Mumbai
Commitment: Full-time | Profit Share | Equity
Why This Role ExistsWealth Management in India is at an inflection point.
The industry is exploding — UHNIs are multiplying, family offices are professionalizing, and global wealth is flowing into Indian markets. But the infrastructure serving them? Still stuck in spreadsheets, siloed CRMs, and RM knowledge that walks out the door every quarter.
AI will reshape this entire landscape in the next five years. The winners won't be firms with the most AUM — they'll be the ones who:
- Capture institutional knowledge and scale it across hundreds of RMs
- Deliver hyper-personalized advice without burning out their best people
- Turn every client interaction into intelligence — not just a CRM entry
This is what we are building.
We're looking for a Co-Founder who's been in the trenches of Indian wealth tech — someone who understands how UHNIs invest, how wealth firms operate, and what's broken in the system today. Not someone who'll just sell the product. Someone who'll shape it.
The OpportunityThis is not a BD role with a founder title. This is a true co-builder position.
You'll work side-by-side with the founding team to:
- Define what AI should solve for Wealth RMs, CIOs, and Family Office heads
- Shape the product with real-world use cases from Indian wealth tech
- Lead strategic conversations with wealth firms, banks, and fintechs
- Build and own the Wealth vertical — strategy, revenue, and roadmap
Your Mission1. Define the Wealth Tech Use Cases
- Identify 3–5 high-impact problems: RM knowledge transfer, client intelligence, portfolio construction, next-best-action, compliance automation
- Translate how investing actually happens in Indian wealth tech into AI-solvable workflows
- Work with product & tech to validate, prototype, and iterate
2. Lead Strategic Conversations
- Open doors with Wealth Heads, CIOs, Family Office principals, and Digital CXOs
- Run discovery, demos, and pilot discussions at the highest levels
- Convert 3–5 pilots into paid, scalable engagements in Year 1
3. Build the GTM Engine
- Craft positioning that resonates with Indian wealth decision-makers
- Document playbooks, use cases, and winning narratives
- Shape pricing, packaging, and commercial models for the segment
4. Leverage Your Network
- Tap into your relationships across wealth management firms, private banks, and family offices
- Create partnership and distribution opportunities
- Position OneOrg.ai as the AI layer for Indian wealth tech
5. Act Like a Founder
- Co-own revenue, outcomes, and strategy for the vertical
- Operate with speed, conviction, and client obsession
- Help build a category — not just close deals
Who You AreExperience & Knowledge:
- 8–12 years in the Indian Wealth space — at a wealth management firm, private bank, family office, or wealth-focused fintech
- End-to-end knowledge of how wealth management works — from client acquisition to onboarding, advisory, portfolio construction, product distribution, reporting, and retention
- Deep understanding of how investing is done — asset allocation, risk profiling, product selection, and how decisions actually get made
- Experience selling to UHNIs — both India-based and global/NRI clients
- Strong network across wealth management companies, private banks, and family offices — people who'll take your call
Mindset & DNA:
- Appetite for bold risks — you're energized, not paralyzed, by high-stakes decisions
- Comfort with extreme uncertainty — you don't need a playbook to move forward
- Relentless bias for action — you get things done, period
- Ability to cut through complexity — you simplify for clients, teams, and yourself
Bonus:
- Exposure to wealth tech platforms (CRMs, portfolio tools, advisory tech)
- Past startup or zero-to-one experience
- Relationships with wealth tech founders, investors, or ecosystem players
What You Get- Co-Founder title and role — not a token, but a real seat at the table
- Equity stake with meaningful upside
- Profit share from the Wealth vertical you build
- Tech team that builds the product — you focus on market, clients, and strategy; we handle engineering
- Direct influence on product roadmap, GTM, and company strategy
- The chance to define how AI transforms wealth management in India
How to ApplySend us:
- A short note: "What's broken in Indian wealth tech today — and what would you build to fix it?"
- One pilot idea you'd pitch to a Wealth CXO or Family Office head
- Format: Voice note, video, slides, or plain email — we value depth, not polish
Email: vivek.slaria@originbluy.com
Subject: Co-Founder – Wealth Tech | [Your Name]
Click on Apply to know more.