AI Launch Advisor - Wealth Tech (6-Week Sprint)

FutureSight Inc.; Canada; Remote; CAD 60,000 - 80,000; Part time

Job summary

FutureSight Inc. is seeking an AI Launch Advisor to support the launch of a new AI-native Wealth Tech venture. The role involves shaping the MVP, refining go-to-market strategies, and ensuring product delivery aligns with market needs. This position offers a stipend of $4,000 for 6 weeks and advisor equity in the venture.

Benefits

1% advisor equity in the venture spun out

Qualifications

• Experience launching early-stage B2B SaaS or AI-powered products (0–1 experience essential).
• Comfortable synthesizing fast-moving inputs into crisp deliverables.

Responsibilities

• Refine early adopter personas and shape initial sales motions.
• Work with AI and product team to finalize MVP scope.
• Benchmark against comparable tools in the advisor tech stack.

Skills

Deep familiarity with wealth management workflows

Strong understanding of generative AI applications

Ability to operate at the intersection of product, GTM, and technical feasibility

Education

Experience launching early-stage B2B SaaS or AI-powered products

Tools

Integrations with custodians and CRMs

Job description

About FutureSight

FutureSight is a venture studio that co-founds and builds B2B SaaS companies from 0 to 1 alongside values-driven entrepreneurial leaders. Our model brings together validated ideas, high-caliber founders, and embedded resources to accelerate the journey from concept to company.

We’re now entering the launch sprint for a new AI-native Wealth Tech venture. This opportunity is built on a validated problem space: helping financial advisors, RIAs, and wealth managers deliver proactive, personalized advice at scale. The solution focuses on intelligent co-pilots, client engagement automation, and high-net-worth workflow enhancements.

The Opportunity

We’ve completed the validation phase—including dozens of interviews with financial professionals, clear confirmation of problem-solution fit, and early commercial interest. We’re now preparing for launch.

As AI Launch Advisor, you’ll support the final leg of this 6-week sprint: shaping the MVP, pressure-testing GTM hypotheses, mapping technical feasibility, and sharpening our differentiation in a crowded market. Your work will inform product delivery decisions, partnership strategy, and founder requirements.

Key Responsibilities

Go-to-Market Readiness

• Refine early adopter personas, key use cases, and beachhead segments
• Shape initial sales motions and packaging (e.g., advisor-first, firm-led, or embedded)
• Collaborate on marketing narrative, pitch materials, and waitlist or demo launch strategies
• Assess regulatory or integration requirements (e.g., CRM, custodian, compliance stack)
• Identify potential early partners or design partners for pilot rollout

Product & Technical Feasibility

• Work with FutureSight’s AI and product team to finalize MVP scope and feature set
• Review AI architecture and help evaluate options (e.g., LLM vs. RAG, co-pilot vs. dashboard)
• Stress-test implementation risks across compliance, latency, and user experience
• Support prompt engineering, vendor selection, or prototyping efforts where relevant

Competitive & Strategic Positioning

• Benchmark against comparable tools or emerging competitors in the advisor tech stack
• Identify defensible product hooks or data advantages
• Recommend strategic angles for market entry and differentiation

Sprint Deliverables

• Final MVP and GTM plan with supporting rationale
• Market feedback or pre-sales signals (e.g., waitlist signups, demo interest)
• Launch-readiness checklist (technical, commercial, operational)

• Deep familiarity with wealth management workflows and advisor pain points
• Experience launching early-stage B2B SaaS or AI-powered products (0–1 experience essential)
• Strong understanding of generative AI applications, particularly in sales, compliance, or service
• Ability to operate at the intersection of product, GTM, and technical feasibility
• Comfortable synthesizing fast-moving inputs into crisp deliverables
• Bonus: Experience with integrations (custodians, CRMs), financial planning tools, or compliance tech

Compensation

• ~20 hrs/wk for 6 weeks & $4,000 stipend
• 1 % advisor equity in the venture spun out (vests monthly over 24 months)