Business Development Associate (Wealth)

StackWealth LLC; Bengaluru; On-site; INR 600,000 - 800,000; Full time

Job summary

Stack Wealth seeks a proactive Wealth Manager to onboard clients, manage engagements, and drive subscription closures for advisory products. You’ll conduct quarterly reviews, explain performance against benchmarks, and keep clients informed every step of the way.

Ideal candidates bring 2+ years in financial sales/advisory roles, strong communication, and the ability to grow wallets through cross-sell while aligning with Stack Wealth’s investment philosophy.

Qualifications

• 2+ years of experience in sales or advisory roles in financial services
• Strong academic background
• Exceptional communication skills, clear, confident and convincing
• Deep knowledge of financial markets, mutual funds, stocks and investment strategies
• High sales ownership and strong relationship-building instincts
• Ability to explain investment methodology in simple terms

Responsibilities

• Onboard, engage, and drive subscription closures for advisory products
• Run quarterly video reviews with each client and present portfolio performance
• Maintain ongoing client communication to keep them informed
• Spot opportunities to grow portfolios through cross-sell and upsell
• Dive into client portfolios to suggest improvements aligned with our investment philosophy

Skills

Sales experience

Communication skills

Relationship-building

Market knowledge

Education

Strong academic background

Job description

Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn’t be limited to a select few, and we’re 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, we’re 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 we’re building in India’s next generation of investors.

We’re not here to follow the playbook—we’re here to write a new one. If you’re excited about transforming how Indians build wealth, you’re in the right place.

About the Role:

We’re looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You’ll be the face of our personalised wealth management platform - helping clients make smarter investment decisions while growing their wealth (and ours).

If you’re great at building trust, explaining markets in plain English, and following through till the deal is done, you’ll fit right in.

What You’ll 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 Stack’s core investment philosophy.

What We’re 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:

We’re rethinking how India invests. You’ll 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 - you’ll love it here.