Founding Wealth Practice Partner - Automate & Scale RevShare

Amaltash; San Francisco (CA); Hybrid; USD 150,000 - 300,000; Full time

Benefits offered by this job

Revenue sharing

Hybrid work

Job summary

Amaltash, a San Francisco-based AI-native wealth platform, seeks a Founding Partner for its Wealth Practice. You will bring decades of wealth-management leadership to a technology-forward partnership, steering automation while preserving client relationships.

The role offers revenue-share compensation and a hybrid work setup in San Francisco, with ownership of your client book and continued advisory oversight.

Qualifications

• 30+ years running or leading a wealth-management practice.
• Active book of client relationships that you own.
• Current registration in good standing (Series 65 or equivalent).

Responsibilities

• Bring your wealth practice onto Amaltash and shape how it works for advisors like you.
• Decide which parts of your day we automate first.
• Remain the primary contact for your clients.

Skills

Wealth management

Series 65

Client relationships

Job description

Amaltash, a San Francisco-based AI-native wealth platform, seeks a Founding Partner for its Wealth Practice. You will bring decades of wealth-management leadership to a technology-forward partnership, steering automation while preserving client relationships.

The role offers revenue-share compensation and a hybrid work setup in San Francisco, with ownership of your client book and continued advisory oversight.