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- Tasks: Lead the vision and growth of an innovative fintech startup.
- Company: WealthCircle is revolutionising wealth management with AI-driven solutions for affluent clients.
- Benefits: Enjoy founder equity, a monthly stipend, and access to expert resources.
- Why this job: Join a mission to reshape financial advice and make a real impact in the industry.
- Qualifications: Ideal candidates are ex-MBB consultants with startup experience and a passion for fintech.
- Other info: Submit a creative video application instead of a traditional CV.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Fintech Co-Founder/ CEO – Calling MBB consultants: move from slides to startups
Fintech Co-Founder/ CEO – Calling MBB consultants: move from slides to startups
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Direct message the job poster from Augment Ventures – Building the Future of Wealth
Co-Founder & CEO – WealthCircle
Reimagining Wealth Advice for the Modern Affluent
About WealthCircle
WealthCircle is building the AI-powered wealth platform for the next generation of clients and advisors – those with £250k–£5m in investable assets who are too complex for DIY platforms and too overlooked by traditional wealth managers.We’re addressing a £250bn+ underserved market in the UK alone.
Think: Calendly + Wealthfront + McKinsey for wealth management
A data-driven, always-on, curated advice engine that pairs individuals with the right financial experts, tools, and journeys.
What We’ve Already Done
️ Validated customer pain points via interviews, advisor feedback & early tests
️ Defined MVP scope – covering onboarding, needs assessment, matching engine, and hybrid advice delivery
️ Built initial team with product & venture studio capabilities
️ Secured warm intros to early customers, channel partners, and investors
We’ve done the groundwork. Now we need a CEO with vision and velocity to lead us through MVP build, GTM, and early fundraising.
What You’ll Do
As Co-Founder & CEO, you’ll:
- Own and evolve the product vision, roadmap, and commercial model
- Recruit and lead a high-calibre founding team (starting with a technical co-founder)
- Drive customer acquisition and early traction
- Build a scalable advice matching and delivery engine, leveraging AI where useful
- Secure pre-seed/seed investment from VCs and strategic angels
- Be the face of the company – to investors, customers, and team
This is your company. We’re here to help you build it, fast.
Who You Are
You’re not just a strategist – you’re a builder with a bias for action. Ideally:
- Ex-MBB or Big 4 strategy/tech consultant (McKinsey, BCG, Bain, Accenture, Oliver Wyman, EY-Parthenon etc .) with a track record of launching, scaling, or advising high-growth digital businesses
- You’ve helped build something from scratch – whether a team, new business unit, or startup
- AI-curious and product-literate – you don’t need to code, but you know how to translate problems into technical solutions
- Strong communicator – able to pitch to investors and simplify complex ideas for users
- Strategic thinker with a sharp grasp of customer psychology, incentives, and the financial landscape
- ️ Deep interest in wealth management, behavioural finance, or closing the advice gap
What You’ll Get
Founder Equity + monthly stipend to support you during MVP phase
Studio Resources – product, design, engineering, and GTM specialists
Validated Concept – deep insight into the UK advice gap and future client expectations
Network Leverage – access to HNW channels, advisor networks, distribution partnerships
Momentum – build from a running start, not a standing one
How to Apply
We’re not looking for a traditional CV. We’re looking for someone who thinks and acts like a founder .
Here’s what to do:
Record a 2–3 minute Loom video answering the following:
- Why do you want to build a business like WealthCircle?
- What’s one thing you’d change about how financial advice and wealth management industry works today?
- Tell us about a time you took an idea from zero to one.
Email your Loom link and LinkedIn profile (or CV) to:
Subject: CEO Application – WealthCircle
This is a rare chance to build a fintech venture with real unfair advantages: a proven market, a credible founding studio, and a clear product opportunity.
If you\’re ready to move from slides to startups — we want to hear from you.
Seniority level
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Seniority level
Executive
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Employment type
Full-time
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Business Development and Sales
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Industries
Technology, Information and Internet
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Fintech Co-Founder/ CEO - Calling MBB consultants: move from slides to startups employer: Augment Ventures - Building the Future of Wealth
Contact Detail:
Augment Ventures - Building the Future of Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fintech Co-Founder/ CEO - Calling MBB consultants: move from slides to startups
✨Tip Number 1
Network with other fintech professionals and MBB consultants who have made the leap into startups. Attend industry events, webinars, or meetups to connect with like-minded individuals and potential collaborators.
✨Tip Number 2
Leverage your existing skills in strategy and consulting to identify gaps in the wealth management market. Prepare to discuss these insights during your Loom video to demonstrate your understanding of the industry.
✨Tip Number 3
Showcase your entrepreneurial mindset by sharing specific examples of how you've driven projects from concept to execution. This will resonate well with the founders at WealthCircle and highlight your capability as a builder.
✨Tip Number 4
Familiarise yourself with AI applications in wealth management. Being able to articulate how AI can enhance financial advice will set you apart and align with WealthCircle's vision for an AI-powered platform.
We think you need these skills to ace Fintech Co-Founder/ CEO - Calling MBB consultants: move from slides to startups
Some tips for your application 🫡
Craft Your Loom Video: Since the application requires a 2-3 minute Loom video, make sure to clearly articulate your passion for building a business like WealthCircle. Highlight your vision and what excites you about the fintech space.
Address Key Questions: In your video, answer the specific questions posed in the job description. Discuss what you would change about the financial advice industry and share a concrete example of how you've taken an idea from concept to execution.
Showcase Your Experience: While a traditional CV isn't required, if you choose to include one, ensure it highlights your relevant experience in launching or scaling businesses, particularly in fintech or consulting roles. Tailor it to reflect your entrepreneurial mindset.
Email Your Application: When sending your application, include the Loom link and your LinkedIn profile (or CV) in the email. Use the subject line 'CEO Application – WealthCircle' to ensure it stands out in their inbox.
How to prepare for a job interview at Augment Ventures - Building the Future of Wealth
✨Show Your Entrepreneurial Spirit
As a potential Co-Founder and CEO, it's crucial to demonstrate your entrepreneurial mindset. Share specific examples of how you've taken initiatives in the past, whether launching a project or leading a team. This will show that you have the drive and vision needed for a startup.
✨Understand the Wealth Management Landscape
Familiarise yourself with the current trends and challenges in wealth management. Be prepared to discuss how you would address the advice gap and improve client experiences. Showing your knowledge will impress the interviewers and highlight your strategic thinking.
✨Communicate Clearly and Confidently
As the face of the company, strong communication skills are essential. Practice articulating complex ideas simply and effectively. During the interview, ensure you convey your thoughts clearly, especially when discussing your vision for the company and its product.
✨Prepare Your Vision for WealthCircle
Think about what you would change in the financial advice industry and how WealthCircle can lead that change. Be ready to present your ideas during the interview, as this will showcase your understanding of the market and your ability to innovate.