Job Description

About us:

/n

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.

/n

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.

/n

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.

/n

About the Role:

/n

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).

/n

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

/n

What You'll Do:

/n

/n
- Be the first point of contact for prospects - responsible for onboarding, engagement, and driving subscription closures for our advisory products.
/n
- Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
/n
- Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
/n
- Keep the communication flowing - emails, calls, nudges, updates - ensure clients always feel informed and taken care of.
/n
- Spot opportunities to grow each portfolio - cross-sell PMS, upsell allocations, deepen

📌 Relationship Manager (Mumbai)
🏢 Stack Wealth
📍 Mumbai