HIVE TA Technologies Inc. · 1 month ago
Wealth Management Advisor – Strategy, GTM & Product
United States
Full-time
Remote
Director/ExecutiveHIVE TA Technologies Inc. is building a new operating model for wealth management aimed at automating manual workflows across large RIAs and wealth management firms. They are seeking a senior Executive Advisor with extensive experience in wealth management to guide strategic initiatives, pilot strategies, and go-to-market efforts.
Artificial Intelligence (AI)Enterprise SoftwareBig DataFinanceSaaSSoftwareAccountingBusiness Process Automation (BPA)Data ManagementFinancial ServicesProductivity ToolsTax Consulting
Responsibilities
Advise on how large RIAs and wealth management firms evaluate new technology, including buyer priorities, decision-making processes, budget ownership, implementation concerns, and adoption barriers
Help us understand the executive-level pain points around operational scale, advisor productivity, compliance burden, client onboarding, workflow fragmentation, and technology modernization
Provide insight into how CEOs, COOs, CTOs, Chief Compliance Officers, and operations leaders think about AI, automation, platform risk, vendor selection, and ROI
Help identify the right early design partners and pilot customers among large RIAs, enterprise wealth firms, aggregators, broker-dealers, custodians, or platform providers
Advise on pilot structure, including target customer profiles, use cases, success metrics, implementation scope, pricing assumptions, stakeholder mapping, and conversion strategy
Help define what evidence large firms need before moving from a pilot to a broader commercial deployment
Advise on our GTM strategy for the wealth management market, including customer segmentation, executive messaging, sales motion, channel partnerships, strategic alliances, and enterprise adoption paths
Help refine our positioning around an agentic operating system for wealth management, with emphasis on operational leverage, compliance risk reduction, workflow accuracy, advisor productivity, and scalable client service
Identify potential strategic partners, including custodians, technology platforms, consultants, enterprise RIAs, aggregators, broker-dealers, and wealth management infrastructure providers
Provide executive-level feedback on the product roadmap, especially around which workflows matter most to large wealth management firms and which capabilities create the strongest wedge
Advise on product priorities across client onboarding, KYC, account opening, documentation review, NIGO prevention, compliance workflows, CRM updates, custodian workflows, and operational exception management
Help translate real executive and operational pain into product requirements, pilot milestones, enterprise readiness criteria, and long-term platform opportunities
Help sharpen our fundraising story by strengthening the market thesis, wedge strategy, competitive positioning, platform narrative, and long-term category vision
Advise on how to communicate the opportunity to venture investors, strategic investors, and potential partners
Provide feedback on pitch materials, market sizing, investor positioning, GTM assumptions, and enterprise adoption strategy
Qualification
Required
CEO, COO, CTO, President, Chief Strategy Officer, Chief Operating Officer, Chief Technology Officer, or equivalent executive role at a large RIA or wealth management firm
Senior executive at an RIA aggregator, broker-dealer, custodian, TAMP, family office platform, or enterprise wealth management organization
Former executive who led operations, technology, platform strategy, advisor experience, compliance transformation, or digital transformation for a large advisory business
Wealthtech or fintech executive with deep experience selling into or building for large RIAs and enterprise wealth firms
Strategic advisor with direct relationships across the wealth management executive ecosystem
Deep knowledge in large RIA operations and organizational structure
Deep knowledge in client onboarding and account opening workflows
Deep knowledge in KYC, AML, compliance, risk review, and documentation processes
Deep knowledge in custodian relationships and integrations
Deep knowledge in advisor technology stack and enterprise workflow systems
Deep knowledge in CRM, portfolio management, document management, and compliance platforms
Deep knowledge in wealth management technology buying cycles
Deep knowledge in enterprise implementation and change management
Deep knowledge in vendor evaluation, procurement, and security review
Deep knowledge in strategic partnerships and channel distribution
Deep knowledge in fundraising, investor positioning, or wealthtech category creation
Company
HIVE TA Technologies Inc.
We believe AI is poised to transform how CPAs and tax practitioners serve their clients—an extraordinary, once-in-a-lifetime opportunity for tax professionals.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lotus Li
Co-Founder and CEO
Company data provided by crunchbase