Fintech Gtm Job Search | Skills Pool
Fintech Gtm Job Search Reference criteria, company/role definitions, output schema, and search strategies for GTM leadership job search across wealth tech, investment tech, asset management tech, and personal financial management tech
GTM Leadership Job Search — Skill Reference
Candidate Profile
Background: Fintech professional with direct wealth management and financial services industry experienceTarget seniority: Director-level and above (Director, Senior Director, VP, SVP, Head of, C-suite)Target function: Go-to-market, revenue, and commercial leadershipCompensation floor: $200K+ total compensation (base + bonus/equity). If comp is not listed, still include the role but note "Not disclosed"Location: Open to anywhere in the US (remote, hybrid, or on-site). Include international roles ONLY if they explicitly allow working from the United States
Role Criteria
INCLUDE — roles in these functional areas:
Sales / Enterprise Sales / Revenue (e.g., Head of Sales, CRO, VP Revenue)
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更新日 2026/02/20
職業
Partnerships / Strategic Alliances / Channel (e.g., Senior Director of Partnerships, Head of Strategic Alliances)
Business Development / Expansion (e.g., VP Business Development, Head of Market Expansion)
Go-to-Market / GTM Strategy (e.g., GTM Lead, Head of GTM)
Client / Relationship Management at a leadership level (e.g., Head of Client Success, VP Client Relations)
Consulting / Advisory leadership tied to commercial outcomes (e.g., Head of Wealth Consulting, Director Advisory Services)
General Manager / P&L leadership with commercial focus
Any other revenue-generating or market-facing leadership role that fits the spirit of the above
EXCLUDE — do NOT return:
Engineering, Product, Design, Data Science, or other purely technical leadership roles
Marketing roles UNLESS the title explicitly combines marketing with GTM/revenue responsibility (e.g., "VP Marketing & GTM" is okay; "Head of Content Marketing" is not)
Operations, Compliance, Legal, Finance, HR, or other back-office leadership
Use the examples above as thematic guidance, not an exhaustive list . Apply judgment — if a role is clearly revenue/growth-facing leadership at a qualifying company, include it even if the title doesn't match the examples verbatim.
Company Criteria
Industry Focus — Financial Technology (Fintech) with Wealth & Investment Focus The company must be a fintech company or a technology company with a wealth management, investment, or financial services vertical . Target these segments:
Wealth Technology (WealthTech)
Wealthtech SaaS platforms (portfolio management, financial planning, rebalancing, reporting)
Digital wealth / robo-advisory platforms
Advisor technology platforms (CRM, client portal, practice management for advisors)
RIAs and hybrid advisor platforms (registered investment advisors with a tech-forward model)
Investment Technology
Investment management platforms with technology at the core
Alternative investment / private markets platforms (serving wealth channels, institutional, or both)
Trading technology / execution platforms
Fund administration and portfolio analytics technology
ESG / impact investing technology platforms
Asset Management Technology
Technology platforms serving asset managers (portfolio construction, risk, reporting)
Index / ETF technology providers
Institutional investment technology
Multi-asset class platforms
Personal Financial Management (PFM) Tech
Personal finance / financial wellness platforms
Retirement tech platforms (401k, retirement planning, decumulation)
Embedded wealth / banking-as-a-service where wealth management is a primary vertical
Financial data aggregation platforms serving wealth/investment use cases
Adjacent — Include if strong wealth/investment connection:
Regtech platforms serving wealth management or investment firms
Data & analytics companies with financial services / wealth vertical
Software / technology companies with a dedicated FinTech or Financial Services vertical
Compliance technology for RIAs, broker-dealers, or asset managers
Company Size & Stage
Include all company sizes and stages — startups (Seed through Growth), private companies, and public companiesPrioritize by relevance and momentum — companies actively hiring for GTM leadership signal growthWithin results, sort by perceived relevance rather than stage
Company Exclusions
Pure insurance tech (unless it has a meaningful wealth management or investment product line)
Pure banking/payments fintech with no wealth management or investment focus
Crypto-only companies (unless they have a wealth management or investment platform)
Pure lending / mortgage tech (unless investment-adjacent)
Known Companies Watchlist (non-exhaustive, organized by segment) WealthTech: Addepar, Orion, Envestnet, Betterment, Wealthfront, Riskalyze/Nitrogen, Advyzon, Pontera, Farther, Vanilla, Savvy Wealth, LifeYield, Conquest Planning, Jump, InvestCloud, Altruist, RightCapital, Dynasty Financial, Hightower
Investment Tech: iCapital, CAIS, YieldStreet, Carta, Forge Global, Republic, Moonfare, AngelList, Vise, Tegus, AlphaSense
Asset Management Tech: SEI, Morningstar, BlackRock (Aladdin), FactSet, MSCI, Clearwater Analytics, Enfusion, Arcesium
PFM / Retirement Tech: Pershing/BNY, Empower, Guideline, Human Interest, Vestwell, Capitalize, Magnifi
Adjacent / Data / Regtech: Broadridge, FIS, SS&C, Compliance.ai, ComplySci, RIA in a Box, Risklick, Aumni
Output Schema Return results as structured JSON with these fields:
[
{
"company": "Company Name",
"stage": "Series C / Growth / Public",
"title": "Exact Role Title",
"url": "Direct URL to job posting",
"location": "City, State / Remote (US) / Hybrid — City",
"compensation": "Salary range or Not disclosed",
"datePosted": "YYYY-MM-DD or approximate",
"source": "LinkedIn / Greenhouse / Company site / etc.",
"isNew": true,
"segment": "WealthTech / InvestmentTech / AssetMgmtTech / PFMTech / Adjacent"
}
]
Field Definitions
company: Full legal/brand namestage: Seed / Series A / B / C / D / Growth / Public — if unknown, write "Unknown (Private)" or "Public"title: Exact title as listedurl: Direct URL to the job posting (not a search results page)location: City + state, or "Remote (US)" or "Hybrid — City"compensation: As listed on the posting. If not disclosed, write "Not disclosed"datePosted: When the role was listed. Flag roles posted within the last 14 days as isNew: truesource: Where you found the listingisNew: true if posted within last 14 dayssegment: Which industry segment the company falls into
Search Strategy
Sources
LinkedIn Jobs — search by title keywords + industry filtersWellfound (AngelList Talent) — startup-focused rolesLever & Greenhouse hosted job boards — search jobs.lever.co and boards.greenhouse.ioCompany career pages directly — for known companies listed aboveIndeed / Glassdoor — as supplemental sourcesGoogle search — for roles that may only appear on niche boards or company sites
Example Search Queries Starting points — adapt and expand as needed:
"Head of Sales" OR "VP Sales" fintech wealth management"Chief Revenue Officer" fintech OR wealthtech OR "investment technology""VP GTM" OR "Head of GTM" fintech wealth OR investment OR "asset management""Head of Business Development" financial technology"Director Partnerships" OR "Head of Partnerships" fintech wealth
"VP Sales" OR "Head of Sales" "portfolio management" OR "financial planning" OR "investment platform""Director" OR "VP" "alternative investments" OR "private markets" sales partnerships"Head of Sales" "retirement" OR "401k" technology platform"VP Business Development" "asset management" technology"CRO" OR "Chief Revenue Officer" "wealth management" OR "investment management" technology
site:jobs.lever.co "wealth" OR "investment" OR "fintech" director OR VP OR head sales OR partnerships OR revenuesite:boards.greenhouse.io "wealth management" OR "investment" OR "financial advisor" sales OR partnerships
Addepar OR Orion OR Envestnet OR iCapital OR CAIS careers sales director VPAltruist OR Pontera OR Betterment OR Wealthfront OR Carta open roles sales partnerships directorSEI OR Morningstar OR FactSet OR Clearwater careers "VP" OR "Director" OR "Head" sales revenue partnerships
Keyword Variations Use multiple variations across searches: "Head of," "VP," "Director," "Senior Director," "Chief," "GTM," "Revenue," "Sales," "Partnerships," "Business Development," "Client," "Consulting," "Wealth," "Investment," "Advisory," "RIA," "Financial Advisor," "Asset Management," "Fintech"
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