Wealth Planning Officer Positions Available

Weblee TechnologiesBengaluru

On-site Full-time

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Experience Level

Experience

Qualifications

Proven experience in financial planning or wealth management. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Professional certification (e.g., CFP) preferred. Ability to work independently and as part of a team.

About the job

Join our dynamic team at Weblee Technologies as a Wealth Planning Officer, where your expertise in financial planning will help clients achieve their financial goals. In this pivotal role, you will assess client needs, develop tailored financial strategies, and provide ongoing support to ensure optimal investment growth.

About Weblee Technologies

Weblee Technologies is a forward-thinking financial services firm based in Bengaluru, dedicated to providing innovative wealth management solutions to our diverse clientele. We pride ourselves on our commitment to integrity, professionalism, and excellence in client service.

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Chief Financial Officer (CFO)

weekday-1

Full-time|On-site|Bengaluru, Karnataka, India

Join weekday-1 as the Chief Financial Officer (CFO), where you will lead our financial strategy and operations in a dynamic and fast-paced environment. As a key member of the executive team, you will oversee financial planning, risk management, and financial reporting to drive overall company performance. Your expertise will ensure alignment with our busines…

Mar 27, 2026

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Chief Financial Officer (CFO)

weekday-1

Full-time|On-site|Bengaluru, Karnataka, India

We are seeking a dynamic and strategic Chief Financial Officer (CFO) to lead our financial operations at weekday-1 in Bengaluru. As a key member of our executive team, the CFO will oversee all financial aspects of the company, ensuring robust financial health and compliance while driving growth initiatives.The ideal candidate will possess extensive experience in financial management, strategic planning, and risk assessment. You will collaborate closely with other executives to shape the company’s direction and ensure the effective allocation of resources.

Mar 27, 2026

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Chief Financial Officer (CFO)

Astrome Technologies Private Limited

Full-time|On-site|Bengaluru, Karnataka, India

Job Summary:Astrome Technologies Private Limited is on the lookout for a dynamic and seasoned Chief Financial Officer (CFO) to join our expanding team. The CFO will be instrumental in steering the company's financial trajectory by offering strategic financial insights, optimizing fund allocation, and safeguarding the financial integrity and stability of the organization.Key Responsibilities:Financial Planning & Analysis:Formulate and execute comprehensive short-term and long-term financial strategies, budgets, and forecasts.Perform financial modeling and in-depth analysis to facilitate strategic decision-making.Track essential financial metrics such as cash flow, profitability, and return on investment.Prepare and deliver regular financial reports to both management and the Board of Directors.Fund Management & Optimization:Efficiently manage cash flow to ensure optimal fund utilization.Identify and implement strategies to enhance working capital efficiency.Oversee the company's treasury operations, including cash management, investments, and risk mitigation.Financial Operations:Supervise all facets of the company's financial operations, covering accounting, tax, and treasury functions.Ensure timely and accurate financial reporting in line with Indian GAAP.Establish and uphold robust internal controls and financial systems.Manage relationships with auditors and tax advisors.Compliance & Governance:Guarantee adherence to all relevant laws, regulations, and accounting standards in India.Provide guidance to management on legal and regulatory financial matters.Oversee corporate secretarial responsibilities, including maintaining statutory records and ensuring compliance with corporate governance best practices.Fundraising & Investor Relations:Build and nurture relationships with investors and lenders.Lead debt and equity fundraising initiatives as necessary, particularly for significant project implementations.Prepare investor presentations and other collateral for fundraising efforts.Team Leadership & Development:Guide, mentor, and develop a high-performing finance team.Cultivate a collaborative and results-driven environment within the finance department.Requirements:A Chartered Accountant (CA) from the Institute of Chartered Accountants of India (ICAI) is essential.At least 15 years of relevant experience in a CFO or senior finance role.

Jan 9, 2025

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Chief Platform Officer

weekday-1

Full-time|On-site|Bengaluru, Karnataka, India

Role Overview Weekday-1 seeks a Chief Platform Officer in Bengaluru to lead the design, development, and scaling of enterprise technology platforms for a key client. This executive role focuses on cloud infrastructure, data engineering, and MLOps, balancing innovation with reliability and performance. Key Responsibilities Architect and oversee large-scale platform deployments on AWS, using services such as EC2, S3, Lambda, EMR, and Redshift. Design resilient, data-driven platforms that support advanced analytics, machine learning, and critical business applications. Guide cross-functional teams to ensure seamless integration across systems and alignment with organizational strategy. Implement best practices for cloud governance, security, and performance optimization. Design and manage high-throughput ETL pipelines for both real-time and batch data processing. Maintain high standards for data quality, reliability, and accessibility to support data-driven decisions. Lead the MLOps strategy, including deployment, monitoring, and lifecycle management of machine learning models. Establish CI/CD pipelines for ML workflows and integrate models into production systems at scale. Mentor and develop high-performing teams, fostering a culture of innovation, ownership, and continuous improvement. Collaborate closely with product, engineering, and data science teams to deliver scalable platform solutions. What We’re Looking For Extensive experience in cloud infrastructure, especially AWS and its core services. Strong background in data engineering, including ETL pipeline design and management. Proven track record in MLOps, with hands-on experience deploying and managing machine learning models at scale. Demonstrated leadership in guiding cross-functional teams and aligning technology strategy with organizational goals. Commitment to best practices in cloud security, governance, and performance. Ability to foster team growth and promote a culture of continuous learning and innovation. Location Bengaluru, Karnataka, India

Apr 17, 2026

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Chief Product Cybersecurity and Privacy Officer

Continental AG

Full-time|On-site|Bengaluru

Join Continental AG as the Chief Product Cybersecurity and Privacy Officer in Bengaluru. In this pivotal role, you will lead our efforts to ensure the security and privacy of our products, safeguarding sensitive information while driving innovation in cybersecurity practices.

Mar 16, 2026

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Chief Executive Officer (CEO) at Weekday-1 | Bengaluru

weekday-1

Full-time|₹2M/yr - ₹2.2M/yr|On-site|Bengaluru, Karnataka, India

Join a Leading Client of Weekday-1 as Chief Executive Officer (CEO)Salary Range: INR 20,00,000 - 22,00,000 per annumThe Chief Executive Officer (CEO) will spearhead strategic direction and operational leadership to fuel sustainable growth and innovation in the mobility and fleet management industry. This pivotal role seeks a visionary leader capable of merging strategic insights with practical operational expertise to guide the organization towards its business goals. The CEO will oversee overall company performance, manage financial results, and ensure operational efficiency across all departments while nurturing a culture of innovation, accountability, and teamwork.

Nov 5, 2025

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Chief of Staff

Libra

Full-time|On-site|Bengaluru

Position: Chief of StaffJoin our dynamic team at Libra as a Chief of Staff, where you will play a pivotal role in partnering with the executive team to steer company-wide initiatives. This key position requires a proactive individual who excels in collaboration across departments to achieve operational excellence and foster business growth. You will transform strategic concepts into tangible projects, offer essential support in decision-making, and cultivate cross-functional alignment throughout the organization.Your ResponsibilitiesDeliver strategic and operational assistance to the CEO in all business areas.Manage cross-departmental projects, ensuring cohesive execution across engineering, product, go-to-market, and operations teams.Draft board materials, investor communications, and internal updates.Support comprehensive fundraising efforts including pitch deck preparation, data room management, investor outreach, and due diligence coordination.Oversee stakeholder relationships with investors, advisors, partners, and key external parties.Conduct in-depth research and analysis to guide company strategy and operational decision-making.Enhance and develop internal processes, rituals, and systems in line with company growth.Engage in special projects as required, regardless of scale or complexity.Collaborate with executives to execute the company’s strategic goals and priorities.Lead critical projects across multiple teams, ensuring deadlines and objectives are met.Identify and implement process improvements that enhance efficiency and performance.Prepare and manage key executive reports, business communications, and presentations.Synthesize complex data and insights to facilitate effective decision-making.Organize cross-functional meetings, track action items, and ensure accountability.Assist in the creation and implementation of new initiatives across the organization.Serve as a communication bridge between executive leadership and broader teams.

Mar 11, 2026

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Wealth Planning Officer

Weblee Technologies

Full-time|On-site|Bengaluru

As a Wealth Planning Officer (WPO) at Weblee Technologies, you will play a pivotal role in assisting clients with their wealth management strategies. Your expertise will help clients navigate financial decisions, ensuring their portfolios align with their personal goals and risk tolerance. You will collaborate with a dynamic team to develop customized wealth plans, conduct analysis, and provide insights that empower clients to achieve their financial aspirations.

Jul 13, 2017

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Wealth Planning Officer Opportunities

Weblee Technologies

Full-time|On-site|Bengaluru

Join our dynamic team at Weblee Technologies as a Wealth Planning Officer and play a pivotal role in shaping the financial futures of our clients. In this position, you will be responsible for developing tailored wealth management strategies, assessing client needs, and providing expert financial advice. This is an exciting opportunity to leverage your skills in a collaborative environment that values innovation and professional growth.

Jul 13, 2017

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Wealth Planning Officer Opportunities

Weblee Technologies

Full-time|On-site|Bengaluru

Join our dynamic team at Weblee Technologies as a Wealth Planning Officer, where you will play a crucial role in guiding clients through their financial journey. You will be responsible for developing comprehensive wealth management strategies tailored to individual client needs, ensuring their long-term financial success and security.

Jul 13, 2017

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Wealth Planning Officer Opportunities

Weblee Technologies

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Join our dynamic team at Weblee Technologies as a Wealth Planning Officer, where you will play a crucial role in helping clients achieve their financial goals through personalized wealth management solutions. You will collaborate with clients to develop tailored financial strategies that align with their unique needs and aspirations. This position offers a fantastic opportunity to grow your career in a supportive environment focused on client success.

Jul 13, 2017

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Wealth Planning Officer Opportunities

Weblee Technologies

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Join us at Weblee Technologies as a Wealth Planning Officer, where you will play a vital role in assisting clients with their financial goals. This position requires a keen understanding of wealth management strategies and a desire to help clients secure their financial futures.

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Chief of Staff at Gushwork | Bengaluru

gushwork

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About Us:At Gushwork, we are transforming the way businesses achieve online visibility. As an innovative AI startup, we empower B2B companies to enhance their presence in AI-driven search engines like ChatGPT, Gemini, and Perplexity. Our mission is to create a robust content engine on websites that not only attracts AI traffic but also engages human visitors.Based in the US and Bengaluru, we have successfully secured over $11M in funding from leading global venture capital firms, including Lightspeed. As the landscape of search continues to evolve towards AI, we are committed to ensuring that B2B companies stay ahead of the curve.We are at a pivotal moment in our growth journey—rapidly innovating, tackling complex challenges, and developing technology that is becoming essential in the AI-driven marketplace. If you're eager to work on stimulating problems alongside a talented team in a fast-paced environment, we would be thrilled to connect with you.Explore more about the role below—if it resonates with you, we look forward to meeting you!

Oct 15, 2025

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Wealth Planning Officer (WPO)

Weblee Technologies

Full-time|On-site|Bengaluru

Join our dynamic team at Weblee Technologies as a Wealth Planning Officer (WPO). In this pivotal role, you will be instrumental in delivering tailored financial strategies to our clients, ensuring they achieve their wealth management goals. Your expertise will help clients navigate complex financial landscapes, providing guidance on investments, estate planning, and tax strategies.We are looking for a proactive individual who is passionate about finance and dedicated to providing exceptional service. You will collaborate with a team of professionals to develop comprehensive wealth management plans that align with our clients' unique needs.

Jul 14, 2017

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Wealth Planning Officer Opportunities

Weblee Technologies

Full-time|On-site|Bengaluru

Join Weblee Technologies as a Wealth Planning Officer where you will play a crucial role in helping clients achieve their financial goals. As a member of our dynamic team, you will be tasked with providing tailored wealth management solutions, engaging with clients to understand their financial aspirations, and developing strategic plans to enhance their investment portfolios.We are looking for individuals who are passionate about finance and possess strong analytical skills to guide our clients through their wealth planning journey.

Jul 13, 2017

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Wealth Planning Officer at Weblee Technologies | Bengaluru

Weblee Technologies

Full-time|On-site|Bengaluru

Join Weblee Technologies as a Wealth Planning Officer (WPO) where you will play a pivotal role in helping clients manage their wealth effectively. You will be responsible for developing personalized wealth management strategies that align with clients' financial goals and risk tolerance.Your expertise will guide clients through investment opportunities, tax strategies, estate planning, and retirement solutions, ensuring they make informed financial decisions. This is an excellent opportunity for professionals who are passionate about finance and committed to delivering exceptional service.

Jul 15, 2017

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Wealth Planning Officer at Weblee Technologies | Bengaluru

Weblee Technologies

Full-time|On-site|Bengaluru

As a Wealth Planning Officer at Weblee Technologies, you will play a vital role in assisting clients with their financial and investment strategies. You will be responsible for developing personalized financial plans that align with the clients' goals and objectives, ensuring that they receive the highest level of service and expertise.

Jul 15, 2017

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Wealth Planning Officer at Weblee Technologies | Bengaluru

Weblee Technologies

Full-time|On-site|Bengaluru

Join us at Weblee Technologies as a Wealth Planning Officer (WPO) where you will play a pivotal role in guiding clients toward achieving their financial goals. In this dynamic position, you will assess client needs, provide tailored financial advice, and develop comprehensive wealth strategies to ensure long-term financial success. Your expertise will directly contribute to enhancing our clients' investment portfolios while fostering strong relationships built on trust and professionalism.

Jul 13, 2017

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Wealth Planning Officer at Weblee Technologies | Bengaluru

Weblee Technologies

Full-time|On-site|Bengaluru

As a Wealth Planning Officer (WPO) at Weblee Technologies, you will play a pivotal role in assisting clients with comprehensive financial planning strategies. Your expertise will help clients navigate their financial journeys, ensuring they achieve their goals through tailored wealth management solutions. This is an exciting opportunity for those looking to make a significant impact in the financial sector.

Jul 13, 2017

Apply

Wealth Planning Officer Positions Available

Weblee Technologies

Full-time|On-site|Bengaluru

Jul 13, 2017

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