Head of Sales & Distribution - WealthTech & Investment Technology

Pavago•Austin, TX

11d•Remote

About The Position

Artha is seeking a Head of Sales & Distribution to build and lead its commercial strategy targeting RIAs, family offices, and institutional investors. Artha offers a portfolio intelligence platform designed for financial advisors, wealth managers, family offices, and institutional investors. This technology assists investment professionals in understanding portfolio behavior under changing market conditions, identifying risks, and evaluating decisions through scenario analysis and optimization. The product is already market-ready with existing customers, institutional usage, and integrations within the wealth management ecosystem. The founding team possesses extensive experience in investment management, portfolio construction, ETFs, financial technology, product development, and engineering. The current phase focuses on establishing distribution channels for the product.

Requirements

Meaningful experience selling WealthTech, investment technology, portfolio solutions, asset-management solutions, or related financial products.
Deep familiarity with the wealth-management and investment ecosystem.
Established relationships across RIAs, family offices, and/or institutional investors.
Proven track record of personally generating pipeline and closing meaningful business.
Experience building or helping build a zero-to-one commercial motion.
Experience developing sales strategy where a mature playbook or inbound engine did not already exist.
Experience with both direct sales and strategic distribution partnerships.
Ability to shape positioning, messaging, collateral, and sales processes based on market feedback.
Ability to translate sophisticated investment products and technology into a simple, compelling commercial narrative.
Comfortable selling directly to sophisticated investment professionals and decision-makers.
Strong pipeline management and commercial discipline.
Comfortable working directly with founders, investment professionals, product leaders, and engineers.
Entrepreneurial mindset and comfort operating in ambiguity.
Willingness to remain highly hands-on in prospecting, discovery, relationship development, and closing.

Nice To Haves

Experience with portfolio construction.
Experience with model portfolios.
Experience with TAMPs.
Experience with custodial platforms.
Experience with investment analytics.
Experience with advisor technology.
Experience with wealth-management platforms.
Experience with asset-management solutions.
Experience with institutional investment technology.
Experience with financial advisor technology ecosystems.

Responsibilities

Build and execute Artha’s sales and distribution strategy across Registered Investment Advisors (RIAs), family offices, and institutional investors.
Determine customer segments and use cases with the strongest commercial potential.
Identify messages and channels generating the strongest market signal.
Develop a repeatable commercial model capable of scaling beyond founder-led selling.
Help define Artha’s ideal customer profile and go-to-market priorities.
Personally source new opportunities and open doors.
Leverage and expand relationships across the wealth-management and investment ecosystem.
Conduct prospecting and outbound business development.
Run discovery conversations.
Deliver compelling product and commercial presentations.
Manage opportunities through the full sales cycle.
Navigate objections and complex stakeholder conversations.
Build and manage qualified pipeline.
Personally negotiate and close meaningful business.
Develop both direct-sales and partnership-driven distribution.
Build strategic relationships with wealth platforms, custodians, technology providers, asset managers, and other ecosystem partners.
Identify partnerships capable of expanding Artha’s market reach.
Evaluate strategic distribution opportunities based on commercial potential.
Develop relationships into scalable distribution channels.
Own the commercial narrative alongside Product, Investments, and Marketing.
Translate sophisticated investment technology into a clear and compelling commercial story.
Help develop and continuously refine positioning, sales collateral, outbound messaging, product demonstrations, and objection handling.
Use real market conversations to sharpen Artha’s messaging.
Ensure the sales narrative resonates with sophisticated investment professionals.
Establish a disciplined sales process from the ground up.
Build CRM structure and pipeline-management standards.
Define qualification criteria and sales stages.
Establish KPIs and commercial reporting.
Develop forecasting processes.
Create a consistent sales operating cadence.
Maintain visibility into pipeline quality, progression, and revenue opportunities.
Build the commercial infrastructure required to support future scale.
Bring structured customer and prospect feedback into Product.
Identify recurring customer needs, objections, and use cases.
Help Product understand where the strongest commercial demand exists.
Translate market feedback into actionable insights.
Work directly with founders, investment professionals, product leaders, and engineers.
Help inform product priorities based on commercial opportunities.
Represent Artha at industry events, conferences, and strategic meetings.
Establish credibility with senior stakeholders across wealth management and investment technology.
Develop Artha’s commercial presence in the market.
As repeatability is established, build and lead the broader commercial organization.
Create the foundation, processes, and playbook future sales and distribution hires can scale.