Head of Sales & Distribution, WealthTech & Investment Technology

Pavago; Philadelphia (Philadelphia County); Presencial; USD 180.000 - 290.000; Jornada completa

Descripción de la vacante

Artha is hiring a Head of Sales & Distribution to design and lead a global commercial motion for a wealth-tech platform. You will shape positioning, build direct and partner channels, and personally drive prospecting, discovery, and closing with sophisticated investors.

You’ll collaborate with founders and product leadership to scale distribution, refine messaging, and establish a repeatable sales model as you grow the organization.

Formación

• Experience selling WealthTech or investment technology products.
• Strong network with RIAs, family offices, or institutional investors.
• Ability to create and drive a zero-to-one commercial motion from first principles.

Responsabilidades

• Build and lead Artha's sales and distribution strategy globally.
• Prospect directly, generate pipeline, and close meaningful business.
• Develop strategic partnerships and channel-driven distribution.
• Translate complex investment tech into a clear commercial narrative.

Conocimientos

WealthTech sales

Strategic partnerships

Pipeline generation

Storytelling & messaging

Descripción del empleo

Head of Sales & Distribution - WealthTech & Investment Technology

Location: Los Angeles, California, United States, Philadelphia, Pennsylvania, United States, Charlotte, North Carolina, United States, Austin, Texas, United States

Department: Candidate Sourcing

Workplace: remote

Description

Head of Sales & Distribution – WealthTech & Investment Technology | Remote

Company: Artha
Position Type: Full-Time, Remote
Industry: WealthTech / Investment Technology
Function: Sales, Distribution & Go-to-Market Leadership

About Artha

At Pavago, one of our clients, Artha, is hiring a Head of Sales & Distribution to build and lead its commercial strategy across RIAs, family offices, and institutional investors.

Artha is a portfolio intelligence platform built for financial advisors, wealth managers, family offices, and institutional investors. Its technology helps investment professionals understand how portfolios may behave as market conditions change, identify potential risks and their underlying drivers, and evaluate portfolio decisions through scenario analysis and optimization.

Artha is already live in market, with paying customers, institutional use, and integrations across the wealth-management ecosystem. The platform was built by a team with decades of experience across investment management, portfolio construction, ETFs, financial technology, product, and engineering.

The product has been built. The next chapter is about building distribution around it.

The Opportunity

This is a zero-to-one commercial leadership role for someone who has built before—not someone looking simply to manage an established sales organization.

You won’t inherit a mature inbound funnel, SDR organization, or finished sales playbook. Instead, you’ll work directly with Artha’s founders and product leadership to determine how the platform goes to market, sharpen the commercial story, identify scalable channels, and personally turn opportunities into customers.

Initially, this will be a highly hands-on role. You’ll:

• Open doors and leverage your existing network
• Personally prospect and generate pipeline
• Run discovery and product conversations
• Develop strategic relationships
• Test positioning and messaging
• Build direct and partnership-driven distribution channels
• Manage opportunities through the sales cycle
• Personally close business

What you learn from the market will directly influence Artha’s positioning, product roadmap, partnerships, and broader go-to-market strategy.

As the commercial motion becomes repeatable, you’ll have the opportunity to build the organization around it.

What You’ll Own

Sales & Distribution Strategy

• Build and execute Artha’s sales and distribution strategy across:
• Registered Investment Advisors (RIAs)
• Family offices
• Institutional investors
• Determine the customer segments and use cases with the strongest commercial potential
• Identify the 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

Hands-On Sales & Pipeline Generation

• 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

This is a leadership role, but you will be selling.

Strategic Distribution & Partnerships

• Develop both direct-sales and partnership-driven distribution
• Build strategic relationships with:
• Wealth platforms
• Custodians
• Technology providers
• Asset managers
• 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

Positioning & Commercial Narrative

• 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
• Objection handling
• Customer use cases
• Use real market conversations to sharpen Artha’s messaging
• Ensure the sales narrative resonates with sophisticated investment professionals

Sales Operations & Commercial Infrastructure

• 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

Market & Product Feedback

• 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 insightsWork directly with founders, investment professionals, product leaders, and engineers
• Help inform product priorities based on commercial opportunities

Commercial Leadership

• 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

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
• 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

Especially Valuable Experience

• Portfolio construction
• Model portfolios
• TAMPs
• Custodial platforms
• Investment analytics
• Advisor technology
• Wealth-management platforms
• Asset-management solutions
• Institutional investment technology
• Financial advisor technology ecosystems

What Makes You a Strong Fit

You’ll likely thrive in this role if you:

• Have built commercial motions before, rather than