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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 insights
Work 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
Experience with any of the following is particularly valuable:
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 only managed established sales teams
Have a meaningful network within wealth management and investment technology
Know how to create pipeline without relying on a mature inbound engine
Can personally open doors and convert relationships into commercial opportunities
Are equally comfortable discussing sophisticated investment concepts and closing business
Can identify patterns across early customer conversations and turn them into a repeatable sales strategy
Understand both direct selling and strategic distribution
Want significant influence over positioning, customer strategy, partnerships, and product direction
Are comfortable working closely with founders in an early-stage environment
Can move between high-level commercial strategy and hands-on execution
Are entrepreneurial, analytical, and commercially minded
Want to build the sales organization—not simply inherit one
What a Typical Day Looks Like
Your day could include prospecting into target RIAs or family offices, leveraging your network to open a conversation with an institutional investor, running discovery with a potential customer, or presenting Artha’s portfolio intelligence platform to investment professionals.
You may then work with Product and Investments to refine positioning based on what you’re hearing in the market, review the pipeline and forecast, develop a strategic distribution relationship with a wealth platform or custodian, and prepare for an industry meeting or conference.
Early on, much of your time will be spent directly in the market. As patterns emerge, you’ll turn those learnings into a repeatable commercial process and scalable distribution model .
In short: you’ll build Artha’s commercial engine while personally proving how it works.
What Success Looks Like
Your first priority will be learning—Artha, its customers, the market, and why prospects engage or don’t.
From there, success means:
Sharpening Artha’s ideal customer profile and commercial narrative
Establishing a disciplined and measurable sales process
Determining which segments, channels, messages, and use cases show the strongest commercial signal
Building qualified pipeline
Converting pipeline into revenue
Developing meaningful strategic distribution relationships
Creating a repeatable distribution model
Reducing dependence on individual relationships and founder-led selling
Building the commercial foundation required for future scale
Key Metrics for Success
Qualified market conversations generated
Qualified pipeline created
Pipeline-to-revenue conversion
New customers closed
Revenue generated
Sales-cycle progression and velocity
Strategic distribution relationships established
Direct-sales channel performance
Partner-driven pipeline and opportunities
CRM and forecasting discipline
Identification of repeatable customer segments and use cases
Commercial messaging effectiveness
Development of a scalable sales and distribution model
Why Artha, Why Now
Artha isn’t asking you to sell an idea that still needs to be built.
The technology is live. The investment expertise is established. There are real customers, institutional use, and industry integrations. The platform addresses an everyday challenge for investment professionals: understanding what changing markets could mean for their portfolios.
What hasn’t been built yet is the commercial engine capable of taking Artha to a much larger market .
That’s the opportunity.
You’ll join early enough to have genuine influence over positioning, customer strategy, partnerships, product, and the future commercial organization , while working with an established platform and experienced team.
For someone who has spent years in wealth management or investment technology thinking, “I know how I’d build this if I had the opportunity,” this role provides that opportunity.
Compensation
Base Salary + Significant Performance-Based Incentive Compensation + Equity Opportunity
Compensation will reflect the seniority of the role and the expectation that this person will both build and personally execute Artha’s commercial strategy .
Interview Process
Initial Application
Spark Hire One-Way Video Interview
Interview with Pavago
Artha Founder / Leadership Interview
Final Interview
Offer & Onboarding
Spark Hire Video Interview – Required
As part of the application process, all candidates are required to complete a one-way video interview through Spark Hire .
After completing the first step of your application, you’ll receive a Spark Hire invitation by email with instructions to record and submit your video responses.
Completion of the Spark Hire video is required to be considered for the next stage . Please check your inbox as well as your spam or junk folder for the invitation.
Apply Now
If you’re an experienced wealth-management or investment-technology commercial leader who has built sales motions from the ground up, personally generated and closed meaningful business, and developed relationships across RIAs, family offices, institutional investors, and strategic distribution partners , we’d love to hear from you.
This is an opportunity to take a proven investment technology platform and build the commercial engine around it from zero to one .
