Head of Sales & Distribution - WealthTech & Investment Technology

2 days, 1 hour ago
Full-time
Executive
Sales and Business Development
Pavago

Pavago

Pavago specializes in connecting small and medium-sized businesses with skilled offshore talent from Pakistan and Latin America, offering a streamlined recruitment process that enables the hiring, onboarding, and payment of remote employees at signific...

IT Services
Founded 2023

Description

  • Build and execute sales and distribution strategy across RIAs, family offices, and institutional investors.
  • Personally prospect, generate pipeline, run discovery, manage opportunities, negotiate, and close business.
  • Develop direct-sales and strategic partnership channels with wealth platforms, custodians, technology providers, and asset managers.
  • Define target customer segments, ideal customer profile, use cases, positioning, messaging, and go-to-market priorities.
  • Translate investment technology into compelling sales narratives, demonstrations, collateral, and objection-handling materials.
  • Establish CRM structure, qualification criteria, sales stages, KPIs, forecasting, and pipeline-management processes.
  • Bring customer and prospect feedback to Product, Investments, founders, and engineering teams to inform priorities.
  • Represent Artha at industry events and build credibility with senior investment and wealth-management stakeholders.
  • Create a repeatable commercial model and eventually build and lead the broader sales organization.

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 with RIAs, family offices, and/or institutional investors.
  • Proven ability to generate pipeline and personally close meaningful business.
  • Experience building a zero-to-one commercial motion without a mature playbook or inbound engine.
  • Experience with both direct sales and strategic distribution partnerships.
  • Ability to shape positioning, messaging, collateral, and sales processes using market feedback.
  • Ability to explain sophisticated investment products and technology through a clear commercial narrative.
  • Strong pipeline-management, forecasting, and commercial discipline.
  • Comfort working hands-on with founders, investment professionals, product leaders, and engineers in an ambiguous early-stage environment.
  • Experience with portfolio construction, model portfolios, TAMPs, custodial platforms, investment analytics, advisor technology, or institutional investment technology is preferred.
  • Willingness to complete a required Spark Hire one-way video interview.

Benefits

  • Base salary with significant performance-based incentive compensation.
  • Equity opportunity.
  • Fully remote, full-time role.
  • Opportunity to influence positioning, partnerships, product direction, and the future commercial organization.
  • Opportunity to build a sales and distribution function from zero to one around a live platform with paying customers and institutional use.

Interested in this position?

Apply directly on the company website

Apply Now

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