Head of Sales

About Artha

Artha is a portfolio intelligence platform built for financial advisors, wealth managers, family offices, and institutional investors.

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

Today, Artha is a small, experienced team. You'll work directly with the founders and product leadership, with significant autonomy to build the commercial function from the ground up.

We've spent the past several years building the product. Our next chapter is about building distribution around it.

The Opportunity

We're looking for a Head of Sales & Distribution to build and lead Artha's commercial strategy across RIAs, family offices, and institutional investors.

This is a zero-to-one commercial leadership role.

You won't inherit an SDR organization, a mature inbound funnel, or a finished sales playbook. You'll work directly with Artha's founders and product leadership to determine how we take the platform to market, sharpen our commercial story, identify the channels that can scale, and personally turn opportunities into customers.

We're looking for someone who has built before, not simply managed an existing sales machine.

Initially, you'll be hands-on: opening doors, leveraging your network, prospecting, running discovery, developing relationships, testing messaging, and closing business. What you learn in the market will directly influence our positioning, product roadmap, partnerships, and broader go-to-market strategy.

As we establish repeatability, you'll have the opportunity to build the commercial organization around it.

What You'll Own

• Build and execute Artha's sales and distribution strategy across RIAs, family offices, and institutional investors
• Personally source opportunities, open doors, run discovery, manage pipeline, and close business
• Leverage and expand relationships throughout the wealth-management and investment ecosystem
• Identify the customer segments, use cases, messages, and channels with the strongest commercial potential
• Develop repeatable direct-sales and partnership-driven distribution channels
• Build strategic relationships with wealth platforms, custodians, technology providers, asset managers, and other industry partners
• Own the commercial narrative and work alongside Product, Investments, and Marketing to continually refine positioning, sales collateral, outbound messaging, and the demo experience
• Establish a disciplined sales process, CRM infrastructure, pipeline management, KPIs, forecasting, and commercial operating cadence
• Bring structured market feedback into Product and help identify opportunities or gaps affecting adoption
• Represent Artha at industry events, conferences, and strategic meetings
• Build and lead the broader commercial organization as Artha scales

Who We're Looking For

We're looking for a commercial builder with deep experience in the wealth-management and investment ecosystem.

You've built before. You know how to create pipeline when there isn't an established inbound engine, develop a sales motion when there isn't a finished playbook, and turn early market conversations into a repeatable commercial strategy.

You bring

• Meaningful experience selling wealthtech, investment technology, portfolio solutions, asset-management solutions, or related financial products and services
• Established relationships across RIAs, family offices, and/or institutional investors
• A track record of personally generating pipeline and closing meaningful business
• Experience building or helping build a zero-to-one commercial motion
• Experience developing strategic distribution partnerships in addition to direct sales
• The ability to shape positioning, messaging, sales collateral, and sales process based on what you're hearing in the market
• The ability to translate sophisticated investment products and technology into a simple, compelling commercial story
• Comfort working directly with founders, investment professionals, product teams, and engineers
• Comfort operating in an entrepreneurial environment where the playbook is still being written
• A willingness to stay hands-on. This is a leadership role, but at this stage, you will be selling

Experience with portfolio construction, model portfolios, TAMPs, custodial platforms, investment analytics, or advisor technology is particularly valuable.

What Success Looks Like

Your first priority is learning: understanding Artha, our customers, the market, and why advisors and investment professionals do or don't engage.

From there, we expect you to

• Sharpen our ideal customer profile and commercial narrative
• Materially increase the number of qualified conversations Artha is having
• Establish a disciplined, measurable sales process
• Determine which channels, messages, and use cases generate meaningful commercial signal
• Build a qualified pipeline and convert that pipeline into revenue
• Develop strategic distribution relationships that expand Artha's reach
• Create a repeatable distribution model that can ultimately scale beyond individual relationships and founder-led selling

Why Artha, Why Now

Artha isn't looking for someone to sell an idea that still needs to be built.

The technology is live. The investment expertise behind it is established. We have real customers, institutional use, industry integrations, and a product addressing a problem investment professionals experience every day: understanding what changing markets could mean for the portfolios they manage.

What we haven't built yet is the commercial engine capable of taking that technology to a much larger market.

That's the opportunity.

You'll join early enough to have genuine influence over Artha's positioning, customer strategy, partnerships, product direction, and commercial organization, while starting with a real platform and an experienced team behind it.

As the business grows, so will the scope of the role and the opportunity to build the team, processes, and distribution organization around what works.

For someone who has spent years in wealth management or investment technology and has thought, "I know how I'd build this if I had the opportunity," this is that opportunity.

Compensation

Base salary + significant performance-based incentive compensation + equity opportunity.

Compensation will be structured to reflect the seniority of the role and the expectation that this person will both build and personally execute Artha's commercial strategy.

Pay: From $59,881.55 per year

Benefits

* Flexible schedule

Work Location: Remote