Head of Sales & Distribution

Location:

New York, New York, United States, Boston, Massachusetts, United States, Chicago, Illinois, United States, San Francisco, California, United States, Dallas, Texas, United States, Miami, Florida, 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 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

Materially increasing qualified market conversations

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 .

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