Relationship Manager, Arta Finance
Customer Success Team
$110-300k
+ Equity
More information about location
Consumer finance & wealth management platform
Job no longer available
Consumer finance & wealth management platform
101-200 employees
Job no longer available
$110-300k
+ Equity
More information about location
101-200 employees
Company mission
To help people enjoy more successful financial lives, to build the future they want.
Role
Who you are
- You thrive in a startup-like environment where not everything is black and white—comfortable adapting to evolving priorities, running experiments, and staying optimistic through change
- You bring a positive, solutions-oriented mindset—collaborative, pragmatic, and ready to roll up your sleeves to get things done as part of a lean, high-impact team
- 5–7 years of experience in account or relationship management, preferably in wealth management, RIA, or financial services environments interacting directly with clients
- Exceptional organizational and operational skills, with the ability to manage multiple client priorities simultaneously
- Excellent communicator—clear, empathetic, and proactive in both written and verbal communication
- Curious and motivated by innovation in finance and technology. Experience scaling teams using AI is a plus
- Strong understanding of investment products, portfolio management, and client servicing in a high-touch financial advisory context preferred
- Series 7 license preferred; candidate should currently possess a Series 7 license, or must be willing to obtain the license within their first year of employment, as the ability to provide advice is key to deepening member relationships
- While we prefer candidates who can work from the Mountain View office 2–3 times per week, remote candidates will be considered and should expect to travel to San Jose once per quarter for team gatherings
What the job involves
- We are looking for an experienced and client-focused Relationship Manager to join the Customer Success Team to support our U.S. members
- You’ll help manage day-to-day member operations, strengthen relationships, and contribute to delivering a world-class experience for our clients
- This role combines member service and operational excellence, proactive relationship management, and a passion for helping members make the most of Arta’s products and services
- Manage the member email queue, responding promptly to inquiries and ensuring timely, high-quality support for all account-related questions and requests
- Handle operational processes including account opening, funding and transfers, chasing fund documentation, account maintenance, and other member servicing tasks with accuracy and efficiency
- Serve as the primary point of contact for Arta Members, guiding them through our suite of offerings—from public and private market investments to personalized financial planning services
- Proactively monitor account health to identify opportunities to increase engagement, satisfaction, and retention
- Collaborate closely with internal partners—Operations, Product, Compliance, and Advisory—to resolve issues, enhance processes, and share member insights
- Facilitate connections between members and Arta’s network of experts in private markets, public markets, derivatives, insurance, tax, and estate planning, and investment advisory
- Contribute to improving internal systems and tools that support a seamless and scalable member experience
- Build lasting relationships with members, ensuring their long-term success and satisfaction with Arta Finance
Application process
- Screening Call with Head of Talent, 20-30m
- Hiring Manager Interview with Lindsay Faroni, 30m
- Role Related Knowledge Interview with a Customer Success Manager, 45m
- Includes case studies
- COO Interview with Dave Shapiro, 30m
- Cross-functional Interview with a Product Manager, 30m
- CEO Interview with Caesar Sengupta, 30m
Our take
The “family office” is a financial management team that takes care of investments, family finances and growing wealth. Traditionally, this has been off-limits to everyone except the super-rich. However, Arta Finance believes that it can leverage big data, AI, and fintech to bring these kinds of services to the masses.
Though there is no shortage of financial management and investment platforms out there, Arta is offering something a little different with its AI-managed portfolios. These stand out because of the use of user data and input to personalize the choices of stock purchases and other decisions.
Arta emerged from stealth in the fall of 2022 with a substantial funding round, and has since pursued speedy growth. In 2023 its digital family office platform opened to all qualified investors in the US. At the same time, it announced the significant achievement that members have trusted the platform to manage more than $100 million on their behalf.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Nov 2022
$90m
SERIES A
Total funding: $90m
Company benefits
- We have a robust health insurance offering for you and your family
- High deductible health plan available with health savings account contribution
- Complimentary One Medical membership for individuals and dependents
- 20 weeks of parental leave
- 15 days PTO annually plus national and company holidays
- Remote-work friendly
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Caesar Sengupta
(Co-Founder & CEO)Previously spent 14 years at Google including roles as VY & GM of Payments and Next Billion Users, and VP & Product Lead of Chrome OS.
Charles Dong
(Co-Founder & Product)Spent five years at Google as PM Lead & Head of Growth for Tez and GPay, following a two year spell as Product Manager at Box.
David Shapiro
(Co-Founder)Spent 15 years as Vice President at American Express before joining Google for 12 years, serving as Chief Business Officer of the Next Billion Users initiative, and Global Director of Chrome OS and Android Marketing.
Edward Chiang
(Co-Founder & Product)Spent 12 years as a Director of Product Management at Google in California then Singapore.
Felix Lin
(Co-Founder)Former CEO of PickPackGo and Qurb, Inc. Spent 12 years at Google as VP of Payment Ecosystems and VP, Product Management for Chrome OS.
Mark Striebeck
(Co-Founder & Engineering)Spent 16 years as an Engineering Director at Google.
Zelidrag Hornung
(Co-Founder & Engineering)Former Software Design Engineer Lead at Microsoft, later spending 13 years at Google as a Senior Director of Engineering.
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