Commercial Director, Arta Finance
$110-300k
+ Equity
Consumer finance & wealth management platform
Open for applications
Consumer finance & wealth management platform
101-200 employees
Open for applications
$110-300k
+ Equity
101-200 employees
Company mission
To help people enjoy more successful financial lives, to build the future they want.
Role
Who you are
- The ideal candidate will be responsible for extending Arta’s distribution reach through partnerships and distribution channels, and leading operations from the NYC area
- Proven track record of at least 10 years in business development within financial services or wealth management with a track record of success in rolling out new initiatives
- Bachelor’s degree in Business, Finance, Marketing, or related field; MBA or relevant post-graduate degree preferred
- Strong leadership skills with experience inspiring and leading teams and forging a strategy, while also capable of diving in at an executional level
- Deep understanding of personal wealth management products, and market dynamics
- Exceptional communication, negotiation, and networking abilities
- Analytical mindset with the ability to translate data into actionable strategies
- A self-motivated team player who possesses intellectual curiosity, sound judgment, thoughtfulness, high attention to details, with a strong sense of ownership and who is eager to learn and work with others
- Ability to multitask, prioritize and meet deadlines
- Series 65 preferred
- Based in the NYC area. Remote locations will NOT be considered
What the job involves
- Arta is seeking a highly skilled and experienced Commercial Lead or Director to join our team
- This pivotal role will be instrumental in driving our assets under management (AUM) and assets under advisory (AUA) growth, expanding our market reach, and establishing key distribution partnerships within the industry
- The person should be excited by selling into new markets, developing partnership strategies, negotiating complex deals and bringing on new Arta members
- They will represent Arta’s go-to-market strategy to both prospective and existing clients and partners
- Business Development: Identify and develop relationships with key distribution partners to enhance Arta’s membership growth, product breadth, distribution and reach. Partners may include corporates, alumni clubs and other platforms
- Performance Metrics & Reporting: Establish key metrics, monitor sales performance, and provide full visibility into the sales pipeline at every stage of development
- Collaboration & Cross-functional Support: Work collaboratively across teams - including Engineering, Product and Marketing - to enhance our products and ensure alignment and support for overall company goals
- Market Analysis & Insights: stay current on industry trends and customer needs to develop informed strategies
Application process
- We conduct interviews using Google Meet (virtual) or meeting in-person. Panel for this position is as follows. Order of interviews may be adjusted depending on scheduling
- Screening call with Head of Talent (30m)
- General (Introductory) Interview with Head of Marketing (30m)
- Role Related Knowledge Interview with Singapore Country Manager (45m)
- Role Related Knowledge & Strategy Interview with President/co-founder (45m)
- Product & Culture Interview with Product Manager/co-founder (45m)
- CEO Interview (45m)
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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