Director of Business Development, Arta Finance
$110-300k
+ Equity; Salary dependent on 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; Salary dependent on location
101-200 employees
Company mission
To help people enjoy more successful financial lives, to build the future they want.
Role
Who you are
- 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 strategic initiatives
- Bachelor’s degree in Business, Finance, Marketing, or related field; MBA or relevant post-graduate degree preferred
- Strong leadership skills with experience managing and inspiring teams to achieve and exceed targets
- 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 Bay area or NYC. Remote locations will not be considered
What the job involves
- Arta is seeking a highly skilled and experienced Business Development Lead to join our team
- This pivotal role will be instrumental in driving our assets under advisory (AUA) growth, expanding our market reach, and establishing key distribution partnerships within the industry
- The ideal candidate will be responsible for extending Arta’s distribution reach through partnerships
- The person should be excited by selling into new markets, developing partnership strategies, negotiating complex deals and bringing on new Arta members
- 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
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 it can leverage big data, AI, and fintech to bring these 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, and in 2025, it expanded access to Arta AI to global wealth advisors and managers.
Freddie
Company Specialist at Welcome to the Jungle
Insights
66% employee growth in 12 months
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
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 & CEO)Former CEO of PickPackGo and Qurb, Inc. Spent 12 years at Google as VP of Payment Ecosystems and VP, Product Management for Chrome OS.
Zelidrag Hornung
(Co-Founder & CTO)Former Software Design Engineer Lead at Microsoft, later spending 13 years at Google as a Senior Director of Engineering.
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