🛠 Tech Stack

💼 About This Role

You'll partner with Product and Sales Directors to develop GTM strategy and drive sales execution for enterprise clients. You'll lead end-to-end implementations and serve as the technical advisor throughout the sales cycle. This role offers the chance to shape the future of wealth management technology at a high-growth company.

🎯 What You'll Do

• Develop and refine GTM strategy for enterprise segment.
• Drive sales execution and deliver customized demos.
• Lead implementation and onboarding of enterprise clients.
• Capture advisor feedback to inform product roadmap.

📋 Requirements

• 10+ years in a pre-sales or solutions engineering role.
• Deep domain knowledge of RIA ecosystem and broker-dealer infrastructure.
• Technical fluency with API integrations and data flows.
• Hold SIE, Series 7, and Series 63 licenses or obtain within 90 days.

✨ Nice to Have

• Experience with custodial platforms (Schwab, Fidelity, Pershing).
• B2B financial services or wealth management background.

🎁 Benefits & Perks

• 🏖️ Hybrid work schedule with offices in Culver City, SF, Dallas.
• 💰 Competitive pay and equity for eligible positions.
• 🏥 Premium healthcare, dental, and vision (HMO and PPO).
• 🏦 401k with 4% match and immediate vesting.
• 👶 16-week paid parental leave after one year.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Technical Interview· 60 min
3. 3Hiring Manager Interview· 60 min