Pave Finance
About Pave Finance
Pave Finance is on a mission to build the investment management infrastructure that wealth managers, RIAs, institutions, and fintechs rely on to serve their clients. Our platform is powered by a proprietary, highly extensible machine learning algorithm that automates personalized investment strategies and trading across entire books of business. Whether it is a solo financial advisor or a large institution, Pave seeks to function as the backbone of the investment management industry, delivering high-quality wealth management at scale. Currently, Pave supports more than $17B in assets on the platform across more than 30,000 managed accounts.
A core strength of Pave is the range of experience our team brings to the table. We are motivated by a shared belief in the product, and we value building a culture of new perspectives and creative thinking. Our team is shaped by backgrounds across finance and technology, including companies such as Goldman Sachs, Morgan Stanley, Bank of America, Merrill Lynch, J.P. Morgan, Deutsche Bank, Fidelity, several hedge funds, Google, Apple, Meta, Amazon, Wealthfront, DriveWealth, and E-Trade.
Our business is growing extremely fast and we need talented, aggressive and adaptable sales professionals in
multiple markets
as we expand geographically and through different market verticals. This is a greenfield opportunity to own a territory, shape our go-to-market, and be a key part of building a business that is revolutionizing the wealth management space. Depending on the location, this opportunity may be remote, hybrid or in-office.
Responsibilities
Manage the full sales cycle from prospecting to closing
Own and grow a regional territory in key US financial markets
Become expert on core value propositions and functionality of the Pave platform inside and out
Build and refine the sales playbook for the RIA/wealth segment
Conduct product demos and navigate complex buying processes in mid-market or SMB segments
Represent Pave at industry events, luncheons, and across key advisor relationships
Collaborate with marketing, customer success, and product teams to drive pipeline growth and customer satisfaction
Preferred Qualifications
Bachelor’s degree or equivalent experience
Ideally 5+ years experience in sales or a similar role, preferably in financial services; exceptional candidates with less experience will be considered
Ideal candidate will have wholesale experience calling on RIA firms
Must have, or be able to obtain, Series 7 license within 90 days of start date
Familiarity with Salesforce or comparable CRM software
Ideal Qualities
Empathic and collaborative: must be able to listen, understand, and find solutions both internally and within client relationships. This is a problem solving sales role.
Clear communicator: we move fast and doing so requires lots of cross-functional coordination. Be concise, proactive, and excited about working with others, and willing to have difficult conversations.
Systems level thinker: our product is incredibly powerful but is not without its complexities. Understanding not only what we do but also how, and more critically, why we do it is key to guiding prospects on how Pave can help them unlock their true potential.
Curious counterpart: we lead with questions even when we think we know the answer. When dealing with prospects or colleagues, we endeavor to understand rather than assume.
Passionate and determined: strong candidates must possess true passion for how Pave is changing the industry for the better and be strong-willed, thick skinned, driven for success.
Compensation and Role Details
Base salary from $120,000 to $150,000 based on experience plus uncapped commission and performance-based bonus
Hybrid role based in California
Must be authorized to work in the United States
Featured Benefits
Medical insurance, vision insurance, dental insurance, 401(k), commuter benefits, Wellness/gym membership stipend (Wellhub)
