Job summary
Job post source
This job is directly from ai-wk
Job overview
The Remote Sales Consultant at AI-WK Engineering drives sales by engaging hedge funds and family offices with AI-powered equity research and portfolio tools, impacting client acquisition and revenue growth.
Responsibilities and impact
The role involves engaging investment leads, delivering product demos, generating leads via networks, managing outreach campaigns in key financial cities, negotiating deals, onboarding clients, and maintaining long-term relationships.
Compensation and benefits
The position offers sales commissions with 20% in Year 1 and 10% recurring for high-touch clients, 10% in Year 1 for low-touch clients, plus access to CRM tools and real-time revenue tracking dashboards.
Experience and skills
Candidates need at least 3 years in investment management, equity research, or fintech, CFA Level 2 or Charter preferred, with familiarity in buy-side workflows, financial modeling, and client advisory experience.
Company information
AI-WK Engineering specializes in AI solutions for boutique investment firms under $1B AUM, focusing on equity research and portfolio intelligence automation.
Job location and travel
Remote position with outreach campaigns focused in NYC, London, and Zurich.
Unique job features
Unique commission codes for lead generation and a CRM dashboard for tracking sales performance distinguish this role.
Company overview
ai-wk is a technology company headquartered in Grand Cayman that specializes in developing purpose-built AI work models for modern professionals, particularly in fields such as investment research and market monitoring. Operating with a team of 11-50 employees, ai-wk offers customizable AI solutions that incorporate company-specific guidelines, rules, and compliance parameters to address unique business needs. The company’s flagship product, Orion, is a vertical-specific AI model designed for equity research, and ai-wk is a division of Alpharithm Investments Ltd. Revenue is primarily generated through the development and customization of AI models for professional clients. ai-wk is recognized for its rapid growth and focus on delivering tailored AI solutions to enhance professional workflows.
How to land this job
Position your resume to highlight experience engaging with CIOs, PMs, and investment leads, emphasizing your ability to deliver demos and manage high-touch client relationships in financial services sales or advisory roles.
Emphasize familiarity with equity research, portfolio analysis, financial modeling tools, and your network within hedge funds, family offices, or boutique asset management to align with AI-WK's client base and solutions.
Apply through multiple channels including the AI-WK corporate website, LinkedIn job postings, and relevant fintech or investment management job boards to maximize your application visibility.
Connect on LinkedIn with professionals in the AI-WK sales and client advisory teams; initiate conversations by referencing recent AI advancements in equity research or asking about their experience with AI-WK's portfolio modeling tools as ice breakers.
Optimize your resume for ATS by incorporating keywords such as 'equity research,' 'portfolio intelligence,' 'CFA charterholder,' 'client advisory,' 'financial modeling tools,' and 'AI consulting' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify optimal application platforms, and find LinkedIn contacts to network with, allowing you to focus your energy on strategic follow-ups and interview preparation.
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