REMOTEPosted 23 days ago

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.