Job Description
Financial advice is stuck in 1995. Advisors spend hours building static plans in clunky software, then watch them go stale the moment markets move or a client's life changes.
We're building AI coworkers that do the work advisors shouldn't have to do. Our digital coworkers generate financial planning metrics in real-time, handle client communication, and keep plans current, so advisors can focus on actual advice, not data entry.
This isn't automation. It's a fundamental shift in how wealth management operates: from advisors as operators to advisors as strategic partners, backed by AI that never stops working.
We are looking for a Revenue Operations profile based in Spain (hybrid: office + remote) to build and run our go-to-market engine.
This is a hands-on role at the intersection of GTM, sales enablement, and operations .
You won’t be closing deals — you’ll make sure sales executives have the right system,...