Job Description

*Location*: Irvine, CA (Main Office in Irvine Spectrum, 5 days on-site)

*Travel to conferences and RIA events required (20-40% depending on season)*

*Compensation: $100,000–$150,000 base (based on experience) + equity*

*Commission/Bonus: OTE up to $175,000–$250,000+ (uncapped potential as AUM scales)*

* Must have a Series 7, 63, & 65 license*

About Us:

Autopilot is a cutting-edge trading app and registered investment advisor (RIA), revolutionizing how people invest and trade. We are backed by Craft Ventures (Airbnb, Slack, Tesla) and Nomad Ventures (Intro, Bezel). Seed-stage startup with the growth and metrics of a Series B company!

We're the team behind the viral app to invest alongside Politicians and have amassed 1.3M downloads, 2.5M+ social media followers, $700M+ in assets under management (AUM), 147k+ users, and a rapidly growing community of 82k+ subscribers. Autopilot is ranked among the Top 50 Most Downloaded Finance Apps. We connect to the largest financial brokerages in the U.S., delivering innovative trading tools inspired by market icons such as Nancy Pelosi, Jim Cramer, Warren Buffett, and Bill Ackman, as well as innovative pilots like Quiver Quantitative and Liquidity Tracker.

The Opportunity

We built various successful portfolios. Now we've turned those insights into real, investable SMAs—and they're outperforming. We're looking for a driven, entrepreneurial operator to help us bring these strategies to wealth managers, fast.

This role is part sales, part relationship management, and part field ops. You’ll be the first hire focused 100% on getting our SMA strategies into advisory practices across the country. Think: educating advisors, running point on onboarding, and making sure everything from compliance to custodianship runs smoothly.

If you’ve wholesaled to RIAs, worked with model marketplaces, or want to break into this space at a startup with real traction, this is for you. You’ll work directly with the founders, shape our GTM, and play a critical role in scaling a new category of investment products.

What You’ll Do

• Own the full RIA/FA sales pipeline—from first touch to signed contracts
• Prospect and engage advisors through outbound, events, conferences, and warm intros
• Educate advisors on our SMA strategies and how they fit into client portfolios
• Coordinate onboarding with custodians (e.g., Schwab, Fidelity, Public) and back-office ops
• Travel to industry events, RIA dinners, and on-site meetings to build trust and relationships
• Build lightweight internal systems to streamline onboarding and advisor management
• Act as a feedback loop between advisors and the founding team—shaping future strategy and product
• Collaborate on GTM campaigns, marketing materials, and positioning strategies

You Might Be a Fit If You:

• Have experience wholesaling or selling to RIAs, IBDs, or financial advisors
• Hold Series 7, 63, & 65 license (must have)
• Thrive in fast-paced, field-heavy environments (calls, meetings, events)
• Are sharp, resourceful, and naturally curious about investing
• Can talk shop on portfolios, models, positioning, and distribution
• Are excited to be early at a company that’s breaking new ground in asset management

Bonus Points:

• Experience with SMA rollouts, model marketplaces, or investment platforms
• Familiarity with RIA custodians like Schwab, Fidelity, Public, etc.
• Experience in sales enablement or light marketing
• Built your own CRM in Notion once because the others were overkill

Benefits:

• Benefits: Generous UNLIMITED PTO (and we mean it!).
• Mandated two-week holiday shutdown at the end of the year for Christmas and New Year’s + company holidays.
• Autopilot covers 99% of premiums for employee and dependent benefits (health, dental, vision).
• Top-of-the-line equipment: laptops, external monitors, standing desks, etc.
• Access to a beautiful WeWork office in Irvine Spectrum:
• Unlimited nitro cold brew and weekly office events.
• Free monthly parking pass.
• Onsite gym.
• Shared communal space/office with other thriving companies and startups.
• Walkable access to a variety of restaurants and amenities.

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