[Remote] Agentic AI Lead (Business Transformation) at Arta Finance

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

8+ years of experience in business transformation, product strategy, or technical operations
Proven success leading cross-functional initiatives that reimagine systems or workflows
Strong technical literacy with AI tools and automation platforms (e.g., ChatGPT, Claude, Augment, N8N, Zapier, Replit)
Excellent communication skills with the ability to build trust and alignment across technical and non-technical teams
Systems thinking with a bias for execution
Bachelor’s degree in a technical or quantitative field (Computer Science, Engineering, Data Science, etc.); MBA a plus
(Preferred) Hands-on experience building or deploying workflow automations, agents, or custom GPTs
(Preferred) Familiarity with data architecture, integration principles, and enablement/upskilling initiatives in AI-driven environments

Responsibilities

Design Tilt’s future operating systems: Partner with senior leaders to diagnose current pain points and co-design AI-first processes and systems that scale with the business
Shape the “agentic” operating model: Define how Tilt integrates autonomous tools, human judgment, and systemized knowledge into everyday decision-making
Drive measurable outcomes: Deliver technical and analytical projects that unlock speed, reduce manual effort, and increase team capacity
Lead proof-of-concepts: Prototype and validate redesigned processes using tools like Augment, N8N, and custom GPTs
Translate innovation into scale: Convert proof-of-concept learnings into scalable frameworks and playbooks that can be applied across functions
Enable technical transformation: Collaborate with data and engineering partners to ensure our infrastructure supports demand for agentic capabilities
Advise leadership: Act as a trusted advisor to the CEO, CTO, and senior leaders, aligning AI capabilities with business priorities
Champion cultural change: Promote new ways of working that preserve Tilt’s culture of ownership while accelerating responsible AI adoption

Skills

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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