Compensation. $52k-60k base, OTE $95k-140k, Equity. What we do. AI-powered CRM built specifically for RIA firms. We automate the workflows advisors waste hours on: client data management, portfolio tracking, cash management, and operational tasks. We integrate with Orion and handle everything from client onboarding to automated cash sweeps. Your job. Book qualified demo meetings with RIA firms. You make 80-100 calls per day. You send 30 personali...
