Managing Director/Director, Relationship Management, Wealth Advisory

Required

• 10+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
• Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.
• Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.
• Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.
• Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.
• Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.
• Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.
• Strategic and consultative approach to client engagement, with a focus on long-term partnerships.
• Ability to work independently; travel as needed within the region.
• Essential Values & Culture
• Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience.
• Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion.