Confidential
Managing Director of Relationship Management
Confidential, Palo Alto, California, United States, 94301
Managing Director of Relationship Management
About the Company
Fast-growing fintech company specializing in private-market investments & data-rich SaaS platforms
Industry Financial Services
Type Privately Held, VC-backed
About the Role
The Company is in search of a Managing Director of Relationship Management to spearhead high-touch partnerships with RIAs, multi-family offices, and private wealth managers. The successful candidate will be responsible for cultivating and expanding new advisor relationships, driving platform adoption, and providing expert advice on private-market strategies and technology-driven solutions. This role also involves leading the onboarding and training process, delivering thought leadership, and gathering market insights to contribute to product enhancements. The ideal candidate should have a proven network within the RIA and family office space, deep expertise in private markets, and a strong background in SaaS sales, onboarding, or advisor training.
Applicants for the Managing Director of Relationship Management position at the company should possess a minimum of 8 years' experience in advisory, relationship management, or sales within private markets, asset management, or wealth management. A strategic mindset, outstanding communication skills, and the ability to simplify complex investment concepts for diverse audiences are essential. The role requires a candidate with a consultative approach, who is independently driven, and has a strong follow-through. The candidate should be adept at representing the platform at industry events and forums to enhance brand presence. A deep understanding of VC, PE, co-investments, and alternative-asset allocation is necessary, as is a strong fluency in tech platforms.
Travel Percent Less than 10%
Functions
General Management Business Development Strategy
About the Company
Fast-growing fintech company specializing in private-market investments & data-rich SaaS platforms
Industry Financial Services
Type Privately Held, VC-backed
About the Role
The Company is in search of a Managing Director of Relationship Management to spearhead high-touch partnerships with RIAs, multi-family offices, and private wealth managers. The successful candidate will be responsible for cultivating and expanding new advisor relationships, driving platform adoption, and providing expert advice on private-market strategies and technology-driven solutions. This role also involves leading the onboarding and training process, delivering thought leadership, and gathering market insights to contribute to product enhancements. The ideal candidate should have a proven network within the RIA and family office space, deep expertise in private markets, and a strong background in SaaS sales, onboarding, or advisor training.
Applicants for the Managing Director of Relationship Management position at the company should possess a minimum of 8 years' experience in advisory, relationship management, or sales within private markets, asset management, or wealth management. A strategic mindset, outstanding communication skills, and the ability to simplify complex investment concepts for diverse audiences are essential. The role requires a candidate with a consultative approach, who is independently driven, and has a strong follow-through. The candidate should be adept at representing the platform at industry events and forums to enhance brand presence. A deep understanding of VC, PE, co-investments, and alternative-asset allocation is necessary, as is a strong fluency in tech platforms.
Travel Percent Less than 10%
Functions
General Management Business Development Strategy