Confidential
Managing Director of Relationship Management
Confidential, Palo Alto, California, United States, 94306
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 tech-platform fluency, particularly in SaaS sales, onboarding, or advisor training.
Applicants for the Managing Director of Relationship Management position at the company should possess a strategic mindset, be independently driven, and have a consultative approach with a strong follow-through. The role requires outstanding communication skills, with the ability to simplify complex investment concepts for diverse audiences. A minimum of 8 years' experience in advisory, relationship management, or sales within private markets, asset management, or wealth management is essential. The candidate will also be expected to represent the platform at industry events and forums to enhance brand presence. This is a high-impact opportunity to shape the future of private-market fintech for leading wealth advisors, with a focus on meritocratic culture and leadership visibility.
Travel Percent Less than 10%
Functions
Business Development General Management Strategy
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 tech-platform fluency, particularly in SaaS sales, onboarding, or advisor training.
Applicants for the Managing Director of Relationship Management position at the company should possess a strategic mindset, be independently driven, and have a consultative approach with a strong follow-through. The role requires outstanding communication skills, with the ability to simplify complex investment concepts for diverse audiences. A minimum of 8 years' experience in advisory, relationship management, or sales within private markets, asset management, or wealth management is essential. The candidate will also be expected to represent the platform at industry events and forums to enhance brand presence. This is a high-impact opportunity to shape the future of private-market fintech for leading wealth advisors, with a focus on meritocratic culture and leadership visibility.
Travel Percent Less than 10%
Functions
Business Development General Management Strategy