Confidential
Managing Director and Director, Relationship Management
Confidential, New York, New York, United States, 10001
Managing Director and Director, 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 / 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 advising sophisticated firms on private-market strategies. This role involves leading the onboarding and training process, delivering thought leadership, and gathering market insights to inform product enhancements. The ideal profile includes a candidate with over 8 years of experience in advisory, relationship management, or sales within private markets, asset management, or wealth management, and a proven network with RIAs and family offices, particularly those serving high-net-worth and ultra-high-net-worth clients.
Applicants for the Managing Director / Director of Relationship Management position at the company should possess deep private-markets expertise, including VC, PE, co-investments, and alternative-asset allocation. Tech-platform fluency is essential, with a background in SaaS sales, onboarding, or advisor training. The role requires outstanding communication skills, the ability to simplify complex investment concepts, and a strategic, consultative approach. The candidate should be independently driven, with a strong follow-through, and be prepared to represent the platform at industry events 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 a meritocratic culture that rewards results and continuous improvement.
Travel Percent Less than 10%
Functions
Business Development Sales/Revenue
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 / 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 advising sophisticated firms on private-market strategies. This role involves leading the onboarding and training process, delivering thought leadership, and gathering market insights to inform product enhancements. The ideal profile includes a candidate with over 8 years of experience in advisory, relationship management, or sales within private markets, asset management, or wealth management, and a proven network with RIAs and family offices, particularly those serving high-net-worth and ultra-high-net-worth clients.
Applicants for the Managing Director / Director of Relationship Management position at the company should possess deep private-markets expertise, including VC, PE, co-investments, and alternative-asset allocation. Tech-platform fluency is essential, with a background in SaaS sales, onboarding, or advisor training. The role requires outstanding communication skills, the ability to simplify complex investment concepts, and a strategic, consultative approach. The candidate should be independently driven, with a strong follow-through, and be prepared to represent the platform at industry events 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 a meritocratic culture that rewards results and continuous improvement.
Travel Percent Less than 10%
Functions
Business Development Sales/Revenue