Director / Senior Director, RIA Relationship Management (Private Markets)

Location: Palo Alto, United States; hybrid office-based role

Salary: $150,000–$200,000 per year, plus equity and commission opportunities.

Company

A private markets investment platform building infrastructure and portfolio solutions for registered investment advisors and wealth advisory firms.

What you will do

• Build trusted relationships with CIOs, investment committees, and senior leaders at leading RIAs.
• Drive adoption and revenue growth for curated venture, growth, private equity, and private credit opportunities.
• Promote white-label fund solutions and investment insights for wealth advisory firms.
• Lead the full relationship lifecycle from initial introduction through long-term partnership.
• Collaborate with investment, product, and operations teams to deliver client outcomes and inform product innovation.
• Represent the platform at industry events and key client gatherings.

Requirements

• 7–10+ years of relationship management experience focused on RIAs and wealth advisory firms.
• Exceptional relationship-building skills with senior decision-makers.
• Ability to explain complex investment strategies clearly.
• Background in alternative investments, technology sales, or a combination of both.
• Knowledge of venture growth, private equity, co-investments, secondaries, and other sophisticated alternatives.
• Track record of sourcing and closing complex deals, with a strategic account development mindset.

Culture & Benefits

• Work directly with sophisticated wealth management platforms.
• Help build infrastructure for private markets in the RIA channel.
• Join a team focused on client experience, operational rigor, and problem solving.
• Receive equity and commission opportunities in addition to base compensation.