2 дня назад
Managing Director and/or Director of Relationship Management (Fintech)
150 000 - 220 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Managing Director and/or Director of Relationship Management (Private Markets/Fintech): Building and expanding relationships with RIAs, multi-family offices, and private wealth managers to drive adoption of Allocate's private markets platform with an accent on venture capital, private equity, co-investments, and alternative asset allocation. Focus on structuring private market portfolios, advising senior wealth professionals, and translating complex investment strategies into technology-driven solutions.
Location: New York City or Menlo Park, California; must work from the office 3–4 days per week or as needed
Salary: $150,000–$220,000 annually, plus potential performance-based bonuses and equity.
Company
is a high-growth fintech company focused on expanding access to private markets through investment and technology solutions.
What you will do
- Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, focusing on new advisory-firm partnerships.
- Advise firms on private market strategies and the benefits of ’s platform and investment solutions.
- Partner with advisory teams to structure private market portfolios aligned with client investment objectives.
- Drive platform engagement and adoption through relationship management, training, and thought leadership.
- Guide advisors on venture capital, private equity, co-investments, manager selection, fund structures, and portfolio construction.
- Provide market intelligence to internal teams and represent at conferences, roundtables, and client events.
Requirements
- 8+ years of experience in relationship management, sales, or advisory roles in private markets, asset management, or wealth management.
- Established network of RIAs, multi-family offices, and HNW/UHNW wealth advisory firms.
- Deep knowledge of venture capital, private equity, co-investments, and alternative investment strategies.
- Experience with investment platforms, fund structures, and alternative investment vehicles; technology sales experience is strongly preferred.
- Ability to build relationships with senior decision-makers and explain complex investment concepts clearly.
- Must be legally authorized to work in the United States now and in the future without visa sponsorship.
Culture & Benefits
- Client and partner experience is treated as the top priority, with an emphasis on responsiveness and proactive service.
- Culture values challenging convention, continuous improvement, meritocracy, and civil discourse.
- Opportunity to work with investment professionals, technologists, and industry leaders.
- Medical, dental, and vision coverage, responsible time off, and a 401(k).
- Competitive compensation with performance incentives and equity participation.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
3 дня назад
Relationship Manager, AS Relationship Management - Greater San Franscico Bay (Wealth Management)
106 500 - 146 500$
Legora
5 дней назад
Director, Private Markets (AI)
272 000 - 320 000$
5 дней назад
Relationship Manager - Private Wealth
175 000 - 225 000$
6 дней назад
Managing Director, Sr. Business Development Manager, Capital Markets (Finance)
200 000 - 240 000$
1 день назад
Business Development Representative (Fintech)
75 000 - 105 000$
5 дней назад
Director of Business Development (Fintech)
158 000 - 209 000$