
Chief Partnership Development Officer
7 days ago
Head of Client Partnerships
About the RoleWe are seeking a versatile and experienced professional to lead client partnerships, championing our offerings and nurturing relationships with high net worth individuals and family offices.
Key Responsibilities:- Lead business development and consultative sales to HNI/UHNI investors and family offices.
- Own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building.
- Communicate investment strategies clearly, especially our hyper-personalization, goal-focused, and quant & AI-driven approach.
- Gather structured client feedback and work cross-functionally with product and quant teams to influence product direction.
- 5+ years in wealth management, PMS/AIF advisory, or private banking.
- Strong academic background from premier institutions and willingness to obtain certification.
- Demonstrated success managing HNI/UHNI relationships, especially younger or tech-savvy clients.
- Ai-native productivity, end-to-end ownership, and bias toward action.
Fulfillment through exceptional work. We are a high-performance sports team - solving users' problems.
Pursuit of excellence. Talent density. Relentless innovation. The fast and the curious. Radical candor. Truth triumphs. Pride in craftsmanship. Fewer rules.
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