
Chief Partnership Director
1 day ago
We are seeking a dynamic professional to lead our client partnerships team. As the Head of Client Partnerships, you will be responsible for championing our offerings and nurturing our relationships with high net worth individuals and family offices.
- Lead outbound business development and consultative sales efforts
- Own the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship building
- Communicate investment strategies clearly, focusing on our hyper-personalization, goal-focused, and quant & AI-driven approach
- Gather structured client feedback and collaborate with internal teams to inform product direction
- Leverage modern tools, such as AI agents and CRM software
The ideal candidate possesses:
- A minimum of 5 years' experience in wealth management, PMS/AIF advisory, or private banking
- A strong academic background from premier institutions and a willingness to obtain relevant certifications
- A demonstrated success managing high net worth relationships, particularly younger or tech-savvy clients
- An AI-native mindset, end-to-end ownership, and bias toward action
- Bonus: Experience growing companies from an early stage
As a member of our team, you can expect:
- Top-of-market compensation
- Free access to an employee-only fund
We pursue excellence and solve users' problems like a high-performance sports team. Our values include radical candor, truth alone triumphs, pride in craftsmanship, fewer rules rule, and the fast and the curious.
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