
Director of Strategic Alliances
11 hours ago
We are seeking a dynamic and results-driven leader to spearhead our client partnerships strategy.
Our organization focuses on leveraging cutting-edge AI technology to deliver personalized wealth management solutions that meet the evolving needs of high-net-worth individuals and family offices.
Key Responsibilities:- Lead outbound business development efforts, fostering strong relationships with key stakeholders and driving revenue growth through consultative sales
- Oversee the end-to-end client journey, ensuring seamless onboarding, portfolio discussions, and relationship building
- Develop and communicate investment strategies that emphasize hyper-personalization, goal-focused approaches, and the utilization of quant and AI-driven methodologies
- Cultivate structured client feedback, collaborating cross-functionally with product and quant teams to inform product direction and drive innovation
- Stay ahead of the curve by leveraging modern tools, such as AI agents and CRM software, to enhance operational efficiency and productivity
- Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking, with a proven track record of success in managing complex relationships
- Education: Strong academic background from premier institutions, with a willingness to pursue advanced certifications, such as the NISM Series XXI-B (Portfolio Managers) certification
- Strong Network: Demonstrated ability to build and maintain high-value relationships with HNI/UHNI clients, particularly those with younger or tech-savvy profiles
- Mindset: AI-native productivity, end-to-end ownership, and bias toward action, with a focus on delivering exceptional results and exceeding expectations
We prioritize hiring talented individuals who can make a meaningful impact. That's why we offer competitive compensation and unparalleled opportunities for professional growth and development.
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