
Executive Director of Client Partnerships
4 days ago
Job Summary:
We are seeking a skilled professional to lead our client partnerships. This role involves championing our offerings and nurturing relationships with high net worth individuals and family offices.
Key Responsibilities:- Drive business development and consultative sales efforts
- Owning the end-to-end client journey, including 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
Required Skills and Qualifications:
- Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking
- Education: Strong academic background from premier institutions and willingness to obtain relevant certifications
- Strong Network: Demonstrated success managing HNI/UHNI relationships, especially younger or tech-savvy clients
- Mindset: AI-native productivity, end-to-end ownership, and bias toward action
Benefits:
- Top-of-market compensation package
- Free access to employee-only investment fund
About Us:
- Fulfillment through best work of lives
- Pursuit of excellence
- Talent density
- Relentless innovation
- The fast and the curious
- Radical candor
- Truth alone triumphs
- Pride in craftsmanship
- Fewer rules rule
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