
Head of Client Partnerships
2 weeks ago
Company Description
At Stellar ( we're building AI-powered wealth management for modern Indians.
Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience.
Compensation Highlights
- Top-of-market cash compensation
- Free access to Stellar's employee-only investment fund
Role Description
We are recruiting a versatile Head of Client Partnerships to champion Stellar's offerings and nurture our relationships:
- Lead outbound 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 (you will explain credibly and loop in internal experts when required)
- Gather structured client feedback and work cross-functionally with the product and quant teams to influence product direction
- Leverage modern tools, such as AI agents and CRM software
Preferred Background
- Experience: 5+ years in wealth management, PMS/AIF advisory, or private banking
- Education: Strong academic background from premier institutions and willingness to obtain the NISM Series XXI-B (Portfolio Managers) certification
- 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
- Bonus: Zero-to-one experience of growing such companies from an early stage
- Or something untraditional that trumps all of the above
Stellar Culture
Fulfilment through the best work of our lives
Pursuit of Excellence
We are not a family; we are a high-performance sports team- and our sport is solving users' problems
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