More jobs:
Managing Director/Director
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-01-01
Listing for:
Hampton Strategies
Full Time
position Listed on 2026-01-01
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Confidential Fintech Platform — Senior Relationship Management Leader
About the Opportunity
Our client is a fast-growing, venture-backed fintech innovator transforming how wealth advisors access and manage private-market investments through a data-rich SaaS platform. They enable RIAs and family offices to discover, model, and monitor VC, PE, private credit, and co-investment opportunities with institutional-grade infrastructure.
The Role
We’re seeking a Managing Director / Director of Relationship Management to lead high-touch partnerships with RIAs, multi-family offices, and private wealth managers. You will:
• Cultivate & Expand new advisor relationships, driving platform adoption and portfolio structuring.
• Advise & Educate sophisticated firms on private-market strategies and our technology-driven solutions.
• Lead Onboarding & Training, deliver thought-leadership, and gather market insights to inform product enhancements.
• Represent the Platform at industry events, round tables, and client forums to strengthen brand presence.
Ideal Profile
• 8+ years in advisory, relationship management, or sales within private markets, asset management, or wealth management.
• Proven RIA/Family-Office Network, especially HNW/UHNW advisory firms.
• Deep Private-Markets Expertise: VC, PE, co-investments, and alternative-asset allocation.
• Tech-Platform Fluency:
Prior SaaS sales, onboarding, or advisor-training experience.
• Outstanding Communication:
Able to simplify complex investment concepts for diverse audiences.
• Strategic Mindset:
Consultative approach, independently driven, with strong follow-through.
Location & Package
• Offices in NYC or Menlo Park, CA (3–4 days/week on site). This role will be based either in Northern CA (preferred) or Southern CA.
• Base Salary: $175K–$230K + performance bonus + equity.
• Comprehensive benefits: medical, dental, vision, RTO, 401(k).
Why Consider This Incredible Opportunity?
• High Impact:
Shape the future of private-market fintech for leading wealth advisors.
• Leadership Visibility:
Directly partner with senior executive team and product leaders.
• Meritocratic Culture:
Rewarded for results, continuous improvement, and civil, curiosity-driven debate.
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