Director of Advisor Partnerships

Director of Advisor Partnerships

Director of Advisor Partnerships brings Valur's trust and tax-planning platform to high-net-worth-focused financial advisors. Opens relationships, communicates the value prop, and quarterbacks specialists through the first deals to land and expand each firm.

You'll own building Valur's relationships with financial advisors and bring our advisor product line to firms who want to solve the capital gains and estate tax problem for their entire clientele instead of only the most obvious ones. You'll lead with relationships and credibility, communicate our value proposition in the first few conversations, and then act as the quarterback - pulling in our trust and tax specialists to handle technical depth and drive the initial client deals, while you own the firm relationship end to end.

This is a relationship-led, consultative sale, not a transactional one. You don't need to be the deepest technical expert on irrevocable trusts on day one. You need to be sharp enough to hold an intelligent conversation about our product mix, know when to bring in an expert, and own building and expanding our relationship with firms from first call through expansion.

This role involves regular travel to industry conferences and advisor events to build relationships and represent Valur in the field.

If you're interested, please send 1–3 paragraphs describing an advisor or firm relationship you built from scratch — how you opened it, earned trust, and turned it into ongoing business.

Who You'll Sell To

Financial advisors and RIAs whose books are concentrated in high-net-worth clients (roughly 75%+ of assets from HNW individuals), where decisions move fast. Think firms under ~20 employees, or larger firms where you have a strong relationship that gets you to the decision-maker quickly.

Key Responsibilities

• New business. Open and close relationships with target advisor firms, using your existing network and credibility in the HNW advisor space to get the first meeting and earn trust.
• Value-prop delivery. Carry the first few conversations yourself — clearly articulate why Valur matters to an advisor and their HNW clients.
• Deal quarterbacking. Coordinate our specialists to handle technical questions and drive the initial client engagements each new partner firm runs. You orchestrate; the experts go deep.
• Land and expand. Grow each firm's relationship from their first client trust with us or white labeling our platform, through full adoption where using our platform is a natural part of their standard process and they set up trusts on a monthly basis.
• Build presence. Represent Valur at industry conferences and advisor events, building relationships and sourcing new partnerships in person.

Key Traits

• Relationship-Led Seller: Natural relationship builder with a track record of opening and growing accounts with sophisticated clients, not just managing existing ones.
• A track record in wealth or advisor distribution: Backgrounds like iCapital, CAIS, Addepar, or alts/long-short wholesaling, or advisor-tech sales (Holistiplan, , Vanilla) into HNW-heavy markets, are exactly right.
• A quarterback's instinct: Enough intellectual horsepower to understand our product mix (trust structures, tax planning) and to know when to bring in an expert rather than wing it.
• Efficiency & Ownership: Proven ability to independently manage a pipeline, prioritize, and consistently hit goals. Your attention to detail and results makes sure that no conversation loses speed because of a lack of follow through.

Qualifications

• 5+ years in a client-facing sales, distribution, or relationship management role in wealth, asset management, or advisor technology.
• Existing relationships with HNW-focused advisor firms, earned one of two ways: you've sold products that skew to these advisors (e.g., long-short or other alternative strategies), or you've sold advisor technology into regions dense with our target advisors (e.g. Bay Area, NYC, LA).
• Willingness to travel regularly for industry conferences, advisor events, and in-person meetings.
• Geographic concentration in or strong ties to a target market (SF, NYC, or LA) is a strong plus, but strong…