Managing Director Relationship Management

Managing Director And/Or Director Of Relationship Management

We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing relationships with RIAs, multi-family offices, and private wealth managers, ensuring they leverage the platform to enhance their private market allocations. The ideal candidate has a deep understanding of private markets, a proven ability to build trusted partnerships with sophisticated wealth advisors, and a strong passion for building a next-generation private markets technology company.

Responsibilities

• Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.
• Serve as a trusted advisor, educating firms on private market strategies and the benefits of the platform and suite of investment and technology solutions.
• Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.
• Drive engagement and platform adoption by delivering high-touch relationship management, training, and thought leadership.
• Act as a subject matter expert on venture capital, private equity, co-investments, and other alternative investments, guiding advisors on manager selection, fund structures, and portfolio construction.
• Provide market intelligence, feedback, and insights to internal teams to enhance our offerings and client experience.
• Represent us at industry conferences, roundtables, and client events to strengthen brand presence and thought leadership.

Qualifications & Experience

• 8+ years of experience in relationship management, sales, or advisory roles within private markets, asset management, or wealth management
• Established network of RIAs, multi-family offices, and private wealth advisors, with a specific focus on HNW/UHNW wealth advisory firms.
• Deep understanding of private market investments, including venture capital, private equity, co-investments, and alternative asset allocation strategies.
• Strong knowledge and passion for delivering technology-driven solutions, with previous technology sales experience strongly preferred.
• Experience working with investment platforms, fund structures, and a range of alternative investment vehicles.
• Proven ability to build and maintain relationships with senior-level decision-makers at wealth advisory firms.
• Strong communication and presentation skills, with an ability to simplify complex investment concepts for different audiences.
• Strategic and consultative approach to client engagement, with a focus on long-term partnerships.
• Ability to work independently; travel as needed within the region.