Confidential Fintech Platform — Senior Relationship Management Leader

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

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, roundtables, 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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