Relationship Manager

A high-growth, venture-backed fintech platform is scaling rapidly and building the infrastructure layer powering how wealth advisory firms access and manage private markets.

With multi-billion AUM on platform and a growing base of sophisticated RIA clients, the firm is expanding its relationship management team to support the next phase of growth.

This is a front-office, revenue-generating role at the intersection of:

• Private markets investing
• Technology / platform solutions
• Strategic client advisory

You will partner directly with RIAs to help them move from opportunistic allocations to structured, repeatable private markets programs.

🎯 What You’ll Do

• Build and manage relationships with CIOs, investment committees, and senior leadership at RIAs
• Drive adoption of a multi-product platform, including:
• Private equity, venture, and private credit opportunities
• Structured investment vehicles (e.g., SPVs, feeders, white-label solutions)
• Portfolio analytics and reporting tools
• Own the full relationship lifecycle: origination → onboarding → expansion → long-term partnership
• Act as a strategic advisor to clients on portfolio construction and alternatives allocation
• Partner cross-functionally with investment, product, and operations teams
• Represent the firm in the market through client engagement and industry events

🧠 What We’re Looking For

Core Profile

• 7–10+ years of experience in relationship management, distribution, or client-facing roles
• Experience working with or selling into RIAs / wealth advisory firms
• Exposure to alternative investments (private equity, venture capital, private credit, secondaries, co-investments)
• Background that blends:
• Investment / capital markets exposure and/or
• Technology / platform / consultative sales experience

Must-Have Capabilities

• Strong ability to build credibility with senior decision-makers (CIO level)
• Proven track record of originating and closing complex, multi-stakeholder deals
• Ability to clearly communicate complex investment strategies
• Strategic account development mindset (focus on wallet share and long-term growth)
• High ownership, self-direction, and comfort operating in a fast-moving environment

Nice to Have

• Experience at:
• Alternatives platforms
• Asset managers (distribution or client solutions)
• Fintech or investment platforms
• Familiarity with:
• Portfolio construction frameworks
• Fund structures and private markets workflows