Director, Strategic Partnerships (UHNW and Family Office)
CFA Institute, Menlo Park, California, United States, 94029
The Mission
We aren’t just managing portfolios; we are architecting legacies. As a founder‑led wealth and asset management firm, we have pioneered an innovative approach to multi‑generational wealth that defies industry convention. We are looking for a dynamic, high‑impact professional to serve as the face of this evolution—engaging the world’s most sophisticated investors to rethink what their capital can achieve.
The Edge: Capital Meets Innovation This role sits at the high‑velocity intersection of the Silicon Valley tech ecosystem and private capital. You will operate at the vanguard of capital raising and deployment, securing entry into exclusive, high‑alpha investment opportunities that remain inaccessible to the broader market. You won't just explain wealth management; you will facilitate direct access to the future of technology.
The Role This is not a traditional "relationship manager" role. You will be a strategic bridge between our firm’s vision and the complex needs of Ultra‑High‑Net‑Worth (UHNW) individuals and Family Offices.
Strategic Deployment Bridge the gap between sophisticated capital and the most sought‑after ventures in the tech landscape.
Translate Innovation Articulate our proprietary investment philosophy and tech‑centric opportunities to UHNW individuals and Family Offices.
Consultative Strategy Act as a creative problem‑solver, aligning our exclusive pipeline with the long‑term goals of legacy‑builders.
The Profile Intellectual Horsepower You are exceptionally sharp, able to hold your own in rooms with world‑class founders and sophisticated principals.
Self-Starting Engine Driven by the autonomy to build a network within the world’s most influential tech and capital circles.uccess.
Creative Communicator You possess a rare blend of financial literacy and storytelling prowess.
Dynamic Presence You have the "X-factor"—the charisma to inspire trust and the poise to navigate high‑stakes environments.
Why Join Us? Work directly with the Founder to bridge the gap between global wealth and Silicon Valley’s frontier. This is a career‑defining opportunity to own the narrative at the intersection of capital and innovation. Apply if you are ready to build something that lasts.
Ideal candidate will have 3-10 years of experience in a similar role or meaningful experience that can be applied to the current role. MBA/CFA candidacy a plus but not a requirement.
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The Edge: Capital Meets Innovation This role sits at the high‑velocity intersection of the Silicon Valley tech ecosystem and private capital. You will operate at the vanguard of capital raising and deployment, securing entry into exclusive, high‑alpha investment opportunities that remain inaccessible to the broader market. You won't just explain wealth management; you will facilitate direct access to the future of technology.
The Role This is not a traditional "relationship manager" role. You will be a strategic bridge between our firm’s vision and the complex needs of Ultra‑High‑Net‑Worth (UHNW) individuals and Family Offices.
Strategic Deployment Bridge the gap between sophisticated capital and the most sought‑after ventures in the tech landscape.
Translate Innovation Articulate our proprietary investment philosophy and tech‑centric opportunities to UHNW individuals and Family Offices.
Consultative Strategy Act as a creative problem‑solver, aligning our exclusive pipeline with the long‑term goals of legacy‑builders.
The Profile Intellectual Horsepower You are exceptionally sharp, able to hold your own in rooms with world‑class founders and sophisticated principals.
Self-Starting Engine Driven by the autonomy to build a network within the world’s most influential tech and capital circles.uccess.
Creative Communicator You possess a rare blend of financial literacy and storytelling prowess.
Dynamic Presence You have the "X-factor"—the charisma to inspire trust and the poise to navigate high‑stakes environments.
Why Join Us? Work directly with the Founder to bridge the gap between global wealth and Silicon Valley’s frontier. This is a career‑defining opportunity to own the narrative at the intersection of capital and innovation. Apply if you are ready to build something that lasts.
Ideal candidate will have 3-10 years of experience in a similar role or meaningful experience that can be applied to the current role. MBA/CFA candidacy a plus but not a requirement.
#J-18808-Ljbffr