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Director of Wealth Advisory Partnerships & Private Markets

Allocate, Palo Alto, CA, United States


A leading fintech firm based in California is seeking a Managing Director/Director of Relationship Management. The successful candidate will develop and manage relationships with wealth advisory firms, leveraging deep expertise in private markets. Responsibilities include educating advisors on strategic investments and driving adoption of the firm's innovative platform. Competitive compensation includes base salary and equity participation, with the potential for performance-based bonuses. Must have 8+ years of experience in a relevant field and a strong network within the industry. #J-18808-Ljbffr