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
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

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