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Managing Director, Wealth Advisory Relationships
Managing Director, Wealth Advisory RelationshipsAllocate Holdings Inc. • Menlo Park, CA, United States
Managing Director, Wealth Advisory Relationships

Managing Director, Wealth Advisory Relationships

Allocate Holdings Inc. • Menlo Park, CA, United States
12 hours ago
Job type
  • Full-time
Job description

A fintech firm revolutionizing private market access is seeking a Managing Director / Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive compensation includes base salary, performance incentives, and equity options.

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Managing Director • Menlo Park, CA, United States

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