Description

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.

Requirements

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.