Managing Director - Waverly Street, Suite California, Palo Alto, United States Of America
1 week ago
Job summary
We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms.Responsibilities
- Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers,
- Serve as a trusted advisor,
- Partner with advisory teams to structure private market portfolios that align with their clients' investment objectives.
Job description
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