A family office for tech employees and founders. Built by engineers who understand QSBS and CFAs who understand APIs.
September 11
🏢 In-office - Manhattan
A family office for tech employees and founders. Built by engineers who understand QSBS and CFAs who understand APIs.
• Lead and grow a high caliber sales organization • Develop and implement a strategic plan to attract high-caliber financial advisors • Identify, attract, and engage prospective advisors through various channels • Oversee the end-to-end recruitment process • Build and maintain strong relationships with prospective advisors • Stay informed on industry trends and market conditions • Partner with marketing to enhance the firm’s brand • Establish and monitor KPIs related to recruiting efforts • Ensure all recruiting activities comply with regulations
• Experience leading a team through complex sales and/or deal cycles • Excellent communication, interpersonal, and leadership skills • Demonstrated ability to work cross-functionally and innovate • Comfort working in a fast-paced start-up • Ability to translate ambiguous circumstances into actionable steps
• Work with exceptional teammates • Maximize your effectiveness • Prioritize protecting your time and potential • Opportunity to earn trust managing wealth
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